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.

Dennis Jackson is a financial advisor with LPL Financial in Broadview Heights, Ohio, holding 24 years of industry experience. His prior experience includes seven years with Securities America Advisors, Inc. and managing his own legal services firm, Dennis C. Jackson Co LPA, since 1993. Outside of advisory work, he operates a sailboat rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and technology tools for operational and research support.

Matthew Petersen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with various J.P. Morgan entities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

Daniel Bralliar is a financial advisor with LPL Financial, holding a Series 63 license and over 30 years of industry experience. He has worked at LPL Financial since 2004 and previously at Osaic FA, Inc. and Tyler-Stone Wealth Management, LLC. Outside of his advisory work, he serves as 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 broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by technology tools for operational and research purposes.

Tovia Widman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 55 years of industry experience. She previously worked at Prudential Equity Group, LLC from 2001 to 2003 before joining Wells Fargo Clearing in 2016. 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

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 with LPL Enterprise, holding Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he is the owner of HighDive Partners LLC, a hospitality business where he works with business owners to find funding sources and provides culinary expertise. LPL Enterprise offers investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and various affiliated services including trust custody 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 with Fidelity Investments, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Chase Investment Services, Fifth Third Securities, and Morgan Stanley. He has been with Fidelity in various capacities since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methodologies and its advisory role to multiple registered investment companies.

Thomas Jewett is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and has previously worked at Foundations Worldwide Inc. and in automotive and educational sectors. Jewett is a committee member of the HIT Living Foundation, where he volunteers on the finance and investment committee. Raymond James & Associates is a large dually registered broker-dealer and investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning, investment consulting, and municipal advisory services.

Thomas Rogers is a financial advisor with Ameriprise in Canfield, Ohio, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Ameriprise and its affiliate since 2013. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered through a centralized consulting team.

Marcus Werther is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Nuveen. Outside of his advisory work, he owns a single-family real estate rental property. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, primarily utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Nicholas Di Santo is a financial advisor at J.P. Morgan Securities in Cleveland, OH, holding Series 63 and Series 65 credentials with 26 years of industry experience. He has been with J.P. Morgan Securities since 2009 and concurrently with JPMorgan Chase Bank, N.A. since 1987. Outside of his advisory role, he serves as a director for CHN Housing Partners, an organization focused on sustainable neighborhoods and community development in Cleveland. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments through a non-discretionary program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

John Collier is a financial advisor with Ameriprise in Independence, Ohio, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Collier serves as an advisory board member for the University of Akron Economics Department. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients with specialized retirement income planning, providing written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

David Allen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Goldman, Sachs & Co. and Etc Brokerage Services, and he currently serves as a Plan Commissioner for the City of Rocky River. 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 searches, and customized performance reporting. The firm combines quantitative and qualitative research to support its advisory process and offers capabilities including derivatives and commodities advisory.

Marc Stone is a financial advisor with LPL Financial in Beachwood, Ohio, holding the CFP® and Series 63 designations and having 36 years of industry experience. He has been with LPL Financial since 1998 and has operated Stone Financial Advisors, Inc. since 1996, as well as Tyler-Stone Wealth Management, LLC from 2015 to 2025. Outside of advisory services, he is involved in selling long-term care insurance and operates an insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, managing over $819 billion in discretionary assets through a large network of advisors.