Dominic Giovannazzo is a financial advisor with Raymond James Financial, holding a Series 66 designation and 16 years of industry experience. He has been associated with Creative Wealth Associates, Inc. and Raymond James Financial Services Advisors since 2013. Prior to his advisory career, he worked with the Bay Village Parks & Recreation Department for six years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm employs non-discretionary planning and risk profiling using analytical tools to support client goals and offers specialized programs in municipal advising and SIMPLE IRA consulting.

Jeffrey Izsak is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Morgan Stanley DW Inc. He is based in Strongsville, Ohio. 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 and offers brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Robin Johnson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to joining LPL in 2021, Johnson worked at Cetera Advisor Networks from 2018 to 2021 and has operated Robin Johnson CPA LLC, a tax preparation and accounting practice, since 2011. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and technology-driven strategies.

Chad Hartup is a financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 1999. Hartup serves as president of his residential homeowner association, a one-year term on the board managing community responsibilities. UBS Financial Services 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 uses proprietary research to tailor client strategies.

Michael Schafer is a financial advisor with Raymond James Financial in Westlake, Ohio, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He previously managed M&S Financial Services Dba Great Lakes, CPA's for 10 years and has worked with Raymond James Financial since 2009. Schafer serves as an officer and treasurer for a local condominium association. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and supports its advisors with analytical tools and a variety of advisory programs.

Ivana Musa is an Investment Consultant currently working at Fidelity Investments since 2022. She has held various roles in the financial sector, including Financial Consultant positions at Equitable Financial from 2021 to 2022 and Pension Advisors from 2012 to 2019, as well as a Relationship Manager role at Principal Financial from 2019 to 2021. Ivana focuses on understanding her clients' unique financial narratives to provide tailored guidance and connect them with specialists who utilize advanced planning tools. Her approach emphasizes empowering clients to make confident decisions throughout their financial journeys. Outside of her professional work, Ivana has interests in art, golf, parenthood, skiing, soccer, and traveling.

Vladimir Yerukhimovich is a financial advisor with Primerica Advisors in Beachwood, OH, holding a Series 63 designation and 29 years of industry experience. He has worked with Primerica Financial Services since 1994 and is currently associated with Primevision Financial Group and PFS Investments Inc. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Daniel Bezik is a financial advisor with Wells Fargo Advisors in Beachwood, Ohio, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory work, he serves as a club director for League One Volleyball, where he is involved in coaching and directing volleyball teams. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients through a large network of advisors. The firm offers a broad planning menu covering various financial needs and integrates advisory services with other financial products and referral channels.

David Reynolds is a financial advisor with J.P. Morgan Securities LLC in Cleveland, OH, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. Prior to joining J.P. Morgan in 2023, he worked at KeyBank from 2015 to 2023. Outside of finance, he is involved in aquaculture, owning and operating Urban Fish Farm and Rushing Waters Fish Farm, which raise Tilapia for commercial sale. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

John Nicklas is a Series 66 licensed financial advisor with six years of industry experience, currently affiliated with Cetera. He has also held roles at Meaden & Moore Financial Services and Avantax Investment Services, and serves as Vice President and CPA at Meaden & Moore, Ltd. Additionally, he acts as trustee of a family trust and holds power of attorney for a family member, overseeing financial affairs in both capacities without compensation. Cetera Investment Advisers LLC is an SEC-registered firm that provides investment advisory services through a national network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services with access to multiple investment models and custom strategies across various program structures.

Paul Martin is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cetera and its affiliates since 2013. In addition to his advisory role, Martin maintains a legal practice focused on trust, estate planning, and income tax, and serves on the board of the nonprofit Cleveland Velodrome. Cetera Investment Advisers LLC is an SEC-registered firm that provides investment advisory services through a nationwide network of over 10,000 independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a broad range of portfolio management options and financial planning services.

Ronald Pirro is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior experience includes 18 years at B. Riley Wealth Management and 3 years at B. Riley Wealth Advisors, Inc. He is president of Pirro Financial Group LLC, a securities-related business through which he provides financial advisory services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, 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 model portfolios.

Alexander Solove is a financial advisor with Equitable Advisors in Lakewood, Ohio, holding Series 63 and Series 65 certifications and 13 years of industry experience. He has worked with Equitable Advisors since 2013, including time under its former name, AxA Advisors. Outside of his advisory role, Solove works as a consultant with StudentLoan Tech Inc. and serves as a development associate with Jerome Solove Development Inc. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party managers to provide advisory solutions covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Raymond Braum is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 26 years of industry experience. He has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and comprehensive investment research.

Thomas Erb is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. He holds a Series 66 designation and has worked within various branches of Wells Fargo since 2013. Outside of his advisory role, he is involved with Well Planned Financial LLC, where he dedicates part of his time to managing financial planning activities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, supporting a broad range of financial planning needs including specialized services like business-owner transition and divorce planning.

Clarise Vennitti is a financial advisor at Charles Schwab with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Charles Schwab Bank, TD Ameritrade, and Scottrade over her career. Outside of finance, she is a certified CrossFit Level 1 Trainer and coaches athletes at a CrossFit gym. Charles Schwab 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 provides a combination of non-discretionary and discretionary investment management supported by multi-asset model portfolios and centralized operational infrastructure.

Luke Swaddling is a financial advisor with Equitable Advisors who holds a Series 66 designation and has four years of industry experience. He previously worked at SportRadar and Infinity Fitness, and serves as a board member of the St. Edward Alumni Association in Lakewood, Ohio. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Patrick Healy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Mary Lalli is a financial advisor with Ameriprise in Northfield, Ohio, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she is an author of several books, including titles such as "Shrinking Buddha," "101 Bible Riddles," and "Dvorah--Prophetess, Judge, Warrior King Solomon, Master Builder, and Queen of Sheba, Savior of Marib Dam: Two Lives Intertwined Blood Moon." Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with advisory support and emphasizes the use of Ameriprise-managed accounts within its planning approach.

Samuel Salvino is a Private Wealth Manager at Merrill Private Wealth Management. He works with ultra-high net worth clients, including corporate executives, entrepreneurs, and multi-generational families, focusing on family wealth management strategies, liquidity management, managing new wealth, philanthropic planning, portfolio management services, and tax minimization. Samuel and the team at Moeder Salvino & Associates leverage their combined industry knowledge to provide a comprehensive and tailored client experience. Prior to joining Merrill, Samuel worked at a London-based family office, where he was involved in investment selection, due diligence, and operational support. He began his career in financial services as a Wealth Management seasonal associate at Merrill in 2018. Samuel holds a bachelor's degree in Finance from Richmond, The American University in London and holds the Personal Investment Advisor (PIA) professional designation. Samuel currently resides in New York City. Outside of his professional responsibilities, he enjoys fly fishing, running, and other outdoor activities.