Meghan Bradish is a financial advisor with UBS Financial Services in Hudson, Ohio, holding a Series 66 designation and 11 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Colin Bell is a financial advisor with Thrivent Investment Management in Stow, Ohio, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning across various topics without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

George Williams is a financial advisor at Primerica Advisors with 11 years of industry experience. He holds a Series 63 designation and has worked at Primerica Advisors since 2015. Prior to that, his work history includes positions at Eliza Bryant Housing and Robert Half. He is also involved in sales of investment-related and home-related products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, employing model-driven strategies primarily managed by third-party asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Thomas Minnick is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and twelve years of industry experience. His prior roles include positions at Ameriprise, Blackstone Wealth Management, and Legacy Investment Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Diana Meller is a Financial Advisor at Merrill Lynch Wealth Management. She holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Diana earned her Bachelor's Degree from the University of Phoenix. Her role focuses on providing financial planning and investment advisory services to clients.

Nathan Thomas is a financial advisor at Cetera with five years of industry experience and holds a Series 66 designation. He is the owner of Marathon Financial Services and serves on the board of Achieve Adoption as treasurer. Thomas is also a co-author of a book and is involved with the Kent State Community Board as a volunteer and board member. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm serves a diverse clientele including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, offering a range of program structures and investment options.

Andrew Petros is a financial advisor at OSAIC with two years of industry experience. He holds the Series 66 designation and has worked at several firms, including PK Financial, Thrivent Investment Management, and Brightline LLC. He also has experience in finance-related roles at Ohio University and DHL Supply Chain. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension 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 automated rebalancing across a range of investment products.

Norman Mays is a financial advisor with Primerica Advisors in Cuyahoga Falls, OH, holding 11 years of industry experience. He has been associated with PFS Investments Inc. since 2012 and Primerica Financial Services since 1997. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm utilizes third-party asset managers and offers a tiered wrap fee structure distinct from fixed-fee billing options.

Kyle Langerman is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was associated with Citigroup Global Markets starting in 2005. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including 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 advisory process.

Gregory Pospichel is a financial advisor with OSAIC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Cullen Financial Advisors and EisnerAmper LLP. He is also the owner of a CPA sole proprietorship providing tax preparation and planning services. OSAIC serves a diverse client base, including individual and institutional investors, through a large network of affiliated advisors offering brokerage, advisory, and financial planning services. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management, utilizing multiple third-party platforms and investment products.

Sean Dobbins is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Christopher Naples is a financial advisor with Morgan Stanley in Hudson, Ohio, holding a Series 66 designation and 21 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Michael Darby is a financial advisor with Raymond James Financial in Cuyahoga Falls, OH, holding Series 63 and Series 65 credentials and with 32 years of industry experience. He has been with Raymond James Financial since 2005 and is involved in the Cuyahoga Falls City School Finance Committee, where he consults on strategies to increase outside revenues for the local school board. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs analytical tools and a non-discretionary approach tailored to client goals, and it maintains specialized municipal advisory capabilities and innovative employer advisory programs.

Bryson Joy is a financial advisor with LPL Financial in Aurora, Ohio, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, he worked at Bentley Advisors LLC and spent over a decade at Zimmer Biomet. He is also a business owner of Bentley Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of advisers. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Gurpreet Reen is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase and JP Morgan Securities LLC since 2017, with prior experience at PNC Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, delivering asset-allocation advice, investment manager searches, and customized performance reporting on a non-discretionary basis. The firm integrates quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Matthew Junstrom is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at J.P. Morgan Securities since 2017 and previously held roles at PNC Investments and PNC Bank from 2011 to 2017. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis where clients retain final decision-making authority.

Richard Grissom is a financial advisor with Primerica Advisors in Hartville, Ohio, holding Series 63 and Series 65 licenses and over 35 years of industry experience. He has been with Primerica Advisors since 1990 and Primerica Financial Services since 1988. Outside of his advisory role, he manages 20 acres of land where he raises cattle and sells hay. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure in its operational model.

Scott Wolf is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with J.P. Morgan in various capacities since 2011. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities through a non-discretionary program.

Mark Hawald is a Series 66-licensed financial advisor with 19 years of industry experience. He currently works at OSAIC and previously spent 14 years at American Portfolios Financial Services, Inc. Outside of his advisory role, he serves as assistant wrestling coach at John Carroll University and holds executive positions in manufacturing and business services companies. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs various asset-allocation tools and offers discretionary and non-discretionary portfolio management, with access to third-party money managers and multiple investment platforms.

Delores Elliott is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for nine years before joining Morgan Stanley in 2024. 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’s financial planning process utilizes firm-approved tools and modeling techniques, focusing on tailored plans without individual security recommendations as part of standalone planning.