ADVISOR BIO

Andrea Marie Badza is a financial advisor registered with Global Retirement Partners LLC and has been in the industry since November 18, 1999. Andrea is a Chartered Financial Consultant and is registered in Ohio. Andrea's professional experience includes working with KESTRA INVESTMENT SERVICES, LLC, VALMARK SECURITIES, INC., NEW ENGLAND SECURITIES, Global Retirement Partners, LLC, and LPL FINANCIAL, LLC. Andrea offers financial planning and portfolio management services to individuals, businesses, and retirement plans.

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ADVISOR BIO

Bo Li is a financial advisor at Cetera Investment Advisers LLC, with over 30 years of experience in the industry. Bo is registered with the state of Ohio as an Investment Advisor Representative and also holds Series 6, 7, 63 and 65 licenses. Bo is a registered representative for Cetera Advisors LLC. Bo is a member of the Financial Industry Regulatory Authority (FINRA). Bo's office is located in SOLON, Ohio.

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ADVISOR BIO

Brenda Jo Johnson is a financial advisor with Commonwealth Financial Network. Brenda has been working in the financial industry since 2014. Brenda is registered with the state of Ohio and is a Certified Financial Planner. Brenda's areas of expertise include financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals. Brenda has experience working with high-net-worth individuals, corporations, and other businesses. Brenda's firm, Commonwealth Financial Network, is a national financial services firm with over 2,500 licensed agents and 3,300 investment advisor representatives. Commonwealth Financial Network provides a variety of financial services, including financial planning, investment management, retirement planning, and insurance.

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ADVISOR BIO

Brian Schlotter is a financial advisor with over 20 years of experience in the industry. Brian currently works for LPL Financial LLC in Solon, OH. Brian has been registered with the state of Ohio as a Registered Investment Advisor since 2019. Brian has passed both the Series 7 and the Series 66 exam. Brian has worked with a variety of clients including individuals, corporations, and institutions.

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ADVISOR BIO

Caroline Aarons is a financial professional at Cetera Investment Advisers LLC, located in Solon, OH. Caroline has been in the financial services industry since 2018 and holds the Series 7TO and SIE licenses.

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ADVISOR BIO

Cory Nutter is a financial advisor with Commonwealth Financial Network. Cory has been working in the financial services industry since 2008. Cory is a Certified Financial Planner™ professional and holds a Series 66, Series 7, and SIE licenses. Cory is registered to provide investment advice in 18 states. Cory's office is located in SOLON, OH.

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ADVISOR BIO

Craig George is a financial advisor with Edward Jones, based in SOLON, OH. He has been in the industry since August 2009, and holds the Series 7, Series 66 and SIE licenses. Craig is a registered investment advisor and has worked with a wide variety of clients, including individuals, families, businesses, and retirement plans. He provides a range of services, including financial planning, portfolio management, and retirement planning. Craig is committed to helping his clients achieve their financial goals.

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ADVISOR BIO

David Gottesman is an investment professional with over 18 years of experience in the financial services industry. David is currently registered with Commonwealth Financial Network in Solon, OH and Minneapolis, MN. David has held previous positions with Innovation Partners LLC, Northern Lights Distributors, LLC, Mount Yale Securities, LLC, ING America Equities, Inc. and Princeton Fund Advisors, LLC. David has passed the Series 6, 7, 63, 66 and SIE exams. He is a registered representative with the Financial Industry Regulatory Authority (FINRA) and holds state registrations in Minnesota and Ohio. David provides investment advice and financial planning services to individuals, families, businesses and charitable organizations.

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ADVISOR BIO

David Bizjak is a financial advisor in Solon, OH, and has been in the industry since 1994. He is currently registered with Raymond James Financial Services Advisors, Inc. and has also worked for Stifel, Nicolaus & Company, Incorporated and Wachovia Securities, LLC. David specializes in providing financial planning, portfolio management, and other advisory services. He has a wide range of experience working with individual investors, corporations, and institutions.

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ADVISOR BIO

David Grossman is a financial advisor with Edward Jones, a well-established firm with over 19,000 licensed agents across the United States. David has been a registered representative since 1995, holding licenses in several states. David focuses on financial planning, portfolio management for individuals and businesses, and pension consulting. David is committed to providing personalized financial advice tailored to the unique needs of each client.

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