Michael Ruchalski is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Gregory Berlin is a CFP® professional with 27 years of industry experience, currently affiliated with Cetera since 2025. He previously worked at B. Riley Wealth Advisors and B. Riley Wealth Management for a combined 21 years. Outside of his financial advisory role, he serves as treasurer for the Broadway School of Music and teaches violin and viola. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

William Schultz is a CFP®-credentialed financial advisor with 26 years of industry experience, currently serving clients at Wells Fargo Advisors since 2018. Prior to this, he worked in related roles within the Wells Fargo organization dating back to 2009. In addition to his advisory duties, he owns and operates Schultz Wealth Management, LLC, an independent wealth management practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services using in-house research and tools, with clients choosing the extent of implementation through various brokerage or advisory programs.

Kelley Thompson is a financial advisor with Wells Fargo Advisors in Beachwood, OH, holding a Series 66 designation and 19 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, she worked at Wells Fargo Clearing from 2016 to 2025 and at Wells Fargo Advisors LLC from 2009 to 2016. She owns Kelley Marie Thompson, LLC, an investment-related business, and is affiliated with Princeton Harriman Insurance Solutions in a non-investment capacity. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a range of investment and financial planning services including cash-flow, retirement, education, risk management, and specialized areas such as business-owner transition and special-needs planning. The firm uses proprietary research and tools to develop tailored recommendations, with implementation options through its brokerage or advisory programs.

Frank Cunnane is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Masters Consulting Group and LPL Financial. Outside of advising, he is the owner of The Physics to Economics Corporation, holds a patent for a power-generating hydroconveyor, and is the author of two books, "The Source of Wealth" and "The Physics to Economics Model (PEM)." Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions through affiliated entities.

Benjamin Bulchik is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Numerator LLC. Bulchik has also been involved with HFS Wealth Advisors, a business he has worked with in an advisory capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and portfolio management services through a large network of investment adviser representatives.

James Makee Jr. is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 10 years before joining Wells Fargo in 2017. Outside of his advisory role, he serves on the Geauga County Airport Authority board and chairs its steering committee, leading planning efforts for the airport's future. He is also involved in managing aircraft acquisitions for personal and charitable use through a private LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services, including specialized planning for business transitions and special needs, using proprietary research and planning tools to develop tailored recommendations.

Christine Weidig is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. She has 20 years of industry experience, including roles at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2014. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Grant Davis is a financial advisor with Raymond James & Associates in Beachwood, OH, holding Series 63 and 65 credentials and having 32 years of industry experience. He has been with Raymond James & Associates since 2006. Outside of his advisory role, he is involved in the management of Beechmont Country Club, contributing to its long-term planning as one of twelve individuals overseeing this private, nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles and affiliated research.

Joshua Croyle is a CFP®-certified financial advisor at Raymond James Financial with seven years of industry experience. He has previously worked at PNC Investments, PNC Bank, and Steris. Croyle is also associated with Carver Financial Services, where he engages in financial planning. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm employs tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through a unique affiliation.

Jarrod Tackett is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank since 2006. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining large institutional advisory operations with broker-dealer and investment adviser registrations.

Thomas Muscenti is a financial advisor with LPL Financial, holding 36 years of industry experience. Prior to joining LPL Financial in 2018, he spent ten years at Invest Financial Corporation and has been president of The Corning Group, an insurance agency, since 2002. He also operates a wellness center in Mentor, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a large network of investment adviser representatives.

Sukhwinder Singh is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, as well as PNC Bank from 2016 to 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling and centralized due diligence with an ESG eligibility framework when recommending investment strategies.

Arnita Hollis is a financial advisor with Primerica Advisors in Cleveland Heights, OH, holding a Series 63 designation and 24 years of industry experience. She has been with Primerica Advisors since 2001 and has been affiliated with Primerica Financial Services since 1986. Outside of her advisory role, she is involved with Hollis Financial Group, LLC, which she formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail rather than institutional clients.

Esmeralda Manuka is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Her prior roles include positions at PNC and Key Investment Services, LLC, and she has spent multiple periods working at Merrill. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cynthia Bassett is a financial advisor with UBS Financial Services in Pepper Pike, Ohio, holding Series 63 and Series 65 licenses and bringing 62 years of industry experience. She has been with UBS since 1992. Outside of her advisory role, she produces educational travel DVDs through her company, Cynthia Bassett Productions Inc., and serves on investment committees for the CCWA Foundation and the Cleveland Institute of Music, where she is also a trustee and involved in teaching music students. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets services alongside fee-based financial planning.

David Clarke is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab & Co. Inc. for nearly two decades before joining Merrill. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers both model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Roger Baranovic is a financial advisor at Edelman Financial Engines with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with the firm since 2017. His prior experience includes a role at J.P. Morgan Securities. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner guidance and online tools, offering both discretionary management and non-discretionary online advice across diversified and thematic portfolios.

Nicole Remesik is a financial advisor at Raymond James Financial Services Advisors, Inc. with six years of industry experience. She holds a Series 63 designation and has previously worked at Liberty Home Mortgage, Howard Hanna Realty, and Porsche of Beachwood. In addition to her advisory role, she is also employed as a paraplanner and client service associate at Carver Financial Services, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals while maintaining specialized programs for municipal finance and employer-sponsored retirement plans.

Mary Jo Boswell is a financial advisor with Thrivent Investment Management in Mentor, Ohio, holding a Series 66 designation and 18 years of industry experience. She 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, offering both one-time and ongoing planning relationships that cover various financial topics without including implementation. The firm uses holistic, goal-based analyses and allows clients to combine planning with a managed-account program under a consolidated billing option called “WealthPlan.”