James Jump is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors Corporation. Outside of his advisory role, he is involved in a solar energy business where he assists with navigating tax incentives and sales strategies. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, risk assessments, and managed portfolios that may include a variety of investment vehicles.

Douglas Clubine is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2012 and has been the principal and owner of Discovering Paths LLC since 2001. Outside of his advisory role, Clubine is involved in martial arts instruction and serves as president and founder of Lakeshore Aikido, a martial arts organization. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and maintains an operational model focused on tiered wrap fees and curated investment models.

Richard Sofka is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill for 14 years. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and supports municipal clients through its public finance and investment banking capabilities.

Marijan Pavicic is a financial advisor with LPL Financial in Strongsville, OH, holding a Series 66 designation and five years of industry experience. He has worked with LPL Financial and Ta-Check Financial since 2019 and previously spent 19 years in the dental industry with Five Points Dentistry/Merit Dental. Outside of advising, he is involved with Complete U, LLC, where he provides life coaching services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, leveraging both proprietary and third-party research and models.

Owen Mcbride is a financial advisor at UBS Financial Services with 41 years of industry experience. He has been with UBS since 1993 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the managing member of an LLC that oversees a small rental property. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and research resources.

Craig Leone is a financial advisor with Morgan Stanley in Cleveland, OH, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, leveraging structured financial planning tools and services without offering individual security recommendations within its standalone planning programs.

Kevin Buzek is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Cadaret, Grant & Co., Inc. and Securities America in various roles from 2006 to 2022. Outside of his advisory work, he is involved with the American Legion, assisting with event setup and breakdown. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm provides written recommendation reports and ongoing planning advice focused on income stability and tax-aware withdrawal strategies, with a selective enrollment process that includes a range of managed account options.

David Werner is a financial advisor at OSAIC with 27 years of industry experience. He holds a Series 66 designation and worked for Lincoln Financial Advisors for 19 years prior to joining OSAIC in 2025. Outside of his advisory role, he is active in community service as a committee member of the Ohio chapter of Reel Recovery, assisting men with cancer as a fishing mentor, and serves on the Cathedral of St. John the Evangelist Parish Council. Osaic Wealth, Inc. serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple platforms to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Michael Roethler is a financial advisor at Robert W. Baird & Co. in Cleveland, OH, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Robert W. Baird since 2010. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and overlay strategies across a range of traditional and non-traditional investments.

Mark Miller is a financial advisor with Primerica Advisors in Beachwood, OH, holding a Series 63 designation and 26 years of industry experience. He has worked at Primerica Financial Services since 1999 and PFS Investments since 2000, alongside a decade-long tenure at Costco Wholesale. In addition to advisory work, he sells loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies supported by third-party asset managers and focuses primarily on non-institutional investors.

Joseph Panariello is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans that align their personal goals and needs with their investments. He has been in his current role since 2023. Joseph has been with Fidelity Investments since 2015, progressing through several roles including Investment Consultant from 2022 to 2023, Relationship Manager from 2020 to 2022, and Service Support Group from 2015 to 2020. His experience encompasses client relationship management and investment consulting within the financial services industry.

John Barbish is a financial advisor with Cetera, holding 17 years of industry experience. He has held roles at multiple firms including Cetera Wealth Services, Barbish Financial Group, and West Point Wealth Management. Outside of his advisory work, he co-owns Barbish Gardens, LLC, a family garden business that grows vegetables and sells spices at farmers markets. He is also a candidate for the Ohio House of Representatives. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that provides access to both affiliated and third-party investment strategies.

Laura Weiner Smith is a financial advisor with Ameriprise in Lorain, Ohio, holding a Series 63 designation and 20 years of industry experience. She has been with Ameriprise and its affiliates since 2009. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria, providing detailed written recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, algorithm-supported advice primarily for assets managed within Ameriprise.

Rachel Jose is a financial advisor with Morgan Stanley, holding a Series 66 designation and 11 years of industry experience. She has worked at Morgan Stanley and its affiliate private bank since 2019 and previously was employed by Bank of America and Merrill Lynch. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, providing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.

Brian Kurtz is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Robert W. Baird since 2001. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Steven Furjanic is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He worked at SII Investments, Inc. for 11 years before joining LPL Financial in 2018. Outside of his advisory role, he operates as a scoreboard operator for Cleveland State University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party research, and various technological tools.

William Tuchek is a financial advisor with Edward Jones in Strongsville, Ohio. He holds the Series 66 designation and has 19 years of industry experience, including 20 years with Edward Jones. Outside of his advisory work, he facilitates a monthly book club and networking group in the Strongsville area. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors, offering a variety of advisory programs and affiliated investment products.

Ali Hakim is a financial advisor with UBS Financial Services in Pepper Pike, OH, holding a Series 66 designation. He has one year of industry experience, having joined UBS in 2026. Prior to entering the financial industry, Hakim held positions at Penske Logistics, PNC Bank, and Telemus Capital, and has a background that includes work in education and logistics. UBS Financial Services Inc. 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, leveraging proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Erica Brown is a Financial Consultant who collaborates with clients to develop holistic, all-weather financial plans tailored to their specific goals, investment preferences, and risk tolerance. She applies her expertise to create customized strategies that address individual financial needs. Her professional experience includes roles as a Planning Consultant at Fidelity Investments from 2021 to 2025 and as a Registered Client Associate at Wells Fargo Advisors from 2018 to 2021. These positions have contributed to her knowledge and skills in financial planning and client service.

Keven Prather is a financial advisor with MML Investors Services, LLC and MassMutual Life Insurance, holding a Series 63 designation and 28 years of industry experience. He has been with MML Investors Services and MassMutual since 2003. Outside of his advisory role, he is a co-author of a book with best-selling author Jack Canfield, serves as secretary for the housing corporation of the Phi Kappa Tau fraternity at the University of Idaho, and provides management consulting and administrative support services through his ownership in Liminal Partners. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that offers financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning relationships using proprietary software and provides various event-driven planning programs.