Teodore Krawec is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. His prior experience includes ten years with Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with more than 5,400 financial advisors. The firm serves a diverse client base, including individuals, institutions, and government entities, providing wealth advisory planning, investment consulting, and specialized municipal and public finance services.

Adam Hahn is a financial advisor with Fidelity, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked with Fidelity Brokerage Services LLC since 2008 and currently serves at Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including management of model portfolios constructed through a combination of fundamental research, quantitative analysis, and algorithmic methodologies. The firm also provides advisory services to registered investment companies and employs oversight controls to manage potential conflicts of interest.

Joshua Lorek is a financial advisor with LPL Financial, holding a Series 66 designation and having 29 years of industry experience. He has worked at LPL Financial since 2018 when he began through Ohio Investment Partners, with prior experience at Cetera Advisor Networks. Outside of his advisory role, he is involved in several investment-related business entities in Fairview Park, Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

Christopher Edelman is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and Raymond James Financial Services. 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 range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing various investment strategies and technologies.

Bryan Barragate is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Ameriprise since 2009, working across different entities within the firm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice 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.

Kenneth Hight is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles in education with Columbus City Schools and the Educational Service Center of Central Ohio. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, with a delivery model that relies on LPL-sponsored programs and endorsed TAMPs.

James Carpas is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. He focuses on family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, and retirement income. James collaborates closely with clients to develop financial strategies tailored to their long-term goals. He holds a Bachelor's Degree from the University of Akron and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). In addition to his advisory role, James is actively involved in community service, volunteering with local organizations. Outside of work, he enjoys biking, running, skiing, and spending time with his family.

Craig Finger is a financial advisor at Edward Jones in Cuyahoga Falls, OH, holding the CFP® and Series 63 designations with 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Kljun is a CFP®-certified financial advisor with Edward Jones in Strongsville, OH, and has 34 years of industry experience. He has been with Edward Jones since 1991. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

John Johnson is a financial advisor at Raymond James & Associates with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining Raymond James in 2017. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations using proprietary research and planning tools, with a focus that includes public finance and municipal services.

Karla Frascarelli is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2017, following nine years at UBS Financial Services Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and models to assist clients in developing comprehensive financial plans.

Brett Gigliotti is a Series 66 licensed advisor with Fidelity in Westlake, Ohio, bringing 15 years of industry experience. He has been affiliated with Fidelity Investments since 2010 and currently provides one-on-one coaching through Magis Consulting LLC. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base including retail and institutional investors, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Grant Visocky is a financial advisor with LPL Financial who holds a Series 66 designation and has eight years of industry experience. Prior to joining LPL Financial in 2023, he worked at The O.N. Equity Sales Company for five years. Outside of his advisory role, he is involved with Simpliterm LTD, an online term insurance agency. LPL Financial serves individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives, offering advisory programs, financial planning, and brokerage services. The firm provides both discretionary and non-discretionary management and supports investment strategies with research from LPL and third-party subadvisors.

Eric Stephenson is a financial advisor at UBS Financial Services with 31 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley from 2009 to 2022. Outside of his advisory role, he is involved in coaching football. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing 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, offering a comprehensive platform that includes custody, underwriting, and capital markets services.

Jessica Burvis is a financial advisor at Fidelity with Series 66 credentials and three years of industry experience. She has worked at Fidelity Investments since 2022 and previously spent seven years at MetroHealth Medical Center. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary advisory portfolios.

Brian Miller is a CFP® certificant with 24 years of industry experience. He is currently with LPL Financial, having joined in 2023 after 18 years at Ameriprise Financial Services, Inc. Miller is based in Independence, OH. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services, offering both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Dominic Najem is a financial advisor with Morgan Stanley in Westlake, Ohio, holding a Series 66 designation and 28 years of industry experience. His work history includes positions at Merrill and Bank of America prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 models. The firm manages approximately $2.74 trillion in client assets and provides financial plans under both direct and corporate agreements.