David Lavelle is a CFP® with 31 years of industry experience, serving as a financial advisor at Edward Jones since 1993. He is based in Cleveland Heights, OH. Outside of his advisory role, he serves on the Estate Planning & Advisory Council at Case Western Reserve University and is a board member on the Advancement Committee for Ruffing Montessori School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm is noted for its extensive advisor and branch network, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Vincent Dagostino is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 29 years of industry experience, including roles at Cambridge Investment Research Advisors since 2013 and founding Mayfield Financial Services in 1996. Outside of advisory work, he serves as president of Mayfield Financial Services, providing tax preparation, business consulting, and accounting services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals and uses multiple portfolio management platforms with both proprietary and third-party strategies.

Taylor Stone is currently a Planning Consultant at Fidelity Investments. In this role, Taylor focuses on providing holistic financial planning services, collaborating with clients to understand their needs and plan according to their preferences. Taylor has experience at Fidelity Investments spanning several roles, starting as a Financial Representative in 2024, progressing to Relationship Manager in 2025, and advancing to the current position as Planning Consultant in 2026. This progression reflects a growing depth of expertise in client relationship management and financial planning. Additional information regarding education, credentials, personal interests, or community involvement has not been provided.

Deanna Spear is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 25 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Cambridge in 2019. In addition to her advisory role, she is a partner in Chagrin Valley Business Strategies LLC, a consulting and coaching firm. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers a range of portfolio management options and combines proprietary and third-party strategies to tailor solutions to client objectives.

Warren Wernick is a financial advisor with Cambridge Investment Research Advisors in Beachwood, OH, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is also a partner at Chagrin Valley Business Strategies LLC, a consulting firm. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing a range of investment approaches across multiple custody platforms.

Joseph Grimsic is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His previous roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Independence Wealth Advisors, among others. He is also involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth clients, retirement plans, and institutional entities, utilizing primarily model-driven portfolios and offering access to third-party asset managers and insurance products through affiliated entities.

John Witri is a financial advisor with Primerica Advisors in Lakewood, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993. Outside of advising, he has worked as an independent contractor for 3M Cogent, Inc., providing non-investment-related services. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including 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 financial advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based strategies created by unaffiliated asset managers.

Cherie Harris is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Boenning & Scattergood, Inc. Outside of advising, she is involved as a notary and is a content creator for En Route with Chuck & Cherie LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by operational tools including machine learning.

Chad Gerzeny is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has experience at several firms including Key Investment Services and KeyBank. Outside of finance, he has been involved with the Cleveland Cornhole Co. for several years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, high-net-worth clients, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Melissa Burnette is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior work includes roles at General Motors and as a municipal clerk of courts. She also spent time at Kent State Trumbull. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-based investment strategies and third-party asset managers. The firm operates at scale, with thousands of advisors and billions in assets under management.

David Powers is a financial advisor with LPL Financial in Beachwood, Ohio, holding a Series 66 designation and 14 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank before joining LPL Financial in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michael Bush is a financial advisor at Equitable Advisors with a Series 66 credential and three years of industry experience. His prior roles include positions at LPL Financial LLC/Nicole Cole Financial Services Group and service with AmeriCorps. Outside of his advisory work, he serves as Chief Operations Officer for the Central Commonwealth Black Caucus. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations, utilizing a variety of advisory programs and third-party asset managers.

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 at Cetera with 11 years of industry experience. She has been associated with Cetera Advisors LLC and FRC Financial since 2015. Outside of financial advising, she is involved in tax preparation and office management through her other business activity under FRC Financial Inc. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.

Joseph Zawistowski is a CFA® charterholder with 40 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of finance, he is a certified flight instructor and is involved in aircraft leasing and aviation-related activities in Ohio. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

George Hearst III is a financial advisor with Charles Schwab in Orange Village, OH, holding Series 63 and Series 66 licenses and one year of industry experience. His career includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as positions outside the financial sector. 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, offering both non-discretionary and discretionary investment options within an integrated, large-scale operational structure.