Serina Lopez is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Her prior roles include operating Serina Lopez Agency LLC and working at National General Insurance. Outside of her advisory work, she is a co-owner of SEAL Enterprise LLC, a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of households, pension plans, corporate clients, and charities. The firm offers various advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Matthew Whitson is a ChFC® with 29 years of industry experience, currently affiliated with Osaic Wealth, Inc. He has worked with several firms including Lincoln Financial Advisors Corporation and MetLife Securities Inc. Whitson is also involved in fixed insurance sales. Osaic Wealth, Inc. serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations through a large network of financial advisers and advisory platforms. The firm offers a variety of investment and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across multiple asset classes.

Sharon Bradley is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 63 designation and 31 years of industry experience. She has worked with Ameriprise since 2018, including time as an independent contractor providing administrative support related to investment supervision. Outside of her advisory role, she is involved as a Financial Deacon at Trinity Church, contributing to the oversight of the church budget. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service which offers written retirement income planning recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Jacob Karnow is a CFP® and Series 66-registered financial advisor with eight years of industry experience. He has worked at Edward Jones since 2018 and previously held positions at Cortland Bank, Kraftech Inc., and Nordonia City Schools/Miami University. 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 strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

George Hoose is a financial advisor at Edward Jones in Medina, OH, holding a Series 66 designation with eight years of industry experience. He previously worked at OEC for five years and was involved with Heese Inc dba Floor Coverings International of Medina for one year. Outside of his advisory role, he owns a long-term rental property in Bluffton, SC, managed through a property management company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs and investment strategies and operates under a fiduciary standard.

Jeanette Cable is a financial advisor with Ameriprise in Broadview Heights, OH, holding a Series 66 designation and 24 years of industry experience. She has worked at Ameriprise since 2018 and previously spent 12 years with Key Investment Services LLC. Cable also owns JAC Steward Co, a tax entity related to her advisory business expenses. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, algorithm-assisted recommendations within a large institutional framework.

Joseph Miner is a financial advisor at Ameriprise with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Ameriprise and its affiliated entities since 2014. He is also involved with 2uercus Operations LLC outside of his advisory role. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with at least $1,000,000 in net investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions through a centralized consulting team that uses research, modeling, and tax-efficiency analysis to deliver tailored retirement-income recommendations.

Robert Och is a financial advisor with Raymond James Financial in Medina, OH, holding the ChFC® and Series 63 designations and bringing 34 years of industry experience. He has worked at Raymond James Financial since 2007 and owns the Navancer Group, which manages group insurance and non-variable life insurance elements of his practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses advanced analytical tools to support client goals while also providing specialized municipal advisory and SIMPLE IRA employer consulting services.

Nathan Aviles is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2021, including a prior role at Fifth Third Bank. Charles Schwab & Co., Inc. serves a large client base, mainly 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 mostly non-discretionary investment guidance supported by multi-asset model portfolios and combines advisory services with access to affiliated discretionary separate managed accounts.

Patricia Giegerich is a financial advisor at Charles Schwab with 26 years of industry experience. She holds the Series 66 designation and has been with Charles Schwab & Co., Inc. since 2001. Outside of her advisory role, she serves on the Communications and Marketing Board for the St. Gabriel Church Food Pantry, assisting in connecting the pantry with other organizations in the Lake County, Ohio area. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions supported by a multi-asset model portfolio approach and extensive centralized operational infrastructure.

Michael Erdelyi is a financial advisor with Ameriprise in Brunswick, OH, holding a Series 66 designation and 14 years of industry experience. He previously worked at The Huntington Investment Company and PNC Investments. Outside of his advisory role, he serves as the Director of Flag Football for the St. Ambrose Athletic Boosters, supporting local youth football activities. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service with a focus on dependable income sources, tax-aware withdrawal strategies, and personalized retirement planning.

Lisa Szucs is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory work, she is an independent contractor selling microfiber cloths and cleaning solutions through Norwex. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and specialized planning groups.

Rebecca Sarno is a financial advisor at Raymond James Financial with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill and PNC Investments. Outside of her advisory role, she owns and operates a hazelnut orchard through Grand River Orchard LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public-finance work through its affiliation with a municipal advisor.

Gregory Rockwell Jr. is a financial advisor with Equitable Advisors in Independence, Ohio. He holds a Series 66 designation and has been in the industry since 2026. Prior to joining Equitable Advisors, he worked at the University of Mount Union and managed Edie Lawn and Landscaping for several years. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm uses a variety of advisory models and third-party asset managers, providing a mix of proprietary and third-party investment solutions.

Amanda Paliska is a CFP® professional with eight years of industry experience, currently affiliated with LPL Financial and Capital Financial Planners. Her prior experience includes roles at Fidelity Brokerage Services LLC and Triad Advisors. She is also a commissioned notary in North Olmsted, Ohio. 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 investment management solutions through a large network of advisers and utilizes various portfolio strategies supported by proprietary research and technology.

Angela Kinch is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, including a concurrent role at JPMORGAN Chase Bank, N.A. since 2014. 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. The firm integrates large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Carl Centofanti is a financial advisor at Cetera with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Cetera since 2019. Prior to that, he was with Foresters Financial Services and Foresters Advisory Services from 2013 to 2019. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary account management.

Christian Pratt is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and has worked at Ta-Check Financial and LPL Financial since 2020. Prior to his advisory career, Pratt was employed in various roles, including at Cuyahoga County Community College and Strongsville City Schools. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of solutions including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors and a diverse set of operational tools.

Thomas Beasley is a financial advisor at Charles Schwab with 31 years of industry experience and a Series 66 designation. He has been with Charles Schwab since 1999 and previously worked at Schwab Retirement Plan Services, Inc. from 2012 to 2019. 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 affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and maintains a centralized operational structure that supports its extensive scale.

William Adams is a financial advisor at Charles Schwab with 18 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and its affiliated entities since 2012, including six years at Scottrade prior to its acquisition. In addition to his advisory role, Adams is involved in a pizza delivery business located in Hartville, Ohio. Charles Schwab serves a large client base primarily composed of 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 and discretionary advisory options, utilizing multi-asset model portfolios and centralized operational support.