Sasha Dietsche is a financial advisor with Equitable Advisors, holding a Series 66 designation and 10 years of industry experience. Prior to joining Equitable Advisors in 2023, Sasha worked at Wells Fargo Clearing Services LLC and WELLS FARGO Advisors, LLC. Outside of advisory work, Sasha is involved in sales with Paperpie since mid-2024. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through various programs and third-party managers, emphasizing a tailored approach based on client risk tolerance and objectives.

Brian Self is a financial advisor with Fidelity Investments holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at LPL Financial, J.P. Morgan Securities, and Scottrade Investment Management. He is based in Chagrin Falls, Ohio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Dennis Jackson is a financial advisor with LPL Financial who holds 24 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc., and has operated his own legal services business since 1993. Outside of his advisory role, he has a small sailboat rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house research and third-party strategies.

Matthew Petersen is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been associated with J.P. Morgan entities since 2016, including roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Daniel Bralliar is a financial advisor with LPL Financial in Beachwood, Ohio, holding a Series 63 designation and 29 years of industry experience. He has been associated with LPL Financial since 2004 and has operated Tyler-Stone Wealth Management, LLC since 2015. Outside of finance, he serves as the executive secretary for the Jiu-Jitsu Black Belt Federation of the USA and is a partner and chief instructor at the Mayfield Academy of Self-Defense. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by proprietary and third-party research, with capabilities including discretionary and non-discretionary management, model portfolios, and various specialized investment strategies.

Matthew Holmes is a financial advisor with Primerica Advisors in Milan, Ohio, holding seven years of industry experience. He has worked at Primerica Advisors since 2019 and previously held roles at Grundfos Pumps Corp. and Weir Minerals North America. Outside of his advisory work, Holmes owns and operates TMH Services, LLC, a general handyman and repair services business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Seth Workman is a financial advisor at LPL Enterprise with credentials including Series 66 and Series 63 and four years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and CrossCountry Mortgage, Inc. Outside of advising, he is involved with HighDive Partners LLC, a business focused on providing funding sources and culinary expertise to business owners. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs. The firm’s integrated platform supports advisory programs alongside brokerage and insurance products.

Giade Ensley is a financial advisor with Charles Schwab & Co., Inc., holding a Series 66 designation and beginning their career in 2026. Prior to joining Schwab, their experience includes various roles primarily outside the financial industry. Charles Schwab & Co., Inc. serves a large client base, mainly 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios alongside due diligence on alternative investments.

Kevin Forney is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2011, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning using firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Christopher Roborecki is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in tree farming, managing The Roborecki Tree Farm in Boston Heights, Ohio. Ameriprise serves individuals approaching or in retirement with a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Thomas Jewett is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and has previously worked at Foundations Worldwide Inc. and in automotive and educational sectors. Jewett is a committee member of the HIT Living Foundation, where he volunteers on the finance and investment committee. Raymond James & Associates is a large dually registered broker-dealer and investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning, investment consulting, and municipal advisory services.

Thomas Rogers is a financial advisor with Ameriprise in Canfield, Ohio, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Ameriprise and its affiliate since 2013. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered through a centralized consulting team.

Marcus Werther is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. His previous roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Nuveen. Werther is also self-employed and has experience managing a real estate rental property. LPL Enterprise serves a diverse client base ranging from individuals to institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management arrangements, and a variety of brokerage and insurance products.

John Collier is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory work, Collier serves on the Advisory Board for the University of Akron Economics Department and is a member of Collier and McMain LLC, an expense-sharing entity. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Richard Simonitis Jr. is a financial advisor with LPL Financial based in North Royalton, Ohio. He holds the Series 63 designation and has 33 years of industry experience, including 19 years with LPL Financial. In addition to his advisory role, he operates Investing Solutions & Financial Services LLC, which offers financial advice and ancillary tax preparation and non-variable insurance services. He is also employed outside the investment industry in a role with Task Bunny. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a wide range of advisory programs, retirement plan consulting, and brokerage services, with offerings that include model portfolios, third-party subadvisors, and technology-driven investment solutions.

Joseph Doman Jr. is a financial advisor with UBS Financial Services in Hudson, OH, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with UBS Financial Services since 1999. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Marc Stone is a financial advisor with LPL Financial in Beachwood, OH, holding CFP® and Series 63 credentials and 36 years of industry experience. He has worked with LPL Financial since 1998 and leads Tyler Stone Wealth Management, LLC, which he founded in 2015. Stone also operates Stone Financial Advisors, Inc., and is involved in selling long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supported by research and model portfolios from LPL Research and third-party subadvisors.

Loran Ansberry is a financial advisor with UBS Financial Services in Pepper Pike, OH, holding a Series 66 designation and 16 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, Ansberry serves as treasurer for the Women’s Guild at Gesu Catholic School and Gesu Catholic Church and participates in fundraising activities for The Gathering Place. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based strategies. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets and fiduciary services.

Amber Roane is a Series 66-licensed financial advisor with 10 years of industry experience. She is currently with Cetera and has prior experience at Comprehensive Retirement Solutions, LLC. Outside of her advisory role, she is registered with Prosperity Advisors LLC and serves as a notary public. Cetera Investment Advisers LLC is a national SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Steven Thompson is a financial advisor at OSAIC with 33 years of industry experience. He holds a Series 63 designation and previously worked at SagePoint Financial, Inc., MML Investors Services, Inc., and MassMutual. Outside of his advisory work, Thompson serves on the boards of Empower Sports and the Common Goal Foundation, both nonprofits supporting individuals with special needs. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios across multiple investment types.