Paul La Banc III is a financial advisor with LPL Financial, holding a Series 63 designation and over 34 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 18 years before joining LPL Financial in 2023. In addition to his advisory role, he is an owner of Oak Tree 100, LLC, a business entity for tax and investment purposes. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Bethany Gonzalez is a financial advisor with J.P. Morgan Securities LLC based in Parma, OH, holding Series 63 and Series 65 designations and possessing 16 years of industry experience. Her prior experience includes roles at Northwestern Mutual and John Adams/Adams, Gut, & Associates. She is the owner and registered agent of MindBodySoul&Money, LTD, a holding company with investments in local laundry businesses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending investment strategies.

Nathan Bowman is a Series 66-licensed financial advisor with Equitable Advisors in Independence, Ohio, and has three years of industry experience. Prior to joining Equitable Advisors, he was self-employed for five years and has held positions at the Cleveland Clinic Foundation and local fire departments. He is also the owner of Archival Arms LLC, a non-investment business. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Matthew Zamorek is a financial advisor at Merrill with Series 65 and Series 66 licenses and one year of industry experience. Prior to joining Merrill and Bank of America, he worked at multiple firms including Empower Advisory Group and FedEx Ground. Outside of his advisory career, he has experience with Downtown McCarthys over five years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Matthew Frindt is a financial advisor with Equitable Advisors holding a Series 66 designation. He joined the firm in 2025 and has experience working with organizations such as the Cleveland Yachting Club. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and utilizes various third-party advisory models and tools.

William Quayle Jr. is a financial advisor with Primerica Advisors in North Royalton, OH, holding Series 63 and Series 65 licenses and 43 years of industry experience. He has been with Primerica Advisors since 1982 and Primerica Financial Services since 1980. In addition to his advisory role, he is involved in sales of investment-related products and receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm employs a wrap-fee structure and curates third-party asset managers, delegating trading to BNY Mellon Advisors.

Stephan Smelko is a financial advisor at Charles Schwab with 19 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2008. Outside of his advisory role, he serves as treasurer for the Reno Rod and Gun Club in Becksville, Ohio. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a mix of non-discretionary advisory recommendations and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Paul Fox is a financial advisor with Mass Mutual Investors Services in Cleveland, OH, holding a Series 63 registration and possessing 30 years of industry experience. He has worked with Mass Mutual since 2000. Fox serves as a board member for the Cleveland Project Northern Ireland, contributing to strategic planning for the foundation’s future growth. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements and a range of investment programs and educational seminars.

Caden Garrido is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked at Sauced Barbeque and Spirits and Lifetime Financial Growth, and was involved with Ohio State University Student Union during his studies. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and a range of managed programs and third-party asset managers to deliver tailored advice and implementation services.

Thomas Arbeznik is a financial advisor at Robert W. Baird & Co. with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets before joining Baird in 2018. He is part of The DDK Group within Robert W. Baird & Co.'s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and customized investment strategies tailored to client goals and risk tolerances.

Joseph Manocchio is a financial advisor with Edward Jones in Strongsville, OH. He holds a Series 66 designation and has been in the industry since 2026. Prior to joining Edward Jones, he held positions at Fratarcangeli Wealth Management and Kisling, Nestico & Redick, as well as periods of unemployment and full-time study. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products, operating under a fiduciary standard.

James Chippi is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 39 years of industry experience. His career includes roles at Merrill and Bank of America prior to joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by advanced modeling tools.

Maxwell Miotke is a financial advisor at Cetera with three years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Fidelity Investments and Nitor Partners. He also provides administrative support at Vantage Financial Group. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across various program structures.

Jennifer Bower is a financial advisor with LPL Financial in Independence, OH, holding a Series 66 designation and 11 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. from 2012 to 2023 before joining LPL Financial in 2023. Outside of her advisory role, she is associated with Invman, LLC, a business entity for tax and investment purposes. 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 and access to third-party asset management, supported by a large network of investment adviser representatives.

Jordan Guzman is a financial advisor with UBS Financial Services in Rocky River, OH, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining UBS in 2021, he worked at Fidelity Investments and Dollar Bank, among other firms. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

James Jump is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors Corporation. Outside of his advisory role, he is involved in a solar energy business where he assists with navigating tax incentives and sales strategies. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, risk assessments, and managed portfolios that may include a variety of investment vehicles.

Richard Sofka is a Series 66 licensed financial advisor with 17 years of industry experience. He is currently with Raymond James & Associates and previously worked at Bank of America and Merrill for 14 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles and affiliated research.

Joseph Cariello is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Wells Fargo Advisors since 2020 and previously held positions at Credit Agricole Corporate & Investment Bank and Credit Agricole Securities (USA). Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Marijan Pavicic is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2019. Prior to his career in finance, he spent 19 years involved with Five Points Dentistry/Merit Dental. Pavicic is also active as a life coach through Complete U, LLC, a non-investment-related business based in Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports various investment strategies and platforms, combining extensive financial activities with oversight of substantial discretionary assets.

Owen Mcbride is a financial advisor at UBS Financial Services with 41 years of industry experience. He has been with UBS since 1993 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the managing member of an LLC that oversees a small rental property. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and research resources.