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.

Ryan Mckean is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and offering 22 years of industry experience. Prior to joining Cambridge in 2021, he worked at Mass Mutual Investors Services and MassMutual Life Insurance Company from 2004 to 2021. He is also a board member of the Beck Center for the Arts, a nonprofit organization. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering proprietary and third-party model strategies with both discretionary and non-discretionary investment options.

Paul La Banc III is a financial advisor at LPL Financial with 33 years of industry experience. He holds a Series 63 designation and previously worked for Ameriprise Financial Services, Inc. for 18 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Bethany Gonzalez is a financial advisor with J.P. Morgan Securities LLC based in Parma, OH, holding Series 63 and Series 65 designations and possessing 16 years of industry experience. Her prior experience includes roles at Northwestern Mutual and John Adams/Adams, Gut, & Associates. She is the owner and registered agent of MindBodySoul&Money, LTD, a holding company with investments in local laundry businesses. 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 applying an ESG eligibility framework when recommending investment strategies.

Nathan Bowman is a financial advisor with Equitable Advisors in Independence, OH, holding a Series 66 designation and having two years of industry experience. Prior to joining Equitable Advisors, he was self-employed for five years and has held roles with the Cleveland Clinic Foundation, Rome Fire Department, and Morgan Hose Company. He is also the owner of Archival Arms LLC, a non-investment business. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering comprehensive financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing multiple program sponsors and endorsed third-party managers to provide advisory and brokerage solutions.

Steven Berman is a CFP®-designated financial advisor with Wells Fargo Advisors, bringing 30 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he serves on the finance committee of The Gathering Place, a nonprofit organization in Beachwood, OH, and is a notary public. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and sports & entertainment planning, supported by proprietary research and planning tools.

Matthew Zamorek is a financial advisor at Merrill with Series 65 and Series 66 credentials and one year of industry experience. Prior to joining Merrill and Bank of America, he held roles at Empower Advisory Group and Empower Retirement, among other companies. Outside of his advisory work, he has experience in diverse sectors including logistics and retail. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individual and institutional clients.

Paul Fox is a financial advisor with Mass Mutual Investors Services in Cleveland, OH, holding a Series 63 designation and 29 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2000. Outside of advisory work, he serves on the board of Cleveland Project Northern Ireland, focusing on strategic planning for the foundation’s future growth. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap accounts, money-manager programs, and educational seminars.

Caden Garrido is a financial advisor with Equitable Advisors holding a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including at Sauced Barbeque and Spirits and Lifetime Financial Growth. He also has experience working at The Ohio State University Student Union during his studies. Equitable Advisors serves a diverse clientele including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through multiple program sponsors and third-party managers.

Steven Marks is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked at OSAIC since 2023. His prior experience includes roles at Sagepoint Financial, Inc. and Cetera Advisor Networks. Marks is also involved in fixed insurance products as an agent. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms.

Thomas Arbeznik is a financial advisor at Robert W. Baird & Co. with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets before joining Baird in 2018. He is part of The DDK Group within Robert W. Baird & Co.'s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and customized investment strategies tailored to client goals and risk tolerances.

Jamie Frayman is a financial advisor at Raymond James & Associates with two years of industry experience. Prior to joining the firm, he worked at Dick's Sporting Goods for three years and has a background in full-time education through 2021. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and government entities, offering financial planning, investment consulting, and institutional advisory services with a non-discretionary approach supported by extensive research and affiliate resources.

Catherine Foltz is a financial advisor at Morgan Stanley with 25 years of industry experience. She has held her current position since 2015 and holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Michelle Herman is a financial advisor with Raymond James & Associates in Beachwood, OH, holding Series 63 and Series 65 credentials and 24 years of industry experience. Her prior roles include positions at UBS Financial Services Inc. and PNC Investments. She is also involved in sales and marketing of life, long-term care, and disability insurance through Crump Life Insurance. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm provides tailored, non-discretionary financial planning and investment consulting supported by extensive research, multiple portfolio management styles, and specialized municipal advisory services.

John Hibshman is a financial advisor at Osaic Wealth, Inc. with 34 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for 26 years before joining Osaic in 2025. He holds a Series 63 designation and also has an insurance agent role offering fixed insurance products. Osaic Wealth, Inc. serves a diverse client base that includes individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to multiple advisory platforms, utilizing various asset-allocation tools and third-party money managers.

Jordan Lefko is a financial advisor at LPL Financial with 60 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Cambridge Investment Research, Cantella & Co., and Wells Fargo Advisors. Lefko serves on the boards of the Gross Schechter Day School and Menorah Park Home for the Aged. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, supporting discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

Jeremy Di Tullio is a financial advisor at OSAIC with 26 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining OSAIC in 2025, he spent 14 years with Lincoln Financial Advisors. Outside of his advisory role, Mr. Di Tullio manages a tax preparation business and operates a financial planning practice. OSAIC serves a wide range of clients, including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on diversified portfolios constructed using asset-allocation tools, risk-tolerance assessments, and automated rebalancing.

Susan Mullins is a Series 66-registered financial advisor with Morgan Stanley, based in Pepper Pike, OH. She has 24 years of industry experience, including 15 years at Merrill and nine years with Morgan Stanley. 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 supported by structured discovery processes and firm-approved planning tools.

Maxwell Miotke is a financial advisor at Cetera with three years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Fidelity Investments and Nitor Partners. He also provides administrative support at Vantage Financial Group. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across various program structures.

Jennifer Bower is a Series 66-registered financial advisor with LPL Financial, based in Independence, OH, and has 11 years of industry experience. She previously worked at Ameriprise Financial Services for 11 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research and diverse portfolio strategies.