Jon Sedlacek is a financial advisor at Primerica Advisors with 20 years of industry experience. He has been with Primerica Advisors since 2002 and involves in related business activities including the sale of loan products and home security services through affiliated companies. Sedlacek is also the owner of Jon Sedlacek & Associates, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm operates through a large network of advisors and delivers model-based investment recommendations supported by unaffiliated asset managers and custodial services.

Matthew Bruner is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Robert W. Baird since 2011. Outside of his advisory role, he is an owner and landlord of a rental property in Hilton Head Island, SC. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized consulting and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments, and offers municipal advisory and public finance services alongside its investment and trust capabilities.

Christopher Nealon is a financial advisor with Cetera, holding a Series 66 designation and currently based in Avon, Ohio. He has less than one year of industry experience, with recent roles at Cetera Investment Advisors and Cetera Wealth Services. Prior to entering the financial advisory field, he held positions at Moen Incorporated and served as a Group Product Manager. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, model portfolios, and access to third-party money managers.

Raymond Glinka is a financial advisor at Ameriprise with 46 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise and its predecessor firm since 1979. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized non-discretionary advice through a centralized consulting team.

Edward Trela is a Series 66-credentialed financial advisor with Edward Jones, with three years of industry experience. Prior to joining Edward Jones, he worked for Alternate Solutions / Summa At Home for eight years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Shapiro is a financial advisor at Ameriprise with 26 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Ameriprise in 2026, he worked at Cetera and Cetera Wealth Services from 2013 to 2026. Outside of his advisory work, he serves as Secretary of the Finance Action Team for the Lititz Church of the Brethren. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice. The firm’s approach integrates proprietary investment research and third-party data, with services tailored to clients meeting minimum investable asset criteria.

James Hojnacki is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. He previously worked at Emigrant Bank and Cleveland Private Trust Company and spent eight years at Dollar Bank FSB. Outside of his advisory role, he is a passive investor in several businesses, including medical device companies, a senior living facility, a blockchain technology startup, an energy platform company, and a food equipment startup. J.P. Morgan Securities 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

June Bolton is a financial advisor with Cetera and holds Series 63 and Series 65 credentials. She has 41 years of industry experience, including roles at First Allied Advisory Services and First Allied Securities. She is also president of Bolton Capital Management, a holding company focused on tax and bill payment services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies.

Sara Rodriguez is a financial advisor at Fidelity with 10 years of industry experience. She holds a Series 66 designation and previously worked at Charles Schwab and Charles Schwab Bank. 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across a broad investable universe, and it serves both discretionary and non-discretionary advisory roles.

Ethan Field is a financial advisor at LPL Financial with a Series 66 designation and less than one year of industry experience. His prior work history includes roles outside the financial industry at various organizations including The Brookhaven Group and Ohio Eagle. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diversified advisory programs, financial planning, and retirement consulting supported by research and model portfolios from internal and third-party resources.

Nancy Radzyminski is a financial advisor with LPL Financial, holding a Series 63 designation and over 40 years of industry experience. She has been with LPL Financial since 1995. Outside of her advisory role, she serves as secretary for the Idlewood Condominium Association #7 board, where she takes and distributes meeting notes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations through a large network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options supported by research and model portfolios.

Brian Gehlbach is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has been with Merrill since 2018. Prior to joining Merrill, he worked with The Friendship Foundation from 2016 to 2018. 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 designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Shawn Gaiser is a Certified Financial Planner® with seven years of experience in the financial services industry. He is currently affiliated with Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB, where he has worked since 2022. His prior experience includes roles at Baird, Key Investment Services, and KeyBank. Charles Schwab & Co., Inc. serves a broad 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 affiliated discretionary separately managed accounts and offers a range of multi-asset model portfolios and alternative investments.

Jill Braford is a financial advisor with UBS Financial Services holding Series 63 and Series 66 credentials and 28 years of industry experience. She has been with UBS since 2006, including her current tenure at UBS Financial Services Inc. since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and offers access to proprietary research, capital markets activities, and affiliated banking and lending programs.

Jaymee Ellis is a financial advisor at LPL Financial with eight years of industry experience. She holds a Series 66 designation and previously worked at SII Investments, Inc. from 2016 to 2018. Outside of her advisory role, she is involved in tax preparation and accounting through TA-Check Financial Ltd. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from LPL Research and third-party subadvisors.

James Tusoch is a Financial Consultant currently working at Fidelity Investments since 2020. In his role, he partners with clients to identify important life events and goals, providing guidance and education on various strategies to achieve their financial objectives. His professional experience spans several roles in the financial industry, including Financial Advisor at Merrill Lynch from 2016 to 2020, CEO of Cornerstone Financial Partners from 2014 to 2016, and Business & Investment Banker at JP Morgan Chase from 2011 to 2014. James emphasizes building trust with clients and working collaboratively as a confidant to help navigate changing financial landscapes.

Sheridan Patrick is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked with J.P. Morgan Securities LLC since 2006 and at JPMorgan Chase Bank NA since 2017. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

John Ryan is a financial advisor with UBS Financial Services in Rocky River, OH, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS since 2007. Ryan serves on the board of directors for the Country Club of the Rockies, a golf social club. UBS Financial Services 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 and distributes proprietary research to support tailored client strategies.

Samuel Capasso is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He previously worked at Concourse Financial Group Securities Inc for over 17 years. In addition to his advisory role, he owns and operates an insurance business focused on the sales and service of life and annuity products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a wide range of portfolio management and financial planning services, supported by a large network of advisors and substantial assets under management.

Jonathon Lenehan is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Proforma and the University of Kentucky. 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 programs through a network of Investment Adviser Representatives, using a range of firm-offered and third-party advisory solutions.