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.

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.

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.

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.

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.

Shawn Kennedy is a financial advisor with LPL Enterprise, holding a Series 66 designation and over 35 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for more than three decades. Kennedy serves as a board member for Coach Sam's Inner Circle Foundation, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, while offering financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Spencer Seaman Jr. is a financial advisor with UBS Financial Services in Rocky River, OH, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves on the Board of Directors for the BGSU Foundation and is slated to become Chair-Elect in 2025, transitioning to Chair in 2027. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a variety of capital markets activities.

Christian Benninghofen is a financial advisor at Fidelity with 30 years of industry experience. He holds the Series 63 and Series 66 designations and has worked across several Fidelity entities, including Strategic Advisers Inc. and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it maintains registered roles with the CFTC and the NFA.

Adam Hahn is a financial advisor at Fidelity with Series 63 and Series 65 credentials and 17 years of industry experience. He has been associated with various branches of Fidelity since 2008, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm supports a range of investment solutions such as discretionary portfolio management and fund advisory, with a distinctive focus on systematic methodologies and oversight in its multi-manager and model portfolio offerings.

Joshua Lorek is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 29 years of industry experience. His prior roles include positions with Cetera Advisor Networks and Cetera Wealth Services. Outside of his advisory work, he is involved in managing commercial real estate activities in the Fairview Park, Ohio area. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing various investment strategies and advisor support tools.

Christopher Edelman is a financial advisor with LPL Financial holding a Series 66 designation and 19 years of industry experience. He has previously worked at Ameriprise Financial Services, Raymond James Financial Services, Merrill, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning, portfolio management, and retirement advice services. The firm supports its network of over 22,800 advisors with proprietary research, third-party subadvisors, and technology tools while offering both discretionary and non-discretionary investment strategies.

Bryan Barragate is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with the Ameriprise organization in various capacities since 2003. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Robert Mastrangelo is a financial advisor at Cetera with 29 years of industry experience. He holds the Series 66 designation and has worked at Cetera Advisors LLC since 2013. He also serves the City of Highland Heights and participates as a poll worker in local elections. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a large network of independent advisors.

Aileen Tippy is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. She holds a Series 63 designation and has worked with various Wells Fargo entities since 2009. Outside of her advisory role, she serves as power of attorney for her mother and is connected to a telecommunications equipment business owned by her spouse. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and specialized services such as business-owner transition and divorce planning. Advisors use firm research and planning tools to develop tailored recommendations, with implementation options through brokerage or advisory programs.

Matthew Vulku is a financial advisor with Ameriprise in Pepper Pike, OH, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Equity Trust, NCA Financial, and Ohio State University. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to produce written recommendation reports, with an emphasis on assets held in Ameriprise managed accounts and the use of algorithmic automation overseen by a dedicated team.