Elizabeth Na is a financial advisor with eAdvisor LLC in Cincinnati, OH, holding a Series 63 designation and 25 years of industry experience. She has served at eAdvisor LLC since 2014 and concurrently owns and operates Na & Associates CPA LLC, an accounting firm, where she also holds a licensed insurance agent status. In addition, she is president of 442 Chestnut Finance Group, Inc. and principal of JC Food Products Inc. eAdvisor LLC provides financial planning and referral-based portfolio management for individuals, trusts, retirement accounts, and charitable organizations, directing client assets to third-party managers. The firm employs a range of investment methods, including charting, fundamental, technical, and quantitative analysis, without discretionary trading authority over client accounts.

Michael Mccormick is a financial advisor at eAdvisor LLC with 19 years of industry experience. He holds the Series 63 designation and has held roles at eAdvisor since 2017, Financial Gravity Wealth, Inc. since 2014, and MJ McCormick, LLC since 2010. Outside of financial advising, he is the managing member of MJ McCormick, LLC, a public accounting firm, and president of BackupCellar, Inc., a data backup services company. eAdvisor LLC offers financial planning and referral-based portfolio management primarily for individuals, trusts, retirement accounts, and charitable organizations. The firm employs a mixed investment approach incorporating charting, fundamental, technical, and quantitative analysis, and relies on third-party managers for execution and custody without accepting discretionary trading authority.