Clint Nethero is a Financial Consultant at Fidelity Investments, where he has been working since 2017. He collaborates with individuals and families to develop financial plans that are flexible and straightforward, taking into account multiple outcomes. Clint emphasizes building strong relationships with his clients to serve as a dedicated financial professional throughout various life events. Clint's professional experience at Fidelity Investments spans several roles, including Investment Consultant (2015-2016), Relationship Manager (2014-2015), and Financial Representative (2012-2013). He holds a California Insurance License, which supports his work in financial consulting and planning. Outside of his professional responsibilities, Clint enjoys spending time at the beach, engaging in family activities, reading, running, playing soccer, and traveling.

Ryan Mcbride is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Christis Georgiou is a financial advisor with Raymond James Financial in Cleveland, OH, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been associated with Raymond James and its related entities since 1993 and also holds a nominal ownership position in Iliada Asset Management LLC for accounting purposes. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm provides tailored, non-discretionary planning and uses advanced analytical tools to support client goals, with specialized municipal and public-finance services as well as customized retirement plan advisory solutions.

Andrew Gallik is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, PNC Bank, and Levin Furniture. Gallik is also registered as an RSA for Michael Leonakis. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through various advisory programs and third-party managers.

Michele Cicciari is a CFP® professional with 24 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, Michele worked for A. G. Edwards & Sons, Inc. from 2002 to 2008. Michele also serves as a board member of the Turnberry Homeowners Association in Medina, OH. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Kevin Gilligan is a Series 66 licensed financial advisor with LPL Financial, bringing seven years of industry experience. He previously worked at MML Investors Services and Mass Mutual Life Insurance Company. His background also includes roles at The Ohio State University and the City of North Royalton Recreation Department. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, and supports its advisors with various operational and research tools.

David Kucharski is a financial advisor with Mass Mutual Investors Services and holds the Series 63 designation. He has 27 years of industry experience, including 25 years with Mass Mutual Life Insurance and Mass Mutual Investors Services. He is an owner of two marketing LLCs and serves as a board member of the Medina County Estate Planning Council, which organizes quarterly educational sessions for attorneys, CPAs, and financial advisors. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers a range of planning programs and educational seminars, with financial planning engagements structured as ongoing, collaborative relationships.

Gary Pugh is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and has worked previously at firms including First National Bank of Pennsylvania, Cetera Investment Services, and Penn Mutual Life Insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and utilizes various platforms and tools to support client portfolios.

Connor Lenartowicz is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., Commonwealth Financial Network, and Hudson Wealth Management. Prior to his financial services career, he held various roles in the hospitality and service industries. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis.

Terence Hagedorn is a financial advisor with Ameriprise in South Euclid, OH, holding a Series 66 designation and 23 years of industry experience. He previously worked at Next Financial Group, Inc. and Integrity Financial Services. In addition to his advisory role, he is involved in independent insurance brokering with several life insurance companies. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing detailed written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement income plans, with a focus on assets managed within Ameriprise accounts.

Dominic Ruby is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 16 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Raymond James in 2022. Outside of his advisory work, he serves with the Ohio State Alumni Association of Medina County and is the owner of Momentum Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and is notable for its municipal advisory affiliation and specialized retirement plan consulting services.

Raffaella Owens is a financial advisor with Primerica Advisors in Fairlawn, OH, holding 10 years of industry experience. She has been associated with Primerica Financial Services since 2011 and currently operates under Primevision Financial Group, conducting sales of investment-related products and referring home security and automation services. 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 account options. The firm curates third-party asset managers and delegates trading responsibilities while offering a tiered wrap fee structure.

Louis Wargo is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at OSAIC and FSC Securities Corporation, spanning over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of services including financial planning, model portfolio programs, and access to third-party asset management, supported by advanced operational tools.

Ryan Gillespie is a financial advisor with Equitable Advisors holding a Series 66 designation. He joined the firm in 2026 and has prior work experience at Sherwin Williams and various other roles before entering the financial industry. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and a variety of asset-management programs delivered through a network of Investment Adviser Representatives and third-party providers.

Timothy May is a financial advisor with Primerica Advisors in Medina, OH, holding a Series 63 designation and nine years of industry experience. His prior work includes positions at LRC Realty and Mr. T's Jewelry. He also engages in sales of investment-related products and provides referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by third parties and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Janet Keener is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She previously worked at Morgan Stanley for nine years before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and public entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

Steven Podhradsky is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has worked at several firms, including Merrill, Cetera Advisor Networks LLC, and GPS Financial Group. Podhradsky previously worked at Edward Jones from 2014 to 2017 before returning in 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Logan Cingel is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and beginning his industry career in 2026. His prior experience includes roles at Ohio University, Hudson Country Club, Sunrun Inc., Antonio's Pizzeria, and Solon City Schools. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm offers diverse investment implementation options across multiple platforms and employs both proprietary and third-party strategies.

Matthew Bell is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has previously worked at Orveon Global and held other various roles before entering financial advising. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a large network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Karen Miller is an advisor with LPL Financial and holds the Series 66 designation. She has one year of industry experience and has been with LPL Financial and Ta-Check Financial since 2025. Outside of her advisory roles, she has involvement with Quiet Storm Holdings and Northeast Bancorp of America Inc, where she has been active for over a decade. 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 financial planning and investment management services, utilizing a large network of advisors and a variety of portfolio strategies.