James Hatton is a financial advisor with LPL Financial in Brecksville, OH, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior firms include Equitable Advisors LLC and SII Investments, Inc. He is also involved in an insurance agency, JEH Agency, based in Brecksville. 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 range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Walter Goggans Sr. is a financial advisor with Ameriprise who holds a Series 63 designation and has 27 years of industry experience. He has been with Ameriprise and its affiliated entity since 1998. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering tailored recommendations through a centralized consulting team.

Randal Lupi is a financial advisor with Equitable Advisors in Independence, OH, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors since 2004, including its predecessor firms Axa Advisors and Waddell & Reed. Outside of advising, he is an owner and partner in Student Loan Tech Inc. and serves as a member and vice president of Student Loan Gurus LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of proprietary and third-party advisory models, offering mutual funds, ETFs, separately managed accounts, and select alternatives while providing ERISA fiduciary services to qualified plans.

Thomas Dattilo is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise in Chagrin Falls, OH. He has worked at Ameriprise since 2017 and previously spent eight years with UBS Financial Services Inc. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, utilizing a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports.

Darren Ewaska is a financial advisor with LPL Financial in Chardon, OH, holding a Series 63 designation and possessing 36 years of industry experience. He has been with LPL Financial and its predecessor entities since 2004. Outside of his advisory work, he is involved in the restaurant business as a co-owner of Aces Grille and has assisted in opening other restaurant ventures. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and various investment strategies.

David Bennett is a financial advisor at Merrill with Series 63 and Series 65 credentials and over 50 years of industry experience. He has been with Merrill since 1974 and with Bank of America since 2009. Outside of his advisory role, he serves as President of the Board for New Directions for Living and as Co-President of the Board for Western Reserve Community Development Corporation, both nonprofit organizations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through a range of model-based and discretionary investment strategies. The firm serves individuals, high-net-worth clients, pensions, corporations, and charitable organizations by combining internal and third-party portfolio management with comprehensive trading and custody support.

David Mercado is a Senior Financial Advisor with Merrill Lynch Wealth Management and a key member of the KMME Group located in Pepper Pike and Westlake, Ohio. He has been with Merrill/Bank of America since 2010 and joined the KMM Group as a Financial Advisor in 2017. David serves high-net-worth individuals, families, and business owners, focusing on a personalized, goals-based approach to financial planning and investment management. With over two decades of experience, David provides comprehensive strategies encompassing retirement planning, estate considerations, risk management, and tax-efficient investing. Prior to his current role, he held positions such as Associate Market Executive for Merrill's Northeast Ohio Market—where he led the Financial Advisor Development Program—and Wealth Management Banking Regional Manager covering multiple states. His earlier career includes roles in middle market commercial real estate lending, retail banking, and insurance. David holds a bachelor's degree and a Master of Business Administration from Cleveland State University and maintains a Personal Investment Advisor designation. He has been involved with Trinity Lakewood Community Outreach and focuses his community efforts on addressing food insecurity and low-cost housing. Residing in Avon, Ohio, David lives with his wife Samantha; they have four children, one grandson, and two dogs.

Janet Padula is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 18 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Cheryl Lidawer is a financial advisor at Fidelity with 40 years of industry experience. She has held roles at Morgan Stanley Private Bank, Morgan Stanley, Bank of America, and Merrill prior to joining Fidelity. She holds Series 63 and Series 66 designations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Brandon Owen is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at LPL Financial, The Middlefield Banking Company, and Citizens Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of investment products. The firm integrates institutional trading capabilities with wealth management services and proprietary research to tailor client investment strategies.

Matthew Puflea is a CFP®-designated financial advisor with 33 years of industry experience, currently with Raymond James Financial in Solon, OH. He has worked with Solon Investment Services, Inc. since 2014 and is the owner of Solon Road Partners LLC, a real estate brokerage entity associated with his practice location. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and supports both advisory programs and institutional consulting across a large advisor network.

Paul Guzi is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Fidelity, having been with Fidelity Brokerage Services LLC since 2017. His prior experience includes roles at Signature Consulting for US Bank and Northwestern Mutual. He works for Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Howard Schulman is a financial advisor at OSAIC with 20 years of industry experience. He previously worked for Lincoln Financial Advisors for 20 years. Outside of advising, Schulman serves as a trustee administering a family trust. OSAIC serves a diverse client base that includes retail and institutional investors, providing integrated brokerage and investment advisory services along with financial planning and retirement consulting. The firm utilizes advanced asset-allocation tools and supports both discretionary and non-discretionary account management across various investment types.

Luke Losik is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2023. He leads a dedicated team of advisors and partners focused on delivering quality interactions and financial plans to clients, aligning with Fidelity's commitment to excellence. Luke has extensive experience at Fidelity Investments, having served in various roles since 2011. His prior positions include Assistant Branch Leader, Financial Consultant, Investment Consultant, Retirement Relationship Manager, Retirement Solutions Representative, and Investment Solution Representative, demonstrating a comprehensive background in financial advisory and client relationship management. Outside of his professional responsibilities, Luke enjoys family activities, fishing, golf, hiking, and traveling.

Christine Geissinger is a Series 66 licensed financial advisor with Merrill, based in Chagrin Falls, OH. She has 11 years of industry experience and has been with Merrill since 2014. 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Maser is a CFP® certificant with over 40 years of industry experience, currently affiliated with Wells Fargo Advisors since 2023. He has held prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of his advisory work, he is an author of a book on surfing and engages in musical arrangement sales and nature sounds recording through his personal ventures. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and tools, serving clients with a broad planning menu including specialized services such as business-owner transition and special-needs planning.

Russel Kendall is a financial advisor at Edward Jones in Solon, OH, holding a Series 66 designation with three years of industry experience. His prior work includes roles at One Life America, Technical Consumer Products, and American Eagle. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices across the country.

George Malaska II is a financial advisor with Ameriprise, holding a Series 66 credential and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in the collection and sale of honey through his business, Buckeye Bee Company. Ameriprise serves clients primarily through retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a large institutional platform offering advisory, brokerage, and insurance solutions.

David Dal Broi is a CFA® and Series 66 credentialed financial advisor with Edward Jones. He has prior experience working at Leonteq Securities and Saxo Capital Markets in Hong Kong. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies with a fiduciary standard.

Joseph Hiller is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Northwestern Mutual Investment Services LLC, John Ertz, and PNC Investments. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.