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.

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.

Zachary Morris is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His prior roles include positions at New York Life Insurance Company, NYLIFE Securities LLC, and Northwestern Mutual. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund-of-funds and model portfolios.

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.

Franco Fini is a financial advisor with Cetera, holding a Series 63 designation and bringing 24 years of industry experience. He has been associated with multiple firms, including his own practice, Franco C. Fini, since 2005 and Santagata Fini, LLC, since 2004. In addition to advising, he owns and operates a tax preparation and accounting business and works as an independent health insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with various program options and custodial relationships.

Luke Baum is a CFP® with over 30 years of industry experience, currently serving at Fidelity Investments. His career includes roles at Kingswood Capital Partners, Cabot Lodge Securities, and Cbiz Financial Solutions. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products, including discretionary portfolios and fund advisory services.

Kelly Burden is a financial advisor at UBS Financial Services with a Series 66 designation and six years of experience at the firm. Prior to joining UBS in 2017, Burden held multiple roles at Miami University from 2016 to 2020, and also worked at Macy's in 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Kaitlyn Banko is a financial advisor at J.P. Morgan Securities in Cleveland, OH, holding a Series 66 designation with one year of industry experience. Her background includes roles at JPMorgan Chase Bank, Parker Hannifin, and several political and nonprofit organizations. She also worked at the Duke Alumni Center and the American Center for Law and Justice. 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 an ESG eligibility framework in its recommendations.

Kenneth Vinikoff is a financial advisor with OSAIC in Independence, OH, holding a Series 63 designation and 20 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc. and MML Investors Services/Mass Mutual Life Insurance, where he worked for a combined 17 years. He serves as a board member of the Common Goal Foundation, a 501(c)(3) nonprofit organization. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, and institutional investors through a large network of affiliated advisors and multiple advisory platforms. The firm employs asset-allocation tools and risk-tolerance analysis to construct portfolios with a range of investment options, managing accounts on a discretionary or non-discretionary basis.

Csongor Simon Benedek is a financial advisor with Morgan Stanley, holding a Series 66 designation and six years of industry experience. His prior work includes roles at PNC Investments, LLC, Charlotte Russe, Cleveland State University, Cellular Technology Limited, and The Rail. Morgan Stanley Wealth Management offers a broad range of advisory programs for individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Edward Siegler is a financial advisor at Morgan Stanley with 35 years of industry experience. His background includes roles at Merrill and Bank of America, N.A., prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, utilizing structured discovery processes and firm-approved tools.

Robert Petersen is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 50 years of industry experience. He has been with LPL Financial since 2009. Outside of advisory services, Petersen is licensed to sell life, health, and long-term care insurance, provides tax preparation services, and is a notary public. 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 advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research to provide discretionary and non-discretionary management.

John Marics is a financial advisor with Ameriprise in Mentor, Ohio, holding 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 1985. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver non-discretionary, algorithm-supported recommendations tailored to clients’ needs.

Ronald Hollis Jr. is a financial advisor with Primerica Advisors in Cleveland Heights, OH, holding a Series 63 designation and 15 years of industry experience. He has been with Primerica Advisors since 2010 and has a background that includes a decade of involvement with New Community Bible Fellowship. Outside of his advisory role, he is a partner at Ronald Hollis Jr., LLC, which engages in investment-related activities and referrals for home security and automation products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, delegating trading responsibilities to BNY Mellon Advisors for model implementation.

Matthew Darcy is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He currently operates Tyler-Stone Wealth Management, LLC, an independent registered investment advisory firm, and previously worked with Cetera Advisor Networks. Outside of his advisory work, he owns an ice cream business, CP’s Cooler, and serves as a notary in Cuyahoga County, Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of financial planning and advisory programs, utilizing proprietary and third-party research and technologies to support diversified investment strategies.

Robert Justice is a financial advisor with LPL Financial in Mentor, Ohio. He holds the Series 63 designation and has 32 years of industry experience, including 25 years at LPL Financial. LPL Financial is a registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management approaches supported by research and technology.

William Snyder is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Merrill and Bank of America since 2021, as well as various positions at John Carroll University and other firms. 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, pension and profit-sharing plans, corporations, and charitable organizations.