Clarise Vennitti is a financial advisor at Charles Schwab with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Charles Schwab Bank, TD Ameritrade, and Scottrade over her career. Outside of finance, she is a certified CrossFit Level 1 Trainer and coaches athletes at a CrossFit gym. Charles Schwab serves a large client base primarily composed of 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 provides a combination of non-discretionary and discretionary investment management supported by multi-asset model portfolios and centralized operational infrastructure.

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.

Patrick Healy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

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.

Austin Marciniak is a CFP® with two years of industry experience, currently associated with Charles Schwab in Westlake, OH. His prior work includes roles at Fifth Third Bank, First Watch, The J.M. Smucker Company, and the University of Akron. Charles Schwab & Co., Inc. serves primarily 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 SMAs and offers multi-asset model portfolios alongside alternative investment options.

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.

Michael Hartnett is a Vice President and Financial Consultant at Fidelity Investments. He partners with individuals and families to develop and implement comprehensive wealth plans tailored to their financial goals. He focuses on building trusting partnerships to help clients feel comfortable and confident with their plans. Michael has been with Fidelity Investments since 2020, serving first as a Financial Consultant and currently as a Vice President, Financial Consultant. Prior to that, he worked as a Senior Associate at Paragon Advisors, Inc. from 2012 to 2020.

Thomas Shaw is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Chase Bank N.A. and J.P. Morgan Securities since 2013. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Chuck Sramek is a Planning Consultant at Fidelity Investments, where he collaborates with Fidelity Wealth Planners to assist families in creating, implementing, and monitoring comprehensive wealth plans tailored to their unique needs and priorities. He has been in this role since 2022. Prior to his current position, Chuck worked as an Investment Consultant at Fidelity Investments from 2021 to 2022. His experience also includes roles as an Associate Financial Advisor at Bishop Financial Advisors from 2018 to 2021 and as a Financial Professional at AXA Advisors from 2017 to 2018. Outside of his professional career, Chuck has interests in cars, concerts, cooking and baking, food, social events with friends, and music.

Barry Rice Jr. is a financial advisor with Edward Jones in Westlake, OH, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Frank Dilalla is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Raymond James & Associates since 2017 and previously was with Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2017. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipalities, offering financial planning, investment consulting, and institutional fiduciary solutions, with a variety of portfolio management styles and affiliated research resources.

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.

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.

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.

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.