Idris Merriman is a financial advisor with Primerica Advisors in Euclid, OH, holding Series 63 and Series 65 designations and bringing 46 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 1987. Outside of investment advisory, he engages in sales of mortgage and home-related products through affiliated companies and is a notary. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Tammy Blough is a financial advisor with Morgan Stanley in Pepper Pike, OH, holding a Series 66 designation and 22 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets from 2000 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies supported by its Global Investment Committee.

Justin Petty is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and six years of industry experience. His work history includes roles at Thrivent Financial since 2020, as well as prior positions at Energy Harbor, Performance Bicycle, and FirstEnergy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of financial topics. The firm combines holistic, goal-based analyses with managed-account program options while maintaining planning and management as separate services.

Amanda Brunnett is a financial advisor at Osaic Wealth, Inc. with 18 years of industry experience. She holds a Series 66 designation and has worked with firms including Financial Planners of Cleveland and Royal Alliance Associates. She also serves as Director of Financial Planning at Heritage Financial Planners, where she prepares financial plans and manages client account services. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party investment management. The firm employs advanced portfolio construction tools and supports both discretionary and non-discretionary account management.

Joseph Kosek is a CFP®-certified financial advisor at OSAIC with 43 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 27 years before joining OSAIC in 2025. Outside of his advisory role, he serves as president and board member of a neighborhood association. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charities through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a variety of investment strategies and third-party management solutions.

Alexandria Michel is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, she worked in education at Open Door Christian School, Brunswick City Schools, and Buckeye City Schools. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Jerome Johnson is a financial advisor with Primerica Advisors in Euclid, OH, holding 12 years of industry experience. He has been with Primerica Advisors since 2013 and has a longer tenure with Primerica Financial Services beginning in 2008. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies of Primerica. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which includes model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities while offering a tiered percentage-based fee model.

Lira Wilson is a financial advisor at Morgan Stanley with a Series 66 designation and 30 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and methodologies.

Francine Hollis is a financial advisor with Primerica Advisors, holding 10 years of industry experience. She has worked at PFS Investments Inc. since 2015 and has been with Primerica Financial Services since 2013. Hollis is involved in additional business activities including sales of loan products and home-related services through affiliated companies, and she is a partner at Ronald Hollis Jr., LLC, a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee model, delegating trading responsibilities to BNY Mellon Advisors.

Ivan Gavran is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has been with various Fidelity entities since 2005. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across multiple investment products and platforms.

John O'Connor is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked within various Morgan Stanley entities since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through financial advisors and estate planning strategies.

Bobbi Bruner is a CFP®-designated financial advisor with over 21 years of industry experience. She is currently affiliated with Raymond James Financial Services Advisors, Inc. and holds leadership roles as COO and partner at Carver Financial Services LLC, as well as president of BB4 LLC, which holds her equity in Carver Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and corporations. The firm emphasizes tailored, non-discretionary planning and uses analytical tools to support client goals.

Christopher Royer is a Financial Advisor with Merrill Lynch Wealth Management, specializing in areas including Employee Financial Health, Small Business Strategies, Women and Wealth, and Retirement Income. He brings 25 years of experience navigating life stages with clients, understanding the emotional aspects of financial decision-making. Through a personalized approach, he aims to guide clients to a state of peace of mind by ensuring the best decisions are made at each stage of life. Royer collaborates with a team of experienced professionals to assist individuals and business owners in achieving their financial objectives. His background as an executive coach and risk manager supports clients in staying accountable to the financial plans they develop together. He holds the Personal Investment Advisor (PIA) designation and has earned a Bachelor's Degree from Ashland University as well as a Master of Business Administration (MBA) from Loyola University Chicago. Outside of his professional work, Christopher Royer is involved with the Alzheimer's Association and enjoys personal interests such as basketball, drawing and sketching, golfing, photography, pickleball, and spending time with his family.

John Kiss is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and previously worked at ROCKET Mortgage for five years. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment platforms.

Polly Small is a financial advisor with Raymond James Financial, holding ChFC® and Series 63 designations and bringing nine years of industry experience. Her work history includes roles at Carver Financial and Raymond James Financial Services Inc. She is also employed as a sales assistant with CFS, LLC, a support company outside investment-related activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports its clients through various advisory programs and institutional consulting.

Zachary Higgins is a financial advisor at OSAIC with Series 63 and Series 66 credentials and two years of industry experience. He has previously been associated with Mass Mutual Investors Services and UBS Financial Services. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm combines brokerage and advisory services with financial planning and offers portfolios that include a range of asset classes managed using firm-provided tools, third-party managers, and both discretionary and non-discretionary approaches.

James Egan is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Fifth Third Securities and Fifth Third Bank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Van De Motter is a financial advisor with Morgan Stanley who holds a Series 63 designation and has 35 years of industry experience. His prior roles include positions at Citigroup Global Markets and various Morgan Stanley entities since 1999. He serves as a board member of The Bicknell Foundation, where he helps oversee investment policy and management of fund assets. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and a broad array of investment programs with over $2.7 trillion in client assets under management.

Stephen Mihalek is a financial advisor with Morgan Stanley in Pepper Pike, OH, holding a Series 66 designation and 24 years of industry experience. Prior to his current roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2024, he worked at J.P. Morgan Securities from 2012 to 2024. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. 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.

Craig George is a financial advisor at LPL Financial with 17 years of industry experience. He previously worked at Edward Jones for 16 years before joining LPL in 2025. Outside of his advisory role, he serves as Vice President of Natural Journey Farm LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a wide range of investment approaches and offers extensive operational and research tools while managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.