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.

Linda Porter is a financial advisor at UBS Financial Services with 32 years of industry experience. She holds Series 63 and Series 65 designations. Her prior work includes roles at Wells Fargo Advisors, Morgan Stanley, and Wells Fargo Clearing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Jeffrey Thorne is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and previously worked at Hudson Financial Group LLC. He is based in Cuyahoga Falls, Ohio. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

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 holding Series 63 and Series 66 licenses and 22 years of industry experience. Before joining Raymond James in 2024, he worked at Bank of America and Merrill for extended periods. Outside his advisory role, he serves as a lacrosse coach at Hawken School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering tailored financial planning and consulting with a range of portfolio management styles and institutional services.

Holly Rounds is a financial advisor at Charles Schwab with 26 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab since 2000, including her current role with Schwab Retirement Plan Services, Inc. since 2014. Outside of her advisory work, she is involved in managing rental property. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wrap fee advisory, brokerage, and custody services through its Schwab Wealth Advisory program. The firm combines non-discretionary client guidance with access to discretionary separately managed accounts and utilizes multi-asset model portfolios and due diligence on alternative investments.

Donald Barrett is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with LPL Financial since 2006. Barrett also operates a business under the name Barrett Financial Group in Kent, Ohio. 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 financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and advanced technologies to support diversified investment strategies.

David Saari is a financial advisor with Merrill and holds a Series 66 designation. He has eight years of industry experience, including seven years at Merrill and Bank of America, and previously operated Bushland Adventures for nearly two decades. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Lisa Inestroza is a financial advisor at Raymond James Financial in Akron, OH, holding a Series 66 designation with two years of industry experience. She has worked with Raymond James Financial Services, Momentum Wealth Partners, and previously with Howard Hanna. Outside of finance, she is licensed as a real estate agent. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary advisory services supported by analytical tools and has unique affiliations in municipal advisory and employer retirement plan consulting.

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 with Equitable Advisors in Independence, OH. He holds a Series 66 designation and joined the firm in 2026. Prior to his current role, he worked in the education sector, including positions at Columbus City Schools and the Educational Service Center of Central Ohio. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a variety of advisory models and third-party asset managers to tailor investment solutions.

James Carpas is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. He focuses on family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, and retirement income. James collaborates closely with clients to develop financial strategies tailored to their long-term goals. He holds a Bachelor's Degree from the University of Akron and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). In addition to his advisory role, James is actively involved in community service, volunteering with local organizations. Outside of work, he enjoys biking, running, skiing, and spending time with his family.

Pervis Stepney is a financial advisor at Fidelity with 24 years of industry experience. He holds a Series 66 designation and has been associated with Fidelity Investments since 2000, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory role to multiple registered investment companies, and incorporation of AI and algorithmic techniques in its investment process.

Craig Finger is a financial advisor at Edward Jones in Cuyahoga Falls, OH, holding the CFP® and Series 63 designations with 23 years of industry experience. He has been with Edward Jones since 2002. 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 wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.