Curtis Bissell is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 12 years of industry experience. He has been with Thrivent and its affiliated firms since 2014. Outside of his advisory role, Bissell serves as Vice President of Buckets of Hope for Tender Hearts, a nonprofit supporting child loss organizations, and is the Pastor of the Online Campus for Garfield Memorial United Methodist Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across various financial topics without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Ryan Mckean is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and offering 22 years of industry experience. Prior to joining Cambridge in 2021, he worked at Mass Mutual Investors Services and MassMutual Life Insurance Company from 2004 to 2021. He is also a board member of the Beck Center for the Arts, a nonprofit organization. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering proprietary and third-party model strategies with both discretionary and non-discretionary investment options.

Paul La Banc III is a financial advisor at LPL Financial with 33 years of industry experience. He holds a Series 63 designation and previously worked for Ameriprise Financial Services, Inc. for 18 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Bethany Gonzalez is a financial advisor with J.P. Morgan Securities LLC based in Parma, OH, holding Series 63 and Series 65 designations and possessing 16 years of industry experience. Her prior experience includes roles at Northwestern Mutual and John Adams/Adams, Gut, & Associates. She is the owner and registered agent of MindBodySoul&Money, LTD, a holding company with investments in local laundry businesses. 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 when recommending investment strategies.

Nathan Bowman is a Series 66-licensed financial advisor with Equitable Advisors in Independence, Ohio, and has three years of industry experience. Prior to joining Equitable Advisors, he was self-employed for five years and has held positions at the Cleveland Clinic Foundation and local fire departments. He is also the owner of Archival Arms LLC, a non-investment business. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Matthew Stephan is a financial advisor with LPL Enterprise holding a Series 66 designation. He has experience working at Sage Solutions and taught at Walsh University from 2022 to 2026. Prior to his advisory career, he held various roles in education and other industries. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, and access to brokerage and insurance products through an integrated platform.

Lauren Little is a financial advisor with Charles Schwab & Co., Inc. in Richfield, OH, holding a Series 66 designation and eight years of industry experience. She has been with Charles Schwab since 2018 and previously worked at Bar Louie and Fort Hays State University. Outside of her advisory role, she owns a family-operated party tent rental company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, delivering guidance through multi-asset model portfolios and a structured alternative investment platform.

Matthew Zamorek is a financial advisor at Merrill with Series 65 and Series 66 credentials and one year of industry experience. Prior to joining Merrill and Bank of America, he held roles at Empower Advisory Group and Empower Retirement, among other companies. Outside of his advisory work, he has experience in diverse sectors including logistics and retail. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individual and institutional clients.

William Quayle Jr. is a financial advisor with Primerica Advisors in North Royalton, OH, holding Series 63 and Series 65 licenses and 43 years of industry experience. He has been with Primerica Advisors since 1982 and Primerica Financial Services since 1980. In addition to his advisory role, he is involved in sales of investment-related products and receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm employs a wrap-fee structure and curates third-party asset managers, delegating trading to BNY Mellon Advisors.

Amanda Primozic is a financial advisor at Charles Schwab with 12 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab since 2013, including a period at Charles Schwab Bank from 2015 to 2018. Outside of her advisory role, she serves on the board of the nonprofit organization I'm In Ministry, where she volunteers with inventory and organization of donated materials. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary client advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by research and due diligence on alternative investments.

Stephan Smelko is a financial advisor at Charles Schwab with 19 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2008. Outside of his advisory role, he serves as treasurer for the Reno Rod and Gun Club in Becksville, Ohio. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a mix of non-discretionary advisory recommendations and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Paul Fox is a financial advisor with Mass Mutual Investors Services in Cleveland, OH, holding a Series 63 registration and possessing 30 years of industry experience. He has worked with Mass Mutual since 2000. Fox serves as a board member for the Cleveland Project Northern Ireland, contributing to strategic planning for the foundation’s future growth. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements and a range of investment programs and educational seminars.

Caden Garrido is a financial advisor at Equitable Advisors with one year of industry experience and holds the Series 66 designation. Prior to his current role, he has experience in the food and beverage sector, including a position at Sauced Barbeque and Spirits. He has also worked at The Ohio State University and its student union. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Thomas Arbeznik is a financial advisor at Robert W. Baird & Co. with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets before joining Baird in 2018. He is part of The DDK Group within Robert W. Baird & Co.'s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and customized investment strategies tailored to client goals and risk tolerances.

Joseph Manocchio is a financial advisor with Edward Jones in Strongsville, OH. He holds a Series 66 designation and has been in the industry since 2026. Prior to joining Edward Jones, he held positions at Fratarcangeli Wealth Management and Kisling, Nestico & Redick, as well as periods of unemployment and full-time study. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products, operating under a fiduciary standard.

James Chippi is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 39 years of industry experience. His career includes roles at Merrill and Bank of America prior to joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by advanced modeling tools.

Maxwell Miotke is a financial advisor at Cetera with three years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Fidelity Investments and Nitor Partners. He also provides administrative support at Vantage Financial Group. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across various program structures.

Jennifer Bower is a Series 66-registered financial advisor with LPL Financial, based in Independence, OH, and has 11 years of industry experience. She previously worked at Ameriprise Financial Services for 11 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research and diverse portfolio strategies.

Jordan Guzman is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 designations and six years of industry experience. His prior roles include positions at Fidelity Investments, Dollar Bank, and companies in the product and retail sectors. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor services. The firm combines institutional trading capabilities with wealth management, offering products such as discretionary portfolio management, fee-based financial planning, and custody services.

James Jump is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors Corporation. Outside of his advisory role, he is involved in a solar energy business where he assists with navigating tax incentives and sales strategies. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, risk assessments, and managed portfolios that may include a variety of investment vehicles.