Sharon Bradley is a financial advisor with Ameriprise in Cleveland, OH, holding a Series 63 designation and over 30 years of industry experience. She previously worked at Fifth Third Securities, Inc. for 17 years before joining Ameriprise in 2018. Outside of her advisory role, she serves as a Financial Deacon at Trinity Church, providing financial oversight for the church budget, and is involved in a small printing business called Something Borrowed Rentals DBA Big Red Q. Ameriprise offers comprehensive retirement-income planning services targeted at clients approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficiency analysis to create customized, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jacob Karnow is a CFP® and Series 66-registered financial advisor with eight years of industry experience. He has worked at Edward Jones since 2018 and previously held positions at Cortland Bank, Kraftech Inc., and Nordonia City Schools/Miami University. 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 strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

George Hoose is a financial advisor at Edward Jones in Medina, OH, holding a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2018 and previously was affiliated with Heese Inc dba Floor Coverings International of Medina and OEC. Outside of advising, he is involved in managing a long-term rental property through a property management company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment options and operates under a fiduciary standard.

John Dailey Jr. is a financial advisor with Cetera, holding Series 65 and Series 63 designations and 12 years of industry experience. He has worked at Cetera and its affiliated entities since 2019 and previously was self-employed and associated with Citizens Securities and Citizens Bank. Outside of advisory work, he conducts in-store surveys and audit management for Infomax Shelf Management. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, retirement services, and access to multiple program platforms with discretionary and non-discretionary options.

Dennis Harp is a financial advisor with LPL Financial, holding a Series 63 designation and 41 years of industry experience. His prior firms include Edward Jones and METLIFE Securities Inc. Outside of his advisory role, he operates TA-Check Financial, Ltd, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Shereen Moussa is a financial advisor with J.P. Morgan Securities in North Olmsted, Ohio, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has held multiple roles within J.P. Morgan Securities and JPMorgan Chase Bank since 2015, as well as brief experience with Key Investment Services LLC and KeyBank in 2018. J.P. Morgan Securities LLC provides institutional consulting services to entities such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Preston Di Marco is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include work at Ohio Investment Partners and Ashland University. Outside of his advisory work, he serves as a wrestling referee for middle and high schools in Ohio. 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. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by various model portfolios and research.

Karl Kniely is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he collaborates one-on-one with clients to develop personalized financial strategies aimed at pursuing their long-term goals. He integrates insights from Merrill with banking and lending solutions from Bank of America to provide flexible wealth management approaches responsive to changing market conditions. Karl holds a Bachelor's Degree from Cleveland State University and has earned the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He also participates in community organizations through volunteer work, reflecting Merrill’s tradition of engagement in the communities it serves.

Michael Daso is a financial advisor with Equitable Advisors in Lakewood, OH, holding a Series 66 designation and 30 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, for over two decades. Outside of advising, Daso serves as a board member for the Beck Center for the Arts and acts as a consultant for office management at Neighborhood Pediatrics LLC, in addition to his role as treasurer for Lakewood Congregational Church. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm employs a variety of advisory models delivered through third-party sponsors and credentialed representatives, with a focus on ERISA fiduciary services and a broad range of investment options.

Francis Lann is a financial advisor with LPL Financial in Lakewood, OH, holding the Series 63 and Series 65 credentials and bringing 21 years of industry experience. Prior to joining LPL Financial in 2024, he spent 11 years with Money Concepts Capital Corp. He is involved in seminar activities through Benefit Planning Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

Brian Sullivan is a financial advisor with RBC Capital Markets based in Westlake, OH, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His previous roles include positions at UBS Financial Services Inc. and City National Bank. Outside of his advisory work, he owns and manages a part-time rental property in Hilton Head Island, SC. RBC Wealth Management serves a diverse range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple wrap fee advisory programs and customizes investment strategies based on clients’ Advisory Risk Profiles, utilizing a combination of in-house and third-party managers along with various portfolio management options.

Jeanette Cable is a financial advisor with Ameriprise in Broadview Heights, OH, holding a Series 66 designation and 24 years of industry experience. She has worked at Ameriprise since 2018 and previously spent 12 years with Key Investment Services LLC. Cable also owns JAC Steward Co, a tax entity related to her advisory business expenses. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, algorithm-assisted recommendations within a large institutional framework.

Samuel Martello is a financial advisor at RBC Capital Markets with 39 years of industry experience. He holds the Series 63 designation and has worked previously at UBS Financial Services from 2006 to 2020 and at City National Bank since 2020. Martello engages with the community as a guest speaker on finance for Physician Assistant students at Baldwin Wallace University and serves as Co-Chair of the Alzheimer's Association Cleveland Chapter's A Celebration of Hope annual event. RBC Wealth Management, a division of RBC Capital Markets, provides investment advisory, financial planning, custody, and brokerage services to individual, institutional, corporate, and charitable clients. The firm employs tailored portfolio strategies and offers access to a range of in-house and third-party investment managers and specialized program structures.

Lauren Kearney is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Wells Fargo in various capacities since 2009. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and sports & entertainment planning, utilizing Wells Fargo’s research and planning tools.

Rachel Campana is a Financial Consultant at Fidelity Investments, a position she has held since 2026. She has been with Fidelity Investments since 2022, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant. Rachel's approach to financial planning emphasizes integrity and compassion, aiming to understand each client's unique story and provide support through various life stages. Her team focuses on delivering dependable leadership to help clients achieve clarity and confidence in their financial decisions. Outside of her professional role, Rachel enjoys cooking and baking, fitness, reading, and volunteering.

Michael Norman is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors and Edward Jones. Outside of his advisory role, he owns Avon Party Tent Rental. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of financial planning, investment management, and retirement advisory services through a network of independent professionals using various portfolio management and model-based solutions tailored to client needs.

Joseph Miner is a financial advisor at Ameriprise with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Ameriprise and its affiliated entities since 2014. He is also involved with 2uercus Operations LLC outside of his advisory role. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with at least $1,000,000 in net investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions through a centralized consulting team that uses research, modeling, and tax-efficiency analysis to deliver tailored retirement-income recommendations.

Robert Och is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Raymond James Financial since 2009. Och is also the owner of Navancer Group, which manages group insurance and non-variable life insurance elements of his practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored planning and consulting using analytical tools to support client goals and offers specialized services such as municipal and public-finance advisory work.

Nathan Aviles is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 designations. His prior work history includes roles at Charles Schwab Bank, Fifth Third Bank, and The Centers/El Barrio Workforce. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by centralized custody and operational infrastructure.

Adrienne Gaves is a financial advisor with RBC Capital Markets in Westlake, OH, holding a Series 66 designation and nine years of industry experience. She previously worked at UBS Financial Services and Synergy Consulting Group before joining RBC Capital Markets in 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.