Katherine Dean is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has worked with Morgan Stanley and PNC Investments since 2016. Outside of her advisory work, she is the owner of Katie Beth Designs, LLC, a seamstress business based in Mentor, Ohio. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by structured discovery processes and firm-approved planning tools.

Garrett Hoffman is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, progressing through various roles including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. In his current role, Garrett partners with clients to help align their personal goals and needs with their investments. He works with individuals and families to plan for their financial goals.

Dawn Chico is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Woodmere, Ohio, with 28 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its advisory process.

Victoria Mannarino is a CFP®-designated financial advisor with over 40 years of industry experience, currently affiliated with LPL Financial since 2021. She previously worked at Raymond James Financial and Raymond James Financial Services for more than two decades. Mannarino is also involved in non-variable insurance services and operates a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services enhanced by model portfolios, third-party research, and advanced technologies.

Piero Colecchia is a CFP® and ChFC® with 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2006. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

David Gottlieb is a financial advisor at Edward Jones with 36 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1995 and holds a Series 63 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Mitva Shah is a financial advisor with Equitable Advisors in Independence, OH. She holds a Series 66 designation and has one year of industry experience. Outside of her advisory role, she is involved with Dina's Pizza and Pub in Cleveland as a part-time business owner. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, relying on LPL-sponsored programs and a variety of endorsed third-party managers to deliver its advisory and brokerage solutions.

Lawrence Di Bartolomeo is a financial advisor at OSAIC with 53 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Advisors Corporation from 1999 to 2025. Outside of advising, he is involved in insurance sales and consulting through his ownership of DiBart Insurance Agency Corporation and manages several legal entities related to insurance and pharmacy consulting. He is also engaged in acting and modeling through his entertainment LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits, offering integrated brokerage and advisory services with access to a broad range of investment products and third-party managers.

Brent Silver is a financial advisor with Cetera who holds Series 63, 65, and 66 credentials and has 23 years of industry experience. He has worked with Avantax Advisory Services and PNC Investments and is currently associated with Meaden & Moore, where he supports financial planning and wealth management activities. Outside of his advisory roles, Silver serves as a councilman for Orange Village, Ohio, participating in local governance. Cetera operates as a multi-manager platform, serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various investment and advisory services, featuring model portfolios, third-party manager selection, and bespoke strategies under discretionary and non-discretionary authorities.

Lisa Casper is a financial advisor at Ameriprise with a Series 66 credential and three years of industry experience. Prior to joining Ameriprise, she worked at Allstate Insurance and TestOil. 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-income planning focused on dependable income sources and tax-aware withdrawal strategies.

David Lavelle is a CFP® with 31 years of industry experience, serving as a financial advisor at Edward Jones since 1993. He is based in Cleveland Heights, OH. Outside of his advisory role, he serves on the Estate Planning & Advisory Council at Case Western Reserve University and is a board member on the Advancement Committee for Ruffing Montessori School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm is noted for its extensive advisor and branch network, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Vincent Dagostino is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 29 years of industry experience, including roles at Cambridge Investment Research Advisors since 2013 and founding Mayfield Financial Services in 1996. Outside of advisory work, he serves as president of Mayfield Financial Services, providing tax preparation, business consulting, and accounting services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals and uses multiple portfolio management platforms with both proprietary and third-party strategies.

Taylor Stone is currently a Planning Consultant at Fidelity Investments. In this role, Taylor focuses on providing holistic financial planning services, collaborating with clients to understand their needs and plan according to their preferences. Taylor has experience at Fidelity Investments spanning several roles, starting as a Financial Representative in 2024, progressing to Relationship Manager in 2025, and advancing to the current position as Planning Consultant in 2026. This progression reflects a growing depth of expertise in client relationship management and financial planning. Additional information regarding education, credentials, personal interests, or community involvement has not been provided.

Deanna Spear is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 25 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Cambridge in 2019. In addition to her advisory role, she is a partner in Chagrin Valley Business Strategies LLC, a consulting and coaching firm. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers a range of portfolio management options and combines proprietary and third-party strategies to tailor solutions to client objectives.

Brian Hurst is a financial advisor with Primerica Advisors in Wellington, OH, holding seven years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2017 and has owned Custom Metal Designs LLC since 2020. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with a range of model-delivery strategies and separately managed account options within a wrap-fee structure.

Warren Wernick is a financial advisor with Cambridge Investment Research Advisors in Beachwood, OH, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is also a partner at Chagrin Valley Business Strategies LLC, a consulting firm. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing a range of investment approaches across multiple custody platforms.

Joseph Grimsic is a financial advisor with LPL Enterprise in Independence, OH, holding Series 65 and Series 63 designations and 11 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and several other financial firms. He is involved in Prudential-sponsored non-variable insurance activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model portfolios, third-party asset management, and a range of brokerage and insurance products.

Cherie Harris is a financial advisor with LPL Financial in Cleveland, OH, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Boenning & Scattergood, Inc. and Merrill. Outside of advising, she is involved as a content creator with En Route with Chuck & Cherie LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party providers.

Melissa Burnette is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior work includes roles at General Motors and as a municipal clerk of courts. She also spent time at Kent State Trumbull. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-based investment strategies and third-party asset managers. The firm operates at scale, with thousands of advisors and billions in assets under management.

David Powers is a financial advisor at LPL Financial with 13 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank prior to joining LPL in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party research, and various portfolio management options.