Mitva Shah is a financial advisor with Equitable Advisors and holds a Series 66 designation. She has one year of industry experience and has worked at Equitable Advisors since 2025. Outside of financial services, she is involved with Dina's Pizza and Pub in Cleveland, OH. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and asset management through a variety of programs managed by both in-house advisors and third-party 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. His previous experience includes over two decades at Lincoln Financial Advisors Corporation. Outside of advising, he is involved in insurance agency ownership and consulting, and he manages several business ventures including pharmacy consulting and entertainment-related activities such as acting and modeling. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through multiple programs and emphasizes model-based asset allocation and portfolio optimization.

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 at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at Resolute Lacrosse and JPMorgan Chase Bank, N.A., as well as involvement with The Ohio State University Department of Athletics. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through tailored asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process and a range of derivatives and commodities capabilities.

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.

Vincent Dagostino is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 29 years of industry experience. He has been with Cambridge since 2013 and also serves as president of Mayfield Financial Services, where he provides tax preparation, planning, and business consulting services. Outside of advisory work, he manages commercial rental real estate as a managing member of multiple entities. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides access to multiple platforms and custodians, supports discretionary and non-discretionary management, and maintains proprietary model strategies under the Founders Gate Capital brand.

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 who holds a Series 63 designation and has 25 years of industry experience. Her prior work includes roles at Wells Fargo Clearing and NCA Financial Planners. She is also a partner in Chagrin Valley Business Strategies LLC, providing consulting and coaching services. Cambridge Investment Research Advisors serves a diverse client base, including individual, institutional, pension, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services across multiple platforms and custodians.

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.

Warren Wernick is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 designations. He has 39 years of industry experience, including roles at Wells Fargo Clearing and NCA Financial Planners. He is also a partner at Chagrin Valley Business Strategies LLC, a consulting firm, and serves as a trust protector for an individual client. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and provides access to unaffiliated third-party advisers and proprietary model strategies.

Joseph Grimsic is a financial advisor with LPL Enterprise holding Series 65 and Series 63 licenses and 12 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, and several other financial firms. He is also involved in Prudential-sponsored non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Jonathon Kehres is a financial advisor at Ameriprise Financial Services with a Series 66 designation. He has one year of industry experience and previously held positions in education and local businesses. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Cherie Harris is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Boenning & Scattergood, Inc. Outside of advising, she is involved as a notary and is a content creator for En Route with Chuck & Cherie LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by operational tools including machine learning.

Chad Gerzeny is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has experience at several firms including Key Investment Services and KeyBank. Outside of finance, he has been involved with the Cleveland Cornhole Co. for several years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, high-net-worth clients, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Melissa Burnette is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior work includes roles at General Motors and as a municipal clerk of courts. She also spent time at Kent State Trumbull. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-based investment strategies and third-party asset managers. The firm operates at scale, with thousands of advisors and billions in assets under management.

David Powers is a financial advisor with LPL Financial in Beachwood, Ohio, holding a Series 66 designation and 14 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank before joining LPL Financial in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Sean Mc Coy is a Series 66 licensed financial advisor with eight years of industry experience. He has been with Equitable Advisors since 2019 and previously worked at firms including Axa Advisors, MML Investors Services, and Mass Mutual Life Insurance Company. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory programs with a focus on matching clients to suitable investment models and managers.

Daniel Kriz is a financial advisor at Charles Schwab with 15 years of industry experience. He holds the Series 63 and Series 66 licenses. His work history includes roles at Charles Schwab Bank, Charles Schwab, TD Ameritrade Investment Management, and Scottrade. 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 offers a combination of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and a centralized operational structure.

Dale Braun is a financial advisor with Edward Jones in Beachwood, OH, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Braun serves as a board member for Meals on Wheels in Shaker Heights, OH. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and comprehensive affiliated capabilities.