Amy Gorno is a financial advisor with Fidelity, holding a Series 66 designation and 11 years of industry experience. She previously worked at PNC Funds Distributor, LLC and PNC Capital Advisors, LLC from 2015 to 2019. Outside of her advisory role, she operates an e-commerce business called Matteos Bazaar. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios from a wide investable universe.

Jonathan Bundy is a financial advisor at Thrivent Investment Management with one year of industry experience. He previously worked for Monarch Investment and Management Group from 2012 to 2025. Bundy holds a Series 66 designation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based planning across various financial topics and integrates planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Emilie Wilson is a financial advisor with Edward Jones, holding a Series 66 designation and five years of industry experience. She previously worked at Cbiz for seven years before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Peter Shriver is a financial advisor with OSAIC, holding 20 years of industry experience. He previously worked for Lincoln Financial Advisors Corp for 19 years before joining OSAIC in 2025. Outside of advisory work, Shriver is involved in insurance brokerage, including fixed life, health, disability insurance, and fixed annuities, and participates in life settlement transactions. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services and uses a variety of asset-allocation tools and third-party platforms to construct and manage diversified portfolios.

Adam Hignite is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity Investments since 2012, progressing through roles including Vice President, Financial Consultant; Financial Consultant; Investment Consultant; and Financial Representative. Prior to joining Fidelity, he gained experience as an Investment Marketing Intern at ValMark Securities and as a Global Wealth Management Intern at Merrill Lynch. Adam specializes in holistic financial planning, partnering with clients and families to navigate complex life decisions. His professional approach emphasizes integrity, honesty, and respect, focusing on helping clients achieve their personal financial goals. He holds an Arkansas Insurance License.

Michael Aquilino is a financial advisor at Fidelity with 18 years of industry experience and holds a Series 66 designation. He has been with Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors and Strategic Advisers LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a noted use of AI and systematic methodologies.

Ellis Pristash is a financial advisor with Charles Schwab, holding a Series 66 designation and one year of industry experience. His work background includes roles at Charles Schwab & Co., Inc. since 2023 and Charles Schwab Bank beginning in 2025, as well as prior experience in logistics and various other positions. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of brokerage, advisory, custody, and financial planning services. The firm operates a large-scale, integrated platform featuring both non-discretionary advisory relationships and discretionary separately managed accounts.

Andrew Foote is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds the Series 66 designation and previously worked at Stifel Nicolaus & Co Inc for seven years before joining RBC in 2023. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse clientele including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs that combine discretionary and non-discretionary portfolio management with services tailored to clients’ risk profiles, utilizing both in-house and external investment resources.

Chandler Smith is a financial advisor at Merrill with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Merrill, he held positions at Bank of America, The Huntington Investment Company, and The Huntington National Bank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Patrick Phinney is a financial advisor with Charles Schwab in Richfield, Ohio, holding Series 63 and Series 66 licenses and having 29 years of industry experience. He has worked at Charles Schwab since 2006 and previously at OptionsXpress, Inc. from 2016 to 2017. Outside of his advisory role, he is an author of books about whitewater safety and a kayak/canoe instructor with the Honu Company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary managed accounts. The firm combines brokerage, custody, and advisory services with multi-asset model portfolios and a formal alternative investment program.

Alex Hall is the Vice President and Financial Consultant at Fidelity Investments, a role held since 2025. Alex has been with Fidelity Investments since 2015, progressing through various positions including Financial Consultant from 2019 to 2025, Investment Consultant from 2018 to 2019, Investment Solutions Representative from 2017 to 2018, PAS Service & Trading from 2016 to 2017, and Customer Service & Trading from 2015 to 2016. Prior to joining Fidelity, Alex worked at Citigroup in Elite Cards & Cobrands from 2014 to 2015. Alex partners with families to build planning-based relationships that prioritize alignment of clients' goals, priorities, and use of their wealth. Alex believes that a prudent financial plan involves incorporating flexibility, financial and emotional comfort, and minimizing major risks along the way. Outside of work, Alex's personal interests include biking, attending concerts, exploring food, parenthood, and caring for pets.

Amy Minnier is a financial advisor with UBS Financial Services in Cleveland, OH, holding a Series 66 designation and 21 years of industry experience. She has been with UBS Financial Services since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation tailored to clients’ goals and risk tolerances.

Mark Krasienko is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Key Corp, Huntington National Bank, and Lowe’s. Outside of finance, he owns and operates a home improvement and repair business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its offerings.

Domenic Paolo is a financial advisor at Raymond James & Associates with a Series 66 credential and two years of industry experience. Prior to joining Raymond James, he worked at Avery Dennison for six years and at Hiram College for four years. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions supported by a nationwide network of advisers.

Dustin Davies is a financial advisor with J.P. Morgan Securities in Brecksville, OH, holding a Series 66 designation and having 12 years of industry experience. His prior roles include positions at TD Ameritrade and PNC Investments. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Gregory Keegan is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2017, following three years at Key Private Bank. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

Nathan Dorner is a Series 66-licensed financial advisor with 14 years of experience at Thrivent Financial For Lutherans and Thrivent Investment Management. He is based in Berea, Ohio. Outside of his advisory role, Dorner serves as a member of the Staff-Parish Relations Committee at Garfield Memorial United Methodist Church and is a partner in the Trilobite Group, LLP, overseeing management decisions related to a subleased office building. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based, holistic financial planning without discretionary trading authority. The firm offers one-time or ongoing planning engagements and integrates these plans with a managed-account program through a consolidated billing system called WealthPlan.

Joseph Kean is a financial advisor with Cetera, holding a Series 66 license and with 22 years of industry experience. He has worked with Cetera and associated entities since 2014. Outside of advisory services, he serves as a board member for Bentley Park HOA in Avon, Ohio. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services and access to third-party money managers.

Anthony Jenkins is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 credential and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2024. His background also includes employment with Ancora Holdings, the Cleveland Browns, and the University of Richmond. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and manager due diligence. The firm offers non-discretionary advice through a select group of Wealth Advisors and incorporates an ESG eligibility framework when recommending strategies.

Lucas Franks is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. His prior roles include positions at TD Ameritrade, PNC Investments, and Key Investment Services LLC. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.