Joseph Grimsic is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His previous roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Independence Wealth Advisors, among others. He is also involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth clients, retirement plans, and institutional entities, utilizing primarily model-driven portfolios and offering access to third-party asset managers and insurance products through affiliated entities.

Jonathon Kehres is a financial advisor at Ameriprise Financial Services with a Series 66 designation. He has one year of industry experience and previously held positions in education and local businesses. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

John Witri is a financial advisor with Primerica Advisors in Lakewood, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993. Outside of advising, he has worked as an independent contractor for 3M Cogent, Inc., providing non-investment-related services. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 financial advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based strategies created by unaffiliated asset managers.

Chad Gerzeny is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has experience at several firms including Key Investment Services and KeyBank. Outside of finance, he has been involved with the Cleveland Cornhole Co. for several years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, high-net-worth clients, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Rachal Tate is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Ameriprise. She previously worked at Edward Jones and has additional experience at Bellefaire JCB. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Sean Mc Coy is a financial advisor with Equitable Advisors in Broadview Heights, OH, holding a Series 66 designation and eight years of industry experience. His prior experience includes roles at AXA Advisors, MML Investors Services, Mass Mutual Life Insurance Company/Skylight Financial, and Lighthouse Wealth Solutions. He has also worked in non-financial roles, including as staff at the University of Akron and in the hospitality industry. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and a variety of third-party advisory models to deliver tailored investment solutions.

Justin Maciak is a financial advisor with LPL Financial, holding a Series 63 designation and 20 years of industry experience. Prior to joining LPL Financial in 2023, he spent a decade at Cetera Advisor Networks LLC and Vantage Financial Group Inc. Outside of his advisory role, he has been involved with Out of the Woods Tree Service since 2017. 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 portfolio programs, and institutional platforms.

Michael Bush is a financial advisor at Equitable Advisors with a Series 66 credential and three years of industry experience. His prior roles include positions at LPL Financial LLC/Nicole Cole Financial Services Group and service with AmeriCorps. Outside of his advisory work, he serves as Chief Operations Officer for the Central Commonwealth Black Caucus. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations, utilizing a variety of advisory programs and third-party asset managers.

David Toth is a financial advisor with Osaic Wealth, Inc. based in Strongsville, Ohio. He holds a Series 63 designation and has 29 years of industry experience. Prior to joining Osaic in 2018, he worked at Signator Investors, Inc. and owns Comprehensive Financial Solutions, Inc., where he has provided financial planning services since 1999. Outside of his advisory role, he is a licensed fixed insurance agent. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes, supporting both discretionary and non-discretionary accounts.

Christopher Madrigal is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2026. Prior to his current role, he spent time working at Kent State University and Akron Public Schools. 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, pension plans, corporations, and charitable organizations.

Catherine Jackson is a financial advisor at Cetera with 11 years of industry experience. She has been associated with Cetera Advisors LLC and FRC Financial since 2015. Outside of financial advising, she is involved in tax preparation and office management through her other business activity under FRC Financial Inc. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.

Megan Hoholski is a financial advisor at Wells Fargo Advisors with a Series 66 designation and three years of industry experience. Her prior work includes roles at Dollar Bank and Rainbow Station Haymarket. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and sports & entertainment planning.

Joseph Zawistowski is a CFA® charterholder with 40 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of finance, he is a certified flight instructor and is involved in aircraft leasing and aviation-related activities in Ohio. 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.

Kaleb Hupp is a financial advisor with Ameriprise in Rocky River, OH, holding a Series 66 credential and six years of industry experience. Prior to joining Ameriprise in 2019, he worked at ZS Associates and spent time at Northwestern University. Outside of his advisory role, he co-owns an LLC that manages the real estate property used for his financial planning practice and is involved in a business entity supporting his Ameriprise practice. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Andrew Mcdonnell is a financial professional with 23 years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked with several firms including Velocity Advisors LLC and American United Life. Outside of his advisory roles, Mcdonnell is active as an outreach coordinator for the Lorain County GOP and serves as a Blue and Gold Officer for the United States Naval Academy/Ohio National Guard. He is also the owner of Akron City FC-Lorain, a local soccer club. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management programs and access to third-party managers, supporting both discretionary and non-discretionary investment strategies.

Dominic Giovannazzo is a financial advisor with Raymond James Financial in Westlake, Ohio, holding a Series 66 designation and 17 years of industry experience. He has been associated with Creative Wealth Associates, Inc. since 2013, alongside his role at Raymond James Financial Services Advisors Inc. Prior to this, he worked at National Planning Corporation and Equitable Advisors. Giovannazzo also served with the Bay Village Parks & Recreation Department from 2012 to 2018. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning and investment consulting supported by analytical tools and supports a broad network of advisors and affiliated firms.

Robin Johnson is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 65 licenses and operates Robin Johnson CPA LLC, providing tax preparation and accounting services. Prior to joining LPL Financial in 2021, he worked at Cetera Advisor Networks from 2018 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Cheryl Janik is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 27 years of industry experience. She has worked at LPL Financial since 2012 and previously held roles at Sequoia Wealth Management and Advantage Investment Management. Janik serves as a board member for the North College Commons Condominium Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies implemented by its extensive network of investment adviser representatives.

Chad Hartup is a financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 1999. Hartup serves as president of his residential homeowner association, a one-year term on the board managing community responsibilities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor client strategies.

Michael Schafer is a financial advisor with Raymond James Financial in Westlake, Ohio, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He previously managed M&S Financial Services Dba Great Lakes, CPA's for 10 years and has worked with Raymond James Financial since 2009. Schafer serves as an officer and treasurer for a local condominium association. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and supports its advisors with analytical tools and a variety of advisory programs.