Mark Krasienko is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Key Corp, Huntington National Bank, and Lowe’s. Outside of finance, he owns and operates a home improvement and repair business. 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 an ESG eligibility framework in its offerings.

Dustin Davies is a financial advisor with J.P. Morgan Securities in Brecksville, OH, holding a Series 66 designation and having 12 years of industry experience. His prior roles include positions at TD Ameritrade and PNC Investments. 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 when recommending strategies.

Gregory Keegan is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2017, following three years at Key Private Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Nathan Dorner is a Series 66-licensed financial advisor with 14 years of experience at Thrivent Financial For Lutherans and Thrivent Investment Management. He is based in Berea, Ohio. Outside of his advisory role, Dorner serves as a member of the Staff-Parish Relations Committee at Garfield Memorial United Methodist Church and is a partner in the Trilobite Group, LLP, overseeing management decisions related to a subleased office building. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based, holistic financial planning without discretionary trading authority. The firm offers one-time or ongoing planning engagements and integrates these plans with a managed-account program through a consolidated billing system called WealthPlan.

Joseph Kean is a financial advisor with Cetera, holding a Series 66 license and with 22 years of industry experience. He has worked with Cetera and associated entities since 2014. Outside of advisory services, he serves as a board member for Bentley Park HOA in Avon, Ohio. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services and access to third-party money managers.

Anthony Jenkins is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 credential and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2024. His background also includes employment with Ancora Holdings, the Cleveland Browns, and the University of Richmond. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and manager due diligence. The firm offers non-discretionary advice through a select group of Wealth Advisors and incorporates an ESG eligibility framework when recommending strategies.

Lucas Franks is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. His prior roles include positions at TD Ameritrade, PNC Investments, and Key Investment Services LLC. Fidelity’s Strategic Advisers LLC offers 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 diversified model portfolios.

Jennifer Musille is a financial advisor at Cetera with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including PNC Wealth Management and Elios Financial Group. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Joseph Krueger II is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding a Series 66 designation and with 26 years of industry experience. He has been with Robert W. Baird & Co. since 2015. Outside of his advisory work, he is a member of Bay Rockets Assoc in Bay Village, OH, where he holds check signing authority. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, separately managed accounts, and municipal advisory services, supported by internal research and ongoing manager monitoring.

Taya Hines is a financial advisor with Equitable Advisors in Independence, Ohio. She holds a Series 66 designation and has one year of experience in the industry. Prior to her current role, Ms. Hines worked at Home Depot and American Greetings. Outside of finance, she is involved in several modeling agencies and participates in event planning activities. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and a variety of asset management programs. The firm’s approach includes matching clients to program models or discretionary managers, utilizing third-party asset managers and endorsed advisory programs.

Michael Panzeca is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity and its affiliates since 2012. Outside of finance, he is involved in music as a performer and producer, writing and recording music through his own production company. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Noah Rupp is a financial advisor at Morgan Stanley in Cleveland, OH, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked at UBS Financial Services and HBKS Wealth Advisors. Outside of finance, he has experience with Erie Beer Company and has been involved with organizations including Kahkwa Club and John Carroll University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning solutions supported by firm-approved tools and research.

Nadia Sajovie is a financial advisor with Cetera in Cleveland, OH, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. She has worked at Cetera and affiliated entities since 2023 and previously at Key Investment Services in various roles from 2016 to 2023. Outside of her advisory role, she is a registered caretaker for her adult disabled son through the Ohio Department of Medicaid. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management and financial planning through a multi-manager platform that supports various investment strategies and program structures.

Melis Bilski is a CFP® and Series 66 licensed financial advisor at Edward Jones with nine years of industry experience. She has been with Edward Jones since 2017 and spent one year coaching gymnastics at Great Lakes Gymnastics prior to her current role. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the country.

Gus Marzavas is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds a Series 66 designation and previously worked at U.S. Bancorp Investments, Inc. for eight years before joining RBC Capital Markets in 2022. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, tax-management options, and alternative investments.

Nicholas Hamrlik is an advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to his current role, he worked in various positions including at Lowes and Marion L. Steele High School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products. The firm integrates advisory programs with sales of financial products and utilizes both in-house and third-party portfolio management solutions.

Karrie Simm is a financial advisor with Raymond James & Associates, holding a Series 66 license and having 12 years of industry experience. Her prior roles include positions at Bank of America and Merrill Lynch. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and government entities, offering financial planning and consulting with a range of portfolio management styles and municipal advisory services.

Caitlin Gall is a financial advisor at Morgan Stanley in Westlake, OH, holding Series 65 and Series 63 licenses with five years of industry experience. Her prior work includes roles at The Ohio State University and UBS Financial Services. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers its services through both direct and corporate financial planning agreements.

Elliott Veenstra is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. His prior work includes roles at Ohio Northern University, The Union Bank Co., and Northwestern Mutual. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios that utilize mutual funds, ETFs, and ETPs.

Angela Marsh is a financial advisor with Merrill in Westlake, OH, holding a Series 66 designation and 24 years of industry experience. She has been with Merrill Lynch since 2000. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.