Daniel Bravo is a financial advisor with Mass Mutual Investors Services in Cleveland, OH, holding 27 years of industry experience. He previously worked at Metlife Securities Inc. and Metropolitan Life Insurance Company for 19 years. Bravo serves as President of NAIFA Cleveland, a local financial services industry organization. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing planning relationships supported by advanced software tools and educational seminars.

Patrick Crean Jr. is a financial advisor at LPL Financial with 30 years of industry experience. He holds a Series 63 designation and has previously worked at Grove Point Investments, Grove Point Advisors, YRC Trucking Company, H. Beck, Inc., and Paul Revere Insurance Company. 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, offering a range of advisory programs and financial planning services.

Timothy Emmitt is a Benefits & Planning Consultant with Fidelity Executive Services. In this role, he assists clients in maximizing the benefits offered through their employers, provides education on various financial topics, and helps develop financial plans tailored to meet the needs of clients and their families. Timothy has been with Fidelity Investments since 2014, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and currently serving as a Benefits & Planning Consultant since 2024. His experience encompasses client relationship management and financial planning. Outside of his professional duties, Timothy enjoys outdoor activities such as camping, fitness, hiking, kayaking, and snowboarding.

Charles Drew is a financial advisor at UBS Financial Services with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Bank of America and Merrill Lynch. Outside of his advisory work, he serves on the board of directors for Casey Trees, an organization advocating for urban tree conservation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Ned Tufekcic is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research for ten years before joining LPL Financial in 2019. He is also associated with ProInvest Financial Inc., an investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management and providing access to proprietary and third-party research and portfolios.

David Jackson is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2013 with a break from 2017 to 2025 when he was with Cambridge Investment Research Advisors and The Huntington Investment Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing model portfolios, third-party subadvisors, and technology-driven approaches.

Jacob Freshour is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Daniel Rowbottom is a financial advisor with J.P. Morgan Securities in Cleveland, OH, holding a Series 66 designation and five years of industry experience. Prior to his current role, he worked at Ernst & Young LLP from 2017 to 2021. 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 investment recommendations.

Patrick De Nitto is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with the firm since October 2004 and specializes in working with affluent families to develop customized financial strategies. His focus areas include retirement planning, education planning, philanthropic giving, legacy planning, and managing wealth through significant life transitions. With over twenty years of investment experience, Patrick employs a goals-based wealth management approach that emphasizes building portfolios tailored to specific client goals. He aims to help clients understand the purpose of each investment within their portfolios to align financial decisions with their risk tolerance, time horizon, liquidity needs, and overall objectives. Patrick holds a Bachelor's Degree in Economics from Arizona State University and holds the professional designation of Personal Investment Advisor (PIA). Outside of his professional activities, Patrick enjoys fishing, golfing, music, skiing, spending time with his family, and traveling. He, his wife, and their young daughters reside in Pepper Pike.

Lucas Ball is a Series 66-licensed advisor with Equitable Advisors in Independence, Ohio. He has one year of industry experience and previously held roles at Dayton Freight, ETP Capital, Kent State University, and Sheetz. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Kevin Gay is a financial advisor at Fidelity with 26 years of industry experience. He holds a Series 66 designation and has worked at several firms including Allstate Insurance Company, PNC Investments, and VALIC Financial Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves in advisory roles for multiple registered investment companies and fund-of-funds.

James Frye is a financial advisor at LPL Financial with 53 years of industry experience. He holds the ChFC® and Series 63 designations. His career includes roles at Sigma Planning Corporation, Woodbury Financial Services, and Questar Asset Management. Frye is also the owner of J.W. Frye Company, a business he has operated since 1982. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from internal and third-party sources.

John Cingel is a financial advisor with LPL Financial in Beachwood, Ohio, holding a Series 63 designation and over 43 years of industry experience. He has been with LPL Financial since 2004 and also operates Tyler-Stone Wealth Management, LLC, an independent investment advisory firm he founded in 2015. Additionally, he is involved as an independent insurance agent selling life, disability, long-term care, health insurance products, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Laura Radcliff is a CFP® professional with 17 years of industry experience, all with Edward Jones in Aurora, OH. She holds a Series 66 license and has been advising clients since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Sheldon Katz is a financial advisor with Cetera and holds a Series 63 designation. He has 27 years of industry experience, including 26 years with Edward D. Jones & Co., L.P. He is also engaged as an insurance agent selling fixed insurance products and provides financial services through Vantage Financial Group. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and a range of program structures supported by a nationwide network of independent advisors.

Douglas Bunker is a financial advisor with Edward Jones in Lyndhurst, Ohio, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is the owner of a small rental property business, Parnell Properties, which he plans to dissolve in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Patricia Quinonez is a financial advisor with Ameriprise in Brecksville, OH, holding a Series 63 designation and 28 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she serves as President and Director on the boards of LATINA, Inc. and Carrige Hill. Ameriprise provides retirement-income planning services targeting individuals nearing or in retirement with substantial investable assets, delivering written recommendation reports that incorporate tax-smart withdrawal strategies and Social Security options. The firm combines research, modeling, and algorithmic automation to support its advisory process while offering a broad range of investment, brokerage, and insurance solutions.

Dominic Mihalik Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of the Pepper Pike Wealth Management Group since November 2015. His career in the financial services industry spans over 25 years, with experience in operational management, regulatory and risk management, and wealth management. Dominic's work history includes serving in markets such as Atlanta, New Jersey, and New York City. Prior to joining the Pepper Pike Group, he was Vice President and Administrative Manager for the Northeast Ohio Merrill office, overseeing more than 250 advisors and support staff. Dominic holds a Bachelor's Degree from Cleveland State University and the Personal Investment Advisor (PIA) designation. His focus includes developing wealth management strategies, portfolio management, wealth preservation, and transfer for high net worth individuals and families. Dominic works closely with clients' estate planning attorneys and accountants to deliver integrated financial strategies. He stays updated on economic trends, legislation, and tax reform to provide informed financial guidance. Outside of his professional role, Dominic is active in the Greater Cleveland community. He volunteers with local non-profits such as the Transplant House of Cleveland and the Ronald McDonald House of Northeast Ohio, serves as a trustee of the Lakeside Yacht Club in Cleveland, and is an active parishioner at Saint Albert the Great Parish. In his personal time, he enjoys fishing year-round in local rivers, boating, golfing, hiking, and spending time with his wife and daughters.

Ivra Bassett is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, Bassett worked at Mass Mutual Investors Services, MassMutual Life Insurance, Allstate Financial Services, and NYLife Securities. Outside of financial advising, Bassett is president and owner of Connected Cleveland, LLC, a business networking chapter, and serves as a board member of Destination Geauga, a tourism organization. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and affiliated third-party managers.

Quentin Kraft is a financial advisor at Robert W. Baird & Co. in Cleveland, OH, holding a Series 66 designation with six years of industry experience. He has been with Robert W. Baird & Co. since 2020, following three years at Cardinal Health. Robert W. Baird & Co.’s DDK Group, part of its Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and brokerage services, with a focus on manager selection, tax management, and the use of internal research tools including artificial intelligence.