Jessica Burvis is a financial advisor at Fidelity with Series 66 credentials and three years of industry experience. She has worked at Fidelity Investments since 2022 and previously spent seven years at MetroHealth Medical Center. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary advisory portfolios.

Brian Miller is a CFP® certificant with 24 years of industry experience. He is currently with LPL Financial, having joined in 2023 after 18 years at Ameriprise Financial Services, Inc. Miller is based in Independence, OH. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services, offering both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

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 Series 66 licensed financial advisor at Merrill with one year of industry experience. She previously spent 24 years at KeyCorp’s KeyPrivate Bank before joining Merrill. Merrill 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 to individuals, high-net-worth clients, pension plans, and other fiduciaries.

Abigail Carr is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, she held roles at Plante Moran and the University of Dayton. Her background also includes entrepreneurial and service positions, such as working at Landmark Kitchen and Bar and Flyer Enterprises at the University of Dayton. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions, offering financial planning, broker-dealer services, insurance, and access to third-party asset management programs. The firm operates as both a registered investment adviser and broker-dealer and utilizes a variety of program sponsors and endorsed platforms to deliver advisory and brokerage solutions.

Evan Olson is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Keller Williams, Bank of America, and Merrill. Olson is based in Bay Village, OH. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including high-net-worth individuals, pension plans, corporations, and government entities, delivering non-discretionary recommendations supported by a broad affiliate network and municipal finance capabilities.

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.”

Emilie Wilson is a financial advisor with Edward Jones, holding a Series 66 designation and five years of industry experience. She previously worked at Cbiz for seven years before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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 and holds a Series 66 designation. He has been with Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors and Strategic Advisers LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a noted use of AI and systematic methodologies.

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 66 and Series 63 credentials and two years of industry experience. He has held roles at Bank of America, The Huntington Investment Company, and Rocket Mortgage/Quicken Loans. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional fiduciaries.

Patrick Phinney is a financial advisor with Charles Schwab in Richfield, Ohio, holding Series 63 and Series 66 licenses and having 29 years of industry experience. He has worked at Charles Schwab since 2006 and previously at OptionsXpress, Inc. from 2016 to 2017. Outside of his advisory role, he is an author of books about whitewater safety and a kayak/canoe instructor with the Honu Company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary managed accounts. The firm combines brokerage, custody, and advisory services with multi-asset model portfolios and a formal alternative investment program.

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.

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.