Kimberly Plzak is a financial advisor at Edward Jones with 10 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2015. Outside of her advisory role, she co-owns a small micro flower farm called Bloom of Avon, which sells flowers to florists and retail customers. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Matthew Perrings is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Fidelity and has previously worked at Equitable Advisors and Axa Advisors. Outside of his advisory role, he serves as Senior Warden for the Lagrange Lodge No. 399 Free and Accepted Masons of Ohio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages a variety of portfolios, including fund-of-funds structures, and utilizes systematic methodologies alongside oversight controls to address conflicts of interest.

James Szado is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. He has worked with multiple firms, including Cetera Advisor Networks, Third Federal Savings and Loan, and Freedom Mortgage. In addition to his advisory role, Szado serves as an investment assistant at GPS Financial Group LLC, where he supports client reviews and maintenance. Cetera Investment Advisers LLC is an SEC-registered firm that provides services to individual clients of varying net worth, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning solutions through a multi-manager platform that includes both affiliated and third-party managers.

Matthew Nickels is a financial advisor with Edward Jones in North Ridgeville, Ohio, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent two years at Peoples Bank. Outside of his advisory role, he is involved with My Life Recovery Centers, a business focused on opioid addiction treatment. 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.

Michael Rogers is a financial advisor with LPL Financial in Avon Lake, Ohio, holding a Series 66 credential and 22 years of industry experience. His prior roles include positions at Stratos Wealth Partners, Fifth Third Securities, and Merrill, among others. Outside of his advisory work, he owns Rockon, LLC, a business unrelated to his investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Lucas Colantoni is a financial professional with four years of industry experience. He is currently with Cetera and holds Series 63 and Series 65 credentials. His prior roles include positions at Fidelity Investments, Charles Schwab & Co., and Dakota Wealth, LLC. He is also involved with Wealth Health LLC, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing both affiliated and third-party managers across multiple program structures and custodial relationships.

Bryan Buhoveckey is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has prior experience in the mortgage industry, including positions at Cross Country Mortgage Corp, Guaranteed Rate, and Fairway Independent Mortgage Corp. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Aerin Sirow is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining LPL in 2023, Aerin has worked at Northwest Bank since 2020 in roles including licensed relationship manager and notary. Outside of finance, Aerin serves as a scorer for a local sportsplex and a motorcycle club. 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 portfolios, third-party asset management, and participant-level retirement advice, supported by a broad network of investment adviser representatives.

Robert Brooks is a financial advisor with Edward Jones in Avon Lake, OH, holding a Series 63 designation and 30 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory work, he is owner of Brooks Property Holdings LLC, which is involved in managing an office build-out for his Edward Jones location. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Terry Caudill is a financial advisor at Edward Jones with 31 years of industry experience. He has been with Edward Jones since 2000 and holds a Series 63 designation. Outside of his advisory role, he serves as the Recreation Director for the City of Vermilion, overseeing local baseball, football, and basketball programs. 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 services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anthony Pallotta is a CFP® professional with 34 years of experience in the financial services industry. He is currently affiliated with Cetera and has a background that includes holding ownership and registered representative roles at GPS Financial Group LLC since 2006. Outside of advisory work, Pallotta is also a licensed insurance agent offering fixed life, disability, annuities, and long-term care products, and owns a CPA firm providing tax preparation services for securities clients. Additionally, he serves as a trustee for a revocable living trust. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, institutional, corporate, and charitable clients. The firm offers a range of portfolio management and financial planning services through multiple program structures, including access to affiliated and unaffiliated money managers.

Michael Abfall II is a Certified Financial Planner® (CFP®) with 28 years of industry experience, currently serving at Edward Jones since 2000. He holds a Series 66 license and works out of Avon, Ohio. 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 operates a nationwide network of roughly 23,701 financial advisors and 15,121 branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Robert Budny Jr. is an Executive Planning Consultant at Fidelity Investments, where he partners with executives to develop wealth plans centered on their goals and aspirations. He has been with Fidelity Investments since 2011, holding various roles including Financial Representative, Relationship Manager, Investment Consultant, Financial Consultant, Benefits and Planning Consultant, and currently as Executive Planning Consultant. His professional journey includes experience at Wells Fargo Advisors as a Branch Liaison from 2019 to 2021. Robert holds insurance licenses in Arkansas and California, enabling him to provide comprehensive financial planning services. His career reflects a broad range of expertise in financial consulting and planning.

Nicholas Vaglia is a Series 66-licensed financial advisor with six years of industry experience. He has worked at Equitable Advisors since 2020 and previously held roles at Mellon Investments Corp., Mellon Capital Management, and BNY Mellon. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers financial planning, retirement consulting, and asset management programs through a network of advisors, utilizing a range of third-party manager platforms and proprietary solutions.

Luis Patten is a financial advisor with Edward Jones in Avon Lake, Ohio, holding the ChFC® designation and Series 66 license. He has 11 years of industry experience and has been with Edward Jones since 2014. Outside of his advisory role, he coaches middle school soccer for grades 6 and 7 at Open Door Christian Schools in Elyria, Ohio. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the United States.

Daniel Harris is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. He has 10 years of industry experience, including prior roles at KeyBank, Citizens Bank, and Allstate Insurance. Outside of his advisory work, he is a general partner of PHD Tactical, a business owner based in Avon Lake, OH. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Gayle Russell is a financial advisor at OSAIC with 18 years of industry experience and holds a Series 66 designation. Her prior roles include five years at Lincoln Financial Advisors and seven years at TIAA-CREF. Outside of her advisory work, she serves as treasurer for a local chapter of a nonprofit Bible study organization and is a board member of the University of Connecticut School of Business Dean’s Advisory Cabinet. OSAIC serves a diverse client base including individual and institutional investors by offering integrated brokerage and advisory services through a large network of affiliated advisers, employing asset-allocation tools and third-party platforms to construct and manage portfolios.

Sylvia Anderson is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, she spent eight years working with the Lorain City School District. She holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Joshua Marvin is a financial advisor with LPL Financial in Elyria, Ohio, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has worked at several financial institutions, including Northwest Bank and Fifth Third Bank, and is also involved as a business owner of Waste Wise LLC. 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 model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Sean Caywood is a financial advisor at LPL Financial with 32 years of industry experience. He holds the Series 63 designation and has previously worked at Next Financial Group Inc. among other roles. 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, model portfolios, third-party asset management, and institutional platforms.