Richard Freedman is a financial advisor with UBS Financial Services in Cleveland, OH, holding Series 63 and Series 65 licenses and having 38 years of industry experience. He has worked at UBS since 2011. Freedman serves as Vice President of the Board for the Jewish Big Brothers Big Sisters Association and is President of the Board of Trustees for Temple Israel Ner Tamid, both roles conducted outside business hours. UBS Financial Services Inc. 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 utilizes proprietary research and model-based asset allocations to tailor client strategies.

Daniel Di Blasi is a financial advisor with Edward Jones in Chardon, Ohio, holding a Series 66 designation and 29 years of industry experience. His prior roles include positions at AXA Advisors LLC, Equitable Advisors, and Lincoln Financial. Outside of finance, he owns and operates Dan DiBlasi Photography, providing general photographic services including portraits and event photography. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Steve Napier is a financial advisor at Cetera with 25 years of industry experience. He has been affiliated with Cetera Advisors LLC since 2013 and is the owner of Legacy Financial Associates, a financial services firm established in 2006. Outside of his advisory work, Napier is a firearms instructor teaching safe handling and shooting skills. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services, featuring a multi-manager platform with access to affiliated and third-party managers and diverse program options.

Julie Miller is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked at First Command Insurance Services and Sanofi. She is also the owner of a single residential rental property in Lyndhurst, Ohio. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of investment advisory programs and affiliated products. The firm operates nationwide with over 23,000 financial advisors and focuses on both discretionary and non-discretionary strategies under a fiduciary standard.

Matthew Dohar is a financial advisor with LPL Financial, holding 23 years of industry experience. His prior roles include positions at Metlife Securities, Inc., Mass Mutual Life Insurance Company, and MML Investors Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Angela Thompson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 14 years of industry experience. She has been with J.P. Morgan in various capacities since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to build model asset allocations, incorporating ESG frameworks and broader derivatives capabilities.

David Henkel is a financial advisor with J.P. Morgan Securities in Cleveland, OH, holding Series 65 and Series 63 credentials and having 20 years of industry experience. His prior firms include Hirtle, Callaghan & Co, CM Wealth Advisors LLC, Inverness Securities LLC, and The Ancora Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screens and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Joseph Rea is a financial advisor with LPL Financial in Solon, OH, holding a Series 63 designation and 12 years of industry experience. His career includes roles at MML Investors Services, MassMutual Life Insurance, MetLife Securities, and New England Securities. Outside of his advisory work, he is a partner at Regal Financial, LLC, which focuses on life, health, and fixed annuities insurance sales, and serves on the board of WomenSafe, a domestic violence shelter, where he contributes to the finance committee. 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 and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Mark Cooperrider is a CFP® professional with 42 years of industry experience, currently serving at Ameriprise Financial Services, LLC since 2020 and previously with Ameriprise Financial Services, Inc. from 2009. He is based in Pepper Pike, OH, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in survey-related activities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement planning focused on income sources and tax-aware withdrawal strategies. The firm’s approach includes collaboration between centralized teams and financial advisors, using proprietary research and third-party data within a structured investment framework.

Brian Martin is a financial advisor with UBS Financial Services in Cleveland, Ohio, holding Series 63 and Series 66 licenses and 43 years of industry experience. He has been with UBS since 2007 and previously worked at KeyBanc Capital Markets Inc. for eight years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Gina Cardinale is a Series 66-licensed advisor at Equitable Advisors with one year of industry experience. Her prior roles include positions at PNC Bank, Nationwide Insurance, and Robert Nickoson Financial Group. Outside of finance, she has been involved with Rover since 2022. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, institutions, and charitable organizations. The firm delivers advice through a broad network of Investment Adviser Representatives and utilizes both proprietary and third-party programs to implement client strategies.

Jonathan Goldston is a financial advisor with LPL Financial in Brecksville, Ohio, holding a Series 63 designation and 24 years of industry experience. He previously worked at Skylight Financial Services, MML Investors Service, and MassMutual Life Insurance Company for over two decades, and more recently at Cetera and Goldston Financial, LLC. Goldston serves as an elected board member of the Skylight Foundation, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment options including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Shannon Burdick currently serves as a Wealth Management Planning Consultant at Fidelity Investments. In this role, Shannon collaborates with clients to assess their overall financial situations, provide guidance, and identify opportunities to align their plans with their goals. Shannon has been with Fidelity Investments since 2022, beginning as a Finance Intern, then working as a Financial Representative from 2023 to 2025 before assuming the current Planning Consultant position. This progression reflects Shannon's growing experience in financial planning and client advisory services. Outside of work, Shannon has interests that include beach activities, attending concerts, family activities, fitness, food, and traveling.

Shaun Cooper is a financial advisor at Primerica Advisors with 12 years of industry experience. He has worked at Akron Public Schools since 2015 and has been affiliated with PFS Investments Inc. and Primerica Financial Services for over a decade. Outside of his advisory role, he is the owner of Taxes Done Right, Neo, LLC. Primerica Advisors sponsors 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 manages approximately $15.5 billion in assets under management, offering model-driven investment strategies supported by third-party asset managers.

Scott Simmerer is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 45 years of industry experience. His career includes roles at Concurrent Advisors and Oleinik Financial, alongside a long tenure with Raymond James Financial Services since 1999. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with notable capabilities in municipal and public finance advisory services.

Eric Williams is a financial advisor with Primerica Advisors in Willoughby, OH, holding a Series 63 designation and 16 years of industry experience. His career includes roles at PFS Investments, Inc., SEIU District 1199, and Murtis Taylor. Outside of advising, he serves as a compliance officer for Sunny Day Childcare Center and works as a driver for First Line Transportation. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm uses model-delivery strategies developed by unaffiliated asset managers and operates with approximately 3,698 advisors across 1,829 offices.

Nicholas Baase is a Series 66-licensed financial advisor at Equitable Advisors with eight years of industry experience. He has worked at Equitable Advisors since 2018 and previously held roles at AXA Advisors. Equitable Advisors serves a diverse client base including individuals, corporate pension and profit-sharing plans, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing a variety of proprietary and third-party investment solutions.

Thomas Detoro serves as the Resident Director and Wealth Management Advisor at the Canfield, Ohio office of Merrill. He collaborates with families across the Mahoning and Shenango Valleys and other regions, focusing on a comprehensive, goals-based wealth management process that is tailored to clients' long-term objectives. Prior to his current role, he was the Associate Resident Director in the Hermitage, Pennsylvania location for five years before consolidating operations with the Canfield office. Tom holds a Bachelor's degree from Youngstown State University and a Master's degree in Personal Financial Planning from the College for Financial Planning. He has earned professional designations including Certified Financial Planner (CFP), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is also a member of the Youngstown State Penguin Club. In addition to his professional responsibilities, Tom serves on the Board of Directors for the United Way of Mercer County and Whole Life Services, Inc., both located in the Shenango Valley. A lifelong resident of the Mahoning Valley, he currently lives in Boardman with his wife, Katie.

Joseph Beebe Jr. is a financial advisor with Primerica Advisors in Independence, OH, holding 11 years of industry experience. He has been associated with PFS Investments Inc. since 2015 and Primerica Financial Services since 2014. Outside of his advisory role, he is involved in sales of loan products and home-related services referrals through affiliated companies. Primerica Advisors sponsors 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 uses model-delivery investment strategies created by unaffiliated asset managers and provides custodial and trade execution support through BNY Mellon Advisors and Pershing.

Eileen Sindelarivan is a financial advisor with UBS Financial Services in Pepper Pike, OH, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She has been with UBS since 2007. Outside of her advisory role, she serves on the Investment Development Committee at the North Canton Medical Foundation. UBS Financial Services Inc. offers brokerage and investment advisory services to individual, corporate, and institutional clients. The firm utilizes proprietary capital market assumptions and research to tailor financial plans and portfolio management and combines institutional trading capabilities with wealth management services.