Kevin Alberty is a financial advisor with Robert W. Baird & Co. in North Royalton, Ohio. He holds a Series 63 designation and has 18 years of industry experience, all with Baird since 2008. Outside of his advisory role, he is a passive investor in non-investment businesses including a construction company and a coffee shop. He is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Andrew Lukcso Jr. is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He previously worked for The Huntington Investment Company for 16 years before joining Wells Fargo Clearing in 2023. He holds Series 63 and Series 65 licenses and serves on the finance committee of Lakewood Catholic Academy. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kathlene Crisp is a financial advisor with Raymond James & Associates in Westlake, OH, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She worked at Merrill Lynch for 14 years before joining Raymond James in 2022. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Brent Baumgartner is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he has worked in various roles including as an independent contractor for Door Dash. 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 employs a hybrid referral and implementation model that utilizes multiple program sponsors and offers both advisory and brokerage/insurance services.

Patrick Kungl is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has nine years of industry experience. Prior to joining Raymond James in 2019, he worked at Bank of America and Merrill Lynch. Outside of his advisory role, he serves as an investment analyst with Henderson Hutter Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

David Volk is a financial advisor with Primerica Advisors, holding 15 years of industry experience. His career includes nine years in finance and accounting with the Department of Defense and ongoing roles with PFS Investments Inc. and Primerica Financial Services. He is involved in sales of investment-related products and also participates in the referral of home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating model implementation to BNY Mellon Advisors.

Jonathan Wilterdink is a Series 66-credentialed financial advisor with 10 years of experience at Thrivent Investment Management and Thrivent Financial. He serves on the boards of the East Ohio United Methodist Church Foundation and the Lake County YMCA, where he chairs the mission advancement team. Additionally, he co-owns Trilobite Group LLP, an entity that manages office leasing and tenant relations. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses and written recommendations without discretionary trading authority. The firm allows clients to combine planning with managed accounts via a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

Michael Kowal is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior firms include Cetera and Applied Marketing Group LLC, where he worked from 2013 to 2023 and 2017 to 2020, respectively. In addition to his advisory work, Kowal is involved with My MediChoice Network LLC, an insurance agency operating under the MediQuote brand. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs and portfolio management options supported by in-house and third-party research, with services spanning discretionary and non-discretionary management and leveraging technologies such as machine learning.

Robert Burns is the principal of Burns Financial Advisors, Inc. in Independence, OH, with 42 years of industry experience. He has led Burns Financial Advisors since 1988 and previously worked at Burns Financial Centre, Inc. for over two decades. Outside of advisory work, he also provides tax preparation services during the tax season. Burns Financial Advisors, Inc. is an independent advisory firm offering portfolio management and investment advisory services to individual clients. The firm manages approximately $10 million in client assets through a single-advisor practice and is distinguished by its combination of broker-dealer registration and use of performance-based fee arrangements.

John Klopp is a financial advisor with Klopp Investment Management LLC in Cleveland, Ohio, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Klopp Investment Management since its founding in 2005. Klopp Investment Management LLC provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, managing approximately $108 million across about 94 client relationships. The firm emphasizes portfolio management with disclosed performance results, a practice that is relatively uncommon among supported firms.

Walter Manns Jr. is a financial advisor with Klopp Investment Management LLC in Cleveland, OH, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. His work history includes roles at TRPC Advisory Services, Capital City Securities LLC, and Capital City Asset Management LLC. Klopp Investment Management LLC provides investment advisory and portfolio management services primarily to individual and high-net-worth clients. The firm manages approximately $108 million across about 94 client relationships and is noted for including performance disclosures in its client materials, a practice uncommon among supported firms.