Patricia Mcgreevy Evans is a financial advisor with Primerica Advisors in Gates Mills, OH, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. She has worked with PFS Investments Inc. since 2003 and Primerica Financial Services since 1993. In addition to her advisory role, she 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, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Robert Witte is a financial advisor with Morgan Stanley in Pepper Pike, Ohio, holding Series 63 and Series 66 licenses and 15 years of industry experience. He previously worked at PNC Investments for three years before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning services through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and models to support client financial goals.

Robert Lord III is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Thrivent in 2020, he worked at Kennard Financial Services and was self-employed. Outside of finance, he serves as a volleyball official, officiating matches at various educational levels. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option.

Aaron Kamat is a financial advisor at LPL Financial with 17 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for ten years. Kamat is a Series 66 credential holder and is based in Pepper Pike, OH. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from multiple sources.

Theresa Holliday is a financial advisor at Merrill with 26 years of industry experience and holds a Series 66 designation. She has been with Merrill Lynch since 1998. Outside of her advisory role, she is listed as holding power of attorney for an entity named C A H in Solon, Ohio. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Benjamin Keiper is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Pruco Securities, LLC, Prudential Insurance Company of America, and Northwestern Mutual Life Insurance Company. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Conor Tilow is a Securities-licensed financial advisor with UBS Financial Services, based in Pepper Pike, Ohio, and has 11 years of industry experience. He has been with UBS since 2015. Outside of his advisory work, he is involved with the West Side Catholic Center in Cleveland, volunteering to assist those in need. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm provides a range of services including fee-based financial planning, portfolio management, and capital markets services, employing proprietary research and model-based asset allocations to tailor client strategies.

Stephen Mrozek is a Series 66-licensed financial advisor with Edward Jones in Willoughby Hills, OH, and has 14 years of industry experience. He has worked with Edward Jones since 2011. Outside of his advisory role, he operates a consulting business assisting small to mid-sized companies with administration, personnel, and operations. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm offers a range of advisory programs and investment options, supported by a large network of advisors and branch offices nationwide.

Gene Fritzsche is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Cetera in 2025, he worked at B. Riley Wealth Advisors and Capital Securities of America. Outside of finance, he owns and oversees two pet containment businesses in Ohio. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, featuring multiple program structures and access to various third-party money managers.

Charles Thomasson is a ChFC® credentialed financial advisor with 35 years of industry experience, currently with Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. for 15 years. He serves on the board of the Western Reserve Chapter of Mayflower Descendants and is involved in starting a charity focused on feeding zoo animals, farm rescue animals, and horses. Additionally, he is an amateur classical guitar player. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Kristopher Sayre is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan in various capacities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Moore is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 21 years of industry experience. He has been with J.P. Morgan Securities since 2013. Outside of his advisory role, he works as an account manager and sales representative for Ultimate Steel LLC, a manufacturer of steel products. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Caroline Adams is a Senior Financial Advisor with Williams, Jones & Associates, a wealth-management team at Merrill Lynch Wealth Management. She joined Merrill in 2021 after starting her career as a Certified Public Accountant with a large Montana-based public accounting firm. Caroline's approach to financial advising centers on developing personalized, goals-based wealth plans that address her clients' long-term ambitions. Her areas of expertise include tax-sensitive financial strategies, business planning, cash-flow analysis, higher-education savings, wealth transfer, and portfolio management services. Caroline and her team assist a diverse range of clients including executives, business owners, professionals, and multi-generational families. She emphasizes collaboration with clients' external tax and legal advisors to ensure coordinated planning. Caroline holds professional designations such as Certified Plan Fiduciary Advisor, Personal Investment Advisor, and Retirement Accredited Financial Advisor. Caroline earned dual bachelor's degrees in Accounting and Finance from Carroll College in Helena, Montana. She is involved with the Idaho Women's Charitable Foundation. Outside of her professional work, Caroline enjoys spending time outdoors with her husband, Cole, and their golden retriever, Bo, engaging in activities such as hiking, skiing, and tennis.

Jason Lukz is a financial advisor with Cetera who holds 15 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services for eight years, as well as at ValMark Advisers and ValMark Securities for three years. He is the owner and sole proprietor of Golden Financial Consulting, LLC, operating under the marketing name NIR. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and features diverse program options including model portfolios, third-party managers, and bespoke strategies.

Jeremiah Brudno is a CFP® with 25 years of experience in the financial industry. He has been with J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Jon Shane is a financial advisor at Merrill with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Merrill since 1981, concurrently serving at Bank of America since 2011. Outside of his advisory role, he acts as a trustee for family-related irrevocable insurance and residence trusts. Merrill provides managed account services through the Select Portfolio Solutions program to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated with Bank of America’s broader platform.

Susan Paolo is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2023. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports municipal clients with public-financing and investment banking capabilities.

Craig Voorhees is a financial advisor with Equitable Advisors in Burton, OH, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with Equitable Advisors since 2011, including the period when the firm operated as AxA Advisors. Outside of his advisory role, Voorhees is a partner and sales coach at CoverLink Insurance and serves as treasurer for the Berkshire Recreation Association. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Maxwell Grundy is a financial advisor at Edward Jones in Mentor, Ohio, holding a Series 66 designation with one year of industry experience. His prior roles include positions at CarbonWeb, The Mormile Agency, and Ryan King Insurance & Financial Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a variety of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Steven Berman is a CFP®-designated financial advisor with Wells Fargo Advisors, bringing 30 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he serves on the finance committee of The Gathering Place, a nonprofit organization in Beachwood, OH, and is a notary public. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and sports & entertainment planning, supported by proprietary research and planning tools.