John Grech is a financial advisor with Edward Jones in Middleburg Heights, Ohio. He holds a Series 66 designation and has 17 years of industry experience, including 18 years with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Steven Frederick is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves as a consultant for 2uercus Operations LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written retirement recommendations through a centralized consulting team.

Kathryn Bryan is a financial advisor with Mass Mutual Investors Services in Cleveland, OH, holding a Series 63 designation and 14 years of industry experience. She has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2011. Bryan serves as secretary on the board of Connecting for Kids and is involved in board service for several nonprofit organizations focused on aging and community support. She is also a co-owner of the Bourbon Bottles & Mind Boggles podcast, which discusses bourbon and various life topics. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and delivers written recommendations, with implementation requiring separate brokerage or insurance arrangements.

Douglas Harbaugh is a financial advisor with Mass Mutual Investors Services in Cleveland, OH, holding a Series 65 designation and 14 years of industry experience. He previously worked at Strategic Wealth Partners, Ltd. for 10 years before joining MML Investors Services and MassMutual Life Insurance Company in 2021. Outside of advising, Harbaugh is the owner of Builders Cabling Contractors LLC, a business focused on infrastructure wiring. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with an emphasis on goal-based analysis and collaborative client relationships.

Kevin Alberty is a financial advisor with Robert W. Baird & Co. in Cleveland, Ohio, holding a Series 63 designation and 19 years of industry experience. He has been with Robert W. Baird & Co. for 18 years. Outside of his advisory role, he is a passive investor in G&P Construction and Bigby Coffee. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services supported by internal research and a mix of manager-traded and model-traded strategies.

Andrew Lukcso Jr. is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He previously worked for The Huntington Investment Company for 16 years before joining Wells Fargo Clearing in 2023. He holds Series 63 and Series 65 licenses and serves on the finance committee of Lakewood Catholic Academy. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kathlene Crisp is a financial advisor with Raymond James & Associates in Westlake, OH, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She worked at Merrill Lynch for 14 years before joining Raymond James in 2022. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Brent Baumgartner is an advisor at Equitable Advisors and holds the Series 66 designation. He has been with Equitable Advisors since 2026 and has experience as an independent contractor delivery driver for Door Dash. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party managers to deliver various advisory models and investment options.

Patrick Kungl is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has nine years of industry experience. Prior to joining Raymond James in 2019, he worked at Bank of America and Merrill Lynch. Outside of his advisory role, he serves as an investment analyst with Henderson Hutter Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Connor Kissling is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and beginning his advisory career in 2026. He has previously worked with Wells Fargo Advisors and has experience in educational roles at Cleveland State University and John Carroll University. Kissling also has entrepreneurial experience from his involvement with Lake Road Market (Araca Foods). Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

David Volk is a financial advisor with Primerica Advisors, holding 15 years of industry experience. His career includes nine years in finance and accounting with the Department of Defense and ongoing roles with PFS Investments Inc. and Primerica Financial Services. He is involved in sales of investment-related products and also participates in the referral of home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating model implementation to BNY Mellon Advisors.

Jonathan Wilterdink is a Series 66-credentialed financial advisor with 10 years of experience at Thrivent Investment Management and Thrivent Financial. He serves on the boards of the East Ohio United Methodist Church Foundation and the Lake County YMCA, where he chairs the mission advancement team. Additionally, he co-owns Trilobite Group LLP, an entity that manages office leasing and tenant relations. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses and written recommendations without discretionary trading authority. The firm allows clients to combine planning with managed accounts via a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

Michael Kowal is a Series 66 licensed financial advisor with 17 years of industry experience. He is currently with LPL Financial and has previously worked at Cetera and Applied Marketing Group, among others. Outside of his advisory role, he is involved with My MediChoice Network LLC, an insurance agency. 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 provides a broad range of financial planning and portfolio management services through a large network of investment adviser representatives.

John Klopp is a financial advisor with Klopp Investment Management LLC in Cleveland, Ohio, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Klopp Investment Management since its founding in 2005. Klopp Investment Management LLC provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, managing approximately $108 million across about 94 client relationships. The firm emphasizes portfolio management with disclosed performance results, a practice that is relatively uncommon among supported firms.

Walter Manns Jr. is a financial advisor with Klopp Investment Management LLC in Cleveland, OH, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. His work history includes roles at TRPC Advisory Services, Capital City Securities LLC, and Capital City Asset Management LLC. Klopp Investment Management LLC provides investment advisory and portfolio management services primarily to individual and high-net-worth clients. The firm manages approximately $108 million across about 94 client relationships and is noted for including performance disclosures in its client materials, a practice uncommon among supported firms.