Richard Majewski is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has nine years of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and Bob Ford Inc. Majewski is also an independent insurance agent with Mayfield Financial Services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, providing services such as financial planning, investment management, and retirement plan advisory through a broad network of independent Financial Professionals. The firm offers multiple portfolio management solutions with discretionary and non-discretionary options tailored to client objectives.

Michele Johnson is a CFP®-certified financial advisor with 16 years of industry experience. She is currently with Cetera and has previously worked at firms including LPL Financial, Raymond James, and PNC Investments. Johnson also operates Elevated Wealth Solutions LLC. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers multiple program options and investment approaches supported by affiliated and third-party managers.

Samuel Von Duhn is a financial advisor at UBS Financial Services with Series 65 and Series 63 credentials and one year of industry experience. He has worked at several firms including KeyBank, Key Investment Services, LLC, and Charles Schwab. Prior to entering the financial industry, he spent time in education and also worked at Interlake Steamship Company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based investment strategies tailored to client goals.

Aidan Murphy is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior work includes roles at Morgan Stanley and involvement with Youngstown Country Club. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary and discretionary investment options with a multi-asset model portfolio approach.

Anthony Margadonna is a Financial Consultant who focuses on educating and preparing clients for various financial situations. He has professional experience as a Financial Representative at TD Bank from 2017 to 2020. Outside of his professional work, Anthony enjoys attending concerts, playing and watching football and soccer, engaging in outdoor adventures, skiing, and spending time with his pets.

Kirk Jones is a financial advisor with Mass Mutual Investors Services based in Cleveland, OH, holding 25 years of industry experience. He previously worked at MetLife Securities Inc and Metropolitan Life Insurance Company for 17 years before joining Mass Mutual in 2016. Outside of his advisory role, he co-owns and manages rental properties. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides annual, collaborative financial planning engagements and various specialized offerings including Divorce Planning and estate-settlement services.

Jeffrey Berger is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at UBS Financial Services Inc. for 14 years and Royal Alliance Associates, Inc. for 4 years. Outside of his advisory role, he serves as an investment strategist for Heritage Financial Planners, where he performs due diligence on investment strategies and researches market movements. OSAIC serves a wide range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated financial advisors and various advisory platforms. The firm utilizes sophisticated asset-allocation tools and third-party services to construct diversified portfolios across multiple asset classes.

Idris Merriman is a financial advisor with Primerica Advisors in Euclid, OH, holding Series 63 and Series 65 designations and bringing 46 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 1987. Outside of investment advisory, he engages in sales of mortgage and home-related products through affiliated companies and is a notary. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Tammy Blough is a financial advisor with Morgan Stanley, holding a Series 66 designation and 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and has prior experience at Citigroup Global Markets starting in 2000. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and firm-approved tools, emphasizing an advisory role without individual security recommendations in standalone plans.

Justin Petty is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and six years of industry experience. His work history includes roles at Thrivent Financial since 2020, as well as prior positions at Energy Harbor, Performance Bicycle, and FirstEnergy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of financial topics. The firm combines holistic, goal-based analyses with managed-account program options while maintaining planning and management as separate services.

Amanda Brunnett is a financial advisor at Osaic Wealth, Inc. with 18 years of industry experience. She holds a Series 66 designation and has worked with firms including Financial Planners of Cleveland and Royal Alliance Associates. She also serves as Director of Financial Planning at Heritage Financial Planners, where she prepares financial plans and manages client account services. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party investment management. The firm employs advanced portfolio construction tools and supports both discretionary and non-discretionary account management.

Joseph Kosek is a CFP®-certified financial advisor at OSAIC with 43 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 27 years before joining OSAIC in 2025. Outside of his advisory role, he serves as president and board member of a neighborhood association. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charities through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a variety of investment strategies and third-party management solutions.

Alexandria Michel is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, she worked in education at Open Door Christian School, Brunswick City Schools, and Buckeye City Schools. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Jerome Johnson is a financial advisor with Primerica Advisors in Euclid, OH, holding 12 years of industry experience. He has been with Primerica Advisors since 2013 and has a longer tenure with Primerica Financial Services beginning in 2008. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies of Primerica. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which includes model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities while offering a tiered percentage-based fee model.

Lira Wilson is a financial advisor at Morgan Stanley with a Series 66 designation and 30 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and methodologies.

David Schwarz is a financial advisor at Robert W. Baird & Co. Inc. in Cleveland, OH, with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Robert W. Baird since 2011. Outside of his advisory role, he participates in Local Matters, a nonprofit focused on healthy food education and access in urban communities, where he reviews financial statements quarterly. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using a range of strategies and managers, including traditional and non-traditional investments, as well as municipal advisory and public finance services.

Francine Hollis is a financial advisor with Primerica Advisors, holding 10 years of industry experience. She has worked at PFS Investments Inc. since 2015 and has been with Primerica Financial Services since 2013. Hollis is involved in additional business activities including sales of loan products and home-related services through affiliated companies, and she is a partner at Ronald Hollis Jr., LLC, a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee model, delegating trading responsibilities to BNY Mellon Advisors.

Ivan Gavran is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2005. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also holds a unique position as a registered commodity pool operator and serves as an advisor to multiple registered investment companies and fund-of-funds.

Daniel Gaertner Jr. is a financial advisor with UBS Financial Services in Cleveland, OH, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has worked at UBS since 2018 and previously at American Century Investment Services for one year. He serves as a trustee for the West Haven Foundation, where he participates in grant approvals and organizational oversight. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

John O'Connor is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked within various Morgan Stanley entities since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through financial advisors and estate planning strategies.