Linda Peters is a financial advisor with Primerica Advisors, holding a Series 63 designation and 29 years of industry experience. She has worked with Primerica in various capacities since 1996 and has also been involved with John Witri Associates and K & R Vitello & Associates. Outside of finance, she operates Linda Peters Photography, focusing on youth sporting events. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers to implement its investment models.

Anson Graham is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior work experience in various roles, including positions at Duma Meats and PureGreen Landscaping. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income and tax-aware withdrawal strategies.

Annette Pejeau is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has previously worked at Equitable Advisors, LLC and Medic Management Group, Inc. Outside of her advisory role, she serves as a basketball official for the Ohio High School Athletic Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Molly Proctor is a Series 66-licensed advisor at J.P. Morgan Securities with experience beginning in 2026. Her prior work includes roles at JPMorgan Chase Bank, Citizens Bank, and D’Amore Tatman Group. Outside of finance, she was involved with Casey's Irish Imports from 2018 to 2025. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

John Estes is a financial advisor at Ameriprise in Avon Lake, Ohio, holding a Series 66 designation with 13 years of industry experience. His prior roles include positions at The Huntington Investment Company, First Merit Bank, LPL Financial, and Morgan Stanley. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendations and ongoing retirement-income planning centered on dependable income sources and tax-aware withdrawal strategies.

Amy Dienes is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds a Series 66 designation and has worked at UBS since 2007. Prior to joining UBS, she was affiliated with Mcdonald Investments beginning in 1995. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and proprietary research to tailor financial plans to clients’ goals and risk tolerances.

William Hornung is a CFP® professional based in Westlake, OH, with 39 years of industry experience. He has worked at Raymond James & Associates since 2018 and previously held roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutional clients, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Jeffrey Kobak is a financial advisor with LPL Financial in Westlake, Ohio, holding a Series 63 designation and 29 years of industry experience. He worked for 17 years at The O.N. Equity Sales Company and Ohio National Life Insurance prior to joining LPL Financial in 2023. Kobak is also involved in selling life insurance and fixed annuities through Creative One. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and extensive operational tools.

James Glaser is a financial advisor with Mass Mutual Investors Services in Cleveland, OH, holding a Series 66 designation and five years of industry experience. He previously worked at JP Morgan from 2016 to 2021. In addition to his advisory role, he is active as an insurance broker specializing in life, disability, long-term care, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, goal-oriented planning using firm-approved software and tools.

Michelle Reynolds is a financial advisor at RBC Capital Markets with 28 years of industry experience. She holds the Series 63 designation and previously worked at Wells Fargo Clearing for seven years before joining RBC in 2023. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Melana Carbary is a CFP® professional with 21 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2013. She also operates a yoga instruction business and provides divorce planning workshops through Burning River Advisory Group. Additionally, she is involved in coaching related to divorce planning with EnlightenHer, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals utilizing multiple custody and platform arrangements and a mix of proprietary and third-party investment strategies.

Christian Riemenschneider is a financial advisor with Morgan Stanley Wealth Management in Westlake, Ohio, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019 and previously worked at Wells Fargo Clearing from 2016 to 2019. Outside of his advisory work, he is a partner in Brothers Lounge LLC, a restaurant and bar in Cleveland. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and market models. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Barbara Semisorow is a financial advisor with LPL Financial, holding 34 years of industry experience. She has worked at Linsco/Private Ledger Corp. since 1996. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions with a range of financial planning and investment management solutions.

Brady Wells is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His prior work history includes roles at GreenBud, LLC and TrueGreen Global, as well as positions outside finance such as ice hockey coaching. Outside of his advisory career, Wells serves as an assistant ice hockey coach for the Cleveland Wildcats and is involved in recreational activities at Beechmont Country Club. Morgan Stanley Wealth Management provides a wide range of advisory programs for both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services through a combination of direct client relationships and corporate financial planning agreements.

Kristen Geary is a financial advisor with UBS Financial Services in Cleveland, OH, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her work history includes multiple roles at UBS Financial Services since 2018 and prior experience with HumanLink LLC and independent brokerage work. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

Michael Gracie is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Triad Advisors, Lineweaver Wealth Advisors, Lincoln Investment Planning, and Roundstone Insurance. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages advisory services with oversight of sub-advisers and a focus on conflict management.

Pamela Huston is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with Robert W. Baird since 2015. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing internal research, model-traded strategies, and tax-management techniques.

Michael Gabriel is a financial advisor at Edward Jones with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Edward Jones in 2025, he worked at Equitable Advisors and held roles outside the financial sector, including positions at nVent Erico and Smithers-RAPRA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Edmund Bosse is a financial advisor at Equitable Advisors with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Metropolitan Life Insurance Company and Mass Mutual Investors Services. Equitable Advisors serves a broad client base, including individual, pension, corporate, and nonprofit clients, providing financial planning, retirement plan consulting, and asset-management programs. The firm uses a range of advisory models implemented through third-party managers and LPL-sponsored programs, offering diverse investment options and ERISA fiduciary services.

Angelo Carcioppolo is a financial advisor at Mass Mutual Investors Services with 14 years of industry experience. He holds the CFP® and ChFC® designations and has worked at MML Investors Services and Mass Mutual Life Insurance Company since 2018, as well as at Western Southern Life and W&S Brokerage Services from 2012 to 2018. He serves on the board of directors for Kent State Twinsburg, assisting with community engagement efforts. Mass Mutual Investors Services, LLC operates as a broker‑dealer and SEC‑registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements utilizing firm-approved analytical tools, with options for clients to implement recommendations through separate brokerage or insurance arrangements.