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 licenses and two years of industry experience. Prior to joining Merrill, he held positions at Bank of America, The Huntington Investment Company, and The Huntington National 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.

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.

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.

Mary Leneghan is a financial advisor with Cetera who holds a Series 63 designation and has 42 years of industry experience. She is currently associated with Wealth Hub LLC, which she owns, and has provided financial services since 1988. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and operates a multi-manager platform with access to various investment strategies and program structures.

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.