Erik Daugenti is a financial advisor with Equitable Advisors in Independence, OH. He holds Series 63 and Series 65 licenses and has been in the industry since 2026. His prior experience includes roles at Lakeside Financial Partners and various positions outside the financial sector. Equitable Advisors serves individuals, retirement plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs. The firm emphasizes tailored advice and utilizes a range of third-party advisory models and solutions for its clients.

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.

Nathan Schultz is a financial advisor at Ameriprise with 21 years of industry experience. He holds the Series 66 designation and has previously worked at The Huntington Investment Company, Sterne Agee Investment Advisor Services, Sterne Agee Financial Services, and Wrp Investments. Schultz returned to Ameriprise in 2026 after an earlier tenure from 2005 to 2009. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service that provides tailored retirement-planning advice focused on income sources and tax-efficient withdrawal strategies.

Jason Seifert is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, Key Bank, UBS Financial Services, Fifth Third Securities, and Natcity Investments. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Charles Geiss is a financial advisor with LPL Financial in Strongsville, Ohio, holding a Series 63 designation and over 31 years of industry experience. He previously worked at Cleveland Research Company for 14 years and had a brief tenure at American Income Life. Outside of advisory work, he is involved in tax preparation and non-variable insurance activities through Ta-Check Tax Service and Ta-Check Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

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.

Alexander Menassa is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and over 27 years of industry experience. He has been with Cambridge since 2016 and has a concurrent role with Szarka Financial Management dating back to 2000. Menassa also practices as an attorney and operates an independent insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using both proprietary and third-party strategies tailored to client objectives.

John Egan is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He previously worked at UBS Financial Services Inc. for 18 years before joining Raymond James. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers non-discretionary financial planning and consulting services, drawing on multiple portfolio management styles and affiliated research, and provides specialized municipal advisory and employer consulting programs.

Daniel Cotter is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. His prior firms include Rehmann Wealth, Waterstone Financial Group, and WS Griffith Securities. Outside of his advisory work, he serves as a board member for the Notre Dame Club of Cleveland and the Community West Foundation. Equitable Advisors provides financial planning, retirement consulting, and asset-management programs to individuals, pension plans, corporations, and charitable organizations. The firm’s approach includes assessing client risk tolerance and utilizing a range of advisory models, delivered primarily through third-party asset managers and firm-sponsored programs.

Michael Quiring is a Series 66 licensed financial advisor with Equitable Advisors in Independence, Ohio, and has six years of industry experience. His professional background includes work at Equitable Advisors since 2020, along with roles at Boyerts Greenhouse and Baldwin Wallace University. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of third-party asset managers and advisory platforms and provides ERISA fiduciary services to qualified plans.

Kelli Benedejcic is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James and Associates, KeyBank, and Edward Jones Investments. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and structured discovery conversations.

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 in Pepper Pike, Ohio, holding a Series 66 designation and three years of industry experience. She previously worked at Edward Jones for ten years. In addition to her advisory work, she serves as a Notary Public in Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management access, supported by extensive operational tools and a broad non-advisory financial services platform.

Christopher Hirz is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has experience at KeyBank and Thrivent Financial, totaling approximately four years in the financial industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a broad range of financial planning topics. The firm separates its planning services from portfolio management and offers clients a consolidated billing option through its WealthPlan program.

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.

Caleb Francis is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds a Series 66 designation and has worked at Robert W. Baird & Co. since 2021. Prior to his current role, he has experience in education and retail sectors. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using both in-house and third-party managers across traditional and non-traditional investment strategies.

Jeffrey Lucas is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 22 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services and investment solutions through a large network of advisors, utilizing both proprietary and third-party strategies across various asset classes.

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 32 years of industry experience. She holds Series 63 and Series 65 designations. Her prior work includes roles 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, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Jennifer Kunesh is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 20 years of industry experience. She has worked primarily with Raymond James and its affiliates since 2008, with a two-year tenure at LPL Financial in between. Kunesh is also a commissioned notary. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance activities through a unique affiliation with a municipal advisor.