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.

John Lee Jr. is a financial advisor with Wells Fargo Advisors in Westlake, OH, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory work, he serves as chairperson of the finance council at St. Raphael Catholic Church and is a part-owner of an event planning and corporate sponsorship business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools, with clients able to implement strategies through various brokerage or advisory 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.

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.

Edward Vargo is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2013. He has 26 years of industry experience and also serves as CEO of Burning River Advisory Group, an independent insurance agency. Additionally, he owns EnlightenHer LLC, which provides women’s financial education, coaching, and divorce consulting services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, through a network of independent financial professionals. The firm offers comprehensive financial planning and investment management services with a variety of implementation options, including proprietary and third-party models tailored to client objectives.

Kimberly Morel is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. She previously worked at Edward Jones for ten years. Outside of her advisory role, she is a commissioned Notary Public in the state of Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources, and incorporates technologies such as machine learning in its investment approach.

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.

David Bolgar is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked with Cambridge Investment Research Advisors since 2023 and has additional experience at J. Spencer Investments, Inc. and New York Community Bank/Ohio Savings Bank. Outside of advisory work, he is involved as an agent in insurance and human resources through J. Spencer Investments. Cambridge Investment Research Advisors serves 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 professionals, offering a range of portfolio management options and both proprietary and third-party investment strategies.

Jeffrey Lucas is a financial advisor with LPL Financial in Rocky River, OH, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has been with LPL Financial since 2009. 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 representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing discretionary and non-discretionary management, model portfolios, and research support.

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.

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.

Ryan Pavicic is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera and affiliated firms since 2012. Outside of advisory work, he owns and operates a tax preparation business focused on personal and small business returns. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporations, and institutional accounts, offering a variety of portfolio management and financial planning services through a large nationwide network of independent advisors.

Adam Ours is a financial advisor with Raymond James & Associates holding Series 63 and Series 66 licenses and 22 years of industry experience. Before joining Raymond James in 2024, he worked at Bank of America and Merrill for extended periods. Outside his advisory role, he serves as a lacrosse coach at Hawken School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering tailored financial planning and consulting with a range of portfolio management styles and institutional services.

Holly Rounds is a financial advisor at Charles Schwab with 26 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab since 2000, including her current role with Schwab Retirement Plan Services, Inc. since 2014. Outside of her advisory work, she is involved in managing rental property. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wrap fee advisory, brokerage, and custody services through its Schwab Wealth Advisory program. The firm combines non-discretionary client guidance with access to discretionary separately managed accounts and utilizes multi-asset model portfolios and due diligence on alternative investments.

David Saari is a financial advisor with Merrill and holds a Series 66 designation. He has eight years of industry experience, including seven years at Merrill and Bank of America, and previously operated Bushland Adventures for nearly two decades. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Emily Minnich is a financial advisor at UBS Financial Services with 23 years of industry experience. She has been with UBS since 2005. Outside of her advisory role, she is a fitness instructor at PSYCLE and serves on the investment committee of St. Joseph Academy. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Deborah Junior is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with UBS since 1994 and was previously associated with Painewebber Incorporated starting in 1986. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides additional offerings including custody, underwriting, and capital markets services.

Brian Pinto is a financial advisor with Ameriprise in North Olmsted, OH, holding a Series 63 designation and over 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, Pinto serves on the Board of Directors for Canterbury Woods HOA as Pool Manager and is a member of Westlake P2 Group, LLC. Ameriprise offers retirement-income planning services targeting individuals near or in retirement with significant investable assets, providing written recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.