Ellen Pickler Harris is a financial advisor at Edward Jones with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 1997. Outside of her advisory role, she is involved with two real estate apartment limited partnerships. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Sam Fatigato is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Sunamerica and Sunamerica Capital Services, Inc. for nine years before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning tools and a range of investment offerings including relationships with investment companies and private funds.

Robert Collier is a financial advisor with Fisher Investments who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has been with Fisher Investments since 2001. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and uses tax-aware strategies alongside defensive tactics to manage risk.

Ignacio Brache is a Series 66-credentialed financial advisor with seven years of experience at Thrivent Investment Management. He has worked at Thrivent Financial and Thrivent Investment Management since 2019. Outside of his advisory role, he coaches high school, college, and professional kickers and punters, and serves as president of Brache Bread, a nonprofit that funds mission trips for students and adults. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning without implementing those recommendations. The firm combines holistic, goal-based analyses with optional managed-account programs while maintaining advisory and planning services separately.

Michele Green is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and possessing 19 years of industry experience. Her career includes roles at Wells Fargo Clearing Services, JP Morgan Chase Bank, JP Morgan Securities, and Bank of America/Merrill. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Barbara Collette is a financial advisor at LPL Financial with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley, D.A. Davidson & Co., and Merrill. 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, offering a range of advisory programs, financial planning, and brokerage services.

Kiavash Mastani is a financial advisor at Fidelity with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at Morgan Stanley and Harvey & Company LLC, as well as positions in academic settings at the University of California, Los Angeles, and Foothill College. Fidelity, through its Strategic Advisers LLC affiliate, offers investment management and advisory services to diverse client types, including retail and institutional investors. The firm integrates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios comprising mutual funds, ETFs, and ETPs.

Sid Hukic is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over four decades of experience in the financial services industry. He began his career in 1982 following roles at the Chicago Board of Trade and a foreign exchange trading desk in New York, where he developed insights into market drivers. Since 1985, Sid has managed pension, trust, and individual assets, and he currently serves multiple generations of clients across seven states, including managing qualified retirement plans. He is a Senior Portfolio Manager who offers personalized discretionary management strategies incorporating stocks, bonds, Merrill model portfolios, and third-party investment approaches. Sid holds a Bachelor's degree in Finance and Economics from Miami University of Ohio and has completed executive education at the University of Chicago Booth School of Business. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise encompasses a broad range of areas such as corporate benefits, executive compensation, family wealth management, endowments and non-profits, legacy planning, liquidity management, sports and entertainment, and tax minimization strategies. A lifelong resident of Boardman except for ten years in Chicago, Sid is a founding member of the Boardman Schools Fund for Educational Excellence endowment. He supports multiple community events including the Spartan Invitational cross-country meet and the Panerathon, and he is involved with Making Kids Count and the Beatitude House. Sid and his wife, Kate, spend free time at the lake with their three children, two of whom are now part of his team.

Thomas Balas is a Series 66 licensed financial advisor with J.P. Morgan Securities in Orange, CA, where he has worked since 2012. He has 20 years of industry experience, including a tenure at J.P. Morgan Chase Bank, N.A. Thomas does not have any publicly noted outside business activities. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Ryan Brown is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding a Series 66 designation and 15 years of industry experience. He previously worked for Bank of America/Merrill Lynch for 15 years before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026. Outside of his advisory role, he co-owns a bin cleaning business and is the author of a children’s book, which he published and sells online; he also maintains a blog focused on camping in California. 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 incorporating an ESG eligibility framework in its investment recommendations.

Carlos Naranjo is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Pruco Securities, LLC and U.S. Bancorp Investments, Inc. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model wealth portfolios and third-party asset management, combining advisory programs with brokerage and insurance services.

Gibran Le is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors, Inc. for nine years. He also serves as an agent offering fixed insurance products such as accident, disability, fixed and indexed annuities, long-term care, and traditional life insurance. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a range of portfolio management tools and third-party solutions.

Jesse Nelson is the Vice President and Financial Consultant at Fidelity Investments, a position held since 2024. Jesse has been with Fidelity Investments since 2019, progressing through various roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant. Jesse holds a Masters of Science in Personal Financial Planning and is a Certified Financial Planner™. He works with individuals and families to develop personalized financial plans that align with their unique goals, values, and needs. Jesse is also licensed for insurance in California. Outside of his professional work, Jesse has interests in cars, fitness, food, outdoor adventures, traveling, and volunteering.

Lindsey Caputa is a financial advisor with RBC Capital Markets in Irvine, CA, holding a Series 66 designation and five years of industry experience. She has been with RBC Capital Markets LLC since 2018 and previously worked at Mi Casa for 14 years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a mix of internal and third-party managers, supported by RBC’s capital-markets and affiliated asset management capabilities.

Jason Seitz is a financial advisor with Charles Schwab holding Series 63 and Series 66 licenses. He has two years of industry experience and has worked at Charles Schwab and Charles Schwab Bank, SSB since 2023. His prior work includes roles in various sectors and periods of full-time education. 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 and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Jason Jones is a financial advisor with Wells Fargo Clearing in Irvine, CA, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with Wells Fargo Clearing since 2018 and also works with Wells Fargo Bank NA. Outside of his advisory role, he owns and operates a food preparation and sales business in Lake Elsinore, CA. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Wendy Fortenberry is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley and its Private Bank division since 2015, operating out of San Francisco, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Erica Schickerling is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. She has held roles at several firms, including Raymond James Financial Services and Citrus Wealth Management. Outside of her advisory work, she is the founder and writer of a travel blog. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Liyan Fan is a financial advisor at J.P. Morgan Securities with Series 65 and Series 66 credentials and one year of industry experience. Prior to joining J.P. Morgan, Liyan worked at Solomon And Associates and held roles at Zhong Rui Investment Corp, East West Bank, and Rayliant Global Advisors. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Dina Fernandes is a Series 66-licensed financial advisor with Morgan Stanley in Laguna Niguel, CA, and has 20 years of experience at the firm. She has been active in the industry for seven years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and firm-approved tools but does not include individual security recommendations within its standalone planning program.