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.

Mark Driscoll is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior work includes roles at Next Financial Group Inc, Householder Group, Estate & Retirement Specialists, and Quick & Reilly, Inc. Outside of his advisory role, he is involved with Driscoll Advisor Services Inc., a tax and investment-related business entity. 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, utilizing model portfolios, third-party subadvisors, and customized strategies.

Katherine White is a financial advisor with Equitable Advisors in Sheffield, Ohio, holding a Series 66 designation and 13 years of industry experience. She has been with Equitable Advisors since 2013, previously associated with Axa Advisors, LLC. Outside of her advisory role, she is a member of Epik Wealth Holdings, LLC, an entity created to purchase an office building. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of third-party advisory models and provides ERISA fiduciary services through credentialed representatives.

Jeffrey Daney is a Series 66-credentialed advisor with 18 years of industry experience. He is currently with LPL Financial and previously worked at Financial Design Group, Securian Financial Services Inc., and Minnesota Life Insurance Company. 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, and institutional platforms, supported by a network of over 22,800 advisors and a variety of operational and research tools.

Steven Podhradsky is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has worked at several firms, including Merrill, Cetera Advisor Networks LLC, and GPS Financial Group. Podhradsky previously worked at Edward Jones from 2014 to 2017 before returning in 2023. 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 under management and offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Raymond Loeser is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Before joining Edward Jones, he held positions at Cedarville University, Uber, New Hire Housing Guide, and Wright State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices nationwide.

Robert Stclair Jr. is a financial advisor with Cambridge Investment Research Advisors, holding 35 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2018 and previously was with Nationwide Securities and Nationwide Financial from 2010 to 2018. Outside of advisory services, he is also a Medicare insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers a variety of investment solutions, including proprietary model strategies and access to third-party managers, delivered across multiple custody and platform arrangements.

Kyle Hancharick is a CFP® with seven years of industry experience currently affiliated with LPL Financial. His prior roles include work at Harrington Asset Management and OSAIC, and he also operates as a Notary Public. Hancharick has been involved with Strata Financial Group, LLC since 2018. 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 services including financial planning, model portfolio programs, and access to third-party asset management, utilizing various advisory strategies supported by technology tools.

Gregory Rustad is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Securities America Advisors, Inc. and Securities America, Inc. for 15 years. He is also president of Rustad Financial LLC, where he sells term insurance and fixed annuities to clients. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and investment advisory services, including portfolio management utilizing firm-provided asset-allocation tools and access to third-party money managers.

Michelle Glass is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. She has worked at Cetera and Cetera Wealth Services since 2022 and has owned Glass Financial Advisors since 2016. Prior to that, she was with VOYA Financial Advisors from 2014 to 2022. Glass serves on the boards of the Cleveland Fisher House and Community Resource Services, both nonprofit organizations. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm serves individual, corporate, charitable, and institutional clients with a multi-manager platform that includes discretionary and non-discretionary account management.

Renee Dietz is a financial advisor with LPL Financial, holding a Series 66 designation and over 21 years of industry experience. She has worked at LPL Financial since 2012, with prior roles at Sequoia Wealth Management and Advantage Investment Management. Outside of her advisory work, she is involved with Achieve Credit Union’s affiliated wealth management business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a broad range of advisory services, including financial planning and model portfolio programs, supported by both proprietary and third-party strategies.

Christopher Nealon is a financial advisor with Cetera, holding a Series 66 designation and currently based in Avon, Ohio. He has less than one year of industry experience, with recent roles at Cetera Investment Advisors and Cetera Wealth Services. Prior to entering the financial advisory field, he held positions at Moen Incorporated and served as a Group Product Manager. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, model portfolios, and access to third-party money managers.

Samuel Capasso is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He previously worked at Concourse Financial Group Securities Inc for over 17 years. In addition to his advisory role, he owns and operates an insurance business focused on the sales and service of life and annuity products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a wide range of portfolio management and financial planning services, supported by a large network of advisors and substantial assets under management.

Shawn Mccormick is a CFP®-designated financial advisor at Cetera with 22 years of industry experience. He is the owner of Financial Resource Center, where he provides financial services and prepares individual and small business tax filings. Mccormick has held roles at Cetera Advisors LLC and TMABNC, LLC and has entrepreneurial involvement outside finance as a member of a health food grocery business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and bespoke strategies under various program structures and custodial relationships.

Ryan White is a financial advisor at Ameriprise with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Huntington Investment Company, PNC Investments, and Citizens Bank. Ryan is based in Elyria, Ohio. Ameriprise Financial Services is a large advisory firm serving both 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 and tax-aware withdrawal strategies.

Ronald Jurczynski is a financial advisor with LPL Financial who holds a Series 63 designation and has 23 years of industry experience. He has worked at Strata Financial Group, LLC and Royal Alliance Associates, INC., with concurrent roles spanning over two decades. Jurczynski is also an insurance agent specializing in non-variable insurance products. 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 a network of investment adviser representatives.

Darren Stephens is a Series 66 credentialed financial advisor with over 22 years of industry experience. He currently practices at Cetera and has previously worked with Avantax and Wealth Care Management. Outside of finance, Stephens has been involved in pump sales and distribution businesses for over 25 years. Cetera Investment Advisers LLC is a nationwide independent advisory platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager approach with a range of portfolio management options and maintains over $256 billion in assets under management.

Jeffrey Urbin is a financial advisor at Morgan Stanley in Avon Lake, Ohio, holding a Series 66 designation with 15 years of industry experience. He previously worked at PNC Investments from 2015 to 2021 before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Anna Gerber is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2014. Outside of her advisory role, she is employed as a retail store clerk at Ann Taylor in Westlake, Ohio. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Eric Heilmann is a Series 66 licensed advisor with 24 years of industry experience. He has worked at Equitable Advisors since 2001, following his tenure at Axa Advisors, Llc. He is also a partner in EPIK Wealth Holdings LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm uses a range of advisory models and third-party asset managers to deliver customized investment solutions.