Jonathon Lenehan is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Proforma and the University of Kentucky. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, using a range of firm-offered and third-party advisory solutions.

Barbara White is a Series 63 licensed financial advisor with Primerica Advisors, based in North Royalton, OH, and has 26 years of industry experience. She has worked at Primerica Advisors and Primerica Financial Services since 1998 and was previously employed at University Hospitals of Cleveland from 2010 to 2019. Her other business activities include part-time sales of home security and automation products through affiliates of Primerica. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure, focusing on personalized portfolio management rather than institutional plan management.

David Jones is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. He has 37 years of industry experience, including prior roles at Cetera Advisor Networks LLC and Vantage Financial Group, Inc. In addition to his advisory work, Jones acts as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing a range of portfolio management and model-based solutions.

James Martin is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. Prior to joining Cetera, he worked at Woodforest National Bank and AML Rightsource. He also serves as an assistant at Pathway Financial Advisors, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered firm that offers portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporations, charitable clients, and institutional accounts. The firm operates a multi-manager platform with a large nationwide network of advisors and manages over $256 billion in assets.

Daniel Cotter Jr. is a financial advisor at UBS Financial Services with 20 years of industry experience. He has been with UBS since 2008 and holds the Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and mutual fund distribution. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Justin Plunkett is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab & Co., Inc. since 2013. Outside of his advisory role, he serves as Vice President of the Cedar Ridge Cross Country Booster Club, assisting with fundraising and operational management. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed accounts. The firm offers a combination of non-discretionary and discretionary investment management supported by multi-asset model portfolios and a centralized operational structure.

Shawn Mccormick is a CFP®-designated financial advisor at Cetera with 22 years of industry experience. He is the owner of Financial Resource Center, where he provides financial services and prepares individual and small business tax filings. Mccormick has held roles at Cetera Advisors LLC and TMABNC, LLC and has entrepreneurial involvement outside finance as a member of a health food grocery business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and bespoke strategies under various program structures and custodial relationships.

Charlie Dear is a Series 66-licensed financial advisor with eight years of industry experience, currently practicing at Equitable Advisors since 2018. His prior experience includes roles at AXA Advisors, Millman National Land Services, and Union Home Mortgage. Outside of his advisory work, he is also an independent agent outside fixed insurance appointments. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement plan consulting, and asset-management programs. The firm employs a range of advisory models including third-party TAMPs and proprietary programs, offering diversified investment solutions without sponsoring its own wrap fee program.

Julian Rodriguez is a financial advisor with Fidelity Investments holding a Series 66 designation and seven years of industry experience. His career includes roles at PNC Investments, Bank of America, Merrill, the Federal Reserve Bank of Cleveland, and Key Bank. Strategic Advisers LLC, a Fidelity company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm combines fundamental research with quantitative and algorithmic portfolio construction, offering discretionary and non-discretionary management as well as model portfolios composed of mutual funds, ETFs, and ETPs.

David Konopinski is a financial advisor with LPL Financial in Medina, Ohio, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, third-party research, and various risk management technologies.

Tyler Fasulo is a Planning Consultant at Fidelity Investments, currently based in the Cleveland West office. He holds the CFP® designation and works closely with clients to assess their financial situations and connect them with appropriate resources to improve their overall financial health. Tyler joined Fidelity Investments in 2020 and has held several roles within the company, including Workplace Planning Consultant, Financial Representative, Relationship Manager, and currently Planning Consultant. His experience within Fidelity has provided him with insight into various aspects of financial planning and client relationship management. Tyler holds a California Insurance License, which supports his work in financial planning and advisory services. Further educational background and personal interests were not provided.

Lauren Odonnell is a financial advisor with Wells Fargo Clearing in Cleveland, OH, holding a Series 66 designation and 11 years of industry experience. She has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors, LLC. Outside of her advisory role, she works as a skin care product sales consultant for Arbonne and is a commissioned notary public in Ohio. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Michael Lombardo is a financial advisor with Osaic Wealth, Inc., holding a Series 63 designation and bringing 49 years of industry experience. He has been with Premier Benefit Planning Co. and General American Life Insurance Co. since 1981. Outside of his advisory work, he owns a company that sells and installs artificial turf primarily for indoor soccer facilities. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party management platforms to construct portfolios across multiple asset classes.

Sheryl Kaur is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2018, including a prior position at The Vanguard Group. Outside of her advisory role, she is involved with retail assistance at a convenience store. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment management alongside brokerage and custody services.

Michael Bornhorst is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2009. Outside of his advisory work, he serves as an Investment Committee member for the Arthritis Foundation. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services supported by proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

David Koler is a financial advisor at Osaic with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sagepoint Financial, Inc. and Vitamix. Koler serves as an Endowment Board Member for Padua Franciscan High School, where he assists with analyzing the management of the school's funds. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated financial advisors. The firm offers integrated brokerage and advisory services, retirement plan consulting, and model portfolios, utilizing asset-allocation tools and automated rebalancing to construct diversified investment strategies.

Michael Macko is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on providing financial services aimed at helping clients plan for and pursue their personal financial goals. His professional approach emphasizes connecting all aspects of clients' financial lives to prioritize and support the goals that matter most to them. Michael’s areas of expertise include divorce transition planning, education planning, personal retirement planning, portfolio management services, small business strategies, and retirement income. He is proactive in guiding clients through wealth and investment management, working to make complex financial planning processes transparent and manageable. He holds a Bachelor’s degree from the University of Nevada - Las Vegas and has earned several professional designations, including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Michael is also involved in his community through the Medina County Office for Older Adults. Outside of work, he enjoys biking, golfing, hiking, pickleball, and spending time with his family.

George Asadorian is a financial advisor with Equitable Advisors in Independence, OH, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at AXA Advisors and as an IT technician at Cutting Systems, Inc. alongside his advisory work. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset management programs. The firm’s approach involves matching clients to program models or discretionary managers, utilizing third-party asset managers and advisory programs.

Justin Trivisonno is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools, with plans incorporating market modeling techniques but requiring clients to implement and update them.

Philip Mercio is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to joining RBC in 2022, he worked for U.S. Bancorp Investments, Inc. for 12 years. Outside of his advisory role, he owns and manages a rental condominium in Ellicottville, New York. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies to each client’s risk profile.