Mohammad Ali is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank and JPMorgan Securities since 2023. Prior to his current roles, his background includes positions outside the financial industry. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities while delivering non-discretionary wealth advisory services.

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.

Tovia Widman is a financial advisor with Wells Fargo Clearing in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 55 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors LLC and Prudential Equity Group, LLC. 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 utilizes research and analytics to evaluate investment options, offering both brokerage and advisory solutions across a wide range of financial products.

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.

Trevor Valentine is a financial advisor at Fidelity with 23 years of industry experience. He holds a Series 66 designation and has worked in various capacities at Fidelity since 2010, including roles at Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative and algorithmic methods and manages portfolios using systematic methodologies and long-term asset allocation benchmarks.

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.

Matthew Rising is a financial advisor with LPL Financial based in Fairview Park, OH, holding a Series 66 designation and one year of industry experience. Prior to joining LPL, he worked at Ohio Investment Partners and has experience outside the financial industry with Rover, a pet sitting service. 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 financial planning and advisory programs, including retirement plan consulting and 529 account management, with discretionary and non-discretionary management options supported by research and model portfolios.

Steve Lull is a financial advisor at Merrill with 28 years of industry experience. He holds a Series 66 designation and has been with Merrill since 1996, also working with Bank of America since 2022. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Nicholas Di Santo is a financial advisor with J.P. Morgan Securities in Cleveland, OH, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with J.P. Morgan Securities since 2009 and has worked at JPMorgan Chase Bank, N.A. since 1987. Outside of his advisory role, he serves as a director for CHN Housing Partners, a nonprofit focused on sustainable neighborhoods and community development in Cleveland. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Robert Cygan is a financial advisor at OSAIC with 35 years of industry experience. His prior work includes roles at SagePoint Financial, Inc. and MML Investors Services. He serves as a board member of the Cleveland Dyslexia Center, a nonprofit providing free one-on-one tutoring for children with dyslexia. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services with access to various investment strategies and third-party money managers.

Ankit Patel is an Investment Consultant currently working at Fidelity Investments, a position he has held since 2023. In this role, he focuses on understanding clients' financial situations to collaboratively develop financial plans aimed at achieving their goals. Prior to his current role, Ankit served as a Financial Advisor at Key Investment Services from 2019 to 2023. His professional experience centers on investment consulting and financial advising, helping clients manage and plan their financial futures.

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.

John Lipaj is a financial advisor with Raymond James Financial in Westlake, Ohio, holding Series 63 and Series 66 designations and over 34 years of industry experience. His career includes roles at True North Wealth Management and multiple consulting and advisory positions since 2019. Lipaj is currently involved with E&M Consulting, Strategic Retirement Solutions, and CKE Financial Services as a financial advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and supports institutional consulting and portfolio management through a large network of advisors.