Anthony Marchetto is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Chmura Economic & Analytics for four years and was employed by the Seattle Mariners for three years. He holds the Series 66 designation. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ivana Musa is an Investment Consultant currently working at Fidelity Investments since 2022. She has held various roles in the financial sector, including Financial Consultant positions at Equitable Financial from 2021 to 2022 and Pension Advisors from 2012 to 2019, as well as a Relationship Manager role at Principal Financial from 2019 to 2021. Ivana focuses on understanding her clients' unique financial narratives to provide tailored guidance and connect them with specialists who utilize advanced planning tools. Her approach emphasizes empowering clients to make confident decisions throughout their financial journeys. Outside of her professional work, Ivana has interests in art, golf, parenthood, skiing, soccer, and traveling.

Natalie Zinni is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and one year of industry experience. Her prior roles include positions at Bank of America, J.P. Morgan Securities, and Coastal Credit Union. 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 investors.

Daniel Bezik is a financial advisor with Wells Fargo Advisors in Mentor, Ohio, holding Series 63 and Series 65 designations and having 30 years of industry experience. He has worked at Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he is involved as a club director for League One Volleyball, where he coaches and directs volleyball teams. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo. The firm provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients, offering tailored recommendations supported by Wells Fargo research and planning tools.

Dustin Kincaid is a financial advisor with LPL Financial based in Willowick, OH, holding a Series 66 license and eight years of industry experience. His prior roles include positions at Flagstar Bank, PNC Investments, Bank of America, and Merrill. 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 variety of financial planning, asset management, and institutional platforms, utilizing both proprietary research and third-party strategies through a large network of investment adviser representatives.

William Shero is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and three years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A. and BDO, LLP. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary advisory framework.

Julia Quignano is a financial advisor with Raymond James Financial, holding Series 66 and Series 63 credentials and bringing 11 years of industry experience. Her career includes multiple roles at Raymond James Financial Services Advisors, Inc. and Axa Advisors, LLC. 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, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, supports municipal and public finance services, and has developed specialized advisory programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Patricia Wojtonek Gioitta is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. She has worked at both Flagstar Bank N.A. and LPL Financial since 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions with a focus on customized strategies and technology-supported research tools.

Evan Pirc is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at PNC Investment LLC and several entrepreneurial ventures, including Erin Christopher Holdings LLC and Pirc Company Landscaping & Snowplowing LLC. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and planning without portfolio management or discretionary trading authority. The firm’s services include comprehensive recommendations across various planning areas and an option to combine planning with managed-account programs under a consolidated billing system.

Mark Knight is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1996. He holds Series 63 and Series 65 designations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary program. Their advisory process combines quantitative screening, qualitative research, and a forward-looking capital market framework to build model asset allocations.

Thomas Markell is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 41 years of industry experience. He has worked at Cetera since 2025 and previously spent nine years at Lighthouse Advisers, LLC, where he served as Vice President and Financial Adviser. Cetera Investment Advisers LLC is an SEC-registered firm that operates a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with access to affiliated and third-party managers.

Kim Hellerman Hersman is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses. She has 30 years of industry experience, including roles at Commonwealth Financial Network, HB Wealth Advisors LLC, and Concourse Financial Group Securities. She is also the owner of Harbor Financial Advisors, LLC, a private entity engaged in securities, advisory, and insurance services. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm provides a multi-manager investment platform with a range of portfolio management and financial planning services, supporting discretionary and non-discretionary program options across multiple custodial relationships.

Howard Kleckley Jr. is a financial advisor with Primerica Advisors in Euclid, OH, holding a Series 63 designation and 34 years of industry experience. He has been with Primerica Advisors since 1992 and previously worked at Dillard's from 2017 to 2019. Outside of his advisory role, he works as a notary and has part-time experience as a delivery driver for Uber Eats and DoorDash. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm uses third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.

Jared Brill is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and four years of industry experience. He has worked at several financial institutions, including JPMorgan Chase Bank and Huntington National Bank. Outside of finance, he has been a baseball umpire since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, using forward-looking capital market assumptions to develop model asset allocations.

Eric Kaleal is a financial advisor with Cetera who holds the Series 63 and Series 66 designations and has 14 years of industry experience. He previously worked at Lighthouse Advisers, LLC and LPL Financial, among other firms. Kaleal serves as president of Mission4Maureen, a nonprofit providing financial aid to families affected by brain cancer and brain tumor treatment. Cetera Investment Advisers LLC is an SEC-registered advisor that supports a nationwide network of over 10,000 independent advisors, serving individuals, retirement plans, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party investment managers.

Leonard Peffer is a Series 66-licensed advisor at J.P. Morgan Securities with 16 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015, with prior roles at Citizens Securities, Edward Jones, and Securities America Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process incorporates centralized due diligence with a combination of quantitative and qualitative research, including an ESG eligibility framework.

Darren Ewaska is a financial advisor at LPL Financial with 36 years of industry experience. He holds the Series 63 designation and has been with LPL Financial, formerly LINSCO/Private Ledger Corp., since 2004 after previously working at WS Griffith Securities, Inc. Ewaska is also involved in the restaurant business as a co-owner of Aces Grille in North Ridgeville, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions through a broad advisory platform. The firm offers financial planning, model portfolio programs, and institutional services, supporting its network of over 22,800 advisors with a range of investment strategies and operational tools.

Jonathan Schneider is a financial advisor at Ameriprise with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked primarily at Ameriprise and The Huntington National Bank and its affiliated investment companies. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, combining research, third-party data, and proprietary tools to provide written recommendations and ongoing advice.

Diana Zappitelli Ridenour is a Series 66-licensed financial advisor with 12 years of experience, currently affiliated with Cetera. Her prior experience includes roles at Avantax Advisory Services and Avantax Insurance Agency, along with operating her own firm, Zappitelli Financial Services, since 2011. Outside of financial advising, she is involved in a family-run business that provides fingerprinting and background check services to the public and businesses in Ohio. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and consulting services through a nationwide network of independent advisors with access to multiple program structures and investment strategies.

Francis Vitale is a financial advisor at Equitable Advisors in Willoughby, Ohio, holding a Series 66 credential with 14 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked with Axa Advisors. His other business activities include outside insurance appointments related to term life, universal life, and whole life insurance. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives and utilizes a range of third-party advisory programs and asset management solutions.