Joseph Manocchio is a financial advisor with Edward Jones in Strongsville, OH. He holds a Series 66 designation and has been in the industry since 2026. Prior to joining Edward Jones, he held positions at Fratarcangeli Wealth Management and Kisling, Nestico & Redick, as well as periods of unemployment and full-time study. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products, operating under a fiduciary standard.

James Chippi is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 39 years of industry experience. His career includes roles at Merrill and Bank of America prior to joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by advanced modeling tools.

Michelle Herman is a financial advisor with Raymond James & Associates in Beachwood, OH, holding Series 63 and Series 65 credentials and 24 years of industry experience. Her prior roles include positions at UBS Financial Services Inc. and PNC Investments. She is also involved in sales and marketing of life, long-term care, and disability insurance through Crump Life Insurance. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm provides tailored, non-discretionary financial planning and investment consulting supported by extensive research, multiple portfolio management styles, and specialized municipal advisory services.

John Hibshman is a financial advisor at Osaic Wealth, Inc. with 34 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for 26 years before joining Osaic in 2025. He holds a Series 63 designation and also has an insurance agent role offering fixed insurance products. Osaic Wealth, Inc. serves a diverse client base that includes individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to multiple advisory platforms, utilizing various asset-allocation tools and third-party money managers.

Jordan Lefko is a financial advisor at LPL Financial with 60 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Cambridge Investment Research, Cantella & Co., and Wells Fargo Advisors. Lefko serves on the boards of the Gross Schechter Day School and Menorah Park Home for the Aged. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, supporting discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

Jeremy Di Tullio is a financial advisor at OSAIC with 26 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining OSAIC in 2025, he spent 14 years with Lincoln Financial Advisors. Outside of his advisory role, Mr. Di Tullio manages a tax preparation business and operates a financial planning practice. OSAIC serves a wide range of clients, including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on diversified portfolios constructed using asset-allocation tools, risk-tolerance assessments, and automated rebalancing.

Susan Mullins is a Series 66-registered financial advisor with Morgan Stanley, based in Pepper Pike, OH. She has 24 years of industry experience, including 15 years at Merrill and nine years with Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Maxwell Miotke is a financial advisor at Cetera with three years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Fidelity Investments and Nitor Partners. He also provides administrative support at Vantage Financial Group. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across various program structures.

Jennifer Bower is a Series 66-registered financial advisor with LPL Financial, based in Independence, OH, and has 11 years of industry experience. She previously worked at Ameriprise Financial Services for 11 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research and diverse portfolio strategies.

Jordan Guzman is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 designations and six years of industry experience. His prior roles include positions at Fidelity Investments, Dollar Bank, and companies in the product and retail sectors. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor services. The firm combines institutional trading capabilities with wealth management, offering products such as discretionary portfolio management, fee-based financial planning, and custody services.

Patrick Limbaugh is a Financial Consultant currently working at Fidelity Investments. He has been with Fidelity since 2022, initially serving as an Investment Consultant before assuming his current role in 2024. Prior to joining Fidelity, he worked as a Financial Advisor at One America Securities from 2021 to 2022. In his professional capacity, Patrick focuses on developing holistic financial plans tailored to the specific goals and preferences of his clients. His experience spans various aspects of financial consulting and investment advising. Outside of his professional work, Patrick enjoys activities involving family and friends, as well as skiing and traveling.

James Jump is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors Corporation. Outside of his advisory role, he is involved in a solar energy business where he assists with navigating tax incentives and sales strategies. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, risk assessments, and managed portfolios that may include a variety of investment vehicles.

Douglas Clubine is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2012 and has been the principal and owner of Discovering Paths LLC since 2001. Outside of his advisory role, Clubine is involved in martial arts instruction and serves as president and founder of Lakeshore Aikido, a martial arts organization. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and maintains an operational model focused on tiered wrap fees and curated investment models.

Richard Sofka is a Series 66 licensed financial advisor with 17 years of industry experience. He is currently with Raymond James & Associates and previously worked at Bank of America and Merrill for 14 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles and affiliated research.

Joseph Cariello is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Wells Fargo Advisors since 2020 and previously held positions at Credit Agricole Corporate & Investment Bank and Credit Agricole Securities (USA). Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Marijan Pavicic is a financial advisor with LPL Financial in Strongsville, OH, holding the Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2019, he spent 19 years with Five Points Dentistry/Merit Dental. He is also involved as a life coach through Complete U, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and a range of investment options.

Owen Mcbride is a financial advisor at UBS Financial Services with 41 years of industry experience. He has been with UBS since 1993 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the managing member of an LLC that oversees a small rental property. 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 provides a range of capital markets and research resources.

Craig Leone is a financial advisor with Morgan Stanley in Cleveland, OH, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, leveraging structured financial planning tools and services without offering individual security recommendations within its standalone planning programs.

Kevin Buzek is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Cadaret, Grant & Co., Inc. and Securities America in various roles from 2006 to 2022. Outside of his advisory work, he is involved with the American Legion, assisting with event setup and breakdown. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm provides written recommendation reports and ongoing planning advice focused on income stability and tax-aware withdrawal strategies, with a selective enrollment process that includes a range of managed account options.

David Werner is a financial advisor at OSAIC with 27 years of industry experience. He holds a Series 66 designation and worked for Lincoln Financial Advisors for 19 years prior to joining OSAIC in 2025. Outside of his advisory role, he is active in community service as a committee member of the Ohio chapter of Reel Recovery, assisting men with cancer as a fishing mentor, and serves on the Cathedral of St. John the Evangelist Parish Council. Osaic Wealth, Inc. serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple platforms to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.