Tobias Oster is a financial advisor with Ameriprise in Strongsville, OH, holding a Series 63 designation and over 30 years of industry experience. He has been with Ameriprise since 2005, including its predecessor Ameriprise Financial Services, Inc. Outside of his advisory role, he serves on the board of directors for South Suburban Montessori School and is involved with the Hawken Swim & Dive Boosters. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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.

Judith Caine is a financial advisor with Cetera, holding a Series 63 designation and bringing 30 years of industry experience. She has been with Cetera and its affiliated entities since 2013 and is also the owner of JKDM LLC, a financial planning practice. Outside of her advisory work, she serves as president of the Rotary Club of Solon, Ohio, and is a certified coach for the retirement planning software Fit To Retire. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services, providing advisors access to affiliated and third-party managers while managing over $256 billion in assets.

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.

Rosalie Scafidi is a financial advisor with Ameriprise in Willowick, OH, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliate since 2001. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a specialized team to deliver tailored retirement income advice.

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.

Michael Lewis is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Equitable Advisors since 1999, previously associated with AXA Advisors, LLC during the same period. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves assessing client information and risk tolerance to align clients with program models or discretionary managers, offering a range of investment solutions including mutual funds, ETFs, separately managed accounts, and select alternatives.

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.

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.

James Jack is a financial advisor with LPL Financial in Independence, Ohio, holding a Series 63 designation and 34 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 1992 to 2026 before joining LPL Financial. Outside of finance, he is involved in music as a member of The Jimmy Jack Band. 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. The firm offers a range of advisory programs, financial planning, and brokerage services with access to model portfolios, research, and technology-driven investment solutions.

Skye Bergeson is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Eugene Schaffer is a financial advisor with Primerica Advisors, holding a Series 63 designation and four years of industry experience. He has been with Primerica Advisors since 2021 and has a long tenure at Pepperidge Farm Inc. dating back to 1987. Outside of advisory work, he is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and selectively managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

David Bizjak is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Solon, OH. He has been associated with DB Financial Services Inc. since 2015, where he also engages in life insurance sales and owns a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary consulting that incorporates risk profiling and advanced modeling tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Zachary Karason is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and 12 years of industry experience. His prior experience includes roles at U.S. Bancorp Advisors, U.S. Bancorp Investments, Bank of America, and Merrill. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through an integrated advisory and brokerage platform.

David Grossman is a financial advisor with Edward Jones in Solon, OH, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1995. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options supported by a nationwide network of financial advisors and branch offices.

Domingo Muniz is a Planning Consultant who partners with Wealth Management Teams in Columbus, OH. He works with clients to build their own Financial Plan, focusing on leveraging Fidelity's resources to provide customized strategies for managing complex financial needs. Domingo's professional experience includes roles at Fidelity Investments as a Relationship Manager from 2025 to 2026 and as a Financial Representative from 2023 to 2024. Outside of his professional work, Domingo engages in family activities and enjoys football, gardening, hiking, and running.

Jeremy Fuqua is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he worked in various roles including at Dave's Cosmic Subs and GNC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a mix of proprietary and third-party investment solutions.