Theresa Guerini is a financial advisor at LPL Financial with 20 years of industry experience. She worked at Ameriprise Financial Services, Inc. for 19 years before joining LPL Financial in 2023. She is also a notary, a role she has held since 2000. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services utilizing model portfolios, third-party subadvisors, and proprietary research.

Conor Hartman is a financial advisor at UBS Financial Services with two years of industry experience. He previously worked at Jared and has a background that includes positions at the University of Dayton and Saint Ignatius High School. He holds the Series 66 designation. UBS Financial Services 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 and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Toby Easterling is a financial advisor at Charles Schwab with 17 years of industry experience. He has worked at Charles Schwab since 2008, including seven years with Schwab Retirement Plan Services, Inc. Outside of his advisory role, he is a co-owner and attendant of Welcome To The Pit, LLC, a gym in Akron, Ohio. Charles Schwab 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 combines non-discretionary advisory relationships with access to affiliated discretionary models and offers integrated custody, brokerage, and alternative investment services.

Shane Mc Creery is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and one year of industry experience. His work history includes roles at Charles Schwab since 2022 and prior experience at Penn Station. Outside of financial advising, he is involved with Drake's Landing Banquet Center. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary and discretionary investment options supported by a multi-asset model portfolio approach.

Sean Caywood is a financial advisor at LPL Financial with 32 years of industry experience. He holds a Series 63 designation and previously worked for Next Financial Group Inc for 16 years before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Douglas Hubert is a financial advisor with Cetera, holding a Series 66 credential and 19 years of industry experience. He has worked at firms including Avantax Investment Services and 1st Global Advisors, and he serves as president of Hubert & Hubert, Inc., a CPA firm providing accounting and tax services. Hubert is also a member of Hubert Wealth Management, LLC, a financial services referral business. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors who serve individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with various program structures and affiliations.

Michael Duffy is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. His prior firms include Wells Fargo Clearing and Wells Fargo Advisors LLC, where he worked for a combined 14 years. RBC Wealth Management serves a diverse client base, including individual investors, institutional clients, and charitable organizations, offering various advisory programs that provide discretionary and non-discretionary portfolio management and financial planning services. The firm employs a tailored investment approach using both in-house and third-party managers and offers features such as tax management, responsible investing, and alternative investment options.

Christopher Turner is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 licenses. He has one year of industry experience and previously held positions at JPMorgan Chase Bank and J.P. Morgan Securities. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering both discretionary and non-discretionary investment strategies across multiple platforms.

Mark Seward is a financial advisor at Cetera with 22 years of industry experience. He holds the Series 66 designation and has been with Cetera Advisors LLC since 2013. Outside of his advisory work, he serves as a board member at St. Paul's Episcopal Church in Akron, Ohio. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored 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 with access to affiliated and third-party managers.

Joseph Li Puma is a financial advisor with Edward Jones in Strongsville, Ohio, holding a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2019 and previously spent ten years at Quicken Loans. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Arch is a CFP®-certified financial advisor with 21 years of industry experience, currently practicing at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory and tailored to client objectives and risk tolerances. The firm includes insurance-related vehicles and bank deposit sweep options in its investment menus, distinguishing its product offerings among large institutional advisers.

Ryan Montanari is a financial advisor with LPL Financial in Independence, OH, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Ameriprise, Prudential Insurance Company of America, and Pruco Securities. Outside of financial services, he has experience in the hospitality industry with Incline Public House. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, supported by proprietary and third-party research.

Shane Skuhrovec is a financial professional at Cetera with three years of industry experience. His prior work includes four years at PricewaterhouseCoopers and roles at Cetera Wealth Services and Cetera Investment Advisers. He is a Series 66 credential holder. Outside of advisory work, he is involved in rental property management. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across multiple program structures.

Mary Jo Gilligan is a financial advisor at LPL Financial with 22 years of industry experience. She holds a Series 63 designation and has worked previously at MML Investors Services, Mass Mutual Life Insurance Company, and MetLife Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives, offering a range of advisory programs and financial planning services.

Porter Campbell is a financial advisor with Edward Jones in Richfield, OH, holding the Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he worked at E-9 Corporation, Front Street Cafe, ATSG Corporation, OneFederalSolution, and Vista/CSTI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Jason Pence is a CFP® professional with 24 years of industry experience, currently serving at Charles Schwab in Westlake, OH. He has been with Charles Schwab Bank SSB since 2005 and Charles Schwab & Co., Inc. since 2004. Outside of his advisory role, he volunteers as a board member and on the finance committee for Youth Challenge. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 both non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized custody and supervisory arrangements.

Anthony Goldyn is a financial advisor with UBS Financial Services in Rocky River, OH, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at UBS since 2007 and has been associated with Mcdonald Investments Inc. since 2000. In addition to his advisory role, he serves as a notary public. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management, and provides research-driven, tailored financial planning and portfolio management.

Harmony Campbell is a financial advisor with Ameriprise, holding a Series 66 designation and 14 years of industry experience. Prior to joining Ameriprise, Campbell worked at Edward Jones for 10 years. Outside of advisory work, Campbell owns HFC Enterprises, LLC, a business related to managing her Ameriprise practice. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, supporting clients with a range of advisory, brokerage, and insurance solutions.

Brian Valore is a financial advisor at Charles Schwab with 25 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab since 2009, including service at Charles Schwab Bank since 2025. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options supported by centralized supervisory and custody arrangements.

Mark Pentella is a financial advisor with Morgan Stanley in Akron, OH, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Morgan Stanley since 2013, including time at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by proprietary tools and research, managing approximately $2.74 trillion in client assets.