John Koch Jr. is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America, N.A. and Merrill. He serves as a committee member on the investment sub-committee for Saint Ignatius High School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities with financial planning and advisory services, offering a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Rosalie Scafidi is a financial advisor with Ameriprise in Willowick, OH, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliate since 2001. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a specialized team to deliver tailored retirement income advice.

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.

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.

Regan Sweeney is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2021. Prior to that, he was with Alliance Bernstein and KeyBanc Capital Markets. He also has experience at St. Ignatius High School in Cleveland, Ohio. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Harold Barnes is a financial advisor with Wells Fargo Clearing in Cleveland, OH, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of investment products, such as insurance-related vehicles and bank deposit sweep options, than many large institutional advisors.

Dianna Reiser is a Series 66-registered financial advisor with UBS Financial Services in Cleveland, Ohio, where she has worked since 1993, accumulating 29 years of industry experience. She has spent her entire advisory career at UBS. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, leveraging proprietary research and model-based asset allocations to tailor strategies to client goals.

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 who holds Series 63 and Series 65 designations and has 32 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Prior to joining Morgan Stanley, she was associated with Citigroup Global Markets starting in 1995. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs, including tailored financial planning supported by firm-approved tools and analysis methods such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-sponsored financial planning agreements.

Michael Field is a CFA® charterholder affiliated with LPL Financial and has one year of experience as a financial advisor. Prior to joining LPL Financial in 2025, he worked at Bank of America Private Bank for a total of nine years and served in the United States Army for seven years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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 worked at Prudential Insurance Company of America and Pruco Securities, LLC for over four decades before joining LPL Enterprise in 2024. 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, with an integrated platform that combines advisory services and brokerage products.