Evan Pirc is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at PNC Investment LLC and several entrepreneurial ventures, including Erin Christopher Holdings LLC and Pirc Company Landscaping & Snowplowing LLC. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and planning without portfolio management or discretionary trading authority. The firm’s services include comprehensive recommendations across various planning areas and an option to combine planning with managed-account programs under a consolidated billing system.

Richard Croasdaile III is a Certified Financial Planner (CFP®) with 39 years of experience in the financial services industry. He is currently with Morgan Stanley, where he has worked since 2017, following prior roles at Bank of America N.A. and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery conversations and advanced modeling tools.

Peter Dougherty is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1992 and joined Merrill in 1999. He serves as one of the senior advisors on the Dougherty Group, focusing on helping individuals, professionals, families, and privately held businesses develop strategies to build and sustain wealth and reduce complexity in their financial lives. Peter has developed a niche in Alternative Investments and Family Enterprise Planning. He holds a bachelor's degree from John Carroll University and has completed postgraduate training at The University of Pennsylvania's Wharton School of Business, Harvard University, and the University of Southern California. Peter maintains professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a board member for Attorneys for Family Held Enterprises and serves as Chairman for VeloSano in Northeast Ohio for Bank of America Merrill Lynch. Peter and his wife, Laura, live in Chagrin Falls with their two children and are active in the community, supporting organizations such as the Cleveland Clinic VeloSano. His community involvement has been recognized with the President's Volunteer Service Award from the White House for two consecutive years.

Gregory Polyak is a financial advisor with LPL Financial in Chagrin Falls, OH, holding a Series 63 designation and 25 years of industry experience. He has been with LPL Financial and its predecessor entity since 2004. Outside of his advisory role, he owns a one-bedroom condominium in Chagrin Falls. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Robert Wert is a financial advisor with Wells Fargo Advisors in Beachwood, Ohio, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes nearly 17 years with Wells Fargo entities prior to his current role. Outside of his advisory work, he serves on the finance council for the Diocese of Allentown and acts as a trustee for a family trust. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options that include retirement, education, and specialized areas such as business-owner transition and special-needs planning. The firm integrates advisory services with various financial products and referral channels through a large network of advisors.

Peter Glovna III is a financial advisor at OSAIC with 29 years of industry experience. He holds a Series 63 designation and previously worked for Lincoln Financial Advisors Corporation for 27 years. Outside of his advisory role, he is involved in insurance activities, including offering premium financing and servicing fixed insurance products such as annuities and long-term care insurance. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

David Doll is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and previously at UBS Financial Services from 2013 to 2017. Doll serves on the board of the Woodruff Foundation, a charitable organization in Cleveland, Ohio. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm‑approved tools and market simulations.

Mark Knight is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 1996. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors, combining institutional advisory operations with affiliated brokerage and investment management capabilities.

Toni Fry is a financial advisor with Primerica Advisors in Beachwood, OH, holding 10 years of industry experience. She has held various roles, including at Pfs Investments Inc. and Primerica Financial Services, and owns a cleaning services business. Primerica Advisors is a large institution serving primarily individual investors through a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers.

Christa Repas is a CFP® and Series 66-registered advisor with 12 years of industry experience. She is currently with Cambridge Investment Research Advisors, where she has worked since 2019, and previously worked at Wells Fargo Clearing and Wernick Wealth Management Group. In addition to her advisory role, she is a notary public and owns a consulting and coaching business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing various custody platforms and both proprietary and third-party investment strategies.

Laurence Santagata is a financial advisor at Cetera with 21 years of industry experience. He holds a Series 63 designation and has worked at various firms, including Avantax Insurance Agency and Avantax Advisory Services. Outside of financial advising, he is the owner of Santagata Fini LLC, which provides accounting and income tax preparation services, and serves as the treasurer for the Rivers Edge Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a broad range of investment strategies and program structures.

Steve Wasinski is a Financial Consultant at Fidelity Investments. In this role, he partners with clients to develop holistic financial plans by understanding their goals and preferences, utilizing Fidelity's tools and resources to implement prudent long-term investment strategies. Steve's professional experience at Fidelity includes positions as a Planning Consultant from 2024 to 2025, an Investment Consultant in 2025, and currently as a Financial Consultant. Through these roles, he has focused on making the retirement planning process simple and organized for his clients. Outside of his professional work, Steve enjoys biking, attending concerts, participating in family activities, fitness, outdoor adventures, and running.

Howard Kleckley Jr. is a financial advisor with Primerica Advisors in Euclid, OH, holding a Series 63 designation and 34 years of industry experience. He has been with Primerica Advisors since 1992 and previously worked at Dillard's from 2017 to 2019. Outside of his advisory role, he works as a notary and has part-time experience as a delivery driver for Uber Eats and DoorDash. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm uses third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.

Jared Brill is a financial advisor with J.P. Morgan Securities in Willoughby, Ohio, holding Series 66 and Series 63 licenses and four years of industry experience. His career includes roles at J.P. Morgan Securities LLC, Jpmorgan Chase Bank, Huntington National Bank, AAA East Central, and PNC Investments. Outside of finance, he has worked as a baseball umpire for over 15 years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Thomas Dattilo is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise in Chagrin Falls, OH. He has worked at Ameriprise since 2017 and previously spent eight years with UBS Financial Services Inc. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, utilizing a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports.

Darren Ewaska is a financial advisor with LPL Financial in Chardon, Ohio, holding a Series 63 designation and over 35 years of industry experience. He has been with LPL Financial and its predecessor entities since 2004. Outside of financial advising, he is co-owner of a restaurant, Aces Grille, and has been involved in opening other restaurant ventures. 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, financial planning, and brokerage services, including discretionary and non-discretionary portfolio management supported by in-house and third-party research.

David Bennett is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and over 51 years of industry experience. He has been with Merrill since 1974 and also associated with Bank of America since 2009. Outside of his advisory role, he serves as President of the Board for New Directions for Living and as Co-President of the Board for Western Reserve Community Development Corp, both nonprofit organizations. Merrill provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies across a wide client base that includes individuals, pension plans, and charitable organizations. The firm integrates its offerings within Bank of America’s broader corporate platform, providing access to a diverse range of investment products and services.

David Mercado is a Senior Financial Advisor with Merrill Lynch Wealth Management and a key member of the KMME Group located in Pepper Pike and Westlake, Ohio. He has been with Merrill/Bank of America since 2010 and joined the KMM Group as a Financial Advisor in 2017. David serves high-net-worth individuals, families, and business owners, focusing on a personalized, goals-based approach to financial planning and investment management. With over two decades of experience, David provides comprehensive strategies encompassing retirement planning, estate considerations, risk management, and tax-efficient investing. Prior to his current role, he held positions such as Associate Market Executive for Merrill's Northeast Ohio Market—where he led the Financial Advisor Development Program—and Wealth Management Banking Regional Manager covering multiple states. His earlier career includes roles in middle market commercial real estate lending, retail banking, and insurance. David holds a bachelor's degree and a Master of Business Administration from Cleveland State University and maintains a Personal Investment Advisor designation. He has been involved with Trinity Lakewood Community Outreach and focuses his community efforts on addressing food insecurity and low-cost housing. Residing in Avon, Ohio, David lives with his wife Samantha; they have four children, one grandson, and two dogs.

Janet Padula is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 18 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Cheryl Lidawer is a financial advisor at Fidelity with 40 years of industry experience. She has held roles at Morgan Stanley Private Bank, Morgan Stanley, Bank of America, and Merrill prior to joining Fidelity. She holds Series 63 and Series 66 designations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.