Ryan Montanari is a financial advisor with LPL Financial in Independence, OH, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Ameriprise, Prudential Insurance Company of America, and Pruco Securities. Outside of financial services, he has experience in the hospitality industry with Incline Public House. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, supported by proprietary and third-party research.

Shane Skuhrovec is a financial professional at Cetera with three years of industry experience. His prior work includes four years at PricewaterhouseCoopers and roles at Cetera Wealth Services and Cetera Investment Advisers. He is a Series 66 credential holder. Outside of advisory work, he is involved in rental property management. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across multiple program structures.

Mary Jo Gilligan is a financial advisor at LPL Financial with 22 years of industry experience. She holds a Series 63 designation and has worked previously at MML Investors Services, Mass Mutual Life Insurance Company, and MetLife Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives, offering a range of advisory programs and financial planning services.

Porter Campbell is a financial advisor with Edward Jones in Richfield, OH, holding the Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he worked at E-9 Corporation, Front Street Cafe, ATSG Corporation, OneFederalSolution, and Vista/CSTI. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Harmony Campbell is a financial advisor with Ameriprise, holding a Series 66 designation and 14 years of industry experience. Prior to joining Ameriprise, Campbell worked at Edward Jones for 10 years. Outside of advisory work, Campbell owns HFC Enterprises, LLC, a business related to managing her Ameriprise practice. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, supporting clients with a range of advisory, brokerage, and insurance solutions.

Brian Valore is a financial advisor at Charles Schwab with 25 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab since 2009, including service at Charles Schwab Bank since 2025. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options supported by centralized supervisory and custody arrangements.

Mark Pentella is a financial advisor with Morgan Stanley in Akron, OH, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Morgan Stanley since 2013, including time at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by proprietary tools and research, managing approximately $2.74 trillion in client assets.

Anthony Anderson is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for 11 years. Anderson serves as a director for Club Molisani Charities, a nonprofit organization where he helps organize activities and volunteers at fundraising events. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and institutional consulting, with a notable focus on public finance and municipal work.

Jack Spencer is a financial advisor with Cambridge Investment Research Advisors, holding CFP® and Series 63 credentials and bringing 56 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and previously spent nine years with Securities Service Network, Inc. Outside of his advisory role, he is the president of a firewood sales business in Valley City, Ohio. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party model strategies tailored to client objectives.

Jason Satir is a financial advisor with Charles Schwab in Richfield, Ohio, holding a Series 66 designation and nine years of industry experience. He has been with Charles Schwab since 2016. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios alongside centralized supervisory and custody arrangements.

Carmen Monaco is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 26 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, Monaco worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of the firm, Monaco has significant ownership interests in investment-related businesses, including a 50% stake in Blue Ocean Investment Group, LLC, and a 90% stake in Monaco GP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Mark Driscoll is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. He worked at Next Financial Group Inc for 16 years before joining LPL Financial in 2025. Driscoll is also involved with Driscoll Advisor Services Inc, a business entity he manages alongside his advisory work. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management and incorporates research-driven model portfolios and alternative strategies in its offerings.

Heather Pospisil is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank and E*Trade Securities. She also owns a small business, HP LLC, which is used exclusively for Ameriprise-related income. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary retirement recommendations.

Evan McCauley is a CFP® professional with 11 years of industry experience, currently affiliated with Raymond James Financial. He previously worked at Merrill Lynch from 2014 to 2017. McCauley serves as a board member and finance committee member for the Great Trail Council of the Boy Scouts of America. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by extensive research and an affiliate network.

Joseph Magee is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and six years of industry experience. He has worked at Primerica Advisors since 2024 and previously spent time at PFS Investments Inc and SRI. Magee has been associated with Primerica Financial Services since 1998. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates on a large scale and delivers advisory services through model-driven strategies managed by third-party asset managers.

David Hunt is a financial advisor with Cambridge Investment Research Advisors, holding 20 years of industry experience. He has been affiliated with Cambridge since 2010. Outside of his advisory role, Hunt teaches a basic financial planning course at Polaris Career Center and operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement-plan advisory services through a network of independent Financial Professionals, utilizing both proprietary and third-party strategies across multiple custody platforms.

Gabriel Speidel is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab and Amazon. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses proprietary research, quantitative analysis, and systematic methodologies to construct model portfolios and serves as an advisor to multiple registered investment companies.

David Courtad is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in January 1986, navigating major market events such as the 1987 market sell-off, the dot-com bubble from 1995 to 2000, and the Great Recession of 2008. These experiences have contributed to his risk-aware approach to financial counseling. In 2016, David founded The Courtad Group Wealth Management team along with his daughter Sarah, later joined by his son Ethan in 2018. The group focuses on advising families regarding multi-generational wealth through a consultative and experience-driven approach. David holds the Personal Investment Advisor (PIA) designation and earned his Bachelor's Degree from The Ohio State University. Outside of his professional work, David and his wife Kathy participate in community projects including the Akron Food Bank and the Juvenile Diabetes Research Foundation. He is also a member of the Summit County Ohio State Alumni Club. His interests include baseball, football, gardening, golfing, skiing, swimming, traveling, and spending time with his family.

Anthony Van Keuren is a financial advisor with LPL Financial who holds a Series 63 designation and has 20 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and Securities America, Inc. He is also involved in legal services through his ownership interest in Dennis C Jackson Co., a business he has been associated with since 2006. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Michael Scaravelli Jr. is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has professional background including roles at Black Iron Grille, VTM Trading, LLC, and Rainbow International of Cleveland. Outside of financial advising, he has worked as a sales associate with Realty Benefits Services and Dergalis Associates LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.