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 at Wells Fargo Advisors with 12 years of industry experience. He holds a Series 66 designation and has worked within various branches of Wells Fargo since 2013. Outside of his advisory role, he is involved with Well Planned Financial LLC, where he dedicates part of his time to managing financial planning activities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, supporting a broad range of financial planning needs including specialized services like business-owner transition and divorce planning.

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.

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.

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, holding a Series 63 designation and six years of industry experience. He previously worked at MML Investors Services and Regal Financial/Mass Mutual for seven years. Lago serves as a board member for the Northern Ohio Chapter of Folds of Honor, supporting community events and fundraisers. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside research and model portfolios.

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 designation and 10 years of industry experience. Prior to joining Equitable Advisors in 2023, Sasha worked at Wells Fargo Clearing Services LLC and WELLS FARGO Advisors, LLC. Outside of advisory work, Sasha is involved in sales with Paperpie since mid-2024. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through various programs and third-party managers, emphasizing a tailored approach based on client risk tolerance and objectives.

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.

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.

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.

Daniel Bralliar is a financial advisor with LPL Financial in Beachwood, Ohio, holding a Series 63 designation and 29 years of industry experience. He has been associated with LPL Financial since 2004 and has operated Tyler-Stone Wealth Management, LLC since 2015. Outside of finance, he serves as the executive secretary for the Jiu-Jitsu Black Belt Federation of the USA and is a partner and chief instructor at the Mayfield Academy of Self-Defense. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by proprietary and third-party research, with capabilities including discretionary and non-discretionary management, model portfolios, and various specialized investment strategies.

Tovia Widman is a financial advisor with Wells Fargo Clearing in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 55 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors LLC and Prudential Equity Group, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to evaluate investment options, offering both brokerage and advisory solutions across a wide range of financial products.

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.

Giade Ensley is a financial advisor with Charles Schwab & Co., Inc., holding a Series 66 designation and beginning their career in 2026. Prior to joining Schwab, their experience includes various roles primarily outside the financial industry. Charles Schwab & Co., Inc. serves a large client base, mainly high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios alongside due diligence on alternative investments.

Kevin Forney is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2011, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning using firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

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.

Trevor Valentine is a financial advisor at Fidelity with 23 years of industry experience. He holds a Series 66 designation and has worked in various capacities at Fidelity since 2010, including roles at Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative and algorithmic methods and manages portfolios using systematic methodologies and long-term asset allocation benchmarks.