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, holding Series 63 and Series 66 credentials and 18 years of industry experience. He previously worked at Tyler-Stone Wealth Management for 10 years, as well as New England Securities and Ameriprise. 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 financial planning, model portfolio programs, and institutional platforms, with investment strategies that include discretionary and non-discretionary management using LPL Research models, third-party subadvisors, and customized approaches.

David Grano is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors and LPL Financial. Outside of his advisory role, Grano serves as a trustee for multiple family trusts and owns an LLC involved in payroll processing. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment approach with a range of advisory and brokerage services delivered through an extensive multi-advisor platform.

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. She holds a Series 63 designation and has 34 years of industry experience, including nine years with Wells Fargo Clearing prior to joining Wells Fargo Advisors. Outside of her advisory role, she also serves as an administrative assistant for an insurance agency. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools to develop tailored recommendations.

Thomas Fejes is a financial advisor at OSAIC with 24 years of industry experience. He holds a Series 63 designation and previously spent 23 years at Lincoln Financial Advisors. Fejes also works as an insurance agent offering accident/health, disability, fixed and index annuities, and traditional life insurance. Osaic Wealth serves a broad range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, providing both brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization.

Frederick Prillaman is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has previously worked at National Interstate Insurance Company, U.S. Bank, and Valmark Financial Group, among others. Prillaman’s background also includes service in the U.S. Navy. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Jeffrey Tong is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Boenning & Scattergood, Morgan Stanley Private Bank, Morgan Stanley, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, supporting advisors with research-backed and technology-enabled tools.

Terry Hitchcock is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2003 and holds a Series 63 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Benjamin Isroff is a Series 66-licensed financial advisor with Morgan Stanley, where he has worked since 2018. He has eight years of industry experience, previously spending two years at Fisher Investments. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm offers tailored financial planning through structured processes and a range of advisory programs.

Jason Menta is Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with clients to develop, implement, and evolve customized financial plans that align with their unique financial situations. He has over 15 years of experience working with Fidelity clients, having held multiple positions within the company since 2011, including Financial Consultant, Investment Representative, and Financial Representative. Prior to joining Fidelity, Jason worked as a Collections Professional at NES and MBNA from 2000 to 2011. Outside of his professional responsibilities, Jason has interests in baseball, cooking and baking, football, music, outdoor adventures, and soccer.

Justin Yates is a financial advisor with Edward Jones in Chagrin Falls, OH, holding a Series 63 designation and 23 years of industry experience, all with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds, tax-efficient services, and a fiduciary standard of care.

John Evans II is a Wealth Management Advisor with the KMME Group at Merrill in Pepper Pike, Ohio. He specializes in providing planning, advice, and portfolio management strategies to high net worth families and institutions. John holds the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations, focusing on strategic asset allocation, manager selection, and portfolio construction. Before joining Merrill, John was a Partner at a Cleveland-based institutional consulting firm where he worked with endowments, foundations, nonprofits, and pension plans. He started his career at Goldman Sachs in New York, spending seven years there and most recently serving as Vice President and Portfolio Manager for foundation and endowment clients across the United States. John graduated magna cum laude with a Bachelor of Arts in Economics from the University of Pennsylvania. He and his wife reside in Chagrin Falls, Ohio, and they have three children. His personal interests include fishing, golfing, hunting, and traveling.

Eugene Tsirlin is a financial advisor with Primerica Advisors in Beachwood, OH, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Primerica Advisors and affiliated firms since 2007 and also leads EMRJ LLC as owner and president. Outside of finance, Tsirlin works part-time as a language interpreter. Primerica Advisors is a large-scale firm that offers a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports execution and custody through BNY Mellon Advisors and Pershing.

William Smith is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Merrill and Bank of America in 2023, he held positions at Fidelity Investments, PNC Bank, and several other firms. Outside of his financial advisory role, he works part-time as a sales associate at Indochino, a men's tailored clothing retailer. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Amanda Cairns is a financial advisor at Morgan Stanley in Pepper Pike, OH, holding a Series 66 designation with over 20 years of industry experience, including a long tenure at PNC Bank prior to joining Morgan Stanley. She began her current role in 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by proprietary tools and research, managing approximately $2.74 trillion in client assets.

Bo Li is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cetera and its affiliates since 2012. Outside of his advisory role, Bo Li is active in several community and cultural organizations, serving as president of the US China Culture & Business Association and the Ohio Chinese Golf Association, and holds leadership roles in other nonprofit and international trade groups. He is also an ordained minister and involved in business development for a restaurant. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers, operating nationally through a large network of independent advisors.

Stephen Putinski is a financial advisor with Wells Fargo Clearing in Chagrin Falls, OH, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior work includes roles at UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. He serves on the finance committee of Canterbury Golf Club, contributing to budgetary planning and financial oversight. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Bradley Toth is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, JP Morgan Chase & Co, and Ruffalo Noel Levitz. Outside of his advisory work, he serves as Treasurer of the Rising Leaders Council at The Gathering Place, a charitable organization. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Lisa Klima is a financial advisor at Raymond James & Associates with 28 years of industry experience. She has been with Raymond James since 2015 and holds the Series 63 designation. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by extensive research and various portfolio management styles.