Curtis Aiken is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and Series 65 licenses, with 22 years of industry experience. He previously worked at MSI Financial Services, Inc. from 2008 to 2016 before joining Commonwealth, where he has been since 2016. He also spends a small portion of his time engaged in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients, managing around $212.7 billion in assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services, with portfolios implemented through either internally managed models or outsourced platforms.

James Sciortino is a financial advisor at PNC Wealth Management in Ravenna, Ohio, with nine years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Mass Mutual Investors Services and MSI Financial Services Inc. since beginning his career in 2016. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees that utilizes algorithmic risk assessment and invests in approved mutual funds and ETFs with annual rebalancing.

Mei Chen Goodson is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. She holds the Series 66 designation and previously worked for UBS Financial Services Inc. for 16 years before joining Janney Montgomery Scott in 2025. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.

Daniel Piero is a CFP® and Series 65-licensed financial advisor with seven years of industry experience. He is currently with Osaic Advisory Services, LLC and has prior experience at Private Client Services, Beacon Financial Group, and Lincoln Financial Group. His background also includes roles outside finance, such as work with The Roman Guy and the Pro Football Hall of Fame. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a broad client base, including high-net-worth individuals, pension plans, corporations, charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and consulting services, leveraging fundamental and technical analysis, tactical trading, and platform relationships to deliver and monitor diverse strategies.

Brian Cline is a CFP® and ChFC® with 24 years of industry experience. He currently works at Edward Jones and has previously held roles at Cookson Peirce & Co., Inc., Citizens Securities Inc., The Leaders Group Inc., DPL, LPL Financial, LLC, Allstate Insurance Company, Nationwide Securities, LLC, and Nationwide Investment Services Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and securities-based lending solutions.

Keith Lucas is a CFP®-designated financial advisor with Ameriprise in Tallmadge, Ohio, and has 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Lucas serves as a trustee on the board of directors for the Tallmadge Foundation. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing, tax-aware withdrawal strategies and written recommendation reports tailored for clients nearing or in retirement.

Matthew Garner is a financial advisor with Ameriprise Financial Services in Kent, Ohio, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining Ameriprise in 2026, he worked at The Huntington Investment Company for nine years and held roles at LPL Financial and FirstMerit Bank NA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and annual advice emphasizing dependable income sources and tax-aware withdrawal strategies.

Linda Porter is a financial advisor at UBS Financial Services with 32 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Wells Fargo Advisors, Morgan Stanley, and Wells Fargo Clearing. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings supported by proprietary research and model-based asset allocations.

Donald Barrett is a financial advisor with LPL Financial in Kent, Ohio, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at LPL Financial since 2006 and was previously with KeyBanc Capital Markets Inc. for seven years. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided primarily by investment adviser representatives using various portfolio strategies.

Pervis Stepney is a financial advisor at Fidelity with 25 years of industry experience and holds a Series 66 designation. He has been with Fidelity Investments since 2000, including seven years at Fidelity Personal and Workplace Advisors before joining his current team. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and advise on discretionary and non-discretionary portfolios, with a notable use of AI-driven methodologies and formal governance processes.

Eric Stockley is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at Ameriprise since 2026 and previously spent 11 years with The Huntington Investment Company. He is based in Stow, Ohio. 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 recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Ricardo Popovsky is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He worked at UBS Financial Services for 19 years prior to joining Wells Fargo in 2020. Outside of his advisory role, he serves as an executor for his mother’s estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than many institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

James Schaefer is a financial advisor with Primerica Advisors in Brimfield, OH, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Primerica Advisors since 2002 and has prior experience with UTC Aerospace and Ohio Strip Steel. Outside of advisory work, he is involved in sales of home security and automation products as part-time referrals through Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-based investment strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Matthew Kissell is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked with Cetera and its affiliates since 2025 and has prior experience with Avantax and Eia. Kissell is also the owner of Kissell Financial, LLC, a tax preparation and accounting firm, and serves on the board of the Garrettsville Baseball Association. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services across multiple program structures and custodians.

Matthew Leamon is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at UBS Financial Services and Dick Russell Liquidations, as well as experience in education and business operations. 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, institutions, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Brian Bishop is a CFP® professional with 27 years of industry experience, currently an advisor at LPL Financial since 2018. His prior experience includes roles at SII Investments, Inc., and FFP Advisory Services Inc. He has also operated Bishop Financial Advisors since 2001 and runs Bishop Tax Service, which provides tax preparation and accounting services. 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 variety of financial planning and asset management solutions, employing discretionary and non-discretionary strategies supported by research and technology tools.

Kristine Prisk is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley since 2013 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Mark Annichine is a financial advisor with LPL Financial in Twinsburg, Ohio, holding a Series 63 designation and 26 years of industry experience. He worked at Osaic FA, Inc. from 2001 to 2007 before joining LPL Financial, where he has been since 2007. Outside of his advisory role, he serves as a varsity golf coach for the Twinsburg City School District and works as an athletic official referee. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Kenneth Jones is a financial advisor with LPL Financial in Aurora, Ohio, holding the ChFC® designation and Series 66 license. He has 26 years of industry experience, including prior roles at Cetera Advisors LLC and New England Securities. Outside of his advisory work, he is involved with Momentum Wealth Partners and maintains a separate financial advisory entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools.

Brian Schlotter is a financial advisor with LPL Financial in Aurora, Ohio, holding a Series 66 credential and bringing 25 years of industry experience. He has worked at LPL Financial since 2019 and was previously with Cetera for 15 years. Schlotter also maintains involvement with Payroll Advisors, LLC and Rossi, Schlotter & Co., where he has operated since 1988. Outside of his advisory role, he is associated with a tax preparation and accounting business, Walter & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management services, supported by various discretionary and non-discretionary strategies and technology tools.