Thomas Rogers is a financial advisor with Ameriprise in Canfield, Ohio, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Ameriprise and its affiliate since 2013. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered through a centralized consulting team.

Marc Stone is a financial advisor with LPL Financial in Beachwood, OH, holding CFP® and Series 63 credentials and 36 years of industry experience. He has worked with LPL Financial since 1998 and leads Tyler Stone Wealth Management, LLC, which he founded in 2015. Stone also operates Stone Financial Advisors, Inc., and is involved in selling long-term care insurance. 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 of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supported by research and model portfolios from LPL Research and third-party subadvisors.

Loran Ansberry is a financial advisor with UBS Financial Services in Pepper Pike, OH, holding a Series 66 designation and 16 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, Ansberry serves as treasurer for the Women’s Guild at Gesu Catholic School and Gesu Catholic Church and participates in fundraising activities for The Gathering Place. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based strategies. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets and fiduciary services.

Dustin Kincaid is a financial advisor with LPL Financial in Willowick, OH, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Flagstar Bank, PNC Investments, Bank of America, and Merrill. 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, offering a range of financial planning and advisory programs.

William Shero is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and three years of industry experience. His prior work includes roles at JPMorgan Chase Bank and BDO, LLP. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Justine Greenwald is a financial advisor at UBS Financial Services with 28 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Bank of America, Merrill, LPL Financial, and Northcoast Securities. Outside of her financial career, she is involved in acting and commercial work for television, video, radio, and theatre through a for-profit organization called The Talent Group. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets products.

Judith Caine is a financial advisor with Cetera, holding a Series 63 designation and bringing 30 years of industry experience. She has been with Cetera and its affiliated entities since 2013 and is also the owner of JKDM LLC, a financial planning practice. Outside of her advisory work, she serves as president of the Rotary Club of Solon, Ohio, and is a certified coach for the retirement planning software Fit To Retire. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services, providing advisors access to affiliated and third-party managers while managing over $256 billion in assets.

John Koch Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and over 31 years of industry experience. Prior to joining Raymond James in 2024, he worked at Bank of America and Merrill for ten years each. He serves as a committee member on the investment sub-committee for Saint Ignatius High School, a nonprofit organization. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with more than $500 billion in assets under management and over 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting through various programs and serves a diverse client base including individuals, institutions, and government entities, delivering advice on a non-discretionary basis.

Amanda Ptak is currently the Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2026. In this role, she works with individuals and families to develop personalized financial strategies that address retirement planning, portfolio guidance, cash-flow considerations, and multi-generational needs. She takes a collaborative approach to help clients navigate complex financial decisions. Amanda has extensive experience in the financial services industry. Prior to her current role, she was a Financial Consultant at Fidelity Investments from 2023 to 2026. She also held various positions at Citizens Securities, Inc., including Private Client Financial Advisor and Premier Advisor in Wealth Management, from 2013 to 2023. Earlier in her career, she worked as a Senior Relationship Banker at Citizens Bank and a Relationship Banker at PNC Bank. The information provided does not include details about Amanda's education, credentials, or personal interests.

Cynthia Gallagher is a CFP® professional with 20 years of industry experience. She has worked at Lincoln Financial Advisors for 16 years before joining OSAIC in 2025. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of affiliated advisors, utilizing asset-allocation tools, risk assessments, and access to third-party money managers and wrap programs.

Philip Blickensderfer is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Jan Witt is a financial advisor with Osaic Wealth, Inc. based in Orange Village, OH. She holds a Series 63 designation and has 32 years of industry experience, including 27 years at Lincoln Financial Advisors Corporation prior to joining Osaic in 2025. Outside of her advisory role, she is a co-trustee of her husband's revocable living trust and offers index annuities as part of her activities. Osaic Wealth, Inc. serves a diverse client base comprising retail and institutional investors, providing integrated brokerage and advisory services through a network of affiliated advisers. The firm employs asset-allocation tools, risk assessment questionnaires, and automated rebalancing to construct portfolios that include a range of securities and alternative investments.

Christine Kaminsky is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 designations and has 32 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Prior to joining Morgan Stanley, she was associated with Citigroup Global Markets starting in 1995. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs, including tailored financial planning supported by firm-approved tools and analysis methods such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-sponsored financial planning agreements.

Phillip Irvin is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2014. Outside of his advisory role, he serves on the board and finance committee of the Milestones Autism Organization, a health and welfare nonprofit. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and planning tools, with a focus on advisory services rather than individual security recommendations.

Skye Bergeson is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

David Bizjak is a CFP® with 32 years of experience, currently affiliated with Raymond James Financial Services Advisors Inc. since 2015. He is also the owner of DB Financial Services Inc., where he is involved in selling life insurance and operates a related support company. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities, offering customized, non-discretionary solutions tailored through financial planning tools and risk-based reviews.

Patricia Wojtonek Gioitta is a financial advisor with LPL Financial in Willowick, Ohio, holding a Series 66 designation and bringing 23 years of industry experience. She has been associated with both LPL Financial and Flagstar Bank N.A. since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research.

David Grossman is a financial advisor with Edward Jones in Solon, OH, holding a Series 63 designation and over 30 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1995. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a broad spectrum, including households of varying net worth, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options under a fiduciary standard.

Domingo Muniz is a Planning Consultant who partners with Wealth Management Teams in Columbus, OH. He works with clients to build their own Financial Plan, focusing on leveraging Fidelity's resources to provide customized strategies for managing complex financial needs. Domingo's professional experience includes roles at Fidelity Investments as a Relationship Manager from 2025 to 2026 and as a Financial Representative from 2023 to 2024. Outside of his professional work, Domingo engages in family activities and enjoys football, gardening, hiking, and running.

Stephanie Stone is a financial advisor with LPL Financial in Beachwood, Ohio, holding a Series 66 designation and four years of industry experience. She is also the founder of Tyler-Stone Wealth Management, an independent registered investment advisory firm launched in 2021. Stone has been with LPL Financial since 2016 and has operated her own advisory business concurrently since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including 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 retirement plan consulting services, utilizing discretionary and non-discretionary management alongside model portfolios and research from multiple sources.