Thomas Massey is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He worked at UBS Financial Services Inc. for 18 years prior to joining Raymond James in 2026. Massey serves as a board member and advisory trustee for the Geauga County YMCA and participates on the Board of Directors for the Academy of Certified Portfolio Managers, assisting candidates pursuing the Certified Portfolio Manager credential. Raymond James & Associates is a large broker-dealer and registered investment adviser managing roughly $501 billion in assets, serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and consulting services with a variety of portfolio management styles and municipal advisory services, supported by an extensive affiliate network.

Richard Lucas is a CFP® with 29 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He has also worked with JPMORGAN Chase Bank, N.A. since 2006 and was involved with Space Dog Properties, LLC from 2005 to 2018. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Kristie Kwiatkowski is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 21 years before joining Morgan Stanley. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery conversations and firm-approved tools without providing individual security recommendations as part of standalone plans.

Michael Foliano is a Senior Financial Advisor at Merrill Lynch Wealth Management. He supports clients by creating wealth management strategies that adapt to changing market conditions and align with clients' priorities. His approach includes leveraging investment insights from Merrill and banking and lending solutions from Bank of America. Michael’s professional expertise covers a range of areas including college education planning, divorce transition planning, family wealth management strategies, employee financial health, personal retirement planning, portfolio management, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. He holds the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designation, as well as credentials as a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). He earned a high school diploma from Solon and a bachelor’s degree from Kent State University.

Lewis Wentz is a financial advisor with Raymond James Financial Services Advisors, Inc. in Hudson, Ohio, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has been with Raymond James since 2015 and is also the owner of Hummer Entertainment, a holding company for a car collection. He founded Fear the Roo Collective LLC, a nonprofit supporting Akron University basketball, and serves as a director of the Wentz Family Foundation, involved in charitable donation decisions. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools to assist clients in achieving their goals and supports municipal and public finance work through unique affiliations.

Keith Smith is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 20 years of industry experience. He has been with Morgan Stanley since 2012 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, Smith is the sole proprietor of AMK Hudson Realty, LLC. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and a wide range of investment services. The firm employs a structured financial planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Drew Adler is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors for 24 years. He is also an insurance agent offering fixed insurance products including fixed annuities, long-term care, and traditional life insurance through Aspen Court Financial. OSAIC serves a broad mix of retail and institutional clients, providing brokerage and investment advisory services, financial planning, and retirement consulting through a large network of advisers. The firm employs asset-allocation tools, risk tolerance assessments, and automated rebalancing to manage diverse portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Steven Mowry is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has worked since 2004. He collaborates closely with individuals and businesses, offering guidance throughout different stages of their financial life cycles. His practice emphasizes a planning-based approach to wealth management, helping clients build a strong foundation to make informed financial decisions. Steven holds a Bachelor's degree from Youngstown State University and earned his CERTIFIED FINANCIAL PLANNER® certification in 2006. He also holds additional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Throughout his career, he has received recognition in Forbes' "Best-in-State Top Wealth Advisor" list for multiple years. Beyond his professional work, Steven is involved in various philanthropic activities at Seton Catholic School. He resides in Aurora with his family and holds personal interests in chess, gardening, golfing, hiking, spending time with family, and tennis.

Alexandria Hodge is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 66 licenses. Her work history includes multiple roles within J.P. Morgan entities since 2021, as well as prior experience at Mgo Inc. and Kent State University. 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 brokerage, distribution, and investment management capabilities.

Jack Butler is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SagePoint Financial for 12 years. Outside of advising, he serves as an attorney of counsel focusing on estate planning, is president of a fixed insurance product business, and is a board member of a nonprofit organization. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services with a focus on diversified portfolios constructed using firm-provided asset-allocation tools and third-party managed account solutions.

Jameson Smith is a Financial Advisor at Merrill Lynch Wealth Management, focusing on building long-term relationships with clients that extend beyond transactional financial advice. He assists retirees, executives, business owners, and young families in navigating important financial decisions related to retirement planning, estate planning, wealth management, and long-term financial security. His approach centers on understanding individual goals, values, and concerns to help clients move closer to achieving what matters most to them. Before joining Merrill Lynch, Jameson spent years in business development working alongside Fortune 500 companies and served 14 years in the military. These experiences contribute to the discipline, integrity, and service-minded approach he brings to his client relationships. He holds a Bachelor's Degree from Kent State University and carries a Personal Investment Advisor (PIA) designation. His memberships include the American Legion and VFW. Jameson is actively involved in his community, supporting organizations such as the Greater Cleveland Food Bank, Habitat for Restore, and Ronald McDonald House. He is also engaged in his church community. Outside of work, he enjoys adventure sports, basketball, cooking, gardening, reading, and spending time with his family, and he is a proud father of two children.

Scot Sinkler is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Stifel in various capacities since 2009. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis from its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

Kellyn Ingraham is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, Kellyn serves as the primary contact for Fidelity's most sophisticated investors and their families, focusing on building and maintaining long-term relationships by understanding each client's unique preferences and providing personalized service and support for their financial needs. Kellyn has been with Fidelity Investments since 2014, progressing through various roles including Financial Representative, Relationship Manager, Wealth Management Planning Consultant, and Advanced Planning Analyst before assuming the current position in 2025. This experience reflects a comprehensive background in wealth management and client relationship development.

Jonathan Schonfeld is a financial advisor with LPL Financial in Beachwood, OH, holding Series 63 and Series 66 credentials and having 17 years of industry experience. He worked at Tyler Stone Wealth Management for 10 years while maintaining his affiliation with LPL Financial for 16 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

David Grano is a financial advisor at OSAIC with 17 years of industry experience. He holds the Series 66 designation and worked previously at Lincoln Financial Advisors for 14 years. Outside of his advisory role, he serves as a trustee for multiple family trusts and owns an LLC providing payroll services for a Professional Employer Organization. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services utilizing various asset allocation tools, automated rebalancing, and multiple account management options.

Jeffrey Rotsky is a financial advisor at UBS Financial Services with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley in various capacities from 2009 to 2022. Rotsky is the founder and director of the Rotsky Foundation for Mentors, a nonprofit organization focused on mentoring in the inner city of Cleveland. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and model-based asset allocations.

Michelle Weilacher is a financial advisor with Wells Fargo Advisors in Beachwood, Ohio, holding a Series 63 designation and 34 years of industry experience. Her career includes roles at Wells Fargo Advisors and Wells Fargo Clearing since 2009. She is also involved as an administrative assistant at Princeton Harriman Insurance Solutions, an insurance agency in Sarasota, Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial products, providing tailored recommendations supported by Wells Fargo research and planning tools.

Thomas Fejes is a financial advisor at Osaic with 24 years of industry experience. He holds a Series 63 designation and previously worked for Lincoln Financial Advisors for 23 years. Outside of his advisory role, he is also licensed as an insurance agent offering accident and health, disability, annuities, and traditional life insurance products. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing to construct portfolios that include a variety of investment types.

Frederick Prillaman is a financial advisor with Ameriprise in Tallmadge, OH, holding a Series 66 designation and one year of industry experience. His prior roles include positions at National Interstate Insurance Company, U.S. Bank, Valmark Financial Group, Verizon, 24 Hour Fitness, and service in the U.S. Navy. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports delivered through a centralized consulting team.

Jeffrey Tong is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions at Boenning & Scattergood, Inc., Morgan Stanley Private Bank, Morgan Stanley, Bank of America, and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced technologies to support diversified investment strategies.