Matthew Kelly is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera and its affiliates since 2025. Prior to that, he was co-owner and financial advisor at Verus Financial from 2008 and also served at Next Financial Group Inc. Kelly serves as president of Shaker Heights Youth Lacrosse Inc., a nonprofit organization focused on youth lacrosse programs. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management, planning, and consulting services supported by a network of over 10,000 advisors.

Scott Myers is a financial advisor with LPL Financial in Chagrin Falls, OH, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Prior to joining LPL Financial in 2022, he spent 18 years at Fifth Third Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches along with model portfolios and research from multiple sources.

Richard Freedman is a financial advisor with UBS Financial Services in Cleveland, OH, holding Series 63 and Series 65 licenses and having 38 years of industry experience. He has worked at UBS since 2011. Freedman serves as Vice President of the Board for the Jewish Big Brothers Big Sisters Association and is President of the Board of Trustees for Temple Israel Ner Tamid, both roles conducted outside business hours. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Matthew Dohar is a financial advisor with LPL Financial in Solon, OH, holding 23 years of industry experience. His prior work includes roles at MML Investors Services, Mass Mutual Life Insurance Company, and Metlife Securities. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and retirement plan consulting.

Angela Thompson is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds a Series 66 designation and has worked within various divisions of J.P. Morgan since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Matthew Ridler is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at LPL Financial since 2018 and previously at SII Investments, Inc. for 11 years. Outside of his advisory role, Ridler is involved in several business ventures, including leadership positions in staffing and accounting firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial services, including discretionary and non-discretionary management supported by proprietary and third-party research.

David Henkel is a financial advisor with J.P. Morgan Securities in Cleveland, Ohio, holding Series 63 and Series 65 licenses and 20 years of industry experience. His career includes roles at Hirtle, Callaghan & Co, CM Wealth Advisors LLC, Inverness Securities LLC, and The Ancora Group. 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 applying an ESG eligibility framework in its recommendations.

Joseph Rea is a financial advisor with LPL Financial in Solon, OH, holding a Series 63 designation and 12 years of industry experience. He previously worked at MML Investors Services, LLC, MassMutual Life Insurance Co, and MetLife Securities, Inc. Rea is a partner at Regal Financial, LLC, involved in life, health, and fixed annuities insurance sales. He also serves as a board member on the finance committee of WomenSafe, a domestic violence shelter. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and uses technologies such as machine learning in its investment approach.

Mark Cooperrider is a CFP® professional with 42 years of industry experience, currently serving at Ameriprise Financial Services, LLC since 2020 and previously with Ameriprise Financial Services, Inc. from 2009. He is based in Pepper Pike, OH, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in survey-related activities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement planning focused on income sources and tax-aware withdrawal strategies. The firm’s approach includes collaboration between centralized teams and financial advisors, using proprietary research and third-party data within a structured investment framework.

Brian Martin is a financial advisor with UBS Financial Services in Cleveland, Ohio, holding Series 63 and Series 66 designations and having 42 years of industry experience. He has been with UBS since 2007. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, combining institutional trading capabilities with wealth management services.

Jonathan Goldston is a financial advisor at Cetera with 24 years of industry experience. He holds a Series 63 designation and has worked at firms including Skylight Financial Services, MML Investors Service, and MassMutual Life Insurance Company. Goldston serves as an elected board member of the Skylight Foundation, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of investment and retirement services to individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers various portfolio management options, including model portfolios, third-party managers, and customized strategies, supported by multiple program structures and custodial relationships.

Shannon Burdick currently serves as a Wealth Management Planning Consultant at Fidelity Investments. In this role, Shannon collaborates with clients to assess their overall financial situations, provide guidance, and identify opportunities to align their plans with their goals. Shannon has been with Fidelity Investments since 2022, beginning as a Finance Intern, then working as a Financial Representative from 2023 to 2025 before assuming the current Planning Consultant position. This progression reflects Shannon's growing experience in financial planning and client advisory services. Outside of work, Shannon has interests that include beach activities, attending concerts, family activities, fitness, food, and traveling.

William Fecht is a financial advisor with Thrivent Investment Management in Westlake, OH, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial and its investment management division since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic financial analyses and combines planning with managed-account programs under the WealthPlan billing option, while keeping planning and asset management services separate.

Shaun Cooper is a financial advisor at Primerica Advisors with 12 years of industry experience. He has worked at Akron Public Schools since 2015 and has been affiliated with PFS Investments Inc. and Primerica Financial Services for over a decade. Outside of his advisory role, he is the owner of Taxes Done Right, Neo, LLC. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both 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 advisors and manages approximately $15.5 billion in assets under management, offering model-driven investment strategies supported by third-party asset managers.

Scott Simmerer is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 45 years of industry experience. His career includes roles at Concurrent Advisors and Oleinik Financial, alongside a long tenure with Raymond James Financial Services since 1999. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with notable capabilities in municipal and public finance advisory services.

Eric Williams is a financial advisor with Primerica Advisors in Willoughby, OH, holding a Series 63 designation and 16 years of industry experience. His career includes roles at PFS Investments, Inc., SEIU District 1199, and Murtis Taylor. Outside of advising, he serves as a compliance officer for Sunny Day Childcare Center and works as a driver for First Line Transportation. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm uses model-delivery strategies developed by unaffiliated asset managers and operates with approximately 3,698 advisors across 1,829 offices.

Nicholas Baase is a Series 66-licensed financial advisor at Equitable Advisors with eight years of industry experience. He has worked at Equitable Advisors since 2018 and previously held roles at AXA Advisors. Equitable Advisors serves a diverse client base including individuals, corporate pension and profit-sharing plans, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing a variety of proprietary and third-party investment solutions.

Joseph Beebe Jr. is a financial advisor with Primerica Advisors in Independence, OH, holding 11 years of industry experience. He has been associated with PFS Investments Inc. since 2015 and Primerica Financial Services since 2014. Outside of his advisory role, he is involved in sales of loan products and home-related services referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery investment strategies created by unaffiliated asset managers and provides custodial and trade execution support through BNY Mellon Advisors and Pershing.

Eileen Sindelarivan is a financial advisor with UBS Financial Services in Pepper Pike, OH, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She has been with UBS since 2007. Outside of her advisory role, she serves on the Investment Development Committee at the North Canton Medical Foundation. UBS Financial Services Inc. offers brokerage and investment advisory services to individual, corporate, and institutional clients. The firm utilizes proprietary capital market assumptions and research to tailor financial plans and portfolio management and combines institutional trading capabilities with wealth management services.

Michael Koler is a CFP® with 39 years of industry experience, currently affiliated with OSAIC since 2023. He previously worked at Sagepoint Financial, Inc. for 17 years. He is a board member of the St. Ambrose Endowment Foundation, where he advises on the management and direction of the endowment funds. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of financial advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, various managed account options, and access to third-party money managers, employing asset-allocation tools and automated portfolio rebalancing.