Ilija Djukic is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2017, following four years at PNC Investments. He serves as treasurer and board member of the Saint Sava Eastern Orthodox Church. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Theresa Guerini is a financial advisor with LPL Financial, holding 20 years of industry experience. She worked at Ameriprise Financial Services, Inc. for 19 years before joining LPL Financial in 2023. In addition to her advisory role, she is a commissioned notary. 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 utilizing model portfolios, third-party management, and customized strategies, supported by technology tools and a broad suite of non-advisory financial products.

Richard Stager is a financial advisor at UBS Financial Services with 45 years of industry experience. He has been with UBS since 1980 and holds a Series 63 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and provides a broad range of capital markets and fiduciary services.

Douglas Hubert is a financial advisor with Cetera, holding a Series 66 credential and 19 years of industry experience. He has worked at firms including Avantax Investment Services and 1st Global Advisors, and he serves as president of Hubert & Hubert, Inc., a CPA firm providing accounting and tax services. Hubert is also a member of Hubert Wealth Management, LLC, a financial services referral business. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors who serve individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with various program structures and affiliations.

Richard Majewski is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has nine years of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and Bob Ford Inc. Majewski is also an independent insurance agent with Mayfield Financial Services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, providing services such as financial planning, investment management, and retirement plan advisory through a broad network of independent Financial Professionals. The firm offers multiple portfolio management solutions with discretionary and non-discretionary options tailored to client objectives.

Ryan Montanari is a financial advisor with LPL Financial holding a Series 66 credential and seven years of industry experience. He previously worked at Ameriprise and Prudential Insurance Company of America. Outside his advisory role, he has been involved with Financial Design Group Inc., an entity related to his LPL business. 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 range of advisory and brokerage services, including financial planning and access to model portfolio programs, combining a broad platform with technology-driven tools.

Aidan Murphy is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior work includes roles at Morgan Stanley and involvement with Youngstown Country Club. 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, offering a combination of non-discretionary and discretionary investment options with a multi-asset model portfolio approach.

Anthony Margadonna is a Financial Consultant who focuses on educating and preparing clients for various financial situations. He has professional experience as a Financial Representative at TD Bank from 2017 to 2020. Outside of his professional work, Anthony enjoys attending concerts, playing and watching football and soccer, engaging in outdoor adventures, skiing, and spending time with his pets.

Mary Jo Gilligan is a financial advisor with LPL Financial, holding a Series 63 license and bringing 22 years of industry experience. Her prior roles include positions at MML Investors Services, Mass Mutual Life Insurance Company, and Metlife Securities Inc. She is also involved as an agent in non-variable insurance products. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad range of advisory and brokerage services.

Jeffrey Berger is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at UBS Financial Services Inc. for 14 years and Royal Alliance Associates, Inc. for 4 years. Outside of his advisory role, he serves as an investment strategist for Heritage Financial Planners, where he performs due diligence on investment strategies and researches market movements. OSAIC serves a wide range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated financial advisors and various advisory platforms. The firm utilizes sophisticated asset-allocation tools and third-party services to construct diversified portfolios across multiple asset classes.

Phyllis Richards is a financial advisor with Primerica Advisors in Hudson, OH, holding nine years of industry experience. She has been with Primerica Advisors since 2015 and Primerica Financial Services since 2014. Outside of her advisory role, Richards is the publisher and owner of Vision and View Media, LLC, a newspaper serving African American and Hispanic communities. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Anthony Anderson is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 15 years of industry experience. He previously worked at Bank of America and Merrill from 2012 to 2023. Anderson serves as a director for Club Molisani Charities, a nonprofit organization where he helps organize activities and oversees member engagement. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers tailored financial planning and investment consulting, drawing on diverse portfolio management styles and firm research, with a notable presence in municipal advisory services.

Idris Merriman is a financial advisor with Primerica Advisors in Euclid, OH, holding Series 63 and Series 65 designations and bringing 46 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 1987. Outside of investment advisory, he engages in sales of mortgage and home-related products through affiliated companies and is a notary. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Tammy Blough is a financial advisor with Morgan Stanley in Pepper Pike, OH, holding a Series 66 designation and 22 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets from 2000 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies supported by its Global Investment Committee.

Justin Petty is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and six years of industry experience. His work history includes roles at Thrivent Financial since 2020, as well as prior positions at Energy Harbor, Performance Bicycle, and FirstEnergy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of financial topics. The firm combines holistic, goal-based analyses with managed-account program options while maintaining planning and management as separate services.

Amanda Brunnett is a financial advisor at Osaic Wealth, Inc. with 18 years of industry experience. She holds a Series 66 designation and has worked with firms including Financial Planners of Cleveland and Royal Alliance Associates. She also serves as Director of Financial Planning at Heritage Financial Planners, where she prepares financial plans and manages client account services. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party investment management. The firm employs advanced portfolio construction tools and supports both discretionary and non-discretionary account management.

Joseph Kosek is a CFP®-certified financial advisor at OSAIC with 43 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 27 years before joining OSAIC in 2025. Outside of his advisory role, he serves as president and board member of a neighborhood association. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charities through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a variety of investment strategies and third-party management solutions.

Alexandria Michel is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, she worked in education at Open Door Christian School, Brunswick City Schools, and Buckeye City Schools. 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 investment strategies for individuals, high-net-worth clients, and institutional accounts.

Heather Pospisil is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She previously worked at Morgan Stanley and E*Trade before joining Ameriprise. Heather has a business ownership interest in HP LLC, which is used exclusively for her Ameriprise income. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers tailored retirement planning through written recommendations and ongoing advice focused on income and tax-aware withdrawal strategies.

Veronica Phillips is a CFP® with 12 years of industry experience, currently serving at Fidelity Investments since 2013. She has held roles within Fidelity Personal and Workplace Advisors and Fidelity Investments, working with the firm across multiple capacities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves in advisory roles for various registered investment companies and fund-of-funds.