Catherine Jackson is a financial advisor with Cetera, holding 10 years of industry experience. She has been associated with Cetera Advisors LLC and FRC Financial since 2015. Outside of advisory services, she manages office and tax preparation duties at FRC Financial Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Megan Hoholski is a financial advisor at Wells Fargo Advisors with a Series 66 designation and three years of industry experience. Her prior work includes roles at Dollar Bank and Rainbow Station Haymarket. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and sports & entertainment planning.

Kaleb Hupp is a financial advisor with Ameriprise in Rocky River, OH, holding a Series 66 credential and six years of industry experience. Prior to joining Ameriprise in 2019, he worked at ZS Associates and spent time at Northwestern University. Outside of his advisory role, he co-owns an LLC that manages the real estate property used for his financial planning practice and is involved in a business entity supporting his Ameriprise practice. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Andrew Mcdonnell is a financial professional with 22 years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked with firms including Velocity Advisors, American United Life, and OneAmerica Securities. Outside of his advisory role, Mcdonnell is involved as an outreach coordinator for the Lorain County GOP, serves as a Blue and Gold Officer for the United States Naval Academy and Ohio National Guard recruiting efforts, and owns Akron City FC-Lorain, a local soccer club. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that provides access to affiliated and third-party investment managers across various program structures.

Dominic Giovannazzo is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds a Series 66 designation and has been associated with Creative Wealth Associates, Inc. and Raymond James Financial Services since 2013. Giovannazzo also worked with the Bay Village Parks & Recreation Department from 2012 to 2018. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing client collaboration through tailored financial plans and a range of implementation options.

Corree Kaylor is a financial advisor with Ameriprise in Medina, OH, holding a Series 66 designation and seven years of industry experience. She has been with Ameriprise and its related entities since 2016. Outside of financial advising, Kaylor owns Aureum Tan, a beauty service specializing in spray tanning. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining proprietary research and modeling with tax-efficient strategies. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Robin Johnson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to joining LPL in 2021, Johnson worked at Cetera Advisor Networks from 2018 to 2021 and has operated Robin Johnson CPA LLC, a tax preparation and accounting practice, since 2011. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and technology-driven strategies.

Eric Shafran is a financial advisor with Charles Schwab in Richfield, OH, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked with Charles Schwab since 2022 and previously spent a decade at Flour Restaurant and nearly a decade at Datassist, LTD. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with integrated brokerage and custody services. The firm provides multi-asset model portfolios, alternative investment options, and centralized operational support across a large client base.

Cheryl Janik is a financial advisor with LPL Financial in Sheffield Village, OH, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has worked at Sequoia Wealth Management, LLC, and Advantage Investment Management LLC, in addition to her tenure at LPL Financial since 2012. Janik serves as a board member of the North College Commons Condominium Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios from LPL Research, third-party subadvisors, and TAMP sponsors.

Michael Schafer is a financial advisor with Raymond James Financial in Port Clinton, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously operated M&S Financial Services dba Great Lakes, CPAs for ten years and has been affiliated with Raymond James since 2009. Schafer serves as treasurer for a small condominium association, a role involving oversight of financial matters and board decision-making. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies through asset allocation, modeling tools, and firm research, with a significant portion of its advisory business conducted on a non-discretionary basis.

Paul Martin is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cetera and its affiliates since 2013. In addition to his advisory role, Martin maintains a legal practice focused on trust, estate planning, and income tax, and serves on the board of the nonprofit Cleveland Velodrome. Cetera Investment Advisers LLC is an SEC-registered firm that provides investment advisory services through a nationwide network of over 10,000 independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a broad range of portfolio management options and financial planning services.

Jason Bennett is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors since 2016, previously associated with Axa Advisors, LLC. He serves as treasurer of the Rocky River Soccer Organization. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, and access to third-party asset management programs through a dual-registered advisory and brokerage model.

Alexander Solove is a financial advisor with Equitable Advisors in Lakewood, Ohio, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at AxA Advisors for seven years. Outside of his advisory role, Solove serves as a consultant for StudentLoan Tech Inc. and works as a development associate with Jerome Solove Development Inc. 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 LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored through a client intake process that documents goals, risk tolerance, and time horizon.

Daniel Simon is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab since 2012, including a role at Schwab Retirement Plan Services since 2017. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized operational infrastructure.

Clarise Vennitti is a financial advisor at Charles Schwab with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Charles Schwab Bank, TD Ameritrade, and Scottrade over her career. Outside of finance, she is a certified CrossFit Level 1 Trainer and coaches athletes at a CrossFit gym. 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 provides a combination of non-discretionary and discretionary investment management supported by multi-asset model portfolios and centralized operational infrastructure.

Margaret Feiler is a Series 66-registered financial advisor with Edward Jones, based in Medina, OH, with four years of industry experience. She has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Luke Swaddling is a financial advisor with Equitable Advisors in Independence, OH, holding a Series 66 designation and three years of industry experience. His prior roles include positions at SportRadar and Infinity Fitness, as well as earlier service with Equitable Advisors. He serves as a board member of the St. Edward Alumni Association. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model, leveraging third-party asset managers and LPL programs to deliver advisory and brokerage solutions.

Patrick Healy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Brett Robson is a financial advisor with Primerica Advisors in Milan, Ohio, holding 11 years of industry experience. He has worked at Primerica Financial Services since 2013 and PFS Investments Inc. since 2014. Outside of advising, he owns Robson & Associates, LLC, which provides tax return preparation and bookkeeping services for small business owners. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts in a wrap-fee structure.

Ziggy McPeters is a Financial Advisor at Merrill Lynch Wealth Management, where he works closely with individuals, families, and professionals to help them make informed financial decisions. He focuses on creating personalized strategies by understanding what matters most to each client. His areas of expertise include college education planning, family wealth management strategies, personal retirement planning, individual and corporate investment strategy, tax minimization, and retirement income. Ziggy takes the time to get to know his clients and collaborates with them to develop plans that align with their goals. He holds the Personal Investment Advisor (PIA) designation and has a Bachelor's Degree from The University of Akron. Beyond his professional role, Ziggy is involved in the Magic City Kiwanis community organization. In his personal time, he enjoys activities such as football, golfing, hiking, pickleball, reading, running, skiing, spending time with his family, and writing.