Lauren Odonnell is a financial advisor with Wells Fargo Clearing in Cleveland, OH, holding a Series 66 designation and 11 years of industry experience. She has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors, LLC. Outside of her advisory role, she works as a skin care product sales consultant for Arbonne and is a commissioned notary public in Ohio. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Michael Lombardo is a financial advisor with Osaic Wealth, Inc., holding a Series 63 designation and bringing 49 years of industry experience. He has been with Premier Benefit Planning Co. and General American Life Insurance Co. since 1981. Outside of his advisory work, he owns a company that sells and installs artificial turf primarily for indoor soccer facilities. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party management platforms to construct portfolios across multiple asset classes.

Michael Bornhorst is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2009. Outside of his advisory work, he serves as an Investment Committee member for the Arthritis Foundation. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services supported by proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

David Koler is a financial advisor at Osaic with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sagepoint Financial, Inc. and Vitamix. Koler serves as an Endowment Board Member for Padua Franciscan High School, where he assists with analyzing the management of the school's funds. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated financial advisors. The firm offers integrated brokerage and advisory services, retirement plan consulting, and model portfolios, utilizing asset-allocation tools and automated rebalancing to construct diversified investment strategies.

Patrick Mcdonough is a financial advisor with Cetera, holding a Series 63 designation and over 38 years of industry experience. His career includes long-term roles at Blue Line Financial Cleveland and Cetera Wealth Services, alongside self-employment since 1979. He is also involved as an investment advisor and branch manager at Firefighters Community Credit Union and provides tax and retirement planning services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and services supported by a large network of independent advisors.

George Asadorian is a financial advisor with Equitable Advisors in Independence, OH, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at AXA Advisors and as an IT technician at Cutting Systems, Inc. alongside his advisory work. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset management programs. The firm’s approach involves matching clients to program models or discretionary managers, utilizing third-party asset managers and advisory programs.

Justin Trivisonno is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools, with plans incorporating market modeling techniques but requiring clients to implement and update them.

Philip Mercio is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to joining RBC in 2022, he worked for U.S. Bancorp Investments, Inc. for 12 years. Outside of his advisory role, he owns and manages a rental condominium in Ellicottville, New York. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies to each client’s risk profile.

Leisa Scott is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 33 years of industry experience. She previously worked at Metlife Securities Inc. for 21 years before joining Mass Mutual Life Insurance Company in 2016 and its Investors Services division in 2017. Outside of financial advising, she is also a licensed real estate agent and an insurance agent specializing in life, disability, long-term care, and property and casualty insurance. 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 offers financial planning, asset management, and educational seminars, structuring engagements as annual, collaborative relationships with a focus on recommending investment categories and strategies.

Sebastien Glinzler is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Huntington National Bank and The Prudential Insurance Company of America. Outside of his advisory role, he is an owner and partner of Choolah Holdings LLC, a fast-casual Indian BBQ restaurant chain. 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 applying an ESG eligibility framework in its recommendations.

Darryl Visocky is a financial advisor at LPL Financial with 39 years of industry experience. He holds the Series 66 designation and previously worked for THE O.N. Equity Sales Company and Ohio National Life Insurance for over two decades. Outside of his advisory role, he is involved with insurance agencies including Simpliterm LTD and Maxim Financial Group LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Sean Sargent is a financial advisor with LPL Financial in Parma, Ohio, holding 24 years of industry experience. He has worked at LPL Financial since 2018 and previously spent over a decade at SII Investments Inc. Outside of advising, he is involved in tax preparation and accounting through Vault Tax Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Shauvi Rogers is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining LPL Enterprise, Rogers worked at firms including W & S Brokerage Services, Western & Southern Life, and Keybank, NA. Outside of advisory work, Rogers has entrepreneurial experience in entertainment and education sectors. 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. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

John Schaly is a financial advisor at Equitable Advisors with eight years of industry experience. He holds the Series 66 designation and previously worked at AXA Advisors, LLC and Ashland University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs for implementation.

Satish Singh is a Certified Financial Planner® with 27 years of industry experience, currently advising at Ameriprise since 2009. He holds Series 63 and Series 65 licenses and is based in Avon, Ohio. Singh has spent over a decade with Ameriprise Financial Services, Inc. before continuing his career with Ameriprise. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds, combining research and modeling with personalized, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jennifer Ramsey is a Series 66-licensed financial advisor with 23 years of industry experience. She is currently with LPL Financial and has previously worked at firms including Stratos Wealth Partners, Key Investment Services, PNC Wealth Management, ValMark Advisers, UBS Financial Services, and KeyBanc Capital Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Julie Kidd is a financial advisor with LPL Enterprise and holds a Series 63 designation. She has 38 years of industry experience, including long tenures at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to her advisory role, she is involved with Stalla Insurance & Financial Services LLC as a financial planner. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and offers financial planning, access to asset managers, and participation in wrap programs.

Zachary Nero is a financial advisor at Charles Schwab with 10 years of industry experience. He holds a Series 66 credential and has worked at several firms including American Global Wealth Management and 1st Responder Financial Advisors. Nero is based in Westlake, Ohio. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary portfolio management supported by centralized custody and operational services.

Amy Leamon is a financial advisor at UBS Financial Services with five years of industry experience. She holds the Series 66 designation and has been with UBS since 2020. Prior to her advisory role, she spent twelve years at the Lake Erie Nature & Science Center. 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 utilizes proprietary research and model-based asset allocations to tailor strategies to client goals.

Gilbert Bachna is a financial advisor at Robert W. Baird & Co. in Lakewood, OH, with 32 years of industry experience. He has been with Robert W. Baird & Co. since 2004 and holds Series 63 and Series 66 designations. Outside of his advisory role, he has been involved with the College St. Library since 1992. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.