Michael Shea is a CFP® with 16 years of experience in financial advising. He has been with OSAIC since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Shea also manages Shea Financial Services, LLC, where he provides financial planning and investment advice. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a broad network of financial advisers and multiple platforms.

John Mundell is a financial advisor at LPL Financial with 26 years of industry experience. He previously worked at Cetera and Cetera Wealth Services before joining LPL Financial in 2025. Mundell also operates Mundell Financial Group, Inc., an insurance agency. 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 range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management along with model portfolios and third-party research.

Kathleen Berne is a CFP® certificant with 12 years of industry experience, currently with Raymond James & Associates. Her prior roles include multiple periods at Raymond James & Associates and Fidelity Investments. Outside of her advisory work, she has spent several years as a homemaker. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm serves a diverse client base, including individuals, institutions, and municipal entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Timothy Hayes is a financial advisor with RBC Capital Markets in Westlake, OH, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

David Thomas is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds a Series 66 designation and previously worked at PNC Financial Services for 18 years. Outside of his advisory role, he owns and operates a retail business specializing in medical identification products. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Aerin Sirow is a financial advisor at LPL Financial with two years of industry experience. She holds Series 66 and Series 63 licenses and has a background that includes roles at Northwest Bank, Target, and other local businesses. Outside of her advisory work, she is involved as a scorer for the Amherst Meadowlarks Motorcycle Club and Ram Jam Sportsplex. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by extensive research and model portfolios.

Timothy Holdsworth is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at Equitable Advisors since 2008 and previously at Axa Advisors, LLC. Outside of his advisory work, he serves on the board of A Kid Again, a nonprofit supporting children with life-threatening conditions. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm employs a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.

Christine Wiskochil is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has been with Robert W. Baird since 2014. Outside of her advisory role, she serves as treasurer for both Nana's Tribe Foundation and the Rotary Club of Cleveland, assisting with budgeting and financial oversight. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management using a combination of in-house and third-party managers, offering a range of traditional and non-traditional investment strategies.

Marlene Muscovich is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has worked with LPL Financial since 2018 and previously spent nine years at SII Investments, Inc. She also operates TA-Check Financial Ltd, an independent investment advisory firm, and is a licensed notary public. 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. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to model portfolios, third-party subadvisors, and research from LPL Research.

Kirill Volokhov is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds a Series 63 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party asset managers, and integrated financial products through its affiliated broker-dealer and insurance entities.

Mark Wilson is a Series 66-credentialed financial advisor with LPL Enterprise in Independence, OH. He has been with LPL Enterprise since 2025. Outside of his advisory role, he is involved with Brick House Realty and Baldwin Wallace University. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through a comprehensive platform that integrates investment advice with insurance and lending products.

Dianne Szabo is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 23 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she serves as an ordained minister performing marriage services and works as a hostess at a local restaurant. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of wrap fee advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles using both in-house and third-party investment managers.

Michael James is a financial advisor with Merrill in Westlake, Ohio, holding a Series 66 designation and 11 years of industry experience. He has worked at Bank of America and Merrill since 2017 and previously spent eight years with Manis Realtors. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Denise Ingersoll is a financial advisor with Robert Baird & Co. in Cleveland, OH, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Robert Baird & Co. since 1997. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, including high net worth clients, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research, manager selection, and use of technology including artificial intelligence.

Mario Quintero Jr. is a financial advisor with Raymond James Financial in Westlake, Ohio, holding a Series 63 designation and 39 years of industry experience. He is the owner of TDM Financial LLC and operates Carmel Quintero Financial Services as a DBA for TDM Financial. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm focuses on financial planning and non-discretionary investment consulting, offering access to wrap fee programs and institutional consulting supported by outside managers.

Luke Vulku is a financial advisor with Ameriprise in Westlake, Ohio, holding Series 63 and Series 65 licenses and with one year of industry experience. His prior work includes roles at Hyland and Ameriprise Financial, as well as positions outside finance at Ohio State University and Westlake City Schools. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to generate personalized, non-discretionary recommendations delivered through a centralized consulting team.

Owen Weaver is a financial advisor with Equitable Advisors in Independence, OH, holding a Series 66 designation. He has one year of industry experience and previously worked at Third Federal Savings and Loans. Outside of finance, he is involved with Red Hawk Grille. Equitable Advisors serves a wide range of clients including individuals, high-net-worth, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates with a dual registration as an SEC-registered investment adviser and broker-dealer, utilizing program sponsors and third-party managers to deliver both advisory and brokerage solutions.

Joseph Scouloukas is a financial advisor with OSAIC in Parma, Ohio, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Sagepoint Financial, Inc. since 2009 and joined OSAIC in 2023. Outside of advisory work, he owns an accounting, tax preparation, and bookkeeping firm and operates as a notary public. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios for individual and institutional investors.

Calvin Holt is a Planning Consultant who develops engagement strategies tailored to support clients' unique planning needs. He has been working as a Workplace Planning Consultant at Fidelity Investments from 2023 to 2026. Outside of his professional responsibilities, Calvin enjoys golf, hiking, and skiing.

Robert Brooks is a financial advisor with Edward Jones in Avon Lake, Ohio, holding a Series 63 designation and 29 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1996. Outside of his advisory role, he is owner of Brooks Property Holdings LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors.