Cosmoronde Danielly is a financial advisor with Equitable Advisors in Independence, OH, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining Equitable Advisors in 2022, he worked at Bank of America and Merrill. He serves on multiple nonprofit boards, including Friends of Breakthrough Schools, Kappa Alpha Psi Fraternity Incorporated, Breadwinners Academy, the Museum of Contemporary Art Cleveland, and Our Hope, Our Future Giving Circle. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth investors, retirement plans, corporations, and charitable organizations. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, utilizing a delivery model that relies heavily on LPL-sponsored programs and endorsed third-party managers.

Mark Gregoreski is a financial professional with 34 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has previously worked with Next Financial Group Inc. Gregoreski also operates M Gregoreski LLC, an expense management business. 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.

Mark Vavruska is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and 43 years of industry experience. He previously worked at Stifel for 14 years before joining Ameriprise, where he has been since 2020. Ameriprise provides a retirement-income planning service focused on individuals with at least $1,000,000 in net investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-assisted retirement income recommendations.

Stefanie Peoples is a financial advisor with Primerica Advisors in Lakewood, OH, holding a Series 63 designation and 12 years of industry experience. She has been with Primerica Advisors since 2013 and previously worked at Kelly Services. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Alex Ceddia is a Planning Consultant at Fidelity Investments, a position held since 2021. In this role, Alex works with clients to develop holistic financial plans aimed at helping them achieve their personal and financial objectives. Alex's professional focus is on creating comprehensive strategies tailored to individual client needs. Alex's expertise lies in financial planning, assisting clients in navigating their financial journeys. Outside of work, Alex has interests in baseball, concerts, cooking and baking, exploring culinary experiences as a foodie, gardening, and traveling.

Alex Stump is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked previously at Advanced Polymer Coatings, Lowes, Courtside Media Group, Vanderbilt University, and The Ohio State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Michael Salopek is a financial advisor at Cetera with 12 years of industry experience and holds a Series 63 designation. He is a partner at Neitzel, Luke & Salopek, Inc., where he provides CPA services including taxes, assurance, bookkeeping, and payroll. Outside of his advisory role, Salopek coaches freshman basketball and manages the North Coast Basketball Academy, and serves as treasurer for The Flight to Remember Foundation, providing financial oversight for the organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate and charitable entities, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Christopher Brennan is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Cbiz for three years and briefly at Firestone Country Club. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Porter Vergon III is a financial advisor with Morgan Stanley in Westlake, OH, holding Series 63 and Series 65 designations and possessing 32 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets Inc since 2008. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery tools and advanced modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Timothy Cowdrick is a financial advisor with Equitable Advisors in Broadview Heights, OH, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he is a partner and owner of Lakeside Holdings LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm employs a hybrid referral and implementation model that leverages external program sponsors and allows certain advisors to act as portfolio strategists under specific approvals.

Daniel Chavayda is a financial advisor with LPL Financial in Rocky River, OH, holding a Series 66 designation and 26 years of industry experience. He has worked at Linsco/Private Ledger since 2005 and is associated with DJC Financial Management, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and various technologies in its investment approach.

Jason Javers is a Financial Consultant currently working at Fidelity Investments. He has extensive experience in the financial services industry, having held various roles since 2013, including positions such as Financial Advisor-Investment Specialist at Capital Planners, Regional Vice President at Fisher Investments, and Vice President Regional Sales Director at PNC Capital Advisors. At Fidelity Investments, Jason has served in multiple capacities, including as an Investment Solutions Representative and on the Planning and Advice Help Desk before becoming a Financial Consultant. Throughout his career, Jason has focused on providing personalized financial strategies and working closely with clients to understand their priorities and goals. His approach emphasizes integrity, transparency, and attentive listening to support clients in making confident financial decisions. His experience spans client planning, investment solutions, and financial advising. No specific information regarding education, credentials, personal interests, or community involvement was provided.

Michael Schlegel is a financial advisor at Cetera with 41 years of industry experience. He holds a Series 63 designation and has worked at several firms including New York Life Insurance Co and Foresters Financial Services prior to joining Cetera in 2019. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers diversified portfolio management, financial planning, and access to various program platforms and third-party managers.

Celenea Brewer is a financial advisor at LPL Financial with 23 years of industry experience and holds a Series 63 designation. She previously worked at Lincoln Investment and Legend Equities Corporation. Brewer is also involved with G & C Financial Services, where she acts as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from various sources.

Savon Johnson is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2024. Outside of his advisory role, he is involved in several entrepreneurial ventures, including car detailing services through Photo Finish LLC and managing an e-commerce business as president and CEO of Stoc Official LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a variety of third-party programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services to tailor solutions based on client goals and risk tolerance.

Daniel Mott is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the financial services industry in 2005 following a 20-year career in engineering. His engineering background provides him with analytical and problem-solving skills that he applies to help clients achieve their financial goals. Daniel’s expertise includes personal retirement planning, portfolio management services, and retirement income. He assists families, business owners, and professionals in growing and preserving their wealth to live life on their terms. Daniel holds a Bachelor of Science degree from The Ohio State University and a Master of Business Administration from the Weatherhead School of Management at Case Western Reserve University. He has earned multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional role, Daniel enjoys hiking, skiing, and traveling.

Jonathan Ramsey is a financial advisor with Mass Mutual Investors Services in Cleveland, OH, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at JP Morgan Chase, Morgan Stanley, and Avient Corporation. He is also the owner of Thought Cloud Consulting, LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with advisory services structured as annual collaborative engagements that emphasize goal analysis and written recommendations.

David Gardner is a financial advisor with Thrivent Investment Management holding a Series 66 designation and has one year of industry experience. His prior roles include positions at Elevate Financial Professionals and Huntington National Bank. He has also been involved with North Eaton Baptist Church and North Royalton Baptist Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning that covers a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Gregg Hartman is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2007. Prior to UBS, he worked at Mcdonald Investments Inc. beginning in 1999. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets access.

Sean Glazier is a financial advisor at Edelman Financial Engines with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Financial Engines Advisors L.L.C., Northern Lights Distributors, Boyd Watterson Asset Management, and E*TRADE Financial Corporation. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and serves a large participant base through both advisor-led and online platforms.