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 experience, currently affiliated with Raymond James Financial Services Advisors Inc. since 2015. He is also the owner of DB Financial Services Inc., where he is involved in selling life insurance and operates a related support company. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities, offering customized, non-discretionary solutions tailored through financial planning tools and risk-based reviews.

Zachary Karason is a financial advisor with LPL Enterprise holding a Series 66 designation and 11 years of industry experience. His work history 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. The firm offers a range of financial planning, advisory, and brokerage services supported by its integrated platform and use of model portfolios, third-party asset managers, and in-house lending programs.

David Grossman is a financial advisor with Edward Jones in Solon, OH, holding a Series 63 designation and over 30 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 more than four million individual and institutional clients across a broad spectrum, including households of varying net worth, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options under a fiduciary standard.

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 at Equitable Advisors with the Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held various positions including roles at Dave's Cosmic Subs and GNC. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, relying on LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Abigail Peterson is a financial advisor with Equitable Advisors holding a Series 66 license and two years of industry experience. Prior to joining Equitable Advisors, she worked in the finance department and events team at Ohio University College of Business. Outside of her advisory role, she serves as a non-investment committee member for the Working Women's Connection Networking Group in Westlake, OH. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Stephanie Stone is a financial advisor with LPL Financial in Beachwood, Ohio, holding a Series 66 designation and four years of industry experience. She is also the founder of Tyler-Stone Wealth Management, an independent registered investment advisory firm launched in 2021. Stone has been with LPL Financial since 2016 and has operated her own advisory business concurrently since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including 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 retirement plan consulting services, utilizing discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Cosmoronde Danielly is a financial advisor with Equitable Advisors in Independence, OH, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining Equitable Advisors in 2022, he worked at Bank of America and Merrill. He serves on multiple nonprofit boards, including Friends of Breakthrough Schools, Kappa Alpha Psi Fraternity Incorporated, Breadwinners Academy, the Museum of Contemporary Art Cleveland, and Our Hope, Our Future Giving Circle. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth investors, retirement plans, corporations, and charitable organizations. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, utilizing a delivery model that relies heavily on LPL-sponsored programs and endorsed third-party managers.

Evan Pirc is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at PNC Investment LLC and several entrepreneurial ventures, including Erin Christopher Holdings LLC and Pirc Company Landscaping & Snowplowing LLC. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and planning without portfolio management or discretionary trading authority. The firm’s services include comprehensive recommendations across various planning areas and an option to combine planning with managed-account programs under a consolidated billing system.

Richard Croasdaile III is a Certified Financial Planner (CFP®) with 39 years of experience in the financial services industry. He is currently with Morgan Stanley, where he has worked since 2017, following prior roles at Bank of America N.A. and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery conversations and advanced modeling tools.

Mark Gregoreski is a financial professional with 34 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has previously worked with Next Financial Group Inc. Gregoreski also operates M Gregoreski LLC, an expense management business. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a large network of independent advisors.

Peter Dougherty is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1992 and joined Merrill in 1999. He serves as one of the senior advisors on the Dougherty Group, focusing on helping individuals, professionals, families, and privately held businesses develop strategies to build and sustain wealth and reduce complexity in their financial lives. Peter has developed a niche in Alternative Investments and Family Enterprise Planning. He holds a bachelor's degree from John Carroll University and has completed postgraduate training at The University of Pennsylvania's Wharton School of Business, Harvard University, and the University of Southern California. Peter maintains professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a board member for Attorneys for Family Held Enterprises and serves as Chairman for VeloSano in Northeast Ohio for Bank of America Merrill Lynch. Peter and his wife, Laura, live in Chagrin Falls with their two children and are active in the community, supporting organizations such as the Cleveland Clinic VeloSano. His community involvement has been recognized with the President's Volunteer Service Award from the White House for two consecutive years.

Gregory Polyak is a financial advisor with LPL Financial in Chagrin Falls, OH, holding a Series 63 designation and 25 years of industry experience. He has been with LPL Financial and its predecessor entity since 2004. Outside of his advisory role, he owns a one-bedroom condominium in Chagrin Falls. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Robert Wert is a financial advisor with Wells Fargo Advisors in Beachwood, Ohio, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes nearly 17 years with Wells Fargo entities prior to his current role. Outside of his advisory work, he serves on the finance council for the Diocese of Allentown and acts as a trustee for a family trust. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options that include retirement, education, and specialized areas such as business-owner transition and special-needs planning. The firm integrates advisory services with various financial products and referral channels through a large network of advisors.

Peter Glovna III is a financial advisor at OSAIC with 29 years of industry experience. He holds a Series 63 designation and previously worked for Lincoln Financial Advisors Corporation for 27 years. Outside of his advisory role, he is involved in insurance activities, including offering premium financing and servicing fixed insurance products such as annuities and long-term care insurance. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

David Doll is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and previously at UBS Financial Services from 2013 to 2017. Doll serves on the board of the Woodruff Foundation, a charitable organization in Cleveland, Ohio. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm‑approved tools and market simulations.