Gary Peterson is a financial advisor with Cetera, holding a Series 63 designation and 39 years of industry experience. He has worked with Cetera Advisors LLC since 2013 and has a background that includes tax preparation through his seasonal business, Financial Resource Center. In addition, he holds a Notary Public commission. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting both discretionary and non-discretionary account structures.

Randy Schneider is a financial advisor with LPL Financial in Beachwood, OH, holding a Series 63 designation and 30 years of industry experience. He has previously worked at several firms, including Securities America Advisors, Creekside Financial Advisors, and Ash Brokerage. Schneider is also associated with MRJL Financial, where he engages in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, and other institutions. The firm offers a range of investment options and utilizes various models and technologies to support its network of more than 22,800 advisors.

James Schmitt is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise in Cleveland, OH. He has been with Ameriprise and its predecessor entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income services that include written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Ryan Brennan is a Series 66-credentialed financial advisor at Edward Jones with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

Mark Duricky is a Series 66-licensed financial advisor with Morgan Stanley in Pepper Pike, Ohio, and has 25 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2007, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Julie Stein is a CFP® with 17 years of industry experience, currently affiliated with LPL Financial. She previously spent 16 years at Huntington Investment Company. 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 portfolios, and institutional platforms, supported by advanced research tools and a large network of advisors.

Kenneth Greaney is a financial advisor with J.P. Morgan Securities in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Fisher Investments and Key Private Bank prior to joining J.P. Morgan in 2017. He is also a partner and owner of Cleveland Public Theatre, where he contributes to driving new membership and serves on the finance committee. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Albert Pompeo is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird since 2021. Prior to his current role, he worked at Cinemark from 2017 to 2020. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, employing a range of investment strategies including traditional and non-traditional approaches tailored to client goals and risk tolerances.

Maureen Beno is a financial professional with Cetera who holds a Series 63 designation and has 26 years of industry experience. She has worked with Cetera Wealth Services, LLC since 2013 and Vantage Financial Group from 2007 to 2020. Outside of her advisory role, Beno serves as treasurer for the nonprofit organization Super Heroes to Kids in Ohio. Cetera Investment Advisers LLC is an SEC-registered firm providing portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering model portfolios, third-party managers, and customized strategies across various program structures.

Robert Skrbis is a financial advisor with Ameriprise in Kirtland, Ohio, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as a trustee for a homeowners association and acts as a treasurer for a local political campaign. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations alongside a broad range of advisory, brokerage, and insurance solutions.

Jon Sedlacek is a financial advisor at Primerica Advisors with 20 years of industry experience. He has been with Primerica Advisors since 2002 and involves in related business activities including the sale of loan products and home security services through affiliated companies. Sedlacek is also the owner of Jon Sedlacek & Associates, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm operates through a large network of advisors and delivers model-based investment recommendations supported by unaffiliated asset managers and custodial services.

Jeffrey Elman is a Series 63 registered advisor with Stifel, based in Pepper Pike, OH, and has 40 years of industry experience. His prior roles include positions at Merrill, Citigroup Global Markets, Bank of America, and Stifel Nicolaus & Co Inc. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary methodology developed by its Investment Strategy Group.

Matthew Bruner is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Robert W. Baird since 2011. Outside of his advisory role, he is an owner and landlord of a rental property in Hilton Head Island, SC. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized consulting and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments, and offers municipal advisory and public finance services alongside its investment and trust capabilities.

Todd Williams is a Financial Consultant at Fidelity Investments, where he has worked since 2015. He partners with clients to develop strong financial plans that provide flexibility throughout their lifetimes. Prior to his current role, Todd held positions as a Financial Advisor at Sky Light Financial from 2013 to 2015, Wells Fargo Advisors from 2009 to 2013, and Merrill Lynch from 2007 to 2009. Todd's professional experience spans over a decade in financial advisory roles. Outside of his professional work, Todd is engaged in family activities.

Michael Krupa is a financial advisor at Ameriprise with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Huntington Investment Company and Key Investment Services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through detailed Recommendation Reports and ongoing advice. The firm’s approach uses internal research, third-party data, and algorithmic tools to support asset allocation and withdrawal strategies within a framework influenced by affiliated product relationships.

James Hojnacki is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. Prior to joining J.P. Morgan Securities in 2025, he worked at JPMorgan Chase Bank, N.A., Emigrant Bank, Cleveland Private Trust Company, and Dollar Bank FSB. Outside of his advisory role, Hojnacki is a passive investor in various medical device companies, a blockchain technology startup, an e-mobility energy platform, and a senior living facility. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates broad derivatives and commodities capabilities.

Douglas Lennon is a financial advisor with UBS Financial Services in Pepper Pike, OH, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services, The Vanguard Group, Inc., and Prudential Financial. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work through a network of Financial Advisors who utilize proprietary research and model-based asset allocations.

Sara Rodriguez is a financial advisor at Fidelity with 10 years of industry experience. She holds a Series 66 designation and previously worked at Charles Schwab and Charles Schwab Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across a broad investable universe, and it serves both discretionary and non-discretionary advisory roles.

Ethan Field is a financial advisor with LPL Financial holding a Series 66 credential and beginning his advisory career in 2026. His prior work experience includes positions at The Brookhaven Group and Ohio Eagle, as well as roles outside the financial industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a variety of advisory and brokerage services.

Brian Gehlbach is a Series 66 licensed financial advisor at Merrill with eight years of industry experience. He has worked at Merrill since 2018 and previously spent two years with The Friendship Foundation. Merrill 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.