Sean Mc Coy is a financial advisor with Equitable Advisors in Broadview Heights, OH, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at AXA Advisors, MML Investors Services, and Mass Mutual Life Insurance Company/Skylight Financial. Outside of his advisory work, he has experience in hospitality through his time at Pub Bricco and spent four years at the University of Akron. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing program sponsors and third-party managers to deliver advisory and brokerage solutions.

Michael Bush is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial and served in AmeriCorps. Outside of his advisory role, he is the Chief Operations Officer of the Central Commonwealth Black Caucus in Fredericksburg, VA. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering 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, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Daniel Kriz is a financial advisor at Charles Schwab with 15 years of industry experience. He holds the Series 63 and Series 66 licenses. His work history includes roles at Charles Schwab Bank, Charles Schwab, TD Ameritrade Investment Management, and Scottrade. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and a centralized operational structure.

Dale Braun is a financial advisor with Edward Jones in Beachwood, OH, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Braun serves as a board member for Meals on Wheels in Shaker Heights, OH. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and comprehensive affiliated capabilities.

Brett Ansberry is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at Charles Schwab and Co., Inc. and Charles Schwab Bank since 2022, following a 12-year tenure at TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a centralized operational structure.

Sharron Shaw is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2023 and is also involved with Reserve Investment Group, Incorporated and Shaw Crosby Insurance Brokerage, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Allyn Mc Naughton is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. 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 range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Catherine Jackson is a financial advisor with Cetera, holding 10 years of industry experience. She has been associated with Cetera Advisors LLC and FRC Financial since 2015. Outside of advisory services, she manages office and tax preparation duties at FRC Financial Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Kaleb Hupp is a financial advisor with Ameriprise in Rocky River, OH, holding a Series 66 credential and six years of industry experience. Prior to joining Ameriprise in 2019, he worked at ZS Associates and spent time at Northwestern University. Outside of his advisory role, he co-owns an LLC that manages the real estate property used for his financial planning practice and is involved in a business entity supporting his Ameriprise practice. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

George Hearst III is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at Charles Schwab Bank, Shaw JCC, Roofsmith Restoration, and the University of Tennessee Knoxville. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a client relationship model that combines non-discretionary advisory recommendations with access to discretionary separately managed accounts, supported by a centralized operational structure.

Anthony Marchetto is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Chmura Economic & Analytics for four years and was employed by the Seattle Mariners for three years. He holds the Series 66 designation. 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 range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Dolohanty is a financial advisor with LPL Financial in Chagrin Falls, OH, holding Series 63 and Series 65 credentials and with 34 years of industry experience. He has been with LPL Financial since 1994. Outside of his advisory role, he operates a tax preparation and financial planning business and is a licensed CPA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial services through a national network of investment adviser representatives, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jeffrey Izsak is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing and its affiliated entity since 2009. 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 process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Chad Hartup is a financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 1999. Hartup serves as president of his residential homeowner association, a one-year term on the board managing community responsibilities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor client strategies.

Ivana Musa is an Investment Consultant currently working at Fidelity Investments since 2022. She has held various roles in the financial sector, including Financial Consultant positions at Equitable Financial from 2021 to 2022 and Pension Advisors from 2012 to 2019, as well as a Relationship Manager role at Principal Financial from 2019 to 2021. Ivana focuses on understanding her clients' unique financial narratives to provide tailored guidance and connect them with specialists who utilize advanced planning tools. Her approach emphasizes empowering clients to make confident decisions throughout their financial journeys. Outside of her professional work, Ivana has interests in art, golf, parenthood, skiing, soccer, and traveling.

Jennifer Morris is a financial advisor at Merrill with 27 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1997. The firm provides managed account services through the Select Portfolio Solutions program to a diverse client base, including individuals, high-net-worth clients, and institutional investors. Merrill integrates its investment offerings with Bank of America’s broader platform, providing access to a wide range of products and strategies managed by affiliated and third-party managers.

Vladimir Yerukhimovich is a financial advisor with Primerica Advisors in Beachwood, OH, holding a Series 63 designation and 29 years of industry experience. He has worked with Primerica Financial Services since 1994 and is currently associated with Primevision Financial Group and PFS Investments Inc. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Daniel Bezik is a financial advisor with Wells Fargo Advisors in Beachwood, Ohio, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory work, he serves as a club director for League One Volleyball, where he is involved in coaching and directing volleyball teams. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients through a large network of advisors. The firm offers a broad planning menu covering various financial needs and integrates advisory services with other financial products and referral channels.

David Reynolds is a financial advisor with J.P. Morgan Securities LLC in Cleveland, OH, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. Prior to joining J.P. Morgan in 2023, he worked at KeyBank from 2015 to 2023. Outside of finance, he is involved in aquaculture, owning and operating Urban Fish Farm and Rushing Waters Fish Farm, which raise Tilapia for commercial sale. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

John Nicklas is a Series 66 licensed financial advisor with six years of industry experience, currently affiliated with Cetera. He has also held roles at Meaden & Moore Financial Services and Avantax Investment Services, and serves as Vice President and CPA at Meaden & Moore, Ltd. Additionally, he acts as trustee of a family trust and holds power of attorney for a family member, overseeing financial affairs in both capacities without compensation. Cetera Investment Advisers LLC is an SEC-registered firm that provides investment advisory services through a national network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services with access to multiple investment models and custom strategies across various program structures.