Mark Harrison is a financial advisor with Primerica Advisors in Lakewood, OH, holding a Series 63 designation and 23 years of industry experience. He has been with Primerica Advisors since 1999 and has prior work experience with firms such as Lakefront Line Inc. and Gc Logistics. Outside of his advisory role, he is involved in sales of loan products and home security and automation referrals through affiliated Primerica companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading to BNY Mellon Advisors, offering various investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Janet Padula is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 18 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Brandon Owen is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at LPL Financial, The Middlefield Banking Company, and Citizens Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of investment products. The firm integrates institutional trading capabilities with wealth management services and proprietary research to tailor client investment strategies.

Kimberly Hudak is a financial advisor with Cetera, holding a Series 66 designation and over 26 years of industry experience. She has been with Cetera Advisors LLC since 2013 and joined Cetera in 2024. Outside of her advisory role, Hudak volunteers with the Fire Fighters Memorial Ride, where she presents scholarships to the families of firefighters. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers diverse portfolio management and financial planning services, utilizing a multi-manager platform with a range of program options and affiliations.

Margaret Roberts is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Prior to joining Fidelity, she worked at Edward Jones and has experience related to academia from her time at John Carroll University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm integrates proprietary fundamental research with quantitative analysis and systematic methodologies, employing algorithmic portfolio construction and oversight of sub-advisers.

Shawn Whelan is a Financial Consultant at Fidelity Investments, a position he has held since 2019. He collaborates with clients and their families to develop customized wealth plans aimed at controlling outcomes and aligning with their preferences. He emphasizes forming strong relationships with clients based on trust, reliability, and competency. Shawn's professional experience includes roles as an Investment Consultant at Fidelity Investments from 2018 to 2019, Institutional Equity Sales at Northcoast Research from 2017 to 2018, Regional Advisor Consultant at Oppenheimer Funds from 2016 to 2017, Fixed Income Specialist at Fidelity Investments from 2013 to 2016, and Financial Representative at Fidelity Investments from 2010 to 2012. No information regarding Shawn's education, credentials, personal interests, or community involvement has been provided.

Anna Rodisel is a Series 66-licensed financial advisor with UBS Financial Services in Westlake, OH, where she has worked since 2016. She has 11 years of experience in the financial industry. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to support a broad range of client needs.

Vincent Piro is a financial advisor with Merrill in Cleveland, OH, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Merrill and Bank of America in 2022, he worked at Bank of America from 2017 to 2022 and had brief tenures at McAdam LLC and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is employed as security personnel at Fortis Protection Group and works as a guest advocate and cashier at Target. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

George Mercurio is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work experience includes roles at Bank of America, Citizens Bank, and positions with the Vegas Golden Knights and IMG-Learfield. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers and supports trading, account administration, and custody.

Howard Schulman is a financial advisor at OSAIC with 20 years of industry experience. He previously worked for Lincoln Financial Advisors for 20 years. Outside of advising, Schulman serves as a trustee administering a family trust. OSAIC serves a diverse client base that includes retail and institutional investors, providing integrated brokerage and investment advisory services along with financial planning and retirement consulting. The firm utilizes advanced asset-allocation tools and supports both discretionary and non-discretionary account management across various investment types.

Charles Conrad is a financial advisor with Cambridge Investment Research Advisors in Lakewood, OH, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Merrill and Citigroup Global Markets. He is also president of CM Conrad LLC, a firm involved in insurance, benefits, and human resources. 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 financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, employing a variety of portfolio management approaches and proprietary as well as third-party strategies.

Luke Losik is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2023. He leads a dedicated team of advisors and partners focused on delivering quality interactions and financial plans to clients, aligning with Fidelity's commitment to excellence. Luke has extensive experience at Fidelity Investments, having served in various roles since 2011. His prior positions include Assistant Branch Leader, Financial Consultant, Investment Consultant, Retirement Relationship Manager, Retirement Solutions Representative, and Investment Solution Representative, demonstrating a comprehensive background in financial advisory and client relationship management. Outside of his professional responsibilities, Luke enjoys family activities, fishing, golf, hiking, and traveling.

Andrew Bragg is a Financial Advisor with Merrill Lynch Wealth Management, based in Northeast Ohio. He works directly with individuals, families, and business owners to help organize, simplify, and optimize their financial lives. His approach involves understanding what matters most to each client and building tailored strategies to pursue their financial goals with confidence. Leveraging the resources of Merrill Lynch, Andrew provides access to a range of solutions and specialists covering areas such as retirement planning, education funding, risk management, and long-term wealth preservation. He holds the designation of Personal Investment Advisor (PIA). Andrew earned his High School Diploma from the Electronic Classroom of Tomorrow and attended Lorain County Community College, though he did not receive a degree. He aims to create a supportive environment that empowers clients to make informed decisions and focus on their priorities.

Jennifer Chinn is a financial advisor with UBS Financial Services in Cleveland, OH, holding Series 63 and Series 66 licenses and having 14 years of industry experience. She previously worked at The Huntington Investment Company, Huntington National Bank, and Portage Community Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored to client goals using proprietary research and model-based asset allocations.

Kimberly Spisak is a CFP® professional with 26 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2018. Prior to this, she worked at Ameriprise Financial Services, Inc. from 2014 to 2017. She also serves as the treasurer for Toastmasters International in Westlake, OH. Cambridge Investment Research Advisors is an SEC-registered firm that serves a diverse client base including individuals, pension plans, and charitable organizations. 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 tailored to client objectives.

John Maser is a CFP® certificant with over 40 years of industry experience, currently affiliated with Wells Fargo Advisors since 2023. He has held prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of his advisory work, he is an author of a book on surfing and engages in musical arrangement sales and nature sounds recording through his personal ventures. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and tools, serving clients with a broad planning menu including specialized services such as business-owner transition and special-needs planning.

Felicia Massey is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. She has worked at Wells Fargo Clearing since 2022 and previously held roles at PNC Investments, PNC Bank, and Citizens Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and providing a range of financial products including insurance-related vehicles and bank deposit sweep options.

Aubrey Strippy is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and previously worked at SII Investments, Inc. from 2011 to 2018 before joining LPL Financial. Outside of his advisory role, he is an Ohio Public Notary and has experience as a tax preparer. 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 brokerage services, utilizing both discretionary and non-discretionary management alongside research from multiple sources.

Ross Croucher is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 41 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and previously at VOYA Financial Advisors from 2014 to 2018. In addition to his role at Cambridge, he founded Maverick Financial Strategies and owns Croucher Financial, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing proprietary models and access to third-party strategists.

George Malaska II is a financial advisor with Ameriprise, holding a Series 66 credential and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in the collection and sale of honey through his business, Buckeye Bee Company. Ameriprise serves clients primarily through retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a large institutional platform offering advisory, brokerage, and insurance solutions.