Sheldon Katz is a financial advisor with Cetera and holds a Series 63 designation. He has 27 years of industry experience, including 26 years with Edward D. Jones & Co., L.P. He is also engaged as an insurance agent selling fixed insurance products and provides financial services through Vantage Financial Group. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and a range of program structures supported by a nationwide network of independent advisors.

Douglas Bunker is a financial advisor with Edward Jones in Lyndhurst, Ohio, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is the owner of a small rental property business, Parnell Properties, which he plans to dissolve in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and 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.

Patricia Quinonez is a financial advisor with Ameriprise in Brecksville, OH, holding a Series 63 designation and 28 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she serves as President and Director on the boards of LATINA, Inc. and Carrige Hill. Ameriprise provides retirement-income planning services targeting individuals nearing or in retirement with substantial investable assets, delivering written recommendation reports that incorporate tax-smart withdrawal strategies and Social Security options. The firm combines research, modeling, and algorithmic automation to support its advisory process while offering a broad range of investment, brokerage, and insurance solutions.

Dominic Mihalik Jr. is a Senior Financial Advisor with the Pepper Pike Wealth Management Group at Merrill Lynch Wealth Management. He joined the Pepper Pike Group in November 2015, bringing a diverse background in operational management, regulatory and risk management, and wealth management. His career includes serving various markets such as Atlanta, New Jersey, and New York City, and in 2006, he served as Vice President, Administrative Manager for the Northeast Ohio Merrill office, overseeing over 250 advisors and support staff. Dominic focuses on wealth management strategies, portfolio management, wealth preservation, and transfer for high net worth individuals and families. He works closely with clients and their estate planning attorneys and accountants to provide integrated financial strategies. Dominic is committed to staying informed of economic changes, industry trends, legislation, and tax reforms. He earned a Bachelor's Degree from Cleveland State University and holds the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, Dominic is engaged in the Greater Cleveland community through volunteer work with the Transplant House of Cleveland, Ronald McDonald House of Northeast Ohio, and Saint Albert the Great Parish. He serves as a Trustee of the Lakeside Yacht Club in Cleveland. In his personal time, Dominic enjoys fishing year-round, boating, golfing, and hiking, and spends time with his wife, Sarah, and their daughters, Grace and Maura.

Ivra Bassett is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, Bassett worked at Mass Mutual Investors Services, MassMutual Life Insurance, Allstate Financial Services, and NYLife Securities. Outside of financial advising, Bassett is president and owner of Connected Cleveland, LLC, a business networking chapter, and serves as a board member of Destination Geauga, a tourism organization. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and affiliated third-party managers.

Franco Fini is a financial advisor with Cetera, holding a Series 63 designation and bringing 24 years of industry experience. He has been associated with multiple firms, including his own practice, Franco C. Fini, since 2005 and Santagata Fini, LLC, since 2004. In addition to advising, he owns and operates a tax preparation and accounting business and works as an independent health insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser serving 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 large network of independent advisors and utilizes a multi-manager platform with various program options and custodial relationships.

Luke Baum is a CFP® with over 30 years of industry experience, currently serving at Fidelity Investments. His career includes roles at Kingswood Capital Partners, Cabot Lodge Securities, and Cbiz Financial Solutions. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products, including discretionary portfolios and fund advisory services.

Kelly Burden is a financial advisor at UBS Financial Services with a Series 66 designation and six years of experience at the firm. Prior to joining UBS in 2017, Burden held multiple roles at Miami University from 2016 to 2020, and also worked at Macy's in 2016. 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 and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Kenneth Vinikoff is a financial advisor with OSAIC in Independence, OH, holding a Series 63 designation and 20 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc. and MML Investors Services/Mass Mutual Life Insurance, where he worked for a combined 17 years. He serves as a board member of the Common Goal Foundation, a 501(c)(3) nonprofit organization. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, and institutional investors through a large network of affiliated advisors and multiple advisory platforms. The firm employs asset-allocation tools and risk-tolerance analysis to construct portfolios with a range of investment options, managing accounts on a discretionary or non-discretionary basis.

Nathaniel Hirko is a financial advisor at Ameriprise with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Huntington Investment Company and J.P. Morgan Securities. Outside of financial services, he has experience working with Ohio State University’s Jesse Owens Recreational Center. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored, written retirement income planning and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Csongor Simon Benedek is a financial advisor with Morgan Stanley, holding a Series 66 designation and six years of industry experience. His prior work includes roles at PNC Investments, LLC, Charlotte Russe, Cleveland State University, Cellular Technology Limited, and The Rail. Morgan Stanley Wealth Management offers a broad range of advisory programs for individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Robert Petersen is a financial advisor with LPL Financial in Pepper Pike, Ohio, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, Petersen is licensed to sell life, health, and long-term care insurance as well as fixed annuities, and he provides tax preparation services. He is also a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of solutions including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a large network of investment adviser representatives.

John Marics is a financial advisor with Ameriprise in Mentor, Ohio, holding 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 1985. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver non-discretionary, algorithm-supported recommendations tailored to clients’ needs.

Ronald Hollis Jr. is a financial advisor with Primerica Advisors in Cleveland Heights, OH, holding a Series 63 designation and 15 years of industry experience. He has been with Primerica Advisors since 2010 and has a background that includes a decade of involvement with New Community Bible Fellowship. Outside of his advisory role, he is a partner at Ronald Hollis Jr., LLC, which engages in investment-related activities and referrals for home security and automation products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, delegating trading responsibilities to BNY Mellon Advisors for model implementation.

William Snyder is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Merrill and Bank of America since 2021, as well as various positions at John Carroll University and other firms. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jennifer Hope is a financial advisor with Ameriprise in Chardon, Ohio, holding a Series 66 designation and 22 years of industry experience. She previously worked at Masters Consulting Group and LPL Financial. She also operates River Hills Consulting, an LLC established to manage her Ameriprise practice. Ameriprise provides a retirement-income planning service focused on clients with significant investable assets, combining research and modeling to deliver tailored, tax-efficient withdrawal strategies primarily for those approaching or in retirement. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Steven Frederick is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves as a consultant for 2uercus Operations LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written retirement recommendations through a centralized consulting team.

John Graf is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. for 19 years before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Edward Boehmer is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 41 years of experience in financial services. He specializes in strategic wealth management, growth financing, and operational efficiency, assisting individuals, families, and businesses in achieving their financial goals through thorough planning, clear documentation, and ongoing review. His areas of expertise include wealth management and estate planning, cash management and lending strategies, stock option planning, and qualified and non-qualified retirement plans. Before joining Merrill in 2002, Edward served as Chief Financial Officer and Vice President for multiple middle-market companies and began his career at Ernst & Young in Cleveland, Ohio. He has led business acquisitions, raised capital through debt and equity, and developed executive compensation and retirement plans. Edward holds a Bachelor's degree from Baldwin Wallace University and is an inactive Certified Public Accountant. He also holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Edward has been recognized on the Forbes "Best-in-State Wealth Advisors" list for eight consecutive years from 2019 to 2026 and is a member of The Boehmer Group, which was named to the Forbes "Best-in-State Wealth Management Teams" list in 2025 and 2026. He is actively involved in community organizations, including serving on the board of New Avenues to Independence and supporting fundraising efforts for Old Trail School. Edward and his wife split their time between Cleveland, Ohio, and Scottsdale, Arizona, and enjoy activities such as biking, snowboarding, hiking, golfing, traveling, and spending time with family and friends.

James Negrelli is a financial advisor at UBS Financial Services with 45 years of industry experience. He has been with UBS since 1995 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he is involved with ZCA Designs LLC, a jewelry design business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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.