Sean Caywood is a financial advisor at LPL Financial with 32 years of industry experience. He holds a Series 63 designation and previously worked for Next Financial Group Inc for 16 years before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Brian Novotny is a financial advisor with Fidelity in Avon Lake, OH, holding a Series 66 designation and bringing 13 years of industry experience. His career includes roles at Fidelity Investments since 2021, as well as prior positions at The Huntington Investment Company and LPL Financial. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and actively manages oversight and conflicts of interest.

Michael Duffy is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. His prior firms include Wells Fargo Clearing and Wells Fargo Advisors LLC, where he worked for a combined 14 years. RBC Wealth Management serves a diverse client base, including individual investors, institutional clients, and charitable organizations, offering various advisory programs that provide discretionary and non-discretionary portfolio management and financial planning services. The firm employs a tailored investment approach using both in-house and third-party managers and offers features such as tax management, responsible investing, and alternative investment options.

Christopher Turner is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 licenses. He has one year of industry experience and previously held positions at JPMorgan Chase Bank and J.P. Morgan Securities. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering both discretionary and non-discretionary investment strategies across multiple platforms.

Joseph Li Puma is a financial advisor with Edward Jones in Strongsville, Ohio, holding a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2019 and previously spent ten years at Quicken Loans. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Arch is a CFP®-certified financial advisor with 21 years of industry experience, currently practicing at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory and tailored to client objectives and risk tolerances. The firm includes insurance-related vehicles and bank deposit sweep options in its investment menus, distinguishing its product offerings among large institutional advisers.

Ryan Montanari is a financial advisor with LPL Financial in Independence, OH, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Ameriprise, Prudential Insurance Company of America, and Pruco Securities. Outside of financial services, he has experience in the hospitality industry with Incline Public House. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, supported by proprietary and third-party research.

Samuel Von Duhn is a financial advisor at UBS Financial Services with Series 65 and Series 63 credentials and one year of industry experience. He has worked at several firms including KeyBank, Key Investment Services, LLC, and Charles Schwab. Prior to entering the financial industry, he spent time in education and also worked at Interlake Steamship Company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based investment strategies tailored to client goals.

Shane Skuhrovec is a financial professional at Cetera with three years of industry experience. His prior work includes four years at PricewaterhouseCoopers and roles at Cetera Wealth Services and Cetera Investment Advisers. He is a Series 66 credential holder. Outside of advisory work, he is involved in rental property management. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across multiple program structures.

Mary Jo Gilligan is a financial advisor at LPL Financial with 22 years of industry experience. She holds a Series 63 designation and has worked previously at MML Investors Services, Mass Mutual Life Insurance Company, and MetLife Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives, offering a range of advisory programs and financial planning services.

Jason Pence is a CFP® professional with 24 years of industry experience, currently serving at Charles Schwab in Westlake, OH. He has been with Charles Schwab Bank SSB since 2005 and Charles Schwab & Co., Inc. since 2004. Outside of his advisory role, he volunteers as a board member and on the finance committee for Youth Challenge. 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 both non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized custody and supervisory arrangements.

Kirk Jones is a financial advisor with Mass Mutual Investors Services based in Cleveland, OH, holding 25 years of industry experience. He previously worked at MetLife Securities Inc and Metropolitan Life Insurance Company for 17 years before joining Mass Mutual in 2016. Outside of his advisory role, he co-owns and manages rental properties. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides annual, collaborative financial planning engagements and various specialized offerings including Divorce Planning and estate-settlement services.

Anthony Goldyn is a financial advisor with UBS Financial Services in Rocky River, OH, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at UBS since 2007 and has been associated with Mcdonald Investments Inc. since 2000. In addition to his advisory role, he serves as a notary public. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management, and provides research-driven, tailored financial planning and portfolio management.

Jack Spencer is a financial advisor with Cambridge Investment Research Advisors, holding CFP® and Series 63 credentials and bringing 56 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and previously spent nine years with Securities Service Network, Inc. Outside of his advisory role, he is the president of a firewood sales business in Valley City, Ohio. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party model strategies tailored to client objectives.

Richard Milligan is a financial advisor with UBS Financial Services in Rocky River, OH, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with UBS since 2007 and has prior experience at Mcdonald Investments Inc. and Liberty Securities Corporation. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Andrew Crock is a Financial Consultant at Fidelity Investments, a role he has held since 2013. He has been with Fidelity Investments since 2007, having served as a Financial Representative from 2007 to 2011 and as an Investments Representative from 2011 to 2013. With nearly 20 years of industry experience, Andrew focuses on working with individuals, families, and businesses to identify needs and address concerns through personalized financial strategies. Andrew's approach emphasizes listening and partnering with clients to develop customized strategies that align with their unique financial objectives. He aims to support clients in navigating various market conditions and adjusting their financial plans as their goals evolve over time.

Timothy Eyerman is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Raymond James and Strategic Retirement Solutions LLC since 2013. Eyerman is also the owner of CKE Financial Services, LLC, a support company based in Westlake, Ohio. 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 and profit-sharing plans, corporations, charities, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports institutional consulting and portfolio management across a large advisor network.

Carmen Monaco is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 26 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, Monaco worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of the firm, Monaco has significant ownership interests in investment-related businesses, including a 50% stake in Blue Ocean Investment Group, LLC, and a 90% stake in Monaco GP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Mark Stevenhagen is a financial advisor with Charles Schwab in Westlake, OH, holding a Series 66 designation and eight years of industry experience. He has worked with Charles Schwab since 2017, including roles at Charles Schwab Bank, SSB since 2020. Prior to his financial services career, he was employed at the Indian River Juvenile Correctional Facility from 2012 to 2017. Charles Schwab & Co., Inc. serves a large client base, 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios and a formal alternative-investment process.

Claudia Donnelly is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 19 years of industry experience. She has worked in various roles across Wells Fargo Clearing and Wells Fargo Advisors, as well as at Baird and Ally Invest Advisors. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with discretionary and non-discretionary options tailored to plan objectives and demographics.