Helene D'andrea is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its Private Bank affiliate since 2009. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Michael Verda is a financial advisor with Wells Fargo Advisors in Lorain, Ohio, holding a Series 63 designation and 24 years of industry experience. He previously worked at Edward Jones for 22 years before joining Wells Fargo Advisors in 2024. Outside of his advisory role, he provides insurance solutions to clients through Princeton Harriman Insurance Solutions. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Max Schmittle is a financial advisor at Edward Jones in Oberlin, OH, holding Series 63 and Series 65 licenses with four years of industry experience. Before joining Edward Jones in 2022, his work history includes roles at Mercedes-Benz of North Olmsted and Mike Bass Ford, as well as positions related to Bowling Green State University and Lorain County Community College. 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 discretionary and non-discretionary investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Michael Borato is a financial professional with 42 years of industry experience. He is currently affiliated with Cetera and Wealth Health, LLC, and holds a Series 63 designation. His work history includes over a decade at Cetera Advisors LLC and recent involvement with Wealth Health, LLC, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, 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 diverse program options and custodial relationships.

Lloyd Wright Jr. is a financial advisor at Edward Jones in Amherst, OH, holding a Series 66 designation with eight years of industry experience. He previously worked at IntelliNet Corporation from 2014 to 2018 before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

James Bingham is a financial advisor with Ameriprise in Amherst, Ohio, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of advising, he is involved in media through Cluck Media, LLC, which focuses on golf lifestyle and architecture. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency strategies to deliver customized recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

John Becker is a financial advisor with Ameriprise in Avon Lake, Ohio, holding a Series 63 designation and 26 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of advising, Becker is involved in several business ventures including co-ownership of retail operations and a tax preparation firm, and he serves on the investment committee for the Deaconess Foundation. He also provides pro bono financial planning services to a disabled military veteran through a program sponsored by the Financial Planning Association. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which emphasizes dependable income sources and tax-aware withdrawal strategies. The firm’s approach involves a centralized team producing detailed Recommendation Reports supported by proprietary research and third-party data, with implementation managed by the client or their advisor within a defined investment framework.

Thomas Chaplin is a financial advisor at Edward Jones in Vermilion, OH, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and provides additional services including tax-efficient strategies, overlay services, and a fiduciary standard advisory approach.

Lisa Kopco is a financial advisor with Edward Jones who holds Series 63 and Series 66 licenses and has 14 years of industry experience. She previously worked at Key Investment Services LLC and KeyBank NA, with tenures spanning from 2007 to 2022. She is also a member of REK Investments, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a variety of advisory strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of over 23,000 financial advisors.

John Wirtz is a financial advisor with LPL Financial, holding a Series 63 designation and 24 years of industry experience. His career includes roles at LPL Financial and The Huntington Investment Company, as well as over a decade at Firstmerit Bank, N.A. Outside of his advisory work, he serves as an assistant coach at St. Ignatius High School in Cleveland, Ohio. 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 other institutions. The firm offers a range of financial planning and portfolio management solutions and supports its advisors with technology-driven tools and a broad platform of financial services.

Mohammad Khalil is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has previously worked at PNC Wealth Management LLC and PNC Bank, N.A. He also operates MK Khalil LLC as a sole proprietor. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

Christopher Lewis is a financial advisor with Thrivent Investment Management in Lorain, Ohio, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Thrivent and Thrivent Investment Management since 2016. Outside of his advisory role, Lewis serves on the supervisory committee of Your Legacy Federal Credit Union, sits on the Seneca County Republican Central Committee, hosts at the Social Cigar Den in Tiffin, and serves on the boards of the American Red Cross of North Central Ohio and New Life Assembly of God. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and planning for a wide range of financial topics, with ongoing reviews and an optional managed-account program, while maintaining separation between planning and portfolio management services.

William Cupach is a financial advisor with Ameriprise in Avon Lake, OH, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he owns Edsmark Consulting, a consulting business. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Robert Donofrio is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He worked at AXA Advisors, LLC from 2007 to 2019 before joining LPL Financial in 2019. 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 provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by various operational and research tools.

Paul Hoffman is a financial advisor at Edward Jones with 10 years of industry experience. He served in the United States Air Force from 2013 to 2019 before joining Edward Jones in 2019. Hoffman is also an officer in the Ohio Air National Guard, where he manages a medical clinic. Additionally, he serves as trustee of the Hurt Family Trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Michael Kowal is a Series 66 licensed financial advisor with 17 years of industry experience. He is currently with LPL Financial and has previously worked at Cetera and Applied Marketing Group, among others. Outside of his advisory role, he is involved with My MediChoice Network LLC, an insurance agency. 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 provides a broad range of financial planning and portfolio management services through a large network of investment adviser representatives.