Jennifer Kunesh is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 20 years of industry experience. She has worked primarily with Raymond James and its affiliates since 2008, with a two-year tenure at LPL Financial in between. Kunesh is also a commissioned notary. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance activities through a unique affiliation with a municipal advisor.

Ryan Pavicic is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera and affiliated firms since 2012. Outside of advisory work, he owns and operates a tax preparation business focused on personal and small business returns. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporations, and institutional accounts, offering a variety of portfolio management and financial planning services through a large nationwide network of independent advisors.

Holly Rounds is a financial advisor at Charles Schwab with 26 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab since 2000, including her current role with Schwab Retirement Plan Services, Inc. since 2014. Outside of her advisory work, she is involved in managing rental property. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wrap fee advisory, brokerage, and custody services through its Schwab Wealth Advisory program. The firm combines non-discretionary client guidance with access to discretionary separately managed accounts and utilizes multi-asset model portfolios and due diligence on alternative investments.

Emily Minnich is a financial advisor at UBS Financial Services with 23 years of industry experience. She has been with UBS since 2005. Outside of her advisory role, she is a fitness instructor at PSYCLE and serves on the investment committee of St. Joseph Academy. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Brian Pinto is a financial advisor with Ameriprise in North Olmsted, OH, holding a Series 63 designation and over 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, Pinto serves on the Board of Directors for Canterbury Woods HOA as Pool Manager and is a member of Westlake P2 Group, LLC. Ameriprise offers retirement-income planning services targeting individuals near or in retirement with significant investable assets, providing written recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Spencer Seaman Jr. is a financial advisor with UBS Financial Services in Rocky River, OH, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves on the Board of Directors for the BGSU Foundation and is slated to become Chair-Elect in 2025, transitioning to Chair in 2027. 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 integrates institutional trading capabilities with wealth management services, supported by proprietary research and a variety of capital markets activities.

Lisa Inestroza is a financial advisor at Raymond James Financial in Akron, OH, holding a Series 66 designation with two years of industry experience. She has worked with Raymond James Financial Services, Momentum Wealth Partners, and previously with Howard Hanna. Outside of finance, she is licensed as a real estate agent. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary advisory services supported by analytical tools and has unique affiliations in municipal advisory and employer retirement plan consulting.

William Smith is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has five years of industry experience, including roles at First Trust Advisors L.P. and First Trust Portfolios L.P. prior to joining Raymond James. His background also includes work at DoorDash, Dell, and Michigan State University. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Darren Morgan is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Cadaret, Grant & Co., Inc. from 2007 to 2025. He is also the owner of The Backyard Stage, an unrelated business venture. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Alex Morgan is a Financial Consultant at Fidelity Investments, a position held since 2021. Prior to this role, Alex served as an Investment Consultant from 2019 to 2021, Relationship Manager from 2017 to 2019, and Financial Representative from 2015 to 2017, all within Fidelity Investments. Through these roles, Alex has developed experience in financial planning and investment portfolio creation, focusing on simplifying complex financial concepts for clients. Alex's approach centers on understanding clients' goals and preferences to create personalized financial plans that aim to support their comfort and objectives. By analyzing clients' situations collaboratively, Alex helps establish actionable plans towards financial goals. Outside of professional responsibilities, Alex engages in musical instrumentation, outdoor adventures, parenting, reading, snowboarding, and yoga.

Teodore Krawec is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning and non-discretionary investment consulting through a range of portfolio management styles.

Adam Hahn is a financial advisor with Fidelity, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked with Fidelity Brokerage Services LLC since 2008 and currently serves at Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including management of model portfolios constructed through a combination of fundamental research, quantitative analysis, and algorithmic methodologies. The firm also provides advisory services to registered investment companies and employs oversight controls to manage potential conflicts of interest.

Joshua Lorek is a financial advisor with LPL Financial, holding a Series 66 designation and having 29 years of industry experience. He has worked at LPL Financial since 2018 when he began through Ohio Investment Partners, with prior experience at Cetera Advisor Networks. Outside of his advisory role, he is involved in several investment-related business entities in Fairview Park, Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

Christopher Edelman is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and Raymond James Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing various investment strategies and technologies.

Robert Mastrangelo is a financial advisor at Cetera with 29 years of industry experience. He holds the Series 66 designation and has worked at Cetera Advisors LLC since 2013. He also serves the City of Highland Heights and participates as a poll worker in local elections. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a large network of independent advisors.

Aileen Tippy is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. She holds a Series 63 designation and has worked with various Wells Fargo entities since 2009. Outside of her advisory role, she serves as power of attorney for her mother and is connected to a telecommunications equipment business owned by her spouse. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and specialized services such as business-owner transition and divorce planning. Advisors use firm research and planning tools to develop tailored recommendations, with implementation options through brokerage or advisory programs.

Kenneth Hight is a financial advisor with Equitable Advisors in Independence, OH. He holds a Series 66 designation and joined the firm in 2026. Prior to his current role, he worked in the education sector, including positions at Columbus City Schools and the Educational Service Center of Central Ohio. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a variety of advisory models and third-party asset managers to tailor investment solutions.

James Carpas is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. He focuses on family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, and retirement income. James collaborates closely with clients to develop financial strategies tailored to their long-term goals. He holds a Bachelor's Degree from the University of Akron and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). In addition to his advisory role, James is actively involved in community service, volunteering with local organizations. Outside of work, he enjoys biking, running, skiing, and spending time with his family.

Brian Kljun is a CFP®-certified financial advisor with Edward Jones in Strongsville, OH, and has 34 years of industry experience. He has been with Edward Jones since 1991. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

John Johnson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His prior work includes positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.