Joseph Cariello is a financial advisor with Wells Fargo Clearing in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory work, he owns a coin collection business called Joe's Coins. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics to guide its offerings and operates both brokerage and advisory solutions across a large client base.

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 credentials and possessing 37 years of industry experience. He previously worked at Prudential Equity Group, LLC for nine years before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he serves as a power of attorney for his parents, assisting with their care. 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 supported by research from the Wells Fargo Investment Institute.

John Cingel is a financial advisor with LPL Financial in Beachwood, OH, holding a Series 63 license and possessing 43 years of industry experience. He previously worked at Tyler-Stone Wealth Management, LLC for 10 years and Mass Mutual Investors Services for 5 years. Outside of his advisory work, he is involved as an independent insurance agent selling life, disability, long-term care, health insurance products, and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of over 22,800 advisors and advanced operational tools.

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.

Patricia Quinonez is a financial advisor with Ameriprise in Brecksville, OH, holding a Series 63 designation and 28 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she serves as President and Director on the boards of LATINA, Inc. and Carrige Hill. Ameriprise provides retirement-income planning services targeting individuals nearing or in retirement with substantial investable assets, delivering written recommendation reports that incorporate tax-smart withdrawal strategies and Social Security options. The firm combines research, modeling, and algorithmic automation to support its advisory process while offering a broad range of investment, brokerage, and insurance solutions.

Dominic Mihalik Jr. is a Senior Financial Advisor with the Pepper Pike Wealth Management Group at Merrill Lynch Wealth Management. He joined the Pepper Pike Group in November 2015, bringing a diverse background in operational management, regulatory and risk management, and wealth management. His career includes serving various markets such as Atlanta, New Jersey, and New York City, and in 2006, he served as Vice President, Administrative Manager for the Northeast Ohio Merrill office, overseeing over 250 advisors and support staff. Dominic focuses on wealth management strategies, portfolio management, wealth preservation, and transfer for high net worth individuals and families. He works closely with clients and their estate planning attorneys and accountants to provide integrated financial strategies. Dominic is committed to staying informed of economic changes, industry trends, legislation, and tax reforms. He earned a Bachelor's Degree from Cleveland State University and holds the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, Dominic is engaged in the Greater Cleveland community through volunteer work with the Transplant House of Cleveland, Ronald McDonald House of Northeast Ohio, and Saint Albert the Great Parish. He serves as a Trustee of the Lakeside Yacht Club in Cleveland. In his personal time, Dominic enjoys fishing year-round, boating, golfing, and hiking, and spends time with his wife, Sarah, and their daughters, Grace and Maura.

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 four years of industry experience. He holds the Series 66 designation and has worked at UBS since 2018. Prior to his current role, he held multiple positions at Miami University from 2016 to 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Kaitlyn Banko is a Series 66-licensed financial advisor with J.P. Morgan Securities in Cleveland, OH. She has been with J.P. Morgan since 2025, following roles at Parker Hannifin and the Duke Alumni Center. Her experience includes a variety of positions across corporate and nonprofit sectors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory approach centers on non-discretionary, written asset allocation advice, manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Kenneth Vinikoff is a financial advisor with OSAIC, holding a Series 63 license and bringing 20 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc., MML Investors Services, and Mass Mutual Life Insurance. Outside of his advisory work, he serves as a board member for the Common Goal Foundation, a nonprofit organization. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting discretionary strategies, third-party managers, and proprietary models.

Nathaniel Hirko is a financial advisor at Ameriprise with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Huntington Investment Company and J.P. Morgan Securities. Outside of financial services, he has experience working with Ohio State University’s Jesse Owens Recreational Center. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored, written retirement income planning and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

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.