Shannon Biehl is a financial advisor at Charles Schwab based in Richfield, OH, holding a Series 66 credential with 19 years of industry experience. Biehl has been with Charles Schwab since 2006 and has also worked at Charles Schwab Trust Bank and Charles Schwab Bank. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Nathan Wilmot is a CFP® and ChFC® with 21 years of experience in the financial services industry. He is currently affiliated with OSAIC and has previously worked at Sagepoint Financial, Inc. and Lincoln Financial Advisors Corporation. Wilmot is also involved as a financial advisor and insurance agent with Lakeview Wealth Management and is a partner in JW Crossings LLC. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a wide network of advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and third-party solutions to construct portfolios across various asset classes on both discretionary and non-discretionary bases.

Raymond Vargo is a financial advisor with LPL Financial, holding a Series 63 designation and 41 years of industry experience. Prior to joining LPL Financial in 2023, he spent 19 years at THE O.N. Equity Sales Company. He is involved in providing non-variable insurance services alongside his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by both in-house and third-party research, including discretionary and non-discretionary portfolio management options.

Antonio Belmonte is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2017. His prior experience includes four years at Fairport Asset Management. Cambridge Investment Research Advisors is a large SEC-registered advisory firm serving individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

James Anderson is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab since 2011, including eight years at Schwab Retirement Plan Services. 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 with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by the Schwab Center for Financial Research.

Claudiu Dan is a financial advisor at Equitable Advisors with seven years of industry experience. He holds a Series 66 designation and has worked previously at PNC Investments, NEXT Financial Group, Integrity Financial, and Fine Support Consultancy. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party managers and LPL programs. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to deliver tailored financial solutions.

Katherine White is a financial advisor at Equitable Advisors with 12 years of industry experience. She holds a Series 66 designation and has been with Equitable Advisors since 2013, previously associated with Axa Advisors. Outside of her advisory role, she is a member of Epik Wealth Holdings, LLC, an entity created to purchase an office building. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Jeffrey Daney is a Series 66-licensed financial advisor with LPL Financial, based in Avon, Ohio, and has 18 years of industry experience. He previously worked for Financial Design Group, Securian Financial Services Inc., and Minnesota Life Insurance Company, all between 2007 and 2023. 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 adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Adam Eyerman is a Series 65-registered advisor with Raymond James Financial Services Advisors, Inc., joining the firm in 2024. Prior to entering the financial industry, he held various roles in food service and education-related organizations. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, charitable organizations, and governmental entities. The firm offers specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses, combining plan oversight with customizable investment options.

Giovanni Ruggiero is a financial advisor with UBS Financial Services in Cleveland, OH, holding a Series 66 designation and 15 years of industry experience. He has been with UBS since 2010. He is a member of a committee at the Jesuit Retreat House, a nonprofit organization focused on organizing retreats and managing endowment investments and cash flow. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and provides proprietary research and a broad range of capital markets services.

Chelsea Stockhaus is a CFP® professional with six years of industry experience. She has worked at Edward Jones since 2019 and has prior experience with Cleveland Clinic, the Ohio Department of Developmental Disabilities, Lifetouch Portrait Studios, and Traveling Vineyard. Outside of her advisory role, she volunteers at a family-owned flower farm in Avon, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,000 financial advisors nationwide and approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and affiliated services under a fiduciary standard.

Kenneth Gable is a ChFC® with 33 years of industry experience, currently affiliated with Mass Mutual Investors Services since 2017. His prior roles include positions at Metlife Securities Inc. and Metropolitan Life Insurance Company from 1993 to 2017. He also holds an outside insurance sales role focusing on life, disability, long-term care, and fixed annuities. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars using firm-approved analytical tools, with a focus on collaborative, annual planning relationships.

Mark Zody is a financial advisor at Charles Schwab with 28 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work history includes roles at Arbonne International, Liberty Unlimited, and Zody Geosciences. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services supported by multi-asset model portfolios and centralized operational infrastructure.

David Frank is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Cetera since 2014 and concurrently serves at First Federal of Lakewood. Cetera Investment Advisers LLC is an SEC-registered firm that provides financial planning, portfolio management, and retirement services to individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers multiple program structures and access to both affiliated and third-party money managers, managing over $256 billion in assets.

Gregory Helms is a financial advisor with Ameriprise in Rocky River, OH, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Ameriprise and its affiliate since 2013. Helms serves as a trustee and treasurer for several local organizations, including Lakewood Park Cemetery and the Rocky River Aquatics Foundation. Ameriprise provides retirement-income planning services focused on clients with significant investable assets, combining research, modeling, and tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Sharon Mazur is a Series 63–licensed financial advisor with 23 years of industry experience. She is currently associated with Cetera, where she has worked since 2013, including within Cetera Wealth Services and Blue Line Financial. Mazur serves as a financial investment committee member for the Fraternal Order of Police Lodge #8, overseeing investment decisions and budget planning for the nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diversified portfolio management and consulting services through a multi-manager platform, enabling advisors to implement model portfolios, select third-party managers, or develop customized strategies.

Betty Brecht is a financial advisor with Robert Baird & Co. in Cleveland, OH, holding a Series 63 designation and bringing 29 years of industry experience. She has been with Robert Baird & Co. for 30 years since 1996. Robert Baird & Co.’s DDK Group, where Ms. Brecht is based, provides wealth management services to individuals, including high net worth clients, as well as corporate, pension, and charitable clients. The firm offers a range of advisory services that include financial planning, portfolio management, separately managed accounts, and municipal advisory services, supported by internal research and technology-driven tools.

Rogelio Rangel is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He has worked with Cetera Wealth Services, LLC since 2018 and has prior experience at Envestnet Inc. In addition to his advisory role, he is a registered representative at Vantage Financial Group, Inc. and participates as an administrative assistant with Vantage Settlement Advisory Group, assisting with class action administration. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, providing access to affiliated and third-party investment strategies across various program structures.

Ronald Baldari is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley, JP Morgan Securities LLC, and Ameriprise Financial Services, Inc. prior to joining LPL Financial. 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 offers a range of advisory programs, financial planning, and retirement consulting, with discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Michael Ruhrkraut is a financial advisor with Cetera Investment Services LLC and Cetera, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior experience includes roles at Foresters Advisory Services LLC and Foresters Financial. Outside of his advisory work, he owns Cleveland Securities, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm provides portfolio management, financial planning, and consulting through a multi-manager platform with a range of discretionary and non-discretionary program options.