Mohammad Ali is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank and JPMorgan Securities since 2023. Prior to his current roles, his background includes positions outside the financial industry. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities while delivering non-discretionary wealth advisory services.

Dennis Jackson is a financial advisor with LPL Financial who holds 24 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc., and has operated his own legal services business since 1993. Outside of his advisory role, he has a small sailboat rental business. 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 retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house research and third-party strategies.

Matthew Petersen is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been associated with J.P. Morgan entities since 2016, including roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Matthew Holmes is a financial advisor with Primerica Advisors in Milan, Ohio, holding seven years of industry experience. He has worked at Primerica Advisors since 2019 and previously held roles at Grundfos Pumps Corp. and Weir Minerals North America. Outside of his advisory work, Holmes owns and operates TMH Services, LLC, a general handyman and repair services business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Seth Workman is a financial advisor at LPL Enterprise with credentials including Series 66 and Series 63 and four years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and CrossCountry Mortgage, Inc. Outside of advising, he is involved with HighDive Partners LLC, a business focused on providing funding sources and culinary expertise to business owners. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs. The firm’s integrated platform supports advisory programs alongside brokerage and insurance products.

Christopher Roborecki is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in tree farming, managing The Roborecki Tree Farm in Boston Heights, Ohio. Ameriprise serves individuals approaching or in retirement with a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Matthew Rising is a financial advisor with LPL Financial based in Fairview Park, OH, holding a Series 66 designation and one year of industry experience. Prior to joining LPL, he worked at Ohio Investment Partners and has experience outside the financial industry with Rover, a pet sitting service. 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 financial planning and advisory programs, including retirement plan consulting and 529 account management, with discretionary and non-discretionary management options supported by research and model portfolios.

Steve Lull is a financial advisor at Merrill with 28 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 1996, also serving at Bank of America, N.A. since 2022. Merrill provides managed account services through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm is integrated into Bank of America’s corporate platform, providing access to a wide range of products and services.

Marcus Werther is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has prior experience with The Prudential Insurance Company of America, Pruco Securities LLC, and Nuveen. Outside of his advisory role, he has involvement in real estate rental activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform that combines advisory programs with other financial services.

Nicholas Di Santo is a financial advisor with J.P. Morgan Securities in Cleveland, OH, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with J.P. Morgan Securities since 2009 and has worked at JPMorgan Chase Bank, N.A. since 1987. Outside of his advisory role, he serves as a director for CHN Housing Partners, a nonprofit focused on sustainable neighborhoods and community development in Cleveland. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Robert Cygan is a financial advisor at OSAIC with 35 years of industry experience. His prior work includes roles at SagePoint Financial, Inc. and MML Investors Services. He serves as a board member of the Cleveland Dyslexia Center, a nonprofit providing free one-on-one tutoring for children with dyslexia. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services with access to various investment strategies and third-party money managers.

Ankit Patel is an Investment Consultant currently working at Fidelity Investments, a position he has held since 2023. In this role, he focuses on understanding clients' financial situations to collaboratively develop financial plans aimed at achieving their goals. Prior to his current role, Ankit served as a Financial Advisor at Key Investment Services from 2019 to 2023. His professional experience centers on investment consulting and financial advising, helping clients manage and plan their financial futures.

John Collier is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory work, Collier serves on the Advisory Board for the University of Akron Economics Department and is a member of Collier and McMain LLC, an expense-sharing entity. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Richard Simonitis Jr. is a financial advisor with LPL Financial based in North Royalton, Ohio. He holds the Series 63 designation and has 33 years of industry experience, including 19 years with LPL Financial. In addition to his advisory role, he operates Investing Solutions & Financial Services LLC, which offers financial advice and ancillary tax preparation and non-variable insurance services. He is also employed outside the investment industry in a role with Task Bunny. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a wide range of advisory programs, retirement plan consulting, and brokerage services, with offerings that include model portfolios, third-party subadvisors, and technology-driven investment solutions.

John Lipaj is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has been with Raymond James Financial Services Advisors since 2014 and has also worked with True North Wealth Management, LLC. John is involved with multiple consulting and financial advisory businesses based in Westlake, Ohio. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, as well as pension plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory services and has notable municipal and public finance activities supported by a broad affiliate network.

David Allen is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Goldman, Sachs & Co. and Equity Trust Company. In addition to his advisory role, he serves as a Plan Commissioner for the City of Rocky River. 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 in its recommendations.

Steven Thompson is a financial advisor at OSAIC with 33 years of industry experience. He holds a Series 63 designation and previously worked at SagePoint Financial, Inc., MML Investors Services, Inc., and MassMutual. Outside of his advisory work, Thompson serves on the boards of Empower Sports and the Common Goal Foundation, both nonprofits supporting individuals with special needs. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios across multiple investment types.

Drew Roggenburk is a CFP® professional with 30 years of experience in financial advising. He has worked at RBC Capital Markets since 2022 and previously spent nine years at UBS Financial Services Inc. Roggenburk serves in leadership roles within the lacrosse community, including Treasurer and President of the North Coast Chapter of US Lacrosse and Treasurer of the Ohio Lacrosse Hall of Fame. He also assists with cash operations for the Cleveland Oktoberfest, a family-run nonprofit event. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients from individual investors to institutions, offering customized portfolio management and financial planning through multiple advisory programs. The firm combines in-house and third-party investment resources and provides access to capital markets and alternative investment opportunities.

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.

Jamelie Hartman is a financial advisor at Merrill with nine years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses. She has been with Merrill Lynch Pierce Fenner & Smith since 2014 and joined Bank of America, N.A. in 2025. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates its services with Bank of America’s broader corporate platform, providing access to a wide array of investment products and related services.