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.

Michael Field is a CFA® charterholder currently with LPL Financial, bringing experience from prior roles at Bank of America Private Bank and seven years of service in the United States Army. He has been with LPL Financial since 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by proprietary research and technology tools.

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.

Brian Degross is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked extensively with Prudential Insurance Company of America since 1980 and was affiliated with Pruco Securities, LLC. prior to joining LPL Enterprise. LPL Enterprise, LLC offers investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and various affiliated trust, insurance, and lending services.

James Jack is a financial advisor at LPL Financial with 34 years of industry experience. He holds a Series 63 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. James is also active as a musician with The Jimmy Jack Band. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions supported by a large network of advisors and advanced research tools.

Jacob Layden is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with Robert W. Baird since 2013. Outside of his advisory role, Layden coaches high school volleyball at Saint Ignatius High School. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored financial planning and portfolio management services using a combination of in-house and third-party managers across a range of investment strategies.

Eugene Schaffer is a financial advisor with Primerica Advisors, holding a Series 63 designation and four years of industry experience. He has been with Primerica Advisors since 2021 and has a long tenure at Pepperidge Farm Inc. dating back to 1987. Outside of advisory work, he is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and selectively managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

David Bizjak is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Solon, OH. He has been associated with DB Financial Services Inc. since 2015, where he also engages in life insurance sales and owns a support company. 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, corporations, and institutional clients. The firm employs tailored, non-discretionary consulting that incorporates risk profiling and advanced modeling tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Zachary Karason is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently affiliated with LPL Enterprise and has held prior roles at U.S. Bancorp Advisors, U.S. Bancorp Investments, Bank of America, and Merrill. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities, utilizing model-driven portfolios and offering access to third-party asset managers and affiliated insurance products.

Patricia Wojtonek Gioitta is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. She has worked at both Flagstar Bank N.A. and LPL Financial since 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions with a focus on customized strategies and technology-supported research tools.

Sandra Santana is a financial advisor at Robert W. Baird & Co. in Cleveland, Ohio, holding a Series 63 designation with 24 years of industry experience. She has been with Robert W. Baird since 2001. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.