Regan Sweeney is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2021. Prior to that, he was with Alliance Bernstein and KeyBanc Capital Markets. He also has experience at St. Ignatius High School in Cleveland, Ohio. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Harold Barnes is a financial advisor with Wells Fargo Clearing in Cleveland, OH, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of investment products, such as insurance-related vehicles and bank deposit sweep options, than many large institutional 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.

Hannah Walsh is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones. Her prior roles include positions at Hasenberg Financial Group, CliftonLarsonAllen Wealth Advisors LLC, and THRIVENT FINANCIAL for Lutherans. Outside of her advisory work, she owns a residential rental properties business in Pepin, Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies through a nationwide network of more than 23,000 financial advisors.

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.

Benjamin Brauneck is a financial advisor with Charles Schwab, holding a Series 66 designation and 12 years of industry experience. He has worked at Charles Schwab since 2014 and at Charles Schwab Bank since 2016. Charles Schwab & Co., Inc. serves a large client base, 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 discretionary separately managed accounts and offers a multi-asset model portfolio investment approach supported by centralized supervisory and custody arrangements.

Christine Danko is a financial advisor with Charles Schwab in Richfield, Ohio, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Charles Schwab & Co. since 2016, including a two-year period with Schwab Retirement Plan Services. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios, strategic asset allocation, and a formal alternative investment onboarding process.

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.

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.

Mark Mcginnis is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2021, previously spending ten years at Citizens Securities, Inc. Mcginnis’s background includes roles outside of finance, such as employment at Lowe’s and the United States Postal Service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of funds and model portfolios, incorporating systematic methodologies and long-term asset allocation benchmarks.

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.

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.

David Grossman is a financial advisor with Edward Jones in Solon, OH, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1995. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options supported by a nationwide network of financial advisors and branch offices.

Domingo Muniz is a Planning Consultant who partners with Wealth Management Teams in Columbus, OH. He works with clients to build their own Financial Plan, focusing on leveraging Fidelity's resources to provide customized strategies for managing complex financial needs. Domingo's professional experience includes roles at Fidelity Investments as a Relationship Manager from 2025 to 2026 and as a Financial Representative from 2023 to 2024. Outside of his professional work, Domingo engages in family activities and enjoys football, gardening, hiking, and running.

Jeremy Fuqua is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he worked in various roles including at Dave's Cosmic Subs and GNC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a mix of proprietary and third-party investment solutions.

Kristen Warren is a financial advisor at Charles Schwab with 11 years of industry experience. She holds the Series 66 designation and has worked at Charles Schwab since 2014, including eight years with Schwab Retirement Plan Services. 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 offers a combination of non-discretionary and discretionary investment guidance delivered through multi-asset model portfolios and maintains a centralized operational structure supporting a large client base.

Abigail Peterson is a Series 66-credentialed financial advisor at Equitable Advisors with two years of industry experience. Prior to joining the firm, she worked in finance and event roles at Ohio University’s College of Business and has experience in the catering and hospitality sectors. She serves as a non-investment committee member for the Working Women's Connection Networking Group in Westlake, OH. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of investment programs and third-party managers to deliver tailored advice and ERISA fiduciary services.