Erik Daugenti is a financial advisor with Equitable Advisors in Independence, OH. He holds Series 63 and Series 65 licenses and has recently begun his career in the industry. His prior experience includes roles at Lakeside Financial Partners and Mr. Landscape, as well as educational positions while attending John Carroll University. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through a range of sponsored programs and endorsed investment platforms.

Mildred Babb Perkins is a CFP® professional with 27 years of industry experience, currently working at Wells Fargo Advisors since 2022. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. She is involved with Wealth Journey Advisors, LLC, a financial practice she owns. Wells Fargo Advisors is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of financial planning and investment services. The firm offers tailored recommendations using proprietary research and planning tools, with planning engagements typically discrete and fees negotiated based on complexity.

Jason Seifert is a financial advisor with LPL Financial holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Bank of America, Merrill, and Key Bank. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches along with model portfolios and third-party research.

Mark Hawthorne is a financial advisor with Robert Baird & Co. in Cleveland, OH, holding a Series 63 designation and 37 years of industry experience. He has been with Robert Baird & Co. since 1994. Robert Baird & Co. serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a wide range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax-management techniques, and ongoing investment research.

Thomas Udelson is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

John Egan is a financial advisor at Raymond James & Associates with 46 years of industry experience. He holds Series 63 and Series 65 registrations. Prior to joining Raymond James in 2026, he worked at UBS Financial Services Inc. for 18 years. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting services to a diverse client base, including individuals, pension plans, corporations, and government entities, and offers integrated solutions through its extensive affiliate network and firm-sponsored programs.

Daniel Cotter is a financial advisor with Equitable Advisors in Broadview Heights, OH, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at Axa Advisors. Outside of his advisory role, he serves on the boards of the Notre Dame Club of Cleveland and the Community West Foundation. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered SEC investment adviser and broker-dealer model.

Michael Quiring is a financial advisor with Equitable Advisors in Independence, OH. He holds the Series 66 designation and has six years of industry experience, including time at Boyerts Greenhouse and Baldwin Wallace University. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing 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, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Kelli Benedejcic is a financial advisor at Morgan Stanley in Pepper Pike, Ohio, holding a Series 66 designation with four years of industry experience. Her prior roles include positions at Raymond James and Associates, KeyBank, and Edward Jones Investments. Before entering the financial industry, she worked at Youngstown State University and in retail at TJMaxx and Homegoods. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery processes and advanced modeling tools.

Joseph Constantino is a Financial Advisor at Merrill Wealth Management based in Pepper Pike, Ohio. He provides personalized wealth management, retirement planning, and investment guidance to individuals and families. Joseph focuses on understanding clients' unique goals and priorities to implement strategies aimed at building, preserving, and transferring wealth. He serves clients throughout Northeast Ohio, including individuals, families, and business owners, with expertise in retirement income planning, wealth accumulation and preservation, tax-aware investment strategies, risk management, and corporate benefits. Joseph holds the Chartered Retirement Planning Counselor™ (CRPC) designation and the Personal Investment Advisor (PIA) designation. Joseph graduated from The Ohio State University with a Bachelor's degree in Economics. He was born and raised in the Cleveland area, where he continues to live and work. Outside of his professional responsibilities, Joseph enjoys cooking, football, music, running, and spending time with his family.

Kimberly Morel is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. She previously worked at Edward Jones for ten years. Outside of her advisory role, she is a commissioned Notary Public in the state of Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources, and incorporates technologies such as machine learning in its investment approach.

Frances Lantery is a financial advisor with Primerica Advisors, holding a Series 63 designation and 26 years of industry experience. She has worked at Primerica Advisors and Primerica Financial Services since 2000, following a 39-year tenure at University Hospitals of Cleveland. Lantery also engages in sales of loan products and home-related services referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based recommendations and utilizing third-party asset managers and custodians.

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 31 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked 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, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans to clients’ goals.

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 in Kirtland, OH, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. Prior to joining Raymond James in 2024, he worked at Bank of America and Merrill. Outside of his advisory role, he coaches lacrosse at Hawken School, a private school in Gates Mills, Ohio. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

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.

David Saari is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America since 2019. His prior experience includes roles at Prudential Insurance Co of America and Pruco Securities LLC, along with nearly two decades running Bushland Adventures. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and other fiduciaries. The firm’s integration with Bank of America enables access to a broad set of financial products and services beyond typical investment management.

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.