Ivana Musa is an Investment Consultant currently working at Fidelity Investments since 2022. She has held various roles in the financial sector, including Financial Consultant positions at Equitable Financial from 2021 to 2022 and Pension Advisors from 2012 to 2019, as well as a Relationship Manager role at Principal Financial from 2019 to 2021. Ivana focuses on understanding her clients' unique financial narratives to provide tailored guidance and connect them with specialists who utilize advanced planning tools. Her approach emphasizes empowering clients to make confident decisions throughout their financial journeys. Outside of her professional work, Ivana has interests in art, golf, parenthood, skiing, soccer, and traveling.

Jennifer Morris is a financial advisor with Merrill, holding a Series 66 designation and bringing 28 years of industry experience. She has been with Merrill since 1997. 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 plans, corporations, and charitable organizations.

Vladimir Yerukhimovich is a financial advisor with Primerica Advisors based in Beachwood, OH, holding a Series 63 designation and bringing 30 years of industry experience. He has worked with Primerica Financial Services since 1994 and PFS Investments Inc. since 1996, currently operating under the Primevision Financial Group since 2018. In addition to advisory services, he is involved in sales of loan products and home-related services for affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-based investment strategies managed by unaffiliated asset managers. The firm supports trades and custody through Pershing and employs an overlay manager, focusing primarily on individual investors rather than institutional or pension clients.

Daniel Bezik is a financial advisor with Wells Fargo Advisors in Mentor, Ohio, holding Series 63 and Series 65 designations and having 30 years of industry experience. He has worked at Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he is involved as a club director for League One Volleyball, where he coaches and directs volleyball teams. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo. The firm provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients, offering tailored recommendations supported by Wells Fargo research and planning tools.

David Reynolds is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 credentials and bringing 28 years of industry experience. He has worked at Merrill, KeyBank, and JPMorgan Chase Bank, N.A. in addition to his current role. Outside of finance, he is involved in aquaculture, owning and operating Urban Fish Farm and Rushing Waters Fish Farm, which raise Tilapia for sale. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager research, and customized performance reporting.

John Nicklas is a Series 66 licensed financial advisor with Cetera, based in Cleveland, OH, and has six years of industry experience. He has held positions at Cetera Wealth Services, Meaden & Moore Financial Services, and Avantax Investment Services. Outside of his advisory role, he serves as a trustee and power of attorney for a family trust and is a Vice President and CPA at Meaden & Moore, Ltd., where he manages financial statement attest engagements and due diligence services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, blending discretionary and non-discretionary authorities across multiple program structures.

Ronald Pirro is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior experience includes 18 years at B. Riley Wealth Management and 3 years at B. Riley Wealth Advisors, Inc. He is president of Pirro Financial Group LLC, a securities-related business through which he provides financial advisory services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party model portfolios.

Raymond Braum is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 26 years of industry experience. He has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and comprehensive investment research.

Thomas Erb is a financial advisor with Wells Fargo Advisors in Beachwood, Ohio, holding a Series 66 designation and bringing 13 years of industry experience. Prior to joining Wells Fargo Advisors in 2022, he worked at Wells Fargo Clearing from 2016 to 2022. Outside of his advisory role, he has ownership interests in several businesses, including a non-investment-related energy company and a financial planning practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, employing proprietary research and tools to develop tailored recommendations for its clients.

Luke Swaddling is a financial advisor with Equitable Advisors who holds a Series 66 designation and has four years of industry experience. He previously worked at SportRadar and Infinity Fitness, and serves as a board member of the St. Edward Alumni Association in Lakewood, Ohio. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Samuel Salvino is a Private Wealth Manager at Merrill Private Wealth Management. He works with ultra-high net worth clients, including corporate executives, entrepreneurs, and multi-generational families, focusing on family wealth management strategies, liquidity management, managing new wealth, philanthropic planning, portfolio management services, and tax minimization. Samuel and the team at Moeder Salvino & Associates leverage their combined industry knowledge to provide a comprehensive and tailored client experience. Prior to joining Merrill, Samuel worked at a London-based family office, where he was involved in investment selection, due diligence, and operational support. He began his career in financial services as a Wealth Management seasonal associate at Merrill in 2018. Samuel holds a bachelor's degree in Finance from Richmond, The American University in London and holds the Personal Investment Advisor (PIA) professional designation. Samuel currently resides in New York City. Outside of his professional responsibilities, he enjoys fly fishing, running, and other outdoor activities.

Brett Robson is a financial advisor with Primerica Advisors in Milan, Ohio, holding 11 years of industry experience. He has worked at Primerica Financial Services since 2013 and PFS Investments Inc. since 2014. Outside of advising, he owns Robson & Associates, LLC, which provides tax return preparation and bookkeeping services for small business owners. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts in a wrap-fee structure.

Patrick Behm is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined the firm in 2015 and provides custom wealth management services, strategies, and advice for high net worth individuals, families, and business owners. Patrick's approach involves first listening to a client's needs to deliver tailored financial strategies and help clients express their financial goals effectively. Patrick's expertise includes financial strategies, social security analysis, pre and post retirement cash flow planning, corporate executive services, executive compensation, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, and retirement income. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). A Cleveland native, Patrick earned bachelor's degrees in Finance and Business Intelligence from Mercyhurst University. In his spare time, he is involved in civic and charitable organizations and enjoys activities such as boating, fishing, football, golfing, hiking, painting, photography, running, skiing, and traveling.

Zachary Lewis is a Series 66-licensed financial advisor with Ameriprise in Avon Lake, Ohio, with 16 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Outside of his advisory role, he is a co-owner of Sua Sponte Partners, LLC, which supports and manages his financial planning practice. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm provides a combination of advisory, brokerage, and insurance solutions through affiliated entities and uses a centralized consulting team to deliver tailored, research-driven retirement income recommendations.

Colleen Saari is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. She has been with Merrill and Bank of America since 2020. Prior to this, Saari was involved in entrepreneurial ventures including Begin Again Jewelry Co. and held roles at The Harp and Heather B Moore Inc. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, pension plans, and charitable organizations.

Philip Lago is a financial advisor with LPL Financial in Solon, Ohio, holding a Series 63 designation and six years of industry experience. He previously worked for MML Investors Services and Regal Financial/Mass Mutual from 2019 to 2026. Lago serves as a board member for the Northern Ohio chapter of Folds of Honor, supporting community events and fundraisers. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment options and tools while overseeing more than $819 billion in discretionary assets across a network of over 22,800 advisors.

Will Lyle is the Vice President Private Wealth Management Advisor at Fidelity Investments, where he currently works with ultra-high-net-worth families to manage the complexities of their wealth. He is a CFP4 professional and part of Fidelity Private Wealth Management, focusing on a collaborative approach that combines Fidelity's extensive resources with personalized service. Will brings 19 years of industry experience, having held multiple roles at Fidelity Investments since 2020, including Vice President, Wealth Planner, and Financial Consultant. Prior to that, he worked in various financial advisory and client management roles at CAPTRUST Financial Advisors, Merrill Lynch, OneAmerica, and Transamerica from 2006 onward. He resides in Ohio with his wife and three sons. Outside of his professional work, Will enjoys boating on Lake Erie, supporting local youth hockey, and participating in his local church community.

Sasha Dietsche is a financial advisor with Equitable Advisors, holding a Series 66 license and 11 years of industry experience. Prior to joining Equitable Advisors in 2023, Dietsche worked at Wells Fargo Clearing Services LLC and WELLS FARGO Advisors, LLC. Outside of advisory work, Dietsche is involved in sales with Paperpie in Tulsa, Oklahoma. 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 both proprietary and third-party investment solutions.

Mohammad Ali is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, NA and Dollar Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research and includes capabilities in derivatives and commodities.

Brian Self is a financial advisor with Fidelity Investments holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at LPL Financial, J.P. Morgan Securities, and Scottrade Investment Management. He is based in Chagrin Falls, Ohio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.