Minyon Heard is a Series 66 licensed advisor with Primerica Advisors in Euclid, OH, and has 16 years of industry experience. She has worked with Primerica Financial Services and Primerica Advisors since 2018 and has been retired since 2016. Outside of financial advising, she is involved with Primierica Mortgage and Primerica Client Services through part-time referrals and is a member of Chagrin Valley Real Estate, LLC. Primerica Advisors is a large-scale firm serving individual investors, corporate, and charitable clients, primarily through a wrap-fee asset management program. The firm utilizes model-driven investment strategies managed by unaffiliated asset managers and provides trade execution and custody services through established financial institutions.

Indu Braum is a financial advisor with Morgan Stanley in Pepper Pike, Ohio, holding Series 63 and Series 65 licenses with 23 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2002, including 15 years at Morgan Stanley Smith Barney. Outside of her advisory work, she serves as secretary and board member of Thrive Through Tennis, a recreational organization in Broadview Heights, Ohio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models as part of its financial planning process.

Christopher De Ment is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has seven years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in multiple roles since 2012. Outside of his advisory work, he operates an Amazon seller business. 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 in its investment approach.

Britney Mayer is a financial advisor with Cambridge Investment Research Advisors and holds nine years of industry experience. She has been with Cambridge Investment Research Advisors since 2020 and has worked at related firms, including Cambridge Investment Research, Inc. and Mayfield Financial Services, since 2015. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, providing both discretionary and non-discretionary portfolio management across multiple platforms.

Steven Golenberke is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, with prior experience at Huntington Bank, The Bank of New York Mellon, and other firms. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Ned Tufekcic is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 36 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Cincinnati Analysts. He is involved with ProInvest Financial Inc., a non-variable insurance and investment-related business. 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, with a broad platform supported by operational and research tools.

Jacob Freshour is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Mark Spoerke is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been associated with Raymond James Financial and its affiliates since 1999 and has also worked with Carver Financial Services LLC. Outside of advising, he is a partner in RMS Transportation LLC, where he provided initial capital and a loan guarantee for an aircraft. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored financial planning and investment consulting using analytical tools to model potential outcomes and supports clients through advisory programs and specialized institutional consulting.

Patrick De Nitto is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with the firm since October 2004 and specializes in working with affluent families to develop customized financial strategies. His focus areas include retirement planning, education planning, philanthropic giving, legacy planning, and managing wealth through significant life transitions. With over twenty years of investment experience, Patrick employs a goals-based wealth management approach that emphasizes building portfolios tailored to specific client goals. He aims to help clients understand the purpose of each investment within their portfolios to align financial decisions with their risk tolerance, time horizon, liquidity needs, and overall objectives. Patrick holds a Bachelor's Degree in Economics from Arizona State University and holds the professional designation of Personal Investment Advisor (PIA). Outside of his professional activities, Patrick enjoys fishing, golfing, music, skiing, spending time with his family, and traveling. He, his wife, and their young daughters reside in Pepper Pike.

Matthew Greenway is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

John Cingel is a financial advisor with LPL Financial in Beachwood, OH, holding a Series 63 license and possessing 43 years of industry experience. He previously worked at Tyler-Stone Wealth Management, LLC for 10 years and Mass Mutual Investors Services for 5 years. Outside of his advisory work, he is involved as an independent insurance agent selling life, disability, long-term care, health insurance products, and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and 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 over 22,800 advisors and advanced operational tools.

Douglas Bunker is a financial advisor with Edward Jones in Lyndhurst, Ohio, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is the owner of a small rental property business, Parnell Properties, which he plans to dissolve in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dominic Mihalik Jr. is a Senior Financial Advisor with the Pepper Pike Wealth Management Group at Merrill Lynch Wealth Management. He joined the Pepper Pike Group in November 2015, bringing a diverse background in operational management, regulatory and risk management, and wealth management. His career includes serving various markets such as Atlanta, New Jersey, and New York City, and in 2006, he served as Vice President, Administrative Manager for the Northeast Ohio Merrill office, overseeing over 250 advisors and support staff. Dominic focuses on wealth management strategies, portfolio management, wealth preservation, and transfer for high net worth individuals and families. He works closely with clients and their estate planning attorneys and accountants to provide integrated financial strategies. Dominic is committed to staying informed of economic changes, industry trends, legislation, and tax reforms. He earned a Bachelor's Degree from Cleveland State University and holds the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, Dominic is engaged in the Greater Cleveland community through volunteer work with the Transplant House of Cleveland, Ronald McDonald House of Northeast Ohio, and Saint Albert the Great Parish. He serves as a Trustee of the Lakeside Yacht Club in Cleveland. In his personal time, Dominic enjoys fishing year-round, boating, golfing, and hiking, and spends time with his wife, Sarah, and their daughters, Grace and Maura.

Luke Baum is a CFP® with over 30 years of industry experience, currently serving at Fidelity Investments. His career includes roles at Kingswood Capital Partners, Cabot Lodge Securities, and Cbiz Financial Solutions. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products, including discretionary portfolios and fund advisory services.

Kelly Burden is a financial advisor at UBS Financial Services with a Series 66 designation and six years of experience at the firm. Prior to joining UBS in 2017, Burden held multiple roles at Miami University from 2016 to 2020, and also worked at Macy's in 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Nathaniel Hirko is a financial advisor at Ameriprise with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Huntington Investment Company and J.P. Morgan Securities. Outside of financial services, he has experience working with Ohio State University’s Jesse Owens Recreational Center. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored, written retirement income planning and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Csongor Simon Benedek is a financial advisor with Morgan Stanley, holding a Series 66 designation and six years of industry experience. His prior work includes roles at PNC Investments, LLC, Charlotte Russe, Cleveland State University, Cellular Technology Limited, and The Rail. Morgan Stanley Wealth Management offers a broad range of advisory programs for individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Robert Petersen is a financial advisor with LPL Financial in Pepper Pike, Ohio, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, Petersen is licensed to sell life, health, and long-term care insurance as well as fixed annuities, and he provides tax preparation services. He is also a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of solutions including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a large network of investment adviser representatives.

Ronald Hollis Jr. is a financial advisor with Primerica Advisors in Cleveland Heights, OH, holding a Series 63 designation and 15 years of industry experience. He has been with Primerica Advisors since 2010 and has a background that includes a decade of involvement with New Community Bible Fellowship. Outside of his advisory role, he is a partner at Ronald Hollis Jr., LLC, which engages in investment-related activities and referrals for home security and automation products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, delegating trading responsibilities to BNY Mellon Advisors for model implementation.

Matthew Darcy is a Series 66-licensed financial advisor with 25 years of industry experience. He is currently with LPL Financial and also operates Tyler-Stone Wealth Management, an independent investment advisory firm. Outside of his advisory roles, Darcy is a business owner of an ice cream retail company and serves as a notary in Cuyahoga County, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.