Gregory Nachman is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has previously worked at ELS Educational Services, Inc. and Cleveland Heights University Heights City Schools. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm emphasizes matching clients to program models or discretionary managers through a network of Investment Adviser Representatives and relies on third-party program sponsors and TAMPs for much of its advisory delivery.

Madison Carroll is a financial advisor with Primerica Advisors in Willoughby, OH, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to joining Primerica Advisors, Carroll has worked at K & R Vitello & Associates and Primerica Financial Services. Carroll has also taught at University Schools, Ohio State University, Eastlake North High School, and Willowick Middle School. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and account custody.

Jeffrey Tong is a financial advisor with LPL Financial in Cleveland, OH, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Boenning & Scattergood, Inc., Morgan Stanley Private Bank, Morgan Stanley, and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs and financial planning services supported by in-house and third-party research and technology-driven investment solutions.

Jonathan Stoller is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank NA since 2018, and previously spent over a decade with Longbow Securities and Longbow Research. 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 capabilities with brokerage, distribution, and investment management services, delivering recommendations through a non-discretionary program supported by an in-house manager solutions team and centralized due diligence.

Benjamin Isroff is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and previously worked at Fisher Investments before joining Morgan Stanley in 2018. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering comprehensive financial planning services supported by firm-approved tools and modeling techniques.

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.

Gino Musarra is a financial advisor with J.P. Morgan Securities in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers non-discretionary advice through a select group of Wealth Advisors and operates within the broader J.P. Morgan broker-dealer and banking organization.

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.

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.

Brian Lewis is a financial advisor with Merrill in Cleveland, Ohio, holding a Series 66 designation and having three years of industry experience. Prior to joining Merrill, he worked at Social Mortgage LLC, Bank of America, and Rocket Mortgage. Outside of his advisory role, Lewis serves on the board of Assembly for the Arts, a nonprofit focused on advocacy, cultural policy, and racial equity initiatives in Cleveland’s arts and culture sector. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of clients including individuals, pension plans, and charitable organizations.

David Croft is a financial advisor at UBS Financial Services with nine years of industry experience. He holds a Series 66 designation and has worked at UBS since 2017. Prior to UBS, he spent four years at Xavier University. Croft is a member of the investment committee for Walsh Jesuit High School, overseeing the school's endowment. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market research and model-based asset allocations to tailor financial plans and portfolio management.

Monica Hines is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at Prudential Insurance Company of America since 2014 and at Pruco Securities, LLC from 2014 to 2024. Outside of finance, she has been involved with E-Protocal / MBH Global Communications since 2000. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Stephen Putinski is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior work includes roles at UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. He serves as a finance committee member at Canterbury Golf Club, where he participates in budget and long-range planning discussions. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Jackie Brick is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds a Series 66 credential and has been with Raymond James since 2009. Outside of his advisory role, he is an officer and bookkeeper for John Brick Construction, a company he has been involved with since 1985. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs a non-discretionary, goal-oriented approach using risk profiling and analytical tools, and it supports both wrap-fee programs and institutional consulting across a broad network.

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.

Philip Hrvatin is a financial advisor with Wells Fargo Clearing in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of finance, Hrvatin is a self-employed musician. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jonathan Barna is a CFP® with four years of industry experience, currently an advisor at LPL Financial. His prior experience includes roles at MAI Capital Management, Equitable Advisors LLC, and KeyBank. Outside of his advisory work, he is involved with Vault Financial Group, LLC, a business related to his activities at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning services, and portfolio management options supported by research and technology.

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.

Ryan Kleve is a financial advisor with LPL Financial in Chesterland, Ohio, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior work includes roles at Foresters Financial Services and Foresters Advisory Services LLC. Outside of his advisory work, he serves as an inside linebackers coach for the West Geauga High School football team. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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.