Jeff Mejac is a financial advisor with LPL Financial and holds a Series 66 designation. He has eight years of industry experience, including prior roles at AFIMAC, ExchangeBase, Carrara Companies, and VWR Manufacturing. 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 offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Rebecca Windsor is Vice President and Branch Leader at Fidelity Investments, where she leads and coaches a team of financial professionals dedicated to partnering with clients to strengthen their financial futures. She has been with Fidelity Investments since 2016, serving in various roles including Assistant Branch Leader, Financial Consultant, and Relationship Manager. Prior to joining Fidelity, Rebecca held positions in the mortgage industry as a Loan Counselor and Loan Processor at SIRVA Mortgage, Inc. She also has experience in banking, having worked as a Co-Manager at Huntington National Bank and as a Banker at Charter One Bank.

Derek Mantel is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Edward Jones in Brunswick, OH since 2013. Outside of his advisory role, he is the owner of Spruce Wood, LLC, a real estate business. 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 programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Aaron Dorner is a financial advisor with Equitable Advisors in Medina, OH, holding Series 63, 65, and 66 licenses and five years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at Berkshire-Hathaway Home Services and owns Aaron Dorner's Outside Solutions, LLC. He is also acting as an executor for his father’s estate. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver customized investment solutions without sponsoring its own wrap fee program.

De Anna Jenkins is a financial advisor at Charles Schwab with 14 years of industry experience. She holds a Series 66 designation and has been associated with Charles Schwab and its affiliated entities since 2012, including roles at Charles Schwab Bank, SSB and Schwab Retirement Plan Services, Inc. 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 options, utilizing multi-asset model portfolios and a formal alternative-investment process within a large, integrated operational platform.

Christian Silva is a financial advisor with Wells Fargo Advisors in Akron, OH, holding a Series 66 credential and four years of industry experience. He has been with Wells Fargo Advisors since 2023, following a role at Wells Fargo Clearing from 2022 to 2023, and previously worked at the University of California, Davis. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet a net-worth threshold, using proprietary research and planning tools to develop customized recommendations.

Lucas Ball is a Series 66-licensed advisor with Equitable Advisors in Independence, Ohio. He has one year of industry experience and previously held roles at Dayton Freight, ETP Capital, Kent State University, and Sheetz. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Tammy Ford is a financial advisor at UBS Financial Services with 23 years of industry experience. She holds the Series 66 designation and has been with UBS since 2007. Prior to UBS, she worked at Mcdonald Investments Inc. and KEY BANK. Outside of her advisory work, she serves as secretary for Edwards Systems Distributor Inc., a privately held company. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, discretionary and non-discretionary portfolio management, and access to proprietary research and capital markets resources.

Connor Lind is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His previous work includes roles at Fischer Homes and The Ohio State University. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing multiple registered investment companies and delivering model portfolios through systematic methodologies.

Madison Brown is a financial advisor at Fidelity with a Series 66 designation and approximately one year of industry experience. Prior to joining Fidelity, Madison worked at Victory Capital Management and held academic positions at the University of Texas at San Antonio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a research-driven investment process that combines fundamental and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.

Sarah Wolff is a Wealth Management Advisor with over 14 years of experience in the financial services industry. She began her career at Merrill Edge in Jacksonville, Florida, focusing on probate work after graduating from law school. Sarah later helped establish a team of Merrill Lynch Wealth Management financial advisors in Providence, Rhode Island, and returned to Ohio in 2017 to join The Fuller Group. She serves clients with a focus on personalized wealth management strategies that align with their individual goals and lifestyles. Her expertise spans areas such as college education planning, family wealth management strategies, legacy planning, personal retirement planning, socially responsible investing, and small business strategies. Sarah holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor's Degree from the University of Akron and a Juris Doctorate from Florida Coastal School of Law. Outside of her professional work, Sarah is involved in community activities including volunteering with the Girl Scouts of America and Highland Youth Soccer. She enjoys camping, hiking, photography, reading, soccer, and spending time with her family.

Sheldon Katz is a financial advisor with Cetera and holds a Series 63 designation. He has 27 years of industry experience, including 26 years with Edward D. Jones & Co., L.P. He is also engaged as an insurance agent selling fixed insurance products and provides financial services through Vantage Financial Group. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and a range of program structures supported by a nationwide network of independent advisors.

Bruce Carter is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. He has worked at Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and based on modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options tailored to plan objectives and risk tolerances.

Brian Olah is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 31 years of industry experience. His prior roles include long tenures at Cadaret, Grant & Co., Inc., and Brownstone Financial Group, Inc., as well as managing his own firm, Brian Olah Asset Management, Inc. Outside of advising, he is involved with Halo Wealth Management, LLC, focusing on tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm provides various advisory programs and retirement consulting, offering both discretionary and non-discretionary management alongside research-supported model portfolios and alternative strategies.

Patricia Quinonez is a financial advisor with Ameriprise in Brecksville, OH, holding a Series 63 designation and 28 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she serves as President and Director on the boards of LATINA, Inc. and Carrige Hill. Ameriprise provides retirement-income planning services targeting individuals nearing or in retirement with substantial investable assets, delivering written recommendation reports that incorporate tax-smart withdrawal strategies and Social Security options. The firm combines research, modeling, and algorithmic automation to support its advisory process while offering a broad range of investment, brokerage, and insurance solutions.

Ivra Bassett is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, Bassett worked at Mass Mutual Investors Services, MassMutual Life Insurance, Allstate Financial Services, and NYLife Securities. Outside of financial advising, Bassett is president and owner of Connected Cleveland, LLC, a business networking chapter, and serves as a board member of Destination Geauga, a tourism organization. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and affiliated third-party managers.

Paul Patrick is a financial advisor with Primerica Advisors in Strongsville, OH, holding a Series 63 designation and over 31 years of industry experience. He has been with Primerica Advisors since 1995 and was previously with Primerica Financial Services beginning in 1994. Outside of his advisory role, he is involved in the referral of home security and automation products as well as other home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-driven investment strategies managed by third parties. The firm operates on a large scale with nearly 3,700 financial advisors and approximately $15.5 billion in assets under management.

Teresa Loll is a financial advisor at Cetera with 14 years of industry experience. She holds the CFP® and Series 66 credentials and has worked at firms including Merrill and Bank of America. Teresa is also a financial professional with Vita Advisors, LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and supports more than 10,000 advisors and roughly 800,000 clients.

Franco Fini is a financial advisor with Cetera, holding a Series 63 designation and bringing 24 years of industry experience. He has been associated with multiple firms, including his own practice, Franco C. Fini, since 2005 and Santagata Fini, LLC, since 2004. In addition to advising, he owns and operates a tax preparation and accounting business and works as an independent health insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser serving 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 large network of independent advisors and utilizes a multi-manager platform with various program options and custodial relationships.

Kenneth Vinikoff is a financial advisor with OSAIC in Independence, OH, holding a Series 63 designation and 20 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc. and MML Investors Services/Mass Mutual Life Insurance, where he worked for a combined 17 years. He serves as a board member of the Common Goal Foundation, a 501(c)(3) nonprofit organization. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, and institutional investors through a large network of affiliated advisors and multiple advisory platforms. The firm employs asset-allocation tools and risk-tolerance analysis to construct portfolios with a range of investment options, managing accounts on a discretionary or non-discretionary basis.