Douglas Hubert is a financial advisor with Cetera, holding a Series 66 credential and 19 years of industry experience. He has worked at firms including Avantax Investment Services and 1st Global Advisors, and he serves as president of Hubert & Hubert, Inc., a CPA firm providing accounting and tax services. Hubert is also a member of Hubert Wealth Management, LLC, a financial services referral business. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors who serve individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with various program structures and affiliations.

Mark Seward is a financial advisor at Cetera with 22 years of industry experience. He holds the Series 66 designation and has been with Cetera Advisors LLC since 2013. Outside of his advisory work, he serves as a board member at St. Paul's Episcopal Church in Akron, Ohio. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Ryan Montanari is a financial advisor with LPL Financial in Independence, OH, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Ameriprise, Prudential Insurance Company of America, and Pruco Securities. Outside of financial services, he has experience in the hospitality industry with Incline Public House. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, supported by proprietary and third-party research.

Aidan Murphy is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior work includes roles at Morgan Stanley and involvement with Youngstown Country Club. Charles Schwab 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, offering a combination of non-discretionary and discretionary investment options with a multi-asset model portfolio approach.

Anthony Margadonna is a Financial Consultant who focuses on educating and preparing clients for various financial situations. He has professional experience as a Financial Representative at TD Bank from 2017 to 2020. Outside of his professional work, Anthony enjoys attending concerts, playing and watching football and soccer, engaging in outdoor adventures, skiing, and spending time with his pets.

Mary Jo Gilligan is a financial advisor at LPL Financial with 22 years of industry experience. She holds a Series 63 designation and has worked previously at MML Investors Services, Mass Mutual Life Insurance Company, and MetLife Securities. 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, offering a range of advisory programs and financial planning services.

Porter Campbell is a financial advisor with Edward Jones in Richfield, OH, holding the Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he worked at E-9 Corporation, Front Street Cafe, ATSG Corporation, OneFederalSolution, and Vista/CSTI. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Kirk Jones is a financial advisor with Mass Mutual Investors Services based in Cleveland, OH, holding 25 years of industry experience. He previously worked at MetLife Securities Inc and Metropolitan Life Insurance Company for 17 years before joining Mass Mutual in 2016. Outside of his advisory role, he co-owns and manages rental properties. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides annual, collaborative financial planning engagements and various specialized offerings including Divorce Planning and estate-settlement services.

Jeffrey Berger is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at UBS Financial Services Inc. for 14 years and Royal Alliance Associates, Inc. for 4 years. Outside of his advisory role, he serves as an investment strategist for Heritage Financial Planners, where he performs due diligence on investment strategies and researches market movements. OSAIC serves a wide range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated financial advisors and various advisory platforms. The firm utilizes sophisticated asset-allocation tools and third-party services to construct diversified portfolios across multiple asset classes.

Brian Valore is a financial advisor at Charles Schwab with 25 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab since 2009, including service at Charles Schwab Bank since 2025. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options supported by centralized supervisory and custody arrangements.

Phyllis Richards is a financial advisor with Primerica Advisors in Hudson, OH, holding nine years of industry experience. She has been with Primerica Advisors since 2015 and Primerica Financial Services since 2014. Outside of her advisory role, Richards is the publisher and owner of Vision and View Media, LLC, a newspaper serving African American and Hispanic communities. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Mark Pentella is a financial advisor with Morgan Stanley in Akron, OH, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Morgan Stanley since 2013, including time at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by proprietary tools and research, managing approximately $2.74 trillion in client assets.

Anthony Anderson is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 15 years of industry experience. He previously worked at Bank of America and Merrill from 2012 to 2023. Anderson serves as a director for Club Molisani Charities, a nonprofit organization where he helps organize activities and oversees member engagement. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers tailored financial planning and investment consulting, drawing on diverse portfolio management styles and firm research, with a notable presence in municipal advisory services.

Tammy Blough is a financial advisor with Morgan Stanley, holding a Series 66 designation and 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and has prior experience at Citigroup Global Markets starting in 2000. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and firm-approved tools, emphasizing an advisory role without individual security recommendations in standalone plans.

Jason Satir is a financial advisor with Charles Schwab in Richfield, Ohio, holding a Series 66 designation and nine years of industry experience. He has been with Charles Schwab since 2016. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios alongside centralized supervisory and custody arrangements.

Amanda Brunnett is a financial advisor at Osaic Wealth, Inc. with 18 years of industry experience. She holds a Series 66 designation and has worked with firms including Financial Planners of Cleveland and Royal Alliance Associates. She also serves as Director of Financial Planning at Heritage Financial Planners, where she prepares financial plans and manages client account services. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party investment management. The firm employs advanced portfolio construction tools and supports both discretionary and non-discretionary account management.

Joseph Kosek is a CFP®-certified financial advisor at OSAIC with 43 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 27 years before joining OSAIC in 2025. Outside of his advisory role, he serves as president and board member of a neighborhood association. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charities through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a variety of investment strategies and third-party management solutions.

Alexandria Michel is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, she worked in education at Open Door Christian School, Brunswick City Schools, and Buckeye City Schools. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Heather Pospisil is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She previously worked at Morgan Stanley and E*Trade before joining Ameriprise. Heather has a business ownership interest in HP LLC, which is used exclusively for her Ameriprise income. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers tailored retirement planning through written recommendations and ongoing advice focused on income and tax-aware withdrawal strategies.

Veronica Phillips is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Fidelity with 12 years of industry experience. She has been associated with Fidelity Investments since 2013 and has worked with Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs, while also maintaining oversight of sub-advisers and addressing conflicts of interest.