Lauren D Itto is a financial advisor at Edward Jones in Avon, Ohio, holding Series 65 and Series 63 licenses. Prior to joining Edward Jones in 2026, she worked five years with the Ohio Bureau of Criminal Investigation and five years with the Ohio State Highway Patrol. She also has experience working at Eagle Springs Golf Course. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nicholas Bloomhuff is a financial advisor at LPL Financial with three years of industry experience. He previously worked at Ameriprise for seven years and at Maria Gardens Center for four years. 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, including discretionary and non-discretionary management, model portfolios, and consulting services.

J Parker is a financial advisor at Osaic Wealth, Inc. based in Berea, Ohio, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Parker Wealth Management and Securities America Advisors, Inc. Prior to joining Osaic, he spent over a decade at these firms. Outside of his advisory work, Parker volunteers with the Northern Ohio Golf Association and serves as a walking scorer at USGA and PGA Tour golf events. He is also actively involved in community service through roles such as Financial Secretary for the Olmsted Falls Kiwanis Club and Treasurer of his local Bluegrass Homeowner’s Association. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Michael Brennan is a Series 66-licensed financial advisor with Morgan Stanley, based in Westlake, Ohio, and has 25 years of industry experience. His prior experience includes roles at Bank of America and Merrill. He serves as a board member of Ronald McDonald Charities Northeast Ohio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and methodologies.

Kathryn Brahler is a Series 66 licensed financial advisor with J.P. Morgan Securities in Cleveland, Ohio, bringing five years of industry experience. Her work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as positions outside finance at 1st Day School Supplies and Jeni's Splendid Ice Cream. 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 in its recommendations.

Warren Cox is a financial advisor with UBS Financial Services in Rocky River, OH, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with UBS since 2007 and has been with Mcdonald Investments Inc. since 1996. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services through a broad platform that includes proprietary research and capital markets activities.

William Theis Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Raymond James & Associates since 1999. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and public finance services.

Joseph Goebel is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing eight years of industry experience. His career includes roles at Charles Schwab Bank since 2019 and Charles Schwab since 2017, with prior experience at CSX Transportation from 2015 to 2017. 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 a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a large client base supported by a centralized operational structure.

Kevin Quigley is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm oversees third-party asset managers and employs a tiered wrap-fee structure distinct from fixed-fee billing options.

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.

Timothy Connors is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Equitable Advisors. Outside of advisory work, he is a co-founder of Scales and Tails of Ohio, a business he has been involved with since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, supported by research and model portfolios.

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.

Mary Giardina is a financial advisor with Equitable Advisors in Lakewood, OH, holding a Series 66 designation and five years of industry experience. She has been with Equitable Advisors since 2020 and previously worked for the Cleveland Metropolitan School District from 2015 to 2020. Outside of her advisory role, she serves as a board member for Hillel at Kent State University and owns a teaching resource business on Teachers Pay Teachers. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage/insurance services to tailor solutions based on client goals, risk tolerance, and time horizon.

Stephen Kulikowski is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and worked previously at Ohio Desk from 2003 to 2017. Kulikowski serves on the Padua Franciscan High School Endowment Board in Parma, Ohio. 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 approximately $1.01 trillion in assets and offers a range of advisory programs and affiliated investment products through a nationwide network of financial advisors.

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.

Donald Cass is a financial advisor with Charles Schwab in Richfield, Ohio, holding Series 63 and Series 66 licenses. He has 28 years of industry experience, all with Charles Schwab since 1998. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a range of multi-asset model portfolios and alternative investment options.

Christian Lucci is a financial advisor with Charles Schwab in Westlake, Ohio, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior work includes roles at TD Ameritrade Investment Management and Scottrade, Inc. Outside of his advisory duties, Lucci serves as Vice President and Secretary of New Growth Stables LLC, which is involved in horse boarding and lessons. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering integrated wealth advisory, brokerage, custody, and financial planning services. Its Schwab Wealth Advisory program combines non-discretionary investment guidance with access to discretionary separately managed accounts and a structured approach to alternative investments.

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.

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.

Brian Follen is a financial advisor at Charles Schwab with 11 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab since 2014. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a formal alternative-investment onboarding process and cash-sweep features.