Eric Ingerman is a CFP® professional with 25 years of industry experience, currently serving with Wells Fargo Advisors since 2022. He previously worked within other Wells Fargo entities from 2014 to 2022. Outside of his advisory role, Ingerman is the head coach of the Solon High School soccer team in Ohio. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations for its clients.

Nicholas Bloomhuff is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2026, he spent seven years at Ameriprise and four years at Maria Gardens Center. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Ryan Heyman is a financial advisor at Edward Jones in Solon, OH, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Union Home Mortgage for six years and was affiliated with Ohio University for three years. 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 broad range of investment solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mario Perkins is a financial advisor with Wells Fargo Advisors in Beachwood, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Advisors, he worked at Noble Notary and has been employed with Penske Logistics since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing Wells Fargo research and tools to develop tailored recommendations across various planning areas.

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.

Garrett Hoffman is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, progressing through various roles including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. In his current role, Garrett partners with clients to help align their personal goals and needs with their investments. He works with individuals and families to plan for their financial goals.

Dawn Chico is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Woodmere, Ohio, with 28 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its advisory process.

Jason Green is a financial advisor at Ameriprise in Solon, Ohio, holding Series 63 and Series 66 registrations with 16 years of industry experience. His prior roles include positions at The Huntington Investment Company and New York Life. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

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.

David Gottlieb is a financial advisor with Edward Jones in Pepper Pike, Ohio, holding a Series 63 designation and 37 years of industry experience. He has been with Edward Jones since 1995. 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 strategies, separately managed accounts, and affiliated mutual funds.

Mitva Shah is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning her industry career in 2025. Prior to her advisory role, she was involved in various positions including a part-time role at Dina's Pizza and Pub. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and diverse asset-management programs through a wide network of representatives and partnerships with third-party asset managers.

Lawrence Di Bartolomeo is a financial advisor at OSAIC with 53 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Advisors Corporation from 1999 to 2025. Outside of advising, he is involved in insurance sales and consulting through his ownership of DiBart Insurance Agency Corporation and manages several legal entities related to insurance and pharmacy consulting. He is also engaged in acting and modeling through his entertainment LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits, offering integrated brokerage and advisory services with access to a broad range of investment products and third-party managers.

Brent Silver is a financial advisor with Cetera who holds Series 63, 65, and 66 licenses and has 23 years of industry experience. His prior work includes roles at Avantax Advisory Services and PNC Investments, among others. He serves as a councilman for Orange Village, Ohio, and is a member of its Finance Committee. Cetera Investment Advisers LLC provides a multi-manager platform supporting over 10,000 advisors nationwide, serving individual, corporate, charitable, and institutional clients with portfolio management, financial planning, and retirement services across various program structures and custodial relationships.

Lisa Casper is a financial advisor at Ameriprise with a Series 66 credential and three years of industry experience. Prior to joining Ameriprise, she worked at Allstate Insurance and TestOil. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jacob Snyder is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining J.P. Morgan Securities, he worked at Resolute Lacrosse and JPMorgan Chase Bank, N.A. He has experience in athletics administration from The Ohio State University Department of Athletics. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

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.

Vincent Dagostino is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 29 years of industry experience, including roles at Cambridge Investment Research Advisors since 2013 and founding Mayfield Financial Services in 1996. Outside of advisory work, he serves as president of Mayfield Financial Services, providing tax preparation, business consulting, and accounting services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals and uses multiple portfolio management platforms with both proprietary and third-party strategies.

Taylor Stone is currently a Planning Consultant at Fidelity Investments. In this role, Taylor focuses on providing holistic financial planning services, collaborating with clients to understand their needs and plan according to their preferences. Taylor has experience at Fidelity Investments spanning several roles, starting as a Financial Representative in 2024, progressing to Relationship Manager in 2025, and advancing to the current position as Planning Consultant in 2026. This progression reflects a growing depth of expertise in client relationship management and financial planning. Additional information regarding education, credentials, personal interests, or community involvement has not been provided.

Deanna Spear is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 25 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Cambridge in 2019. In addition to her advisory role, she is a partner in Chagrin Valley Business Strategies LLC, a consulting and coaching firm. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers a range of portfolio management options and combines proprietary and third-party strategies to tailor solutions to client objectives.