Kevin Forney is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2011, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning using firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Trevor Valentine is a financial advisor at Fidelity with 23 years of industry experience. He holds a Series 66 designation and has worked in various capacities at Fidelity since 2010, including roles at Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative and algorithmic methods and manages portfolios using systematic methodologies and long-term asset allocation benchmarks.

Thomas Jewett is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and has previously worked at Foundations Worldwide Inc. and in automotive and educational sectors. Jewett is a committee member of the HIT Living Foundation, where he volunteers on the finance and investment committee. Raymond James & Associates is a large dually registered broker-dealer and investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning, investment consulting, and municipal advisory services.

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.

Nicholas Di Santo is a financial advisor with J.P. Morgan Securities in Cleveland, OH, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with J.P. Morgan Securities since 2009 and has worked at JPMorgan Chase Bank, N.A. since 1987. Outside of his advisory role, he serves as a director for CHN Housing Partners, a nonprofit focused on sustainable neighborhoods and community development in Cleveland. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

David Allen is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Goldman, Sachs & Co. and Equity Trust Company. In addition to his advisory role, he serves as a Plan Commissioner for the City of Rocky River. J.P. Morgan Securities 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 recommendations.

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.

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.

John Koch Jr. is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America, N.A. and Merrill. He serves as a committee member on the investment sub-committee for Saint Ignatius High School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities with financial planning and advisory services, offering a range of portfolio management styles supported by firm research and affiliated sub-advisers.

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.

Regan Sweeney is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2021. Prior to that, he was with Alliance Bernstein and KeyBanc Capital Markets. He also has experience at St. Ignatius High School in Cleveland, Ohio. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Harold Barnes is a financial advisor with Wells Fargo Clearing in Cleveland, OH, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of investment products, such as insurance-related vehicles and bank deposit sweep options, than many large institutional advisors.

Dianna Reiser is a Series 66-registered financial advisor with UBS Financial Services in Cleveland, Ohio, where she has worked since 1993, accumulating 29 years of industry experience. She has spent her entire advisory career at UBS. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, leveraging proprietary research and model-based asset allocations to tailor strategies to client goals.

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.