Linda Peters is a financial advisor with Primerica Advisors, holding a Series 63 designation and 29 years of industry experience. She has worked with Primerica in various capacities since 1996 and has also been involved with John Witri Associates and K & R Vitello & Associates. Outside of finance, she operates Linda Peters Photography, focusing on youth sporting events. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers to implement its investment models.

Anson Graham is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior work experience in various roles, including positions at Duma Meats and PureGreen Landscaping. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income and tax-aware withdrawal strategies.

Lisa Moavero is a financial advisor with UBS Financial Services, holding a Series 66 designation and bringing 19 years of industry experience. She worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 17 years before joining UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and a broad platform of capital markets and lending products.

Rickita Owens is a financial advisor with Morgan Stanley in Pepper Pike, Ohio, holding a Series 63 designation and bringing 19 years of industry experience. She has been with Morgan Stanley since 2009 and previously worked at Citigroup Global Markets from 2006 to 2009. Outside of her advisory role, she is a partner at Studio Elevation LLC, a recreation-related business based in Cleveland. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and research to support its financial advisors.

Annette Pejeau is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has previously worked at Equitable Advisors, LLC and Medic Management Group, Inc. Outside of her advisory role, she serves as a basketball official for the Ohio High School Athletic Association. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Molly Proctor is a Series 66-licensed advisor at J.P. Morgan Securities with experience beginning in 2026. Her prior work includes roles at JPMorgan Chase Bank, Citizens Bank, and D’Amore Tatman Group. Outside of finance, she was involved with Casey's Irish Imports from 2018 to 2025. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Kyle Steinhauser is a financial advisor at OSAIC with eight years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Advisors Corporation for ten years. OSAIC serves a diverse range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Padma Jambunath is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Morgan Stanley. She serves as Treasurer for the Beachwood School Foundation and is a Finance Committee member for Cleveland Moms 4 Moms, both nonprofit organizations. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles, municipal advisory services, and an extensive affiliate network.

Jeffrey Kobak is a financial advisor with LPL Financial in Westlake, Ohio, holding a Series 63 designation and 29 years of industry experience. He worked for 17 years at The O.N. Equity Sales Company and Ohio National Life Insurance prior to joining LPL Financial in 2023. Kobak is also involved in selling life insurance and fixed annuities through Creative One. 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, and institutional platforms, supported by a large network of investment adviser representatives and extensive operational tools.

Karen Springer is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Advisors since 2009, including prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of her advisory work, she is a notary public in Painesville, Ohio. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, combining advisory services with other financial products through its extensive network.

James Glaser is a financial advisor with Mass Mutual Investors Services in Cleveland, Ohio. He holds a Series 66 designation and has four years of industry experience. Prior to joining Mass Mutual, he worked at JP Morgan and Huntington Bank. In addition to his advisory role, Glaser is also licensed as an insurance broker, offering life, disability, long-term care, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars.

Jacob White is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and previously worked at Lavelle & Rittenhouse Trial Lawyers and the City of Solon. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written Recommendation Reports and ongoing retirement-income planning. The firm uses a centralized service team to develop non-discretionary advice based on comprehensive investment research and proprietary tools.

Jerwon Thomas is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at JP Morgan Chase Bank, PNC Bank, and Ohio University Admissions. He is based in Orange, Ohio. Fidelity’s Strategic Advisers LLC, where he is affiliated, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various investment vehicles.

Karen Kratz is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Advisors Financial Network since 2021, following seven years at Merrill Lynch, Lynch, Fenner & Smith Incorporated. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, delivering tailored recommendations through meetings and client summary letters.

James Schaffer Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with OSAIC since 1991 and also worked at Waypoint West, LLC. Outside of his advisory role, he is an insurance agent offering fixed insurance products and maintains rental property ownership in Steamboat Springs, Colorado. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios across various asset classes.

David Heffley is a financial advisor with LPL Enterprise, holding 34 years of industry experience. He has been with Prudential Insurance Company of America since 1992 and transitioned to LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities, using a model-driven investment approach supported by LPL’s Research Department and third-party strategists.

Barbara Semisorow is a financial advisor with LPL Financial, holding 34 years of industry experience. She has worked at Linsco/Private Ledger Corp. since 1996. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions with a range of financial planning and investment management solutions.

Dennis Barba Jr. is a financial advisor with Wells Fargo Advisors in Beachwood, OH, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he is involved in scouting high school basketball players and owns several businesses related to his financial practice and other ventures, including tax preparation and basketball team ownership. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by proprietary research and tools, with flexibility in implementation and multiple integrated financial product options.

Kristen Geary is a financial advisor with UBS Financial Services in Cleveland, OH, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her work history includes multiple roles at UBS Financial Services since 2018 and prior experience with HumanLink LLC and independent brokerage work. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

Michael Gracie is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Triad Advisors, Lineweaver Wealth Advisors, Lincoln Investment Planning, and Roundstone Insurance. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages advisory services with oversight of sub-advisers and a focus on conflict management.