Kathryn Brahler is a financial advisor with J.P. Morgan Securities in Cleveland, OH, holding a Series 66 designation and five years of industry experience. Her work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as earlier experience in education and retail sectors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG eligibility in its recommendations.

Katherine Dean is a financial advisor with Morgan Stanley in Mentor, Ohio, holding a Series 66 credential and having 11 years of industry experience. Her career includes roles at Morgan Stanley and PNC Investments spanning from 2016 to the present. Outside of her advisory work, she owns and operates Katie Beth Designs, LLC, a seamstress business. Morgan Stanley Wealth Management provides a broad range of advisory programs, serving both individual and institutional clients with tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning arrangements.

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-credentialed financial advisor with 28 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012, and previously worked at Chase Investment Services Corp. and Banc One Securities Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research to build model asset allocations, with a capability set that includes derivatives and commodities.

Jason Green is a financial advisor at Ameriprise in Solon, Ohio, holding Series 63 and Series 66 registrations with 16 years of industry experience. His prior roles include positions at The Huntington Investment Company and New York Life. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering 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.

Victoria Mannarino is a CFP® professional with 42 years of industry experience. She has been with LPL Financial since 2019 and previously worked at Raymond James Financial and Raymond James Financial Services, Inc., where she spent over two decades. Mannarino also has involvement with non-variable insurance activities outside her advisory role. 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 financial planning and portfolio management services supported by a large network of advisors and advanced operational tools.

Piero Colecchia is a CFP® and ChFC® credentialed financial advisor with 24 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. Based in Chardon, OH, he provides financial services through an established firm recognized for its institutional consulting. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Its advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Timothy Cohen is a financial advisor at Ameriprise with 11 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Ameriprise, he worked at The Huntington National Bank and Huntington Investment Company. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning that includes written recommendations and annual advice on income sources and tax-aware withdrawal strategies.

David Gottlieb is a financial advisor with Edward Jones in Pepper Pike, Ohio, holding a Series 63 designation and 37 years of industry experience. He has been with Edward Jones since 1995. 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 strategies, separately managed accounts, and affiliated mutual funds.

Mitva Shah is a financial advisor with Equitable Advisors and holds a Series 66 designation. She has one year of industry experience and has worked at Equitable Advisors since 2025. Outside of financial services, she is involved with Dina's Pizza and Pub in Cleveland, OH. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and asset management through a variety of programs managed by both in-house advisors and third-party managers.

Lawrence Di Bartolomeo is a financial advisor at OSAIC with 53 years of industry experience. He holds the ChFC® designation and Series 63 license. His previous experience includes over two decades at Lincoln Financial Advisors Corporation. Outside of advising, he is involved in insurance agency ownership and consulting, and he manages several business ventures including pharmacy consulting and entertainment-related activities such as acting and modeling. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through multiple programs and emphasizes model-based asset allocation and portfolio optimization.

Brent Silver is a financial advisor with Cetera who holds Series 63, 65, and 66 licenses and has 23 years of industry experience. His prior work includes roles at Avantax Advisory Services and PNC Investments, among others. He serves as a councilman for Orange Village, Ohio, and is a member of its Finance Committee. Cetera Investment Advisers LLC provides a multi-manager platform supporting over 10,000 advisors nationwide, serving individual, corporate, charitable, and institutional clients with portfolio management, financial planning, and retirement services across various program structures and custodial relationships.

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.

Jacob Snyder is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at Resolute Lacrosse and JPMorgan Chase Bank, N.A., as well as involvement with The Ohio State University Department of Athletics. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through tailored asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process and a range of derivatives and commodities capabilities.

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, holding a Series 63 designation and bringing 29 years of industry experience. He has been with Cambridge since 2013 and also serves as president of Mayfield Financial Services, where he provides tax preparation, planning, and business consulting services. Outside of advisory work, he manages commercial rental real estate as a managing member of multiple entities. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides access to multiple platforms and custodians, supports discretionary and non-discretionary management, and maintains proprietary model strategies under the Founders Gate Capital brand.

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 who holds a Series 63 designation and has 25 years of industry experience. Her prior work includes roles at Wells Fargo Clearing and NCA Financial Planners. She is also a partner in Chagrin Valley Business Strategies LLC, providing consulting and coaching services. Cambridge Investment Research Advisors serves a diverse client base, including individual, institutional, pension, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services across multiple platforms and custodians.

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 and holds Series 63 and Series 66 designations. He has 39 years of industry experience, including roles at Wells Fargo Clearing and NCA Financial Planners. He is also a partner at Chagrin Valley Business Strategies LLC, a consulting firm, and serves as a trust protector for an individual client. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and provides access to unaffiliated third-party advisers and proprietary model strategies.