John Witri is a financial advisor with Primerica Advisors in Lakewood, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993. Outside of advising, he has worked as an independent contractor for 3M Cogent, Inc., providing non-investment-related services. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 financial advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based strategies created by unaffiliated asset managers.

Cherie Harris is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Boenning & Scattergood, Inc. Outside of advising, she is involved as a notary and is a content creator for En Route with Chuck & Cherie LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by operational tools including machine learning.

Chad Gerzeny is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has experience at several firms including Key Investment Services and KeyBank. Outside of finance, he has been involved with the Cleveland Cornhole Co. for several years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, high-net-worth clients, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Melissa Burnette is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior work includes roles at General Motors and as a municipal clerk of courts. She also spent time at Kent State Trumbull. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-based investment strategies and third-party asset managers. The firm operates at scale, with thousands of advisors and billions in assets under management.

David Powers is a financial advisor with LPL Financial in Beachwood, Ohio, holding a Series 66 designation and 14 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank before joining LPL Financial in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other 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 Mc Coy is a financial advisor with Equitable Advisors in Broadview Heights, OH, holding a Series 66 designation and eight years of industry experience. His prior experience includes roles at AXA Advisors, MML Investors Services, Mass Mutual Life Insurance Company/Skylight Financial, and Lighthouse Wealth Solutions. He has also worked in non-financial roles, including as staff at the University of Akron and in the hospitality industry. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and a variety of third-party advisory models to deliver tailored investment solutions.

Justin Maciak is a financial advisor with LPL Financial, holding a Series 63 designation and 20 years of industry experience. Prior to joining LPL Financial in 2023, he spent a decade at Cetera Advisor Networks LLC and Vantage Financial Group Inc. Outside of his advisory role, he has been involved with Out of the Woods Tree Service since 2017. 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, and institutional platforms.

Michael Bush is a financial advisor at Equitable Advisors with a Series 66 credential and three years of industry experience. His prior roles include positions at LPL Financial LLC/Nicole Cole Financial Services Group and service with AmeriCorps. Outside of his advisory work, he serves as Chief Operations Officer for the Central Commonwealth Black Caucus. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations, utilizing a variety of advisory programs and third-party asset managers.

Daniel Kriz is a financial advisor at Charles Schwab with 15 years of industry experience. He holds the Series 63 and Series 66 licenses. His work history includes roles at Charles Schwab Bank, Charles Schwab, TD Ameritrade Investment Management, and Scottrade. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and a centralized operational structure.

David Toth is a financial advisor with Osaic Wealth, Inc. based in Strongsville, Ohio. He holds a Series 63 designation and has 29 years of industry experience. Prior to joining Osaic in 2018, he worked at Signator Investors, Inc. and owns Comprehensive Financial Solutions, Inc., where he has provided financial planning services since 1999. Outside of his advisory role, he is a licensed fixed insurance agent. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes, supporting both discretionary and non-discretionary accounts.

Dale Braun is a financial advisor with Edward Jones in Beachwood, OH, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Braun serves as a board member for Meals on Wheels in Shaker Heights, OH. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and comprehensive affiliated capabilities.

Brett Ansberry is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at Charles Schwab and Co., Inc. and Charles Schwab Bank since 2022, following a 12-year tenure at TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a centralized operational structure.

Daniel Imfeld is a financial advisor with UBS Financial Services, holding a Series 66 designation and seven years of industry experience. Before joining UBS in 2018, he worked at Deloitte & Touche LLP for five years. Outside of his advisory role, he owns and manages an LLC that holds several residential rental properties in Cleveland, Ohio. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and lending solutions.

Christopher Madrigal is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2026. Prior to his current role, he spent time working at Kent State University and Akron Public Schools. 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 plans, corporations, and charitable organizations.

Catherine Jackson is a financial advisor at Cetera with 11 years of industry experience. She has been associated with Cetera Advisors LLC and FRC Financial since 2015. Outside of financial advising, she is involved in tax preparation and office management through her other business activity under FRC Financial Inc. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.

Joseph Zawistowski is a CFA® charterholder with 40 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of finance, he is a certified flight instructor and is involved in aircraft leasing and aviation-related activities in Ohio. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Kaleb Hupp is a financial advisor with Ameriprise in Rocky River, OH, holding a Series 66 credential and six years of industry experience. Prior to joining Ameriprise in 2019, he worked at ZS Associates and spent time at Northwestern University. Outside of his advisory role, he co-owns an LLC that manages the real estate property used for his financial planning practice and is involved in a business entity supporting his Ameriprise practice. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

George Hearst III is a financial advisor with Charles Schwab in Orange Village, OH, holding Series 63 and Series 66 licenses and one year of industry experience. His career includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as positions outside the financial sector. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary and discretionary investment options within an integrated, large-scale operational structure.

Dominic Giovannazzo is a financial advisor with Raymond James Financial in Westlake, Ohio, holding a Series 66 designation and 17 years of industry experience. He has been associated with Creative Wealth Associates, Inc. since 2013, alongside his role at Raymond James Financial Services Advisors Inc. Prior to this, he worked at National Planning Corporation and Equitable Advisors. Giovannazzo also served with the Bay Village Parks & Recreation Department from 2012 to 2018. 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, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning and investment consulting supported by analytical tools and supports a broad network of advisors and affiliated firms.

Jeffrey Izsak is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo-affiliated firms since 2009, with prior experience at Morgan Stanley. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, supported by Wells Fargo research and planning tools.