Jacqueline Purcell is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she works closely with clients and their families to identify financial needs and develop strategies aimed at wealth acquisition, growth, and transition through changing goals. As part of the Wadsworth Potosky Purcell Group, she focuses on creating financial strategies tailored to each client's unique objectives. Jacqueline brings experience as a former senior executive of a Cleveland-based company, providing a distinct perspective to her advisory role. Her areas of focus include personal retirement planning, women and wealth, and retirement income. She holds the Professional Investment Advisor (PIA) designation and has completed education at Glenforest Secondary School and Humber College. She is actively involved in her community, including membership in the Chagrin Valley Chamber of Commerce and participation in the Chagrin Valley Women's Club. In her spare time, Jacqueline enjoys cooking, gardening, skiing, spending time with her family, and traveling.

James Huck is a CFP® professional with 25 years of industry experience, currently serving at Morgan Stanley in Venice, FL. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as treasurer and a member of the finance committee for Spring Meadows Country Club in Linden, Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Joen Van Oppen is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He has held positions at Thrivent Investment Management and Thrivent Financial For Lutherans since 2007. Outside of his advisory role, he is the owner of an LLC established to purchase land and develop a retirement home in New Mexico. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm focuses on holistic, goal-based planning and offers a consolidated billing option that combines planning with managed-account services, while maintaining planning and portfolio management as separate offerings.

Cassie Collins is a financial advisor at Edward Jones with nine years of industry experience. She holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2016. Based in Venice, FL, her career has been focused entirely within the firm. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bogdan Korszen is a financial advisor at Raymond James & Associates in Venice, Florida, with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Raymond James since 2007. Outside of his advisory role, he is a partner in HT Central LLC and participates in managing trust-related activities as a trustee. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles, research resources, and specialized advisory services, including municipal advisory and employer consulting programs.

Bruce Lubatkin is a CFP® professional with over 32 years of experience in financial advisory. He is currently affiliated with LPL Financial and has held prior roles at Cetera and within his own Lubatkin Financial Group, which he has led since 2003. 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 portfolios, third-party asset management, and institutional platforms.

Jonatan Diaz is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2018, also maintaining a position at Wells Fargo Bank, N.A. since 2015. Outside of his advisory role, Diaz is a 50% owner of JDP Construction, LLC, involved in managing residential property development. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Anthony Tee is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and over 34 years of industry experience. His prior roles include positions at SagePoint Financial, Next Financial Group, Inc., and Raymond James Financial Services, Inc. He is also a licensed insurance agent authorized to offer non-securities insurance products to clients. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm provides a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization, and access to third-party money managers and alternative investments.

Christopher Murrer is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Valic Financial Advisors, Western Southern Life, and New York Life. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

James Fryrear is a financial advisor with Wells Fargo Advisors, holding Series 65 and Series 63 credentials and bringing 29 years of industry experience. Prior to joining Wells Fargo Advisors in 2023, he worked at Wells Fargo Clearing from 2016 to 2023. Outside of his advisory role, he is a co-trustee for his father’s trust and holds a significant ownership interest in MAGIS, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services tailored to clients who meet a net-worth threshold, with planning engagements typically structured as discrete projects using Wells Fargo’s research and tools.

Lou Athanas Jr. is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2009 and 2015, respectively. He serves as a board member of the Gilford Educational Endowment Fund, a nonprofit focused on children and youth. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques to develop tailored financial plans.

Dylan Kakley is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, he partners with clients to develop customized financial plans aimed at helping them achieve their goals with comfort and confidence. He emphasizes integrity and personalized guidance in his client relationships. Dylan has experience in various financial advisory roles, including positions as an Investment Consultant and Investment Solutions Representative at Fidelity Investments from 2021 to 2023, a Private Client Banker at J.P. Morgan Chase Private Client from 2020 to 2021, and a Financial Advisor at Merrill Lynch from 2018 to 2020. Outside of his professional work, Dylan's personal interests include boating, family activities, fitness, music, reading, and volunteering.

James Ledbetter is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 22 years. Ledbetter is involved in leadership and administration through Peniel Reflection, LLC, a company supporting Ameriprise franchises, and participates in the Ameriprise Christian Franchise Advisor Network. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Thomas Feeney is a financial advisor with Morgan Stanley in Venice, Florida, holding Series 63 and Series 65 registrations and 29 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Feeney serves as a successor trustee in an investment-related trust outside of his advisory role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by proprietary tools and offers access to diverse investment strategies through its extensive network.

Joseph Giacobbo is a financial advisor with Stifel, holding a Series 66 designation and beginning his industry career in 2022. His work history includes tenures at Morgan Stanley, Northwestern Mutual, and Surety Title. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs proprietary investment analysis and allocation methods developed by its Investment Strategy Group to support client decision-making.

Michael Cryan is a financial advisor with Cetera, holding CFP® and Series 63 designations and bringing 34 years of industry experience. He previously worked for Avantax Advisory Services and Avantax Investment Services, totaling over 30 years at those firms. Outside of advising, he operates an accounting and bookkeeping business under his CPA license. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts, offering diverse portfolio management and financial planning services through a large network of independent advisors.

Jonathan Spafford is a financial advisor at Ameriprise with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he is involved in a real estate business through J Spaff LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations.

John Moses is a Certified Financial Planner (CFP®) with 46 years of experience in the financial industry. He is currently affiliated with Morgan Stanley, where he has worked since 2021, including positions at Morgan Stanley Private Bank, N.A. Outside of his advisory work, John writes and performs music, practicing piano as a personal pursuit. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Ryan Reynolds is a financial advisor with J.P. Morgan Securities in Punta Gorda, FL, holding Series 63 and Series 65 credentials. He has 18 years of industry experience, including roles at Merrill, Wells Fargo Clearing, and Allstate Financial Advisors. Reynolds has been with various J.P. Morgan entities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting.

Lisa Morse is a financial advisor at Morgan Stanley in Venice, FL, with 9 years of industry experience. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she is a co-owner and operations partner of The Seaspray Group LLC, a business involved in healthy vending machines. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery and firm-approved tools, offering tailored solutions without individual security recommendations as part of standalone plans.