Stacy Lampros is a financial advisor at Merrill with 26 years of industry experience. She holds a Series 66 designation and has been with Bank of America and Merrill since 2016. Outside of her advisory role, she was formerly the owner of an antique furniture shop operating as Vintage Inspirations LLC. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Hoang Dang is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he is the owner and operator of Mac Home Solutions LLC, a residential remodeling company specializing in custom bathroom and kitchen projects. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a broad range of financial products supported by an integrated platform that includes insurance and lending programs.

Jack Makee is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds a Series 66 designation and previously worked at KeyBank and Swagelok. Outside of his advisory role, he is involved with Princeton Harriman Insurance Solutions in Sarasota, Florida, where he provides insurance-related financial advice. 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 a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Minyon Heard is a Series 66 licensed advisor with Primerica Advisors in Euclid, OH, and has 16 years of industry experience. She has worked with Primerica Financial Services and Primerica Advisors since 2018 and has been retired since 2016. Outside of financial advising, she is involved with Primierica Mortgage and Primerica Client Services through part-time referrals and is a member of Chagrin Valley Real Estate, LLC. Primerica Advisors is a large-scale firm serving individual investors, corporate, and charitable clients, primarily through a wrap-fee asset management program. The firm utilizes model-driven investment strategies managed by unaffiliated asset managers and provides trade execution and custody services through established financial institutions.

Indu Braum is a financial advisor at Morgan Stanley with 22 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Outside of her financial advisory role, she serves as Secretary and Board Member for Thrive Through Tennis, a recreational organization in Broadview Heights, Ohio. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning services supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

Christopher De Ment is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has seven years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in multiple roles since 2012. Outside of his advisory work, he operates an Amazon seller business. J.P. Morgan Securities LLC 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 approach.

Britney Mayer is a financial advisor with Cambridge Investment Research Advisors and holds nine years of industry experience. She has been with Cambridge Investment Research Advisors since 2020 and has worked at related firms, including Cambridge Investment Research, Inc. and Mayfield Financial Services, since 2015. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, providing both discretionary and non-discretionary portfolio management across multiple platforms.

Steven Golenberke is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, with prior experience at Huntington Bank, The Bank of New York Mellon, and other firms. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

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.

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.

Joseph Cariello is a financial advisor with Wells Fargo Clearing in Cleveland, OH, holding Series 63 and Series 65 designations and having 44 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2009 to 2016. Outside of his advisory work, he owns a coin collection business called Joe's Coins. 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 both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and adhering to diversification principles and modern portfolio theory.

Mark Spoerke is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been associated with Raymond James Financial and its affiliates since 1999 and has also worked with Carver Financial Services LLC. Outside of advising, he is a partner in RMS Transportation LLC, where he provided initial capital and a loan guarantee for an aircraft. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored financial planning and investment consulting using analytical tools to model potential outcomes and supports clients through advisory programs and specialized institutional consulting.

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.

Adam Bechler is a financial advisor with Wells Fargo Clearing in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as power of attorney for his parents, assisting with their care. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Matthew Greenway is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. 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, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.