Melissa Burnette is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior work includes roles at General Motors and as a municipal clerk of courts. She also spent time at Kent State Trumbull. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-based investment strategies and third-party asset managers. The firm operates at scale, with thousands of advisors and billions in assets under management.

David Powers is a financial advisor at LPL Financial with 13 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank prior to joining LPL in 2020. 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, retirement consulting, and brokerage services, utilizing model portfolios, third-party research, and various portfolio management options.

Justin Maciak is a financial advisor at LPL Financial with 20 years of industry experience. He previously worked at Cetera Advisor Networks LLC and Vantage Financial Group Inc. for ten years and has been involved with Out of the Woods Tree Service since 2017. 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 range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and various technology-driven investment strategies.

Michael Bush is a financial advisor at Equitable Advisors with a Series 66 credential and three years of industry experience. His prior roles include positions at LPL Financial LLC/Nicole Cole Financial Services Group and service with AmeriCorps. Outside of his advisory work, he serves as Chief Operations Officer for the Central Commonwealth Black Caucus. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations, utilizing a variety of advisory programs and third-party asset managers.

Daniel Kriz is a financial advisor at Charles Schwab with 15 years of industry experience. He holds the Series 63 and Series 66 licenses. His work history includes roles at Charles Schwab Bank, Charles Schwab, TD Ameritrade Investment Management, and Scottrade. 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 a combination of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and a centralized operational structure.

Dale Braun is a financial advisor with Edward Jones in Beachwood, OH, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Braun serves as a board member for Meals on Wheels in Shaker Heights, OH. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and comprehensive affiliated capabilities.

Brett Ansberry is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at Charles Schwab and Co., Inc. and Charles Schwab Bank since 2022, following a 12-year tenure at TD Ameritrade. 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 and discretionary investment management, utilizing multi-asset model portfolios and a centralized operational structure.

Catherine Jackson is a financial advisor at Cetera with 11 years of industry experience. She has been associated with Cetera Advisors LLC and FRC Financial since 2015. Outside of financial advising, she is involved in tax preparation and office management through her other business activity under FRC Financial Inc. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.

Megan Hoholski is a financial advisor at Wells Fargo Advisors with a Series 66 designation and three years of industry experience. Her prior work includes roles at Dollar Bank and Rainbow Station Haymarket. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and sports & entertainment planning.

Joseph Zawistowski is a CFA® charterholder with 40 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of finance, he is a certified flight instructor and is involved in aircraft leasing and aviation-related activities in Ohio. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Kaleb Hupp is a financial advisor with Ameriprise in Rocky River, OH, holding a Series 66 credential and six years of industry experience. Prior to joining Ameriprise in 2019, he worked at ZS Associates and spent time at Northwestern University. Outside of his advisory role, he co-owns an LLC that manages the real estate property used for his financial planning practice and is involved in a business entity supporting his Ameriprise practice. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

George Hearst III is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at Charles Schwab Bank, Shaw JCC, Roofsmith Restoration, and the University of Tennessee Knoxville. 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 client relationship model that combines non-discretionary advisory recommendations with access to discretionary separately managed accounts, supported by a centralized operational structure.

Dominic Giovannazzo is a financial advisor with Raymond James Financial, holding a Series 66 designation and 16 years of industry experience. He has been associated with Creative Wealth Associates, Inc. and Raymond James Financial Services Advisors since 2013. Prior to his advisory career, he worked with the Bay Village Parks & Recreation Department for six years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm employs non-discretionary planning and risk profiling using analytical tools to support client goals and offers specialized programs in municipal advising and SIMPLE IRA consulting.

Robin Johnson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to joining LPL in 2021, Johnson worked at Cetera Advisor Networks from 2018 to 2021 and has operated Robin Johnson CPA LLC, a tax preparation and accounting practice, since 2011. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and technology-driven strategies.

Chad Hartup is a financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 1999. Hartup serves as president of his residential homeowner association, a one-year term on the board managing community responsibilities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor client strategies.

Michael Schafer is a financial advisor with Raymond James Financial in Westlake, Ohio, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He previously managed M&S Financial Services Dba Great Lakes, CPA's for 10 years and has worked with Raymond James Financial since 2009. Schafer serves as an officer and treasurer for a local condominium association. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and supports its advisors with analytical tools and a variety of advisory programs.

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.

Vladimir Yerukhimovich is a financial advisor with Primerica Advisors in Beachwood, OH, holding a Series 63 designation and 29 years of industry experience. He has worked with Primerica Financial Services since 1994 and is currently associated with Primevision Financial Group and PFS Investments Inc. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Daniel Bezik is a financial advisor with Wells Fargo Advisors in Beachwood, Ohio, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory work, he serves as a club director for League One Volleyball, where he is involved in coaching and directing volleyball teams. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients through a large network of advisors. The firm offers a broad planning menu covering various financial needs and integrates advisory services with other financial products and referral channels.

David Reynolds is a financial advisor with J.P. Morgan Securities LLC in Cleveland, OH, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. Prior to joining J.P. Morgan in 2023, he worked at KeyBank from 2015 to 2023. Outside of finance, he is involved in aquaculture, owning and operating Urban Fish Farm and Rushing Waters Fish Farm, which raise Tilapia for commercial sale. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.