Frances Lantery is a financial advisor with Primerica Advisors, holding a Series 63 designation and 26 years of industry experience. She has worked at Primerica Advisors and Primerica Financial Services since 2000, following a 39-year tenure at University Hospitals of Cleveland. Lantery also engages in sales of loan products and home-related services referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both 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 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based recommendations and utilizing third-party asset managers and custodians.

Peter Szklarz is Vice President and Financial Consultant at Fidelity, a position he has held since 2022. He has been partnering with clients to build and maintain financial plans for over 15 years. Peter takes a holistic approach to understanding all aspects of a client's financial landscape, focusing on what is most important in their lives. He seeks to understand clients' goals and aspirations to ensure that financial plans align and have the flexibility to adapt as their lives change. Peter's professional experience includes roles as a Wealth Advisor at W A Smith Financial from 2018 to 2022, a Financial Advisor at PNC Investments from 2013 to 2018, and a Financial Representative at Dorman Sciulli from 2011 to 2013. Outside of his professional work, Peter's personal interests include baseball, comedy, family activities, football, golf, and traveling.

Kelley Wachhaus is a financial advisor at Edward Jones with the Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, Kelley worked for 18 years in the Cleveland Heights/University Heights School District. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

James Reitz is a financial advisor with Primerica Advisors in Mentor, Ohio, holding Series 63 and Series 65 credentials and having 31 years of industry experience. His work history includes roles at Jaro Transportation, Ohio Tax Lady, and MK Hardwoods. He is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Ryan Pavicic is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera and affiliated firms since 2012. Outside of advisory work, he owns and operates a tax preparation business focused on personal and small business returns. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporations, and institutional accounts, offering a variety of portfolio management and financial planning services through a large nationwide network of independent advisors.

Adam Ours is a financial advisor with Raymond James & Associates in Kirtland, OH, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. Prior to joining Raymond James in 2024, he worked at Bank of America and Merrill. Outside of his advisory role, he coaches lacrosse at Hawken School, a private school in Gates Mills, Ohio. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

David Saari is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America since 2019. His prior experience includes roles at Prudential Insurance Co of America and Pruco Securities LLC, along with nearly two decades running Bushland Adventures. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and other fiduciaries. The firm’s integration with Bank of America enables access to a broad set of financial products and services beyond typical investment management.

Deborah Junior is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with UBS since 1994 and was previously associated with Painewebber Incorporated starting in 1986. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides additional offerings including custody, underwriting, and capital markets services.

Shawn Kennedy is a Series 66-credentialed financial advisor with 35 years of industry experience. He is currently affiliated with LPL Enterprise and has held long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he serves as a board member of Coach Sam's Inner Circle Foundation, a nonprofit organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, and brokerage and insurance products through an integrated platform used by its investment adviser representatives.

Christian Benninghofen is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Fidelity and its related entities since 1996, including roles at Strategic Advisers Inc and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Bryan Barragate is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Ameriprise since 2009, working across different entities within the firm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Robert Mastrangelo is a financial advisor at Cetera with 29 years of industry experience. He holds the Series 66 designation and has worked at Cetera Advisors LLC since 2013. He also serves the City of Highland Heights and participates as a poll worker in local elections. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a large network of independent advisors.

Matthew Vulku is a financial advisor with Ameriprise in Pepper Pike, OH, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Equity Trust, NCA Financial, and Ohio State University. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to produce written recommendation reports, with an emphasis on assets held in Ameriprise managed accounts and the use of algorithmic automation overseen by a dedicated team.

Kenneth Hight is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles in education with Columbus City Schools and the Educational Service Center of Central Ohio. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, with a delivery model that relies on LPL-sponsored programs and endorsed TAMPs.

Karla Frascarelli is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2017, following nine years at UBS Financial Services Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and models to assist clients in developing comprehensive financial plans.

Terri Pekarcik is a financial advisor with OSAIC in Willoughby, OH, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. She has worked at Royal Alliance Associates, Inc. since 2018 and previously at SII from 2016 to 2018. Outside of her advisory role, she is a licensed real estate agent assisting clients with buying and selling homes. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations, providing a broad range of investment and financial planning services through extensive advisor networks and multiple platforms. The firm employs various asset-allocation tools and third-party managed solutions to construct portfolios tailored to clients’ risk tolerances and investment preferences.

Alexander Waldron is a financial advisor with Raymond James Financial in Mentor, Ohio. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he has worked at Raymond James Financial Services, Carver Financial Services, and has experience outside finance including positions at Auntie Anne's and Westwood Country Club. Waldron also serves as an administrative paraplanner at Carver Financial Services LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a diverse client base, including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm emphasizes tailored financial plans developed through comprehensive client interviews and risk profiling, supporting both brokerage and advisory accounts with a significant portion of assets managed on a non-discretionary basis.

Eric Stephenson is a financial advisor at UBS Financial Services with 31 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley from 2009 to 2022. Outside of his advisory role, he is involved in coaching football. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, offering a comprehensive platform that includes custody, underwriting, and capital markets services.

Brian Miller is a CFP® certificant with 24 years of industry experience. He is currently with LPL Financial, having joined in 2023 after 18 years at Ameriprise Financial Services, Inc. Miller is based in Independence, OH. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services, offering both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Kevin Murphy is a financial advisor with UBS Financial Services in Cleveland, OH, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He worked at Fidelity Investments for five years before joining UBS in 2018. UBS Financial Services Inc. 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 utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.