Brett Gigliotti is a Series 66 licensed advisor with Fidelity in Westlake, Ohio, bringing 15 years of industry experience. He has been affiliated with Fidelity Investments since 2010 and currently provides one-on-one coaching through Magis Consulting LLC. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base including retail and institutional investors, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Jessica Burvis is a financial advisor at Fidelity with Series 66 credentials and three years of industry experience. She has worked at Fidelity Investments since 2022 and previously spent seven years at MetroHealth Medical Center. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary advisory portfolios.

Dominic Najem is a financial advisor with Morgan Stanley in Westlake, Ohio, holding a Series 66 designation and 28 years of industry experience. His work history includes positions at Merrill and Bank of America prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides financial plans under both direct and corporate agreements.

Dawson Treadway is a financial advisor at UBS Financial Services with four years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at firms including Equitable Advisors, Northwestern Mutual, and PNC Bank. In addition to his advisory role, he is a notary for non-equitable related business purposes. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Clint Gault is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 20 years of industry experience. He has worked with Cetera Advisors LLC since 2013 and operates Wealth Health LLC, a tax and wealth advisory firm. In addition, he is president of the French Creek Foundation, a nonprofit organization. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform with access to various program structures and investment strategies.

Dalyn Herrmann is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Cetera in 2026, Herrmann worked at Morgan Stanley and The Vanguard Group. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Brian Forneris is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and 22 years of industry experience. His prior roles include positions at Marcum Wealth, INTELLICENTS INVESTMENT SOLUTIONS, First National Trust, and Stancorp Investment Advisers. Outside of advisory work, he is a partner in a residential real estate rental business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting with a range of portfolio management styles and is notable for its municipal advisory services and affiliate ecosystem.

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.

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.

Jennifer Musille is a financial advisor at Cetera with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including PNC Wealth Management and Elios Financial Group. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Gus Marzavas is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds a Series 66 designation and previously worked at U.S. Bancorp Investments, Inc. for eight years before joining RBC Capital Markets in 2022. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, tax-management options, and alternative investments.

Karrie Simm is a financial advisor with Raymond James & Associates, holding a Series 66 license and having 12 years of industry experience. Her prior roles include positions at Bank of America and Merrill Lynch. Raymond James & Associates 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 government entities, offering financial planning and consulting with a range of portfolio management styles and municipal advisory services.

Caitlin Gall is a financial advisor at Morgan Stanley in Westlake, OH, holding Series 65 and Series 63 licenses with five years of industry experience. Her prior work includes roles at The Ohio State University and UBS Financial Services. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers its services through both direct and corporate financial planning agreements.

Elliott Veenstra is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. His prior work includes roles at Ohio Northern University, The Union Bank Co., and Northwestern Mutual. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios that utilize mutual funds, ETFs, and ETPs.

Angela Marsh is a financial advisor with Merrill in Westlake, OH, holding a Series 66 designation and 24 years of industry experience. She has been with Merrill Lynch since 2000. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Janik is a financial advisor with Thrivent Investment Management in Lorain, Ohio. He holds a Series 66 credential and has two years of industry experience. Prior to his current role, Janik worked at UPS and Doordash and spent over a decade at Panera Bread. Outside of his advisory work, he teaches pickleball clinics at Lorain County Community College for retirees and working individuals. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority. The firm allows clients to combine planning with managed-account programs under a consolidated billing option while keeping planning and portfolio management separate.

Jennifer Oxley is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds a Series 66 designation and worked at Merrill from 1996 to 2023 before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery conversations and firm-approved tools to support client planning.

Tom Stapel is a financial advisor with Cambridge Investment Research Advisors who has 41 years of industry experience. He previously worked at Cetera Advisor Networks LLC for nine years before joining Cambridge in 2023. Cambridge Investment Research Advisors serves a diverse client base that includes individuals across wealth levels, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Meghan Latham is a financial advisor at UBS Financial Services with 22 years of industry experience. She holds Series 63 and Series 66 designations and has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research, custody, underwriting, and capital markets offerings.

Kevin Bukvic is the Vice President and Branch Leader at Fidelity Investments, overseeing the Cleveland Westlake Investor Center. In this role, he focuses on fostering a strong culture and providing coaching to advisors to achieve superior outcomes for clients. Kevin has been with Fidelity Investments since 2014, progressing through various roles including Assistant Branch Leader, Financial Consultant, Investment Consultant, Central Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Customer Service Representative at Charles Schwab from 2013 to 2014.