Jordan Guzman is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 designations and six years of industry experience. His prior roles include positions at Fidelity Investments, Dollar Bank, and companies in the product and retail sectors. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor services. The firm combines institutional trading capabilities with wealth management, offering products such as discretionary portfolio management, fee-based financial planning, and custody services.

Patrick Limbaugh is a Financial Consultant currently working at Fidelity Investments. He has been with Fidelity since 2022, initially serving as an Investment Consultant before assuming his current role in 2024. Prior to joining Fidelity, he worked as a Financial Advisor at One America Securities from 2021 to 2022. In his professional capacity, Patrick focuses on developing holistic financial plans tailored to the specific goals and preferences of his clients. His experience spans various aspects of financial consulting and investment advising. Outside of his professional work, Patrick enjoys activities involving family and friends, as well as skiing and traveling.

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.

Joseph Cariello is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Wells Fargo Advisors since 2020 and previously held positions at Credit Agricole Corporate & Investment Bank and Credit Agricole Securities (USA). Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Marijan Pavicic is a financial advisor with LPL Financial in Strongsville, OH, holding the Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2019, he spent 19 years with Five Points Dentistry/Merit Dental. He is also involved as a life coach through Complete U, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and a range of investment options.

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.

Anthony Searcy is a financial advisor with OSAIC who holds a Series 63 designation and has 36 years of industry experience. He previously worked at Signator Investors Inc and Raymond James & Associates. He serves as Board Chair for Cleveland Catholic Charities and is a member of the Finance Committee for the Benedictine Trust High School Endowment. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a broad network of affiliated advisors. The firm offers integrated brokerage and advisory services with a range of investment options and utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios.

Frank Culkar III is a financial advisor with Cetera in North Royalton, OH, holding Series 63 and Series 65 registrations and over 26 years of industry experience. His career includes long-term roles at Culkar Stachowicz Financial Services, Inc. and 1ST Global Advisors, Inc., among others. He is also the president of a CPA firm, Culkar, Stachowicz & Co. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. It offers diversified portfolio management and consulting services through a multi-manager platform, providing a range of program options from model portfolios to bespoke strategies.

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 at Edward Jones in Strongsville, OH, with 20 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2006. Outside of his advisory role, he facilitates a monthly book club and networking group in the Strongsville area. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and services, supported by a large nationwide network of advisors and branch offices.

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.

Jay Schulman is a financial advisor at LPL Financial with 32 years of industry experience. He holds the ChFC® and Series 63 credentials and has been with LPL Financial since 2004. Outside of his advisory role, Schulman works as a group exercise instructor at Cleveland Clinic Akron General. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and consulting services supported by research and multiple investment strategies.