Patricia Mcgreevy Evans is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 23 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 sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by third-party asset managers and provides advisory services through a network of approximately 3,700 advisors.

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.

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.

Mitchell Mcallister is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 21 years of industry experience. He has been with J.P. Morgan Chase Bank N.A. and J.P. Morgan Securities since 2012. 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 additional brokerage and investment management capabilities.

Theresa Holliday is a financial advisor at Merrill with 26 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch since 1998. Outside of her advisory role, she serves as a power of attorney for a private entity in Solon, Ohio. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Francis Beam III is a CFP® professional with 32 years of experience in the financial services industry. He is currently with OSAIC and has held prior roles at Lincoln Financial Corporation and Lincoln Financial Advisors Corp. In addition to his advisory work, he is involved in the sale of various insurance products including fixed annuities and long-term care insurance. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through an extensive network of advisers and advisory platforms. The firm offers a broad range of integrated financial services, utilizing a variety of investment tools and third-party solutions to construct and manage portfolios across multiple asset classes.

Pierre Boryczewski is a financial advisor with Ameriprise in Westlake, OH, holding a Series 66 designation and 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specified asset criteria, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers these recommendations through a centralized consulting team in partnership with financial advisors.

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.

Mark Potosky is a Senior Financial Advisor and Vice President with The Wadsworth Potosky Purcell Group at Merrill Lynch Wealth Management, based in Chagrin Falls, Ohio. He works closely with clients to develop customized wealth management strategies that align with their individual life goals and financial objectives. Mark's approach involves a disciplined process that utilizes the extensive resources of Merrill and Bank of America platforms to address the comprehensive needs of his clients' financial lives. Mark has been involved in the banking and financial services industry since 1989 and joined Merrill Lynch in April 2015. He holds a Bachelor of Science in Business Administration with majors in Finance and Insurance from Bowling Green State University. His professional credentials include the Chartered Retirement Planning Counselor (CRPC) designation and the Certified Plan Fiduciary Advisor (CPFA) certification, among others. He specializes in family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. A lifelong resident of Northeast Ohio, Mark is engaged in his local community through involvement with Kirtland Football and membership in the Holy Name Society. Outside of his professional work, he enjoys coaching sports and spending time with his wife and children. His personal interests include baseball, basketball, football, golfing, tennis, and watching movies.

Brian Petros is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2023. Prior to that, he spent 14 years at Sagepoint Financial, Inc. and has been associated with American General Securities Incorporated since 2003. Outside of his advisor role, he is a partner at PK Financial Group Inc., which provides individual wealth management and retirement plan management services. OSAIC serves a wide range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, through a large network of advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios, and offers integrated brokerage, financial planning, retirement consulting, and access to 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.

Caroline Adams is a Senior Financial Advisor with Williams, Jones & Associates at Merrill Lynch Wealth Management. She joined Merrill in 2021 after working as a Certified Public Accountant (CPA) with a large Montana-based public accounting firm, where she worked in both the Audit and Tax Departments supporting non-profit, government entities, individuals, and businesses. In her current role, she assists clients with a comprehensive range of financial needs. Her expertise includes tax-sensitive investment strategies, business planning, cash-flow analysis, higher-education savings, and wealth transfer. Caroline leverages her public accounting background to collaborate effectively with clients' external tax and legal advisors to ensure steady progress on shared financial initiatives. She focuses on supporting successive generations of client families in developing sound financial habits and pursuing long-term financial independence. Caroline holds dual Bachelor's degrees in Accounting and Finance from Carroll College in Helena. She has earned the designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is involved with the Idaho Women's Charitable Foundation. Caroline and her husband, Cole, live in Boise with their golden retriever, Bo, and enjoy outdoor activities such as hiking, snow skiing, and tennis.

Daniel Leugers is a CFP® with 26 years of industry experience, currently affiliated with Osaic Wealth Inc. He previously worked at VALIC Financial Advisors for 22 years and holds Series 66 registration. Leugers also owns BlueHaven Wealth Management, operating as a financial advisor under that firm. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and multiple portfolio management platforms to deliver customized investment solutions.

Natalie Mowry is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in a range of client focus areas including Corporate Executive Services, Divorce Transition Planning, Education Planning, Legacy Planning, Personal Retirement Planning, Portfolio Management Services, Women and Wealth, Individual and Corporate Investment Strategy, and Retirement Income. Natalie's approach centers on connecting all aspects of a client’s financial life to help prioritize and pursue their most important goals. Natalie began her career as an Advisor and Manager of Financial Services at a Fortune 500 financial firm before joining Merrill in 2009. She holds a Bachelor of Business Administration from the University of Toledo Honors Program with a concentration in Financial Services. Her professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She is also recognized as a Better Money Habits Champion in her community. Natalie lives in Aurora with her husband Steve and their two daughters. Her personal interests include golfing, tennis, traveling, and spending time with her family.

Jon Shane is a financial advisor at Merrill with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1981, including 15 years with Bank of America, N.A. Shane serves as a trustee for family trusts, including an irrevocable insurance trust and a residence trust. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Gregory Box is a financial advisor at Raymond James & Associates with 23 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. from 2009 to 2025. Outside of his advisory role, he is a partner in two real estate rental businesses, overseeing property management and financial record keeping. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles supported by firm research and affiliated sub-advisers.

William Perkins IV is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at OSAIC since 2024, following 14 years at Securities America Advisors, Inc. and other roles dating back to 2005. In addition to his advisory work, he is involved in fixed insurance sales through a separate business. OSAIC serves a diverse client base including individual investors, corporations, and nonprofit organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk tolerance assessments, and managed account solutions across a broad range of investment products.

Gregory Crissman is Vice President, Wealth Planner at Fidelity Investments. He is responsible for developing, implementing, and monitoring wealth planning strategies for clients and their families. Gregory has over 20 years of experience at Fidelity Investments, having held several roles including Vice President, Financial Consultant; Private Access Relationship Manager; Investor Center Investments Representative; and Customer Service Representative. Prior to joining Fidelity, he worked as a Registered Representative at Vista Financial Group. Outside of his professional responsibilities, Gregory enjoys baseball, family activities, gardening, golf, music, and traveling.

Craig Voorhees is a CFP® professional with 15 years of industry experience, currently advising at Equitable Advisors since 2011. He previously worked with AxA Advisors for nine years. Outside of his advisory role, Voorhees is a partner and sales coach at CoverLink Insurance and serves as Treasurer for the Berkshire Recreation Association in Burton, Ohio. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm uses a variety of advisory models and third-party asset managers to deliver customized investment solutions without sponsoring its own wrap fee program.