Brian Olah is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 31 years of industry experience. His prior roles include long tenures at Cadaret, Grant & Co., Inc., and Brownstone Financial Group, Inc., as well as managing his own firm, Brian Olah Asset Management, Inc. Outside of advising, he is involved with Halo Wealth Management, LLC, focusing on tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm provides various advisory programs and retirement consulting, offering both discretionary and non-discretionary management alongside research-supported model portfolios and alternative strategies.

John Middleton Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 63 license and 37 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Middleton officiates and coaches youth basketball and lacrosse in Westlake, Ohio. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Ivra Bassett is a financial advisor with Equitable Advisors in Independence, Ohio. She holds the Series 66 designation and has experience working at firms including Mass Mutual Investors Services, MassMutual Life Insurance Co, Allstate Financial Services, and NYLife Securities. Outside of her advisory role, she is president and owner of a business networking chapter, Connected Cleveland, LLC, and serves as a board member for Destination Geauga, a tourism organization. Equitable Advisors serves individual investors, retirement plan sponsors, 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, offering advisory and brokerage services tailored to client goals, risk tolerance, and time horizon.

Quentin Kraft is a financial advisor at Robert W. Baird & Co. in Cleveland, OH, holding a Series 66 designation with six years of industry experience. He has been with Robert W. Baird & Co. since 2020, following three years at Cardinal Health. Robert W. Baird & Co.’s DDK Group, part of its Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and brokerage services, with a focus on manager selection, tax management, and the use of internal research tools including artificial intelligence.

Paul Patrick is a financial advisor with Primerica Advisors in Strongsville, OH, holding a Series 63 designation and over 31 years of industry experience. He has been with Primerica Advisors since 1995 and was previously with Primerica Financial Services beginning in 1994. Outside of his advisory role, he is involved in the referral of home security and automation products as well as other home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-driven investment strategies managed by third parties. The firm operates on a large scale with nearly 3,700 financial advisors and approximately $15.5 billion in assets under management.

Nick Miranda is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he held roles at LionBridge Technologies and University Hospitals. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Christopher Perme is a financial advisor with Mass Mutual Investors Services in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2000. Outside of his advisory role, Perme serves as chair of the Village of Hiram Economic Development Committee and as a councilmember for the Village of Hiram. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved tools and collaborative annual planning relationships.

Kaitlyn Banko is a financial advisor at J.P. Morgan Securities in Cleveland, OH, holding a Series 66 designation with one year of industry experience. Her background includes roles at JPMorgan Chase Bank, Parker Hannifin, and several political and nonprofit organizations. She also worked at the Duke Alumni Center and the American Center for Law and Justice. 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 in its recommendations.

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.

Charles Brausch is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has prior work experience at Giant Eagle and UBS. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse range of clients including individual investors, institutions, pension plans, and charitable organizations. The firm offers various advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Edward Siegler is a financial advisor at Morgan Stanley with 35 years of industry experience. His background includes roles at Merrill and Bank of America, N.A., prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, utilizing structured discovery processes and firm-approved tools.

Joseph Close is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at KeyBank, Northwest Bank, and First National Bank of Pennsylvania. Outside of finance, he previously worked at Whirley Drinkworks. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets with more than 10,000 advisors nationwide.

William Cupach is a financial advisor with Ameriprise in Avon Lake, OH, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he owns Edsmark Consulting, a consulting business. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Sean Criswell is a financial advisor with Ameriprise, holding a Series 66 designation and over 23 years of industry experience. He has been with Ameriprise and its affiliate entities since 2007. Outside of his advisory role, he works as a server and bartender at Fratellos Italian Restaurant in Avon Lake, Ohio. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Bradley Bartel is a Series 66-licensed financial advisor with UBS Financial Services and has 20 years of industry experience. He has worked at UBS since 2011. Outside of his advisory role, he is involved in real estate through sole proprietorships managing rental properties. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering proprietary research and diverse capital markets services.

Matthew Dean is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He has been with J.P. Morgan Securities and JP Morgan Chase bank since 2013. He holds the Series 66 designation. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

John Grech is a financial advisor with Edward Jones in Middleburg Heights, Ohio. He holds a Series 66 designation and has 17 years of industry experience, including 18 years with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

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.

Kathryn Bryan is a financial advisor with Mass Mutual Investors Services in Cleveland, OH, holding a Series 63 designation and 14 years of industry experience. She has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2011. Bryan serves as secretary on the board of Connecting for Kids and is involved in board service for several nonprofit organizations focused on aging and community support. She is also a co-owner of the Bourbon Bottles & Mind Boggles podcast, which discusses bourbon and various life topics. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and delivers written recommendations, with implementation requiring separate brokerage or insurance arrangements.

Douglas Harbaugh is a financial advisor with Mass Mutual Investors Services in Cleveland, OH, holding a Series 65 designation and 14 years of industry experience. He previously worked at Strategic Wealth Partners, Ltd. for 10 years before joining MML Investors Services and MassMutual Life Insurance Company in 2021. Outside of advising, Harbaugh is the owner of Builders Cabling Contractors LLC, a business focused on infrastructure wiring. Mass Mutual Investors Services 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 with an emphasis on goal-based analysis and collaborative client relationships.