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 industry experience. She has worked at Lincoln Financial Advisors for 16 years before joining OSAIC in 2025. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of affiliated advisors, utilizing asset-allocation tools, risk assessments, and access to third-party money managers and wrap programs.

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.

George Aussem is a financial advisor with Charles Schwab in Richfield, Ohio, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Charles Schwab since 2007. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services alongside access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and a formal due diligence process for alternative investments.

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 with Osaic Wealth, Inc. based in Orange Village, OH. She holds a Series 63 designation and has 32 years of industry experience, including 27 years at Lincoln Financial Advisors Corporation prior to joining Osaic in 2025. Outside of her advisory role, she is a co-trustee of her husband's revocable living trust and offers index annuities as part of her activities. Osaic Wealth, Inc. serves a diverse client base comprising retail and institutional investors, providing integrated brokerage and advisory services through a network of affiliated advisers. The firm employs asset-allocation tools, risk assessment questionnaires, and automated rebalancing to construct portfolios that include a range of securities and alternative investments.

Jeffrey Lash is a financial advisor with Primerica Advisors in Medina, OH, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes a long tenure at UPS and roles at Lash & Company, CPAS, Inc. He also engages in sales of investment-related products and part-time referrals for home security and automation services affiliated with PFS Investments Inc. and Primerica Mortgage, LLC. Primerica Advisors serves primarily individual investors, corporate, and charitable clients through a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers.

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.

Dennis Kelley is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 16 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017 and with affiliated firms since 2013. Outside of his advisory work, he serves as president and board member of Wishes Can Happen, a charitable organization that raises funds and grants wishes to children with life-threatening illnesses. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a large network of independent financial professionals. The firm provides diverse investment solutions including proprietary models and third-party strategies, with both discretionary and non-discretionary options tailored to client objectives.

Timothy Malone II is a financial advisor with Primerica Advisors in Medina, OH, holding a Series 63 designation and six years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2018 and has prior experience at Verizon Wireless. Outside of advising, he is a sports official for volleyball and basketball contests. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm employs third-party asset managers and maintains a tiered wrap-fee structure for its services.

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.

Antoniella Varrasso Smith is a financial advisor at Fidelity with eight years of industry experience and holds the Series 66 designation. Her prior experience includes roles at Merrill and Cetera, as well as a position with First National Bank of PA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves a distinctive role with advisory responsibilities that include commodity pool operations and the use of AI in research.

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.

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.

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.

Thomas Clark is a CFP® with 49 years of experience in the financial services industry. He has been with Wells Fargo Advisors since 2020, following prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of his advisory role, he serves as chairman of the Greater Akron Musical Association Foundation and the Summit County Historical Society, and he teaches personal financial planning as an adjunct instructor at the University of Akron. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and business-owner transition planning. Advisors at the firm use proprietary research and tools to develop tailored recommendations, with clients choosing how to implement these through various brokerage or advisory programs.

Alexandra Pierce is a financial advisor with Edward Jones in Lakewood, OH. She holds a Series 66 designation and has six years of experience at Edward Jones following eight years at Huntington National Bank. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.