Jamie Allen is a Planning Consultant at Fidelity Investments, a position held since 2026. Prior to this role, Jamie worked as a Financial Consultant at the same company from 2024 to 2026 and served as a Planning Consultant from 2021 to 2024. Jamie's career began as a Client Service Specialist with TD Ameritrade from 2013 to 2021. In their professional approach, Jamie aims to partner with clients to create plans that address both financial goals and personal aspirations. Jamie emphasizes the importance of understanding clients on both financial and personal levels to provide comprehensive guidance. Outside of work, Jamie has interests in boating, cars, fitness, football, hiking, and soccer.

Jerome Vandemotter is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and 42 years of industry experience. He previously worked at UBS Financial Services for 29 years before joining Wells Fargo in 2022. Outside of his advisory role, Vandemotter holds a 4% ownership stake in Ohio Broach & Machine Co., an industrial business based in Willoughby, Ohio. 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.

Jill Kern is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2022. Prior to joining Morgan Stanley, she held roles at Lifetime Fitness and Cheryl's Cookies. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery conversations and approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Chelsea Goldman is a Financial Consultant at Fidelity Investments since 2024. She joined Fidelity in 2022 as a Planning Consultant before advancing to her current role. Prior to her tenure at Fidelity, she worked as a Wealth Client Partner at Citizens Securities from 2019 to 2022 and served as a Private Client Banker at JP Morgan Chase from 2014 to 2019. Her professional experience spans financial consulting, planning, wealth client partnership, and private client banking. Chelsea focuses on developing personalized financial plans tailored to clients' specific needs and goals. She aims to simplify complex financial decisions and regularly review financial strategies with clients to help them achieve their financial objectives. Chelsea's approach emphasizes building strong client relationships founded on transparency, trust, and compassion. There is no information provided regarding her education, credentials, personal interests, or community involvement.

Wesley Crowley is a financial advisor with Morgan Stanley Wealth Management in Cleveland, OH, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and leveraging firm-approved tools and methodologies.

Eric Tolbert is a financial advisor with Ameriprise in Cleveland, OH, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 1996. Outside of his advisory role, Tolbert serves on the Board of Directors for the Better Business Bureau Serving Greater Cleveland and holds leadership positions with Downtown Cleveland Inc. and the Downtown Cleveland Improvement Corp. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm serves clients with at least $1 million in net investable assets and emphasizes a range of advisory, brokerage, and insurance solutions through its institutional platform.

Diana Colbert is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Morgan Stanley since 2010, following a three-year tenure at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Julius Cobb is a Series 66-licensed financial advisor with Morgan Stanley in Pepper Pike, Ohio, bringing 16 years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at First Clearing, LLC for six years. Outside of his advisory role, he is involved in real estate business activities as an organizer and manager of related entities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and economic modeling.

Gerald Jarzabek Jr. is a financial advisor at Robert W. Baird & Co. in Cleveland, OH, holding Series 63 and Series 65 credentials with 32 years of industry experience. He has been with Robert W. Baird & Co. since 2008. Outside of his advisory role, he serves as a board member on the Marymount Health Care Systems Board of Trustees and the Cleveland State University Foundation Investment/Finance Committee. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services using both in-house and third-party managers, with offerings that include traditional and non-traditional investment strategies.

Lindsay Necci is a financial advisor at Morgan Stanley with 16 years of industry experience. She previously worked at JP Morgan Chase Bank, JP Morgan Securities, Raymond James Financial Services, and PNC Investments. Necci holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Lyndsey Fern is a financial advisor with Raymond James & Associates in Beachwood, OH, holding 18 years of industry experience. She previously worked at UBS Financial Services for 21 years before joining Raymond James in 2026. 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 diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional services supported by a nationwide adviser network.

Melanie Johnson is a financial advisor with Primerica Advisors in Highland Heights, OH. She holds a Series 63 designation and has 23 years of industry experience, having worked with Primerica Advisors and Primerica Financial Services since 2002. In addition to advisory services, she is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors is a large-scale firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by third parties, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Jarad Regano is a financial advisor at Cetera with 26 years of industry experience. He holds the CFP® and Series 63 designations. Regano has been affiliated with Cetera Advisors LLC since 2013 and owns Regano Financial Services, Inc., a financial services firm he founded in 1999. He is also licensed as a fixed insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that allows advisors to implement various investment strategies under discretionary and non-discretionary authorities.

Jeffrey Nagle is a financial advisor with J.P. Morgan Securities in Painesville, Ohio, holding a Series 66 license and 12 years of industry experience. He has worked at J.P. Morgan Securities since 2016 and served in the United States Marines from 2012 to 2016. Outside of his advisory role, he serves as secretary of the board for his family’s holding company, Nagle Logistics Group. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers services on a non-discretionary basis.

Melissa Wigginton is a financial advisor at UBS Financial Services with three years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial, Turney Tax / DWR Financial, National Automotive Experts, and Lifetouch Portrait Studios. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

John Dever Jr. is a financial advisor at Raymond James & Associates with Series 63 and Series 65 designations and two years of industry experience. Prior to joining Raymond James, he worked at MGO Inc. and has additional experience in education and retail. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary solutions, with a focus on tailored, non-discretionary advice supported by diversified portfolio management and affiliated research.

Zackary Siegrist is a Financial Consultant currently working at Fidelity Investments since 2022. He has a comprehensive background in financial services, having held multiple roles at Charles Schwab from 2012 to 2022, including Financial Consultant Partner, Client Relationship Specialist, Communication Specialist, and Retirement Services Specialist. Throughout his career, Zackary has focused on developing comprehensive financial plans tailored to clients' specific goals and preferences. His approach emphasizes understanding clients and their families to help them work toward their financial objectives collaboratively. Outside of his professional work, Zackary has interests in fitness, football, hiking, outdoor adventures, pets, and traveling.

Zachary Edwards is a financial advisor with Raymond James Financial in Mentor, Ohio, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior work includes roles at Balanced Wealth Group LLC, Carver Financial Services, and The Ohio State University. He is also involved with Carver Financial Services in a support capacity, handling account opening, trading, and client service. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a broad advisor network and affiliated firms, with specialized offerings in municipal finance and SIMPLE IRA employer consulting services.

Kevin Poropat is the Vice President, Financial Consultant at Fidelity Investments, a role he has held since 2021. He partners with clients to understand their financial goals and objectives, building customized plans to meet their unique and evolving needs. Kevin has been with Fidelity Investments since 2015, progressing through positions including Financial Representative, Central Relationship Manager, Investment Consultant, and Financial Consultant. His experience covers various aspects of financial consulting and client relationship management. Outside of his professional role, Kevin has personal interests that include baseball, fishing, football, music, and parenthood.

Wesley O'neil is a financial advisor with Cambridge Investment Research Advisors and holds the Series 65 and Series 63 designations. He has four years of industry experience, including prior work at LRJ Wealth Management LLC and academic roles at Cleveland State University and Lakeland Community College. O'neil is also involved with Mayfield Financial Services in Mayfield Heights, OH. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple platform arrangements and both proprietary and third-party investment strategies.