Kevin Poropat is the Vice President, Financial Consultant at Fidelity Investments, a role he has held since 2021. He partners with clients to understand their financial goals and objectives, building customized plans to meet their unique and evolving needs. Kevin has been with Fidelity Investments since 2015, progressing through positions including Financial Representative, Central Relationship Manager, Investment Consultant, and Financial Consultant. His experience covers various aspects of financial consulting and client relationship management. Outside of his professional role, Kevin has personal interests that include baseball, fishing, football, music, and parenthood.

Wesley O'neil is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and with four years of industry experience. His prior roles include positions at LRJ Wealth Management and academic appointments at Cleveland State University and Lakeland Community College. He is also involved as a W2 employee with Mayfield Financial Services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services. The firm employs a variety of investment strategies and platform options, combining proprietary models and third-party solutions to tailor portfolios to client objectives.

Jenna Karlovec is a financial advisor with Charles Schwab, holding a Series 66 designation and beginning her industry career in 2024. Prior to joining Schwab, her professional experience includes roles outside the financial industry, such as positions at Mike's Place, Aladdin's Eatery, and Towpath Tennis Center. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering non-discretionary investment guidance combined with access to discretionary separately managed accounts. The firm integrates advisory, brokerage, custody, and cash-sweep services within a large-scale, centralized operating model.

Kenneth Lowe is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise in various capacities since 2009. Outside of his advisory role, he works as a food delivery driver for DoorDash. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Fareed Siddiq is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 45 years of experience to his role. He specializes in wealth management, risk management, investment management, estate and tax minimization strategies, and retirement planning. He holds multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Previously, he has served in roles such as Executive Director, Senior Investment Management Consultant, and Portfolio Management Director. Born and raised in Pakistan, Fareed attended St. Patrick College in Karachi, majoring in Business before moving to the United States in 1972. He is fluent in English, Urdu, Hindi, and Punjabi. Fareed is actively involved in the Greater Cleveland community, serving on the boards of organizations including the American Red Cross, Cleveland Council of World Affairs, The City Club, and The Diversity Center. In his personal time, Fareed enjoys boating, golfing, music, reading, tennis, and watching movies. He is committed to working one-on-one with clients to develop personalized financial strategies aimed at pursuing their long-term goals.

Stacy Lampros is a financial advisor at Merrill with 26 years of industry experience. She holds a Series 66 designation and has been with Bank of America and Merrill since 2016. Outside of her advisory role, she was formerly the owner of an antique furniture shop operating as Vintage Inspirations LLC. 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 investors.

Jack Makee is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds a Series 66 designation and previously worked at KeyBank and Swagelok. Outside of his advisory role, he is involved with Princeton Harriman Insurance Solutions in Sarasota, Florida, where he provides insurance-related financial advice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Minyon Heard is a Series 66 licensed advisor with Primerica Advisors in Euclid, OH, and has 16 years of industry experience. She has worked with Primerica Financial Services and Primerica Advisors since 2018 and has been retired since 2016. Outside of financial advising, she is involved with Primierica Mortgage and Primerica Client Services through part-time referrals and is a member of Chagrin Valley Real Estate, LLC. Primerica Advisors is a large-scale firm serving individual investors, corporate, and charitable clients, primarily through a wrap-fee asset management program. The firm utilizes model-driven investment strategies managed by unaffiliated asset managers and provides trade execution and custody services through established financial institutions.

Indu Braum is a financial advisor with Morgan Stanley in Pepper Pike, Ohio, holding Series 63 and Series 65 licenses with 23 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2002, including 15 years at Morgan Stanley Smith Barney. Outside of her advisory work, she serves as secretary and board member of Thrive Through Tennis, a recreational organization in Broadview Heights, Ohio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models as part of its financial planning process.

Christopher De Ment is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has seven years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in multiple roles since 2012. Outside of his advisory work, he operates an Amazon seller business. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment approach.

Britney Mayer is a financial advisor with Cambridge Investment Research Advisors and holds nine years of industry experience. She has been with Cambridge Investment Research Advisors since 2020 and has worked at related firms, including Cambridge Investment Research, Inc. and Mayfield Financial Services, since 2015. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, providing both discretionary and non-discretionary portfolio management across multiple platforms.

Timothy Emmitt is a Benefits & Planning Consultant with Fidelity Executive Services. In this role, he assists clients in maximizing the benefits offered through their employers, provides education on various financial topics, and helps develop financial plans tailored to meet the needs of clients and their families. Timothy has been with Fidelity Investments since 2014, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and currently serving as a Benefits & Planning Consultant since 2024. His experience encompasses client relationship management and financial planning. Outside of his professional duties, Timothy enjoys outdoor activities such as camping, fitness, hiking, kayaking, and snowboarding.

Ned Tufekcic is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 36 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Cincinnati Analysts. He is involved with ProInvest Financial Inc., a non-variable insurance and investment-related business. 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 advisory and brokerage services, including financial planning and access to third-party asset management, with a broad platform supported by operational and research tools.

David Jackson is a financial advisor with LPL Financial based in Chagrin Falls, Ohio. He holds a Series 66 designation and has 25 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and The Huntington Investment Company. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with investment strategies that can incorporate custom and third-party options.

Jacob Freshour is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. 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 and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Mark Spoerke is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been associated with Raymond James Financial and its affiliates since 1999 and has also worked with Carver Financial Services LLC. Outside of advising, he is a partner in RMS Transportation LLC, where he provided initial capital and a loan guarantee for an aircraft. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored financial planning and investment consulting using analytical tools to model potential outcomes and supports clients through advisory programs and specialized institutional consulting.

Patrick De Nitto is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with the firm since October 2004 and specializes in working with affluent families to develop customized financial strategies. His focus areas include retirement planning, education planning, philanthropic giving, legacy planning, and managing wealth through significant life transitions. With over twenty years of investment experience, Patrick employs a goals-based wealth management approach that emphasizes building portfolios tailored to specific client goals. He aims to help clients understand the purpose of each investment within their portfolios to align financial decisions with their risk tolerance, time horizon, liquidity needs, and overall objectives. Patrick holds a Bachelor's Degree in Economics from Arizona State University and holds the professional designation of Personal Investment Advisor (PIA). Outside of his professional activities, Patrick enjoys fishing, golfing, music, skiing, spending time with his family, and traveling. He, his wife, and their young daughters reside in Pepper Pike.

Matthew Greenway is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

John Cingel is a financial advisor with LPL Financial in Beachwood, OH, holding a Series 63 license and possessing 43 years of industry experience. He previously worked at Tyler-Stone Wealth Management, LLC for 10 years and Mass Mutual Investors Services for 5 years. Outside of his advisory work, he is involved as an independent insurance agent selling life, disability, long-term care, health insurance products, and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of over 22,800 advisors and advanced operational tools.

Douglas Bunker is a financial advisor with Edward Jones in Lyndhurst, Ohio, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is the owner of a small rental property business, Parnell Properties, which he plans to dissolve in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.