Louis Stachowicz is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Avantax Investment Services and 1ST Global Advisors. Outside of advisory work, he is a CPA involved in accounting and tax preparation through his firm Culkars Stachowicz & Co. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

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.

Christopher Nealon is a financial advisor with Cetera, holding a Series 66 designation and currently based in Avon, Ohio. He has less than one year of industry experience, with recent roles at Cetera Investment Advisors and Cetera Wealth Services. Prior to entering the financial advisory field, he held positions at Moen Incorporated and served as a Group Product Manager. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, model portfolios, and access to third-party money managers.

Raymond Glinka is a financial advisor at Ameriprise with 46 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise and its predecessor firm since 1979. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized non-discretionary advice through a centralized consulting team.

Edward Trela is a Series 66-credentialed financial advisor with Edward Jones, with three years of industry experience. Prior to joining Edward Jones, he worked for Alternate Solutions / Summa At Home for eight years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Meredith Marchand is a financial advisor at LPL Financial with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2019, following roles at Wells Fargo Advisors and Wells Fargo Clearing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Michael Shapiro is a financial advisor at Ameriprise with 26 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Ameriprise in 2026, he worked at Cetera and Cetera Wealth Services from 2013 to 2026. Outside of his advisory work, he serves as Secretary of the Finance Action Team for the Lititz Church of the Brethren. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice. The firm’s approach integrates proprietary investment research and third-party data, with services tailored to clients meeting minimum investable asset criteria.

June Bolton is a financial advisor with Cetera and holds Series 63 and Series 65 credentials. She has 41 years of industry experience, including roles at First Allied Advisory Services and First Allied Securities. She is also president of Bolton Capital Management, a holding company focused on tax and bill payment services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies.

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 at LPL Financial with a Series 66 designation and less than one year of industry experience. His prior work history includes roles outside the financial industry at various organizations including The Brookhaven Group and Ohio Eagle. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diversified advisory programs, financial planning, and retirement consulting supported by research and model portfolios from internal and third-party resources.

Nancy Radzyminski is a financial advisor with LPL Financial, holding a Series 63 designation and over 40 years of industry experience. She has been with LPL Financial since 1995. Outside of her advisory role, she serves as secretary for the Idlewood Condominium Association #7 board, where she takes and distributes meeting notes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations through a large network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options supported by research and model portfolios.

Vasana Lipke is a Financial Advisor with Merrill Lynch Wealth Management, where she has been a part of the team since September 2014. Prior to joining Merrill, she gained experience in the banking industry. Vasana holds FINRA Series 7, SIE, and 66 registrations, as well as the Personal Investment Advisor (PIA) designation. She collaborates with a team dedicated to providing personalized wealth management services tailored to the unique needs of individuals, families, and businesses. Her expertise encompasses college education planning, family wealth management strategies, managing new wealth, personal retirement planning, tax minimization, and retirement income. Vasana emphasizes building deep rapport with clients to understand what matters most to them and to create customized wealth management approaches that adapt to changing life circumstances and market conditions. Outside of her professional role, Vasana is involved with the National Kidney Foundation. She enjoys activities such as antiquing, biking, camping, gardening, hiking, ice hockey, painting, spending time with her family, and traveling.

Brian Gehlbach is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has been with Merrill since 2018. Prior to joining Merrill, he worked with The Friendship Foundation from 2016 to 2018. 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. The firm offers model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Shawn Gaiser is a Certified Financial Planner® with seven years of experience in the financial services industry. He is currently affiliated with Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB, where he has worked since 2022. His prior experience includes roles at Baird, Key Investment Services, and KeyBank. Charles Schwab & Co., Inc. serves a broad client base, 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a range of multi-asset model portfolios and alternative investments.

Jill Braford is a financial advisor with UBS Financial Services holding Series 63 and Series 66 credentials and 28 years of industry experience. She has been with UBS since 2006, including her current tenure at UBS Financial Services Inc. since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and offers access to proprietary research, capital markets activities, and affiliated banking and lending programs.

Jaymee Ellis is a financial advisor at LPL Financial with eight years of industry experience. She holds a Series 66 designation and previously worked at SII Investments, Inc. from 2016 to 2018. Outside of her advisory role, she is involved in tax preparation and accounting through TA-Check Financial Ltd. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from LPL Research and third-party subadvisors.

James Tusoch is a Financial Consultant currently working at Fidelity Investments since 2020. In his role, he partners with clients to identify important life events and goals, providing guidance and education on various strategies to achieve their financial objectives. His professional experience spans several roles in the financial industry, including Financial Advisor at Merrill Lynch from 2016 to 2020, CEO of Cornerstone Financial Partners from 2014 to 2016, and Business & Investment Banker at JP Morgan Chase from 2011 to 2014. James emphasizes building trust with clients and working collaboratively as a confidant to help navigate changing financial landscapes.

Ronald Dunk is a financial advisor at OSAIC with 34 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at OSAIC since 2024, following prior roles at Securities America Advisors, Inc., SECURITIES AMERICA, Inc., and Securities Service Network, Inc. Outside of his advisory work, he owns a hobby farm where he raises and sells lambs and chicken eggs. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on diversified portfolios using firm-provided tools and access to third-party money managers.

John Ryan is a financial advisor with UBS Financial Services in Rocky River, OH, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS since 2007. Ryan serves on the board of directors for the Country Club of the Rockies, a golf social club. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and distributes proprietary research to support tailored client strategies.

Samuel Capasso is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He previously worked at Concourse Financial Group Securities Inc for over 17 years. In addition to his advisory role, he owns and operates an insurance business focused on the sales and service of life and annuity products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a wide range of portfolio management and financial planning services, supported by a large network of advisors and substantial assets under management.