Jay Definis, AGT - Northwestern Mutual

Modesto Moe Ruggiero, CEPA, is the founder of Ruggiero Wealth Management (RWM) and has over 35 years of experience in wealth management, helping families manage their wealth, businesses, and legacies. His analytical background as a former Flight Test Engineer for the F-18 Navy flight test program complements his commitment to personalized financial solutions tailored to each client's unique situation. Active in the community, Moe is involved with the University of Notre Dame and various local organizations, reflecting his dedication to service and philanthropy. He has earned recognition as an industry leader, consistently ranked among Forbes' Best in State Wealth Advisors and Wealth Management Teams. Generated from the website

Equitable Advisors is a national wealth management firm, operating locally across the country. Our financial professionals understand that your path to fulfillment starts with us getting to know who you are, what matters to you, and how you've made decisions so far. Equitable Advisors, LLC (NY, NY), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), a broker/dealer // Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) GE-7417817.1(12/24)

OnPoint Wealth Partners in Cleveland, OH offers personalized financial advisory services tailored to the unique needs of each client, from individuals to families to high-caliber institutions. Their team focuses on strategic thinking and opportunities to help clients pursue success through customized investment strategies and a quality standard of service. With a comprehensive approach to financial planning, OnPoint Wealth Partners provides in-depth analysis and personalized plans to address all aspects of their clients' financial lives. Whether managing personal wealth or elevating businesses to the next level, their team is dedicated to simplifying life's complexities and serving as stewards for their clients' financial futures.Generated from the website