John Johnson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His prior work includes positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Brett Gigliotti is a financial advisor with Fidelity Investments in Westlake, Ohio, holding a Series 66 designation and bringing 16 years of industry experience. He has worked at various Fidelity entities since 2010. Outside of advising, he is involved with Magis Consulting LLC, where he provides coaching services to leaders. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Grant Visocky is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2023, he worked at The O.N. Equity Sales Company for five years. Outside of his advisory role, Visocky is involved in insurance sales, including online term insurance through Simpliterm LTD. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various investment approaches.

Jessica Stitts is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Prior to joining Fidelity, she worked at MetroHealth Medical Center for seven years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and oversight.

Brian Miller is a CFP® professional affiliated with LPL Financial, with 25 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 18 years before joining LPL Financial in 2023. Outside of his advisory role, he is connected to Invman, LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive technology and a broad network of over 22,800 advisors.

Dominic Najem is a financial advisor with Morgan Stanley in Westlake, Ohio, holding a Series 66 designation and 28 years of industry experience. His work history includes positions at Merrill and Bank of America prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides financial plans under both direct and corporate agreements.

Kevin Murphy is a financial advisor with UBS Financial Services in Cleveland, OH, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He worked at Fidelity Investments for five years before joining UBS in 2018. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Dawson Treadway is a financial advisor at UBS Financial Services with four years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at firms including Equitable Advisors, Northwestern Mutual, and PNC Bank. In addition to his advisory role, he is a notary for non-equitable related business purposes. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Vincent Franks is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Fidelity Investments since 2021, following roles at The Huntington Investment Company and PNC Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and consult on portfolios and funds.

Vandana Khanna is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked for KeyCorp’s KeyPrivate Bank for 24 years. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Abigail Carr is a financial advisor at Equitable Advisors with Series 66 registration and one year of industry experience. Her prior work includes roles at Plante Moran and involvement with the University of Dayton and Flyer Enterprises. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual and institutional clients, utilizing both firm-offered programs and third-party asset managers to deliver tailored investment solutions.

Evan Olson is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds a Series 66 designation and has worked at Keller Williams, Bank of America, and Merrill prior to his current role. Olson is based in Bay Village, OH. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Clint Gault is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 20 years of industry experience. He has worked with Cetera Advisors LLC since 2013 and operates Wealth Health LLC, a tax and wealth advisory firm. In addition, he is president of the French Creek Foundation, a nonprofit organization. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform with access to various program structures and investment strategies.

Dalyn Herrmann is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Cetera in 2026, Herrmann worked at Morgan Stanley and The Vanguard Group. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Jonathan Bundy is a financial advisor at Thrivent Investment Management with one year of industry experience. He previously worked for Monarch Investment and Management Group from 2012 to 2025. Bundy holds a Series 66 designation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based planning across various financial topics and integrates planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Adam Hignite is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity Investments since 2012, progressing through roles including Vice President, Financial Consultant; Financial Consultant; Investment Consultant; and Financial Representative. Prior to joining Fidelity, he gained experience as an Investment Marketing Intern at ValMark Securities and as a Global Wealth Management Intern at Merrill Lynch. Adam specializes in holistic financial planning, partnering with clients and families to navigate complex life decisions. His professional approach emphasizes integrity, honesty, and respect, focusing on helping clients achieve their personal financial goals. He holds an Arkansas Insurance License.

Michael Aquilino is a financial advisor at Fidelity with 18 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors and Strategic Advisers LLC. His prior experience includes positions at Charles Schwab, Natcity Investments, Inc., and Ameriprise. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from a diverse investable universe, integrating oversight controls and use of affiliated sub-advisers.

Ellis Pristash is a financial advisor with Charles Schwab, holding a Series 66 designation and one year of industry experience. His work background includes roles at Charles Schwab & Co., Inc. since 2023 and Charles Schwab Bank beginning in 2025, as well as prior experience in logistics and various other positions. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of brokerage, advisory, custody, and financial planning services. The firm operates a large-scale, integrated platform featuring both non-discretionary advisory relationships and discretionary separately managed accounts.

Chandler Smith is a financial advisor at Merrill with Series 63 and Series 66 licenses and two years of industry experience. His prior work experience includes roles at Bank of America, The Huntington Investment Company, and Rocket Mortgage/Quicken Loans. 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 investors.

Amy Minnier is a financial advisor with UBS Financial Services in Cleveland, OH, holding a Series 66 designation and 21 years of industry experience. She has been with UBS Financial Services since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation tailored to clients’ goals and risk tolerances.