Julie Sabransky is a financial advisor with Raymond James & Associates in Chardon, Ohio, holding Series 63 and Series 66 registrations and 32 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Edward Jones, and Merrill. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and advisory services that are typically non-discretionary, utilizing a variety of portfolio management styles supported by in-house research and affiliated sub-advisers.

Justin Yates is a financial advisor with Edward Jones in Chagrin Falls, OH, holding a Series 63 designation and 23 years of industry experience, all with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds, tax-efficient services, and a fiduciary standard of care.

Jillian Zabrosky is a financial advisor with J.P. Morgan Securities in Chardon, Ohio, holding a Series 66 designation and four years of industry experience. Her work history includes roles at JPMorgan Chase Bank and CPGT LLC. Prior to her current positions, she worked at Brother's Lounge for two years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Stephen Putinski is a financial advisor with Wells Fargo Clearing in Chagrin Falls, OH, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior work includes roles at UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. He serves on the finance committee of Canterbury Golf Club, contributing to budgetary planning and financial oversight. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Ryan Kleve is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 16 years of industry experience. He previously worked at Foresters Financial Services and Foresters Advisory Services. Outside of his advisory work, Kleve serves as an inside linebackers coach for the West Geauga High School football team. 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 institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Paul Antal is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., Grace Church of Greater Akron, and Macy's Inc. He is based in Aurora, Ohio. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Anthony Pochiro is a financial advisor with Raymond James Financial in Willoughby, OH, holding a Series 63 designation and 24 years of industry experience. He has been with Raymond James Financial since 2009 and also owns AMP Financial Group, a DBA used for marketing and expense purposes. Pochiro serves as a board member of the Painesville, OH Chamber of Commerce. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm emphasizes tailored, non-discretionary planning using risk profiling and modeling tools, and supports a wide advisor network with advisory programs and institutional consulting.

Thomas Hart is a financial advisor with Cetera, holding a Series 63 designation and 23 years of industry experience. He has worked at LPL Financial for 15 years and is currently affiliated with Farmers National Bank and Cetera since 2026. He also operates an investment-related business under MB Investment Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services across various program structures and utilizes a multi-manager platform with over $256 billion in assets under management.

Jonathan Matta is a financial advisor with Charles Schwab in Chagrin Falls, OH, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Strategas, Ameriprise Financial Services, Massachusetts Mutual Life Insurance Company, and Janus Management Holdings Corp. Matta has been with Charles Schwab since 2024. 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 advisory relationships and access to discretionary separately managed accounts, supported by an integrated operational structure and multi-asset model portfolios.

Frank Cunnane is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Masters Consulting Group and LPL Financial. Outside of advising, he is the owner of The Physics to Economics Corporation, holds a patent for a power-generating hydroconveyor, and is the author of two books, "The Source of Wealth" and "The Physics to Economics Model (PEM)." Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions through affiliated entities.

Christine Weidig is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. She has 20 years of industry experience, including roles at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Jarrod Tackett is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank since 2006. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining large institutional advisory operations with broker-dealer and investment adviser registrations.

Jon Jenkins is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Edward Jones since 2013, working out of Chagrin Falls, OH. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated funds, operating under a fiduciary standard.

Jaime Zarlenga Siegler is a financial advisor with Wells Fargo Advisors, holding the CFP® designation and securities licenses Series 63 and Series 65. He has 25 years of industry experience, including 16 years at UBS Financial Services and three years at KeyBanc Capital Markets Inc. He owns JZ Wealth Management LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services that address various client needs, utilizing Wells Fargo’s research and tools to develop tailored recommendations.

Franklin Alltop is a financial advisor at Cetera holding a Series 66 designation with one year of industry experience. His prior work experience includes roles in a variety of service and retail industries. Cetera Investment Advisers LLC is a nationwide independent advisory network serving individuals, 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 combining affiliated and third-party strategies.

Alexandria Francis is a Series 66–licensed financial advisor at Fidelity with six years of industry experience. She has previously worked at Morgan Stanley and Gilmore Jasion Mahler, Ltd. Alexandria is currently based in Orange, Ohio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of proprietary fundamental research and quantitative analysis to build model portfolios from mutual funds, ETFs, and ETPs, and holds distinctive registrations such as with the CFTC as a commodity pool operator.

Alec Schreiber is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he works with clients to develop personalized wealth management strategies that address their unique financial situations and goals. Alec focuses on connecting all aspects of his clients' financial lives to help prioritize and pursue what matters most to them. His expertise includes areas such as college education planning, personal retirement planning, portfolio management, tax minimization, and retirement income planning. Alec's planning process involves assessing clients' current financial information, identifying their life goals, and creating strategies to help fund those goals through savings and investments. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Alec earned his high school diploma from Medina High School and holds a Bachelor's Degree from Ohio University. He aligns with Merrill's tradition of community involvement and spends time volunteering with local organizations. Outside of his professional work, Alec has interests in basketball, football, golfing, music, running, and tennis.

Bryson Joy is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, he worked at Bentley Advisors LLC and Zimmer Biomet. He is also a business owner of Bentley Advisors LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Alasdair Cooper is a financial advisor with Raymond James Financial Services Advisors Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, he owns and operates a local support company for his business activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, along with specialized services in municipal finance and employer retirement plan consulting.

Daniel Ciolek Jr. is a financial advisor with LPL Financial who holds a Series 63 designation and has 32 years of industry experience. His prior work includes roles at Danielciolek Asset Management and Cadaret, Grant & Co., Inc., each for nine years. 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 access, and institutional platforms.