Mark Vavruska is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and 43 years of industry experience. He previously worked at Stifel for 14 years before joining Ameriprise, where he has been since 2020. Ameriprise provides a retirement-income planning service focused on individuals with at least $1,000,000 in net investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-assisted retirement income recommendations.

Stefanie Peoples is a financial advisor with Primerica Advisors in Lakewood, OH, holding a Series 63 designation and 12 years of industry experience. She has been with Primerica Advisors since 2013 and previously worked at Kelly Services. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Alex Ceddia is a Planning Consultant at Fidelity Investments, a position held since 2021. In this role, Alex works with clients to develop holistic financial plans aimed at helping them achieve their personal and financial objectives. Alex's professional focus is on creating comprehensive strategies tailored to individual client needs. Alex's expertise lies in financial planning, assisting clients in navigating their financial journeys. Outside of work, Alex has interests in baseball, concerts, cooking and baking, exploring culinary experiences as a foodie, gardening, and traveling.

Robert Wert is a financial advisor with Wells Fargo Advisors in Beachwood, Ohio, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes nearly 17 years with Wells Fargo entities prior to his current role. Outside of his advisory work, he serves on the finance council for the Diocese of Allentown and acts as a trustee for a family trust. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options that include retirement, education, and specialized areas such as business-owner transition and special-needs planning. The firm integrates advisory services with various financial products and referral channels through a large network of advisors.

Alex Stump is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked previously at Advanced Polymer Coatings, Lowes, Courtside Media Group, Vanderbilt University, and The Ohio State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Peter Glovna III is a financial advisor at OSAIC with 29 years of industry experience. He holds a Series 63 designation and previously worked for Lincoln Financial Advisors Corporation for 27 years. Outside of his advisory role, he is involved in insurance activities, including offering premium financing and servicing fixed insurance products such as annuities and long-term care insurance. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

Michael Salopek is a financial advisor at Cetera with 12 years of industry experience and holds a Series 63 designation. He is a partner at Neitzel, Luke & Salopek, Inc., where he provides CPA services including taxes, assurance, bookkeeping, and payroll. Outside of his advisory role, Salopek coaches freshman basketball and manages the North Coast Basketball Academy, and serves as treasurer for The Flight to Remember Foundation, providing financial oversight for the organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate and charitable entities, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

David Doll is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and previously at UBS Financial Services from 2013 to 2017. Doll serves on the board of the Woodruff Foundation, a charitable organization in Cleveland, Ohio. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm‑approved tools and market simulations.

Christopher Brennan is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Cbiz for three years and briefly at Firestone Country Club. 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 supported by a large network of financial advisors and branch offices nationwide.

Porter Vergon III is a financial advisor with Morgan Stanley in Westlake, OH, holding Series 63 and Series 65 designations and possessing 32 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets Inc since 2008. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery tools and advanced modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Timothy Cowdrick is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been with Equitable Advisors since 2011, including its prior affiliation as AXA Advisors, LLC. Outside of his advisory role, he is a partner and owner of Lakeside Holdings LLC. Equitable Advisors serves a diverse clientele, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party investment solutions.

Daniel Chavayda is a financial advisor with LPL Financial in Rocky River, OH, holding a Series 66 designation and 26 years of industry experience. He has worked at Linsco/Private Ledger since 2005 and is associated with DJC Financial Management, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and various technologies in its investment approach.

Jason Javers is a Financial Consultant currently working at Fidelity Investments. He has extensive experience in the financial services industry, having held various roles since 2013, including positions such as Financial Advisor-Investment Specialist at Capital Planners, Regional Vice President at Fisher Investments, and Vice President Regional Sales Director at PNC Capital Advisors. At Fidelity Investments, Jason has served in multiple capacities, including as an Investment Solutions Representative and on the Planning and Advice Help Desk before becoming a Financial Consultant. Throughout his career, Jason has focused on providing personalized financial strategies and working closely with clients to understand their priorities and goals. His approach emphasizes integrity, transparency, and attentive listening to support clients in making confident financial decisions. His experience spans client planning, investment solutions, and financial advising. No specific information regarding education, credentials, personal interests, or community involvement was provided.

Michael Schlegel is a financial advisor at Cetera with 41 years of industry experience. He holds a Series 63 designation and has worked at several firms including New York Life Insurance Co and Foresters Financial Services prior to joining Cetera in 2019. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers diversified portfolio management, financial planning, and access to various program platforms and third-party managers.

Savon Johnson is a financial advisor at Equitable Advisors with two years of industry experience and holds the Series 66 designation. Prior to joining Equitable Advisors, he has been involved in entrepreneurial ventures including car detailing services and ecommerce businesses, serving as president and CEO of multiple companies. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes third-party program sponsors and emphasizes personalized risk assessment and program matching in its advisory approach.

Aaron Veal is a financial advisor with LPL Financial in Parma, OH. He holds the Series 66 designation and has been with LPL Financial since 2022. Outside of advising, he is involved with East of Chicago Barberton and Door Dash. LPL Financial is a registered investment adviser and broker-dealer serving individual investors, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by LPL Research and third-party subadvisors.

Toni Fry is a financial advisor with Primerica Advisors in Beachwood, OH, holding 10 years of industry experience. She has held various roles, including at Pfs Investments Inc. and Primerica Financial Services, and owns a cleaning services business. Primerica Advisors is a large institution serving primarily individual investors through a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers.

Christa Repas is a CFP® and Series 66-registered advisor with 12 years of industry experience. She is currently with Cambridge Investment Research Advisors, where she has worked since 2019, and previously worked at Wells Fargo Clearing and Wernick Wealth Management Group. In addition to her advisory role, she is a notary public and owns a consulting and coaching business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing various custody platforms and both proprietary and third-party investment strategies.

Daniel Mott is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the financial services industry in 2005 following a 20-year career in engineering. His engineering background provides him with analytical and problem-solving skills that he applies to help clients achieve their financial goals. Daniel’s expertise includes personal retirement planning, portfolio management services, and retirement income. He assists families, business owners, and professionals in growing and preserving their wealth to live life on their terms. Daniel holds a Bachelor of Science degree from The Ohio State University and a Master of Business Administration from the Weatherhead School of Management at Case Western Reserve University. He has earned multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional role, Daniel enjoys hiking, skiing, and traveling.

Laurence Santagata is a financial advisor at Cetera with 21 years of industry experience. He holds a Series 63 designation and has worked at various firms, including Avantax Insurance Agency and Avantax Advisory Services. Outside of financial advising, he is the owner of Santagata Fini LLC, which provides accounting and income tax preparation services, and serves as the treasurer for the Rivers Edge Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a broad range of investment strategies and program structures.