Piero Colecchia is a CFP® and ChFC® with 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2006. J.P. Morgan Securities LLC provides institutional consulting services to 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

David Gottlieb is a financial advisor at Edward Jones with 36 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1995 and holds a Series 63 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Lawrence Di Bartolomeo is a financial advisor at OSAIC with 53 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Advisors Corporation from 1999 to 2025. Outside of advising, he is involved in insurance sales and consulting through his ownership of DiBart Insurance Agency Corporation and manages several legal entities related to insurance and pharmacy consulting. He is also engaged in acting and modeling through his entertainment LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits, offering integrated brokerage and advisory services with access to a broad range of investment products and third-party managers.

Lisa Casper is a financial advisor at Ameriprise with a Series 66 credential and three years of industry experience. Prior to joining Ameriprise, she worked at Allstate Insurance and TestOil. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Vincent Dagostino is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 29 years of industry experience, including roles at Cambridge Investment Research Advisors since 2013 and founding Mayfield Financial Services in 1996. Outside of advisory work, he serves as president of Mayfield Financial Services, providing tax preparation, business consulting, and accounting services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals and uses multiple portfolio management platforms with both proprietary and third-party strategies.

Taylor Stone is currently a Planning Consultant at Fidelity Investments. In this role, Taylor focuses on providing holistic financial planning services, collaborating with clients to understand their needs and plan according to their preferences. Taylor has experience at Fidelity Investments spanning several roles, starting as a Financial Representative in 2024, progressing to Relationship Manager in 2025, and advancing to the current position as Planning Consultant in 2026. This progression reflects a growing depth of expertise in client relationship management and financial planning. Additional information regarding education, credentials, personal interests, or community involvement has not been provided.

Daniel Kriz is a financial advisor at Charles Schwab with 15 years of industry experience. He holds the Series 63 and Series 66 licenses. His work history includes roles at Charles Schwab Bank, Charles Schwab, TD Ameritrade Investment Management, and Scottrade. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 offers a combination of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and a centralized operational structure.

Brett Ansberry is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at Charles Schwab and Co., Inc. and Charles Schwab Bank since 2022, following a 12-year tenure at TD Ameritrade. 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 offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a centralized operational structure.

Sharron Shaw is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2023 and is also involved with Reserve Investment Group, Incorporated and Shaw Crosby Insurance Brokerage, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Allyn Mc Naughton is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. 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 programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

George Hearst III is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at Charles Schwab Bank, Shaw JCC, Roofsmith Restoration, and the University of Tennessee Knoxville. 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 offers a client relationship model that combines non-discretionary advisory recommendations with access to discretionary separately managed accounts, supported by a centralized operational structure.

Anthony Marchetto is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Chmura Economic & Analytics for four years and was employed by the Seattle Mariners for three years. He holds the Series 66 designation. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Dolohanty is a financial advisor with LPL Financial in Chagrin Falls, OH, holding Series 63 and Series 65 credentials and with 34 years of industry experience. He has been with LPL Financial since 1994. Outside of his advisory role, he operates a tax preparation and financial planning business and is a licensed CPA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial services through a national network of investment adviser representatives, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jeffrey Izsak is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing and its affiliated entity since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ivana Musa is an Investment Consultant currently working at Fidelity Investments since 2022. She has held various roles in the financial sector, including Financial Consultant positions at Equitable Financial from 2021 to 2022 and Pension Advisors from 2012 to 2019, as well as a Relationship Manager role at Principal Financial from 2019 to 2021. Ivana focuses on understanding her clients' unique financial narratives to provide tailored guidance and connect them with specialists who utilize advanced planning tools. Her approach emphasizes empowering clients to make confident decisions throughout their financial journeys. Outside of her professional work, Ivana has interests in art, golf, parenthood, skiing, soccer, and traveling.

Jennifer Morris is a financial advisor at Merrill with 27 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1997. The firm provides managed account services through the Select Portfolio Solutions program to a diverse client base, including individuals, high-net-worth clients, and institutional investors. Merrill integrates its investment offerings with Bank of America’s broader platform, providing access to a wide range of products and strategies managed by affiliated and third-party managers.

Natalie Zinni is a financial advisor at Merrill with Series 63 and Series 66 designations and one year of industry experience. Her prior roles include positions at Bank of America, JPMorgan Chase, and Nations Lending Corporation. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of discretionary and model-based investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates its investment services with Bank of America’s broader platform, providing access to a wide set of products and services.

Ronald Pirro is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior experience includes 18 years at B. Riley Wealth Management and 3 years at B. Riley Wealth Advisors, Inc. He is president of Pirro Financial Group LLC, a securities-related business through which he provides financial advisory services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party model portfolios.

Raymond Braum is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 26 years of industry experience. He has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and comprehensive investment research.

Samuel Salvino is a Private Wealth Manager at Merrill Private Wealth Management. He works with ultra-high net worth clients, including corporate executives, entrepreneurs, and multi-generational families, focusing on family wealth management strategies, liquidity management, managing new wealth, philanthropic planning, portfolio management services, and tax minimization. Samuel and the team at Moeder Salvino & Associates leverage their combined industry knowledge to provide a comprehensive and tailored client experience. Prior to joining Merrill, Samuel worked at a London-based family office, where he was involved in investment selection, due diligence, and operational support. He began his career in financial services as a Wealth Management seasonal associate at Merrill in 2018. Samuel holds a bachelor's degree in Finance from Richmond, The American University in London and holds the Personal Investment Advisor (PIA) professional designation. Samuel currently resides in New York City. Outside of his professional responsibilities, he enjoys fly fishing, running, and other outdoor activities.