Loran Ansberry is a financial advisor with UBS Financial Services in Pepper Pike, OH, holding a Series 66 designation and 16 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, Ansberry serves as treasurer for the Women’s Guild at Gesu Catholic School and Gesu Catholic Church and participates in fundraising activities for The Gathering Place. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based strategies. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets and fiduciary services.

Steven Thompson is a financial advisor at OSAIC with 33 years of industry experience. He holds a Series 63 designation and has previously worked at SagePoint Financial, Inc., MML Investors Services, Inc., and MassMutual. Outside of his advisory role, Thompson serves on the boards of nonprofit organizations Empower Sports and Common Goal Foundation, both of which support individuals with special needs. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, providing various managed and advisory programs supported by a complex affiliate network and private-equity ownership.

Dustin Kincaid is a financial advisor with LPL Financial based in Willowick, OH, holding a Series 66 license and eight years of industry experience. His prior roles include positions at Flagstar Bank, PNC Investments, Bank of America, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning, asset management, and institutional platforms, utilizing both proprietary research and third-party strategies through a large network of investment adviser representatives.

William Shero is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and three years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A. and BDO, LLP. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary advisory framework.

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.

Justine Greenwald is a financial advisor at UBS Financial Services with 28 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Bank of America, Merrill, LPL Financial, and Northcoast Securities. Outside of her financial career, she is involved in acting and commercial work for television, video, radio, and theatre through a for-profit organization called The Talent Group. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets products.

Judith Caine is a financial advisor with Cetera in Solon, Ohio, holding a Series 63 designation and over 30 years of industry experience. She has worked at multiple Cetera entities since 2013 and is the owner of JKDM LLC, a financial planning practice. Caine serves as president of the Rotary Club of Solon, Ohio, and is a certified coach for the retirement planning software Fit to Retire. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

John Koch Jr. is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America, N.A. and Merrill. He serves as a committee member on the investment sub-committee for Saint Ignatius High School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities with financial planning and advisory services, offering a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Rosalie Scafidi is a financial advisor with Ameriprise in Willowick, OH, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliate since 2001. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a specialized team to deliver tailored retirement income advice.

Amanda Ptak is currently the Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2026. In this role, she works with individuals and families to develop personalized financial strategies that address retirement planning, portfolio guidance, cash-flow considerations, and multi-generational needs. She takes a collaborative approach to help clients navigate complex financial decisions. Amanda has extensive experience in the financial services industry. Prior to her current role, she was a Financial Consultant at Fidelity Investments from 2023 to 2026. She also held various positions at Citizens Securities, Inc., including Private Client Financial Advisor and Premier Advisor in Wealth Management, from 2013 to 2023. Earlier in her career, she worked as a Senior Relationship Banker at Citizens Bank and a Relationship Banker at PNC Bank. The information provided does not include details about Amanda's education, credentials, or personal interests.

Cynthia Gallagher is a CFP® professional with 20 years of experience in the financial services industry. She currently works at OSAIC and previously held roles at Lincoln Financial Advisors and Osaic FA, Inc. Over her career, she has been associated primarily with firms within the Osaic network. OSAIC serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, through a multi-advisor platform offering both brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization strategies supported by various tools and provides access to discretionary management, third-party managers, and proprietary investment models.

Philip Blickensderfer is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Michael Lewis is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Equitable Advisors since 1999, previously associated with AXA Advisors, LLC during the same period. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves assessing client information and risk tolerance to align clients with program models or discretionary managers, offering a range of investment solutions including mutual funds, ETFs, separately managed accounts, and select alternatives.

Jan Witt is a financial advisor at OSAIC with 32 years of industry experience. She holds a Series 63 designation and previously worked at Lincoln Financial Advisors Corporation for 27 years before joining OSAIC in 2025. Outside of advisory work, she acts as co-trustee of her husband's revocable living trust. OSAIC Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and a variety of managed account programs supported by affiliated broker-dealer and registered investment adviser relationships.

William Bernardi is a financial advisor at Ameriprise with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including The Huntington Investment Company, Key Investment Services LLC, and FIFTH THIRD SECURITIES, Inc. before returning to Ameriprise. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Regan Sweeney is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He has held roles at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2021, and previously worked at Alliance Bernstein and KeyBanc Capital Markets Inc. He also has experience in education through his work at St. Ignatius High School of Cleveland, Ohio. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through tailored asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates centralized due diligence with quantitative and qualitative research to support client decision-making.

Harold Barnes is a financial advisor with Wells Fargo Clearing in Cleveland, Ohio, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm combines internal research with third-party analytics to offer diversified investment solutions and operates with a broad scale of assets under management and advisors.

Dianna Reiser is a Series 66-registered financial advisor with UBS Financial Services in Cleveland, Ohio, where she has worked since 1993, accumulating 29 years of industry experience. She has spent her entire advisory career at UBS. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, leveraging proprietary research and model-based asset allocations to tailor strategies to client goals.

Christine Kaminsky is a financial advisor with Morgan Stanley in Pepper Pike, OH, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and previously at Citigroup Global Markets from 1995 to 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

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.