Brian Martin is a financial advisor with UBS Financial Services in Cleveland, Ohio, holding Series 63 and Series 66 designations and having 42 years of industry experience. He has been with UBS since 2007. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, combining institutional trading capabilities with wealth management services.

Jonathan Goldston is a financial advisor at Cetera with 24 years of industry experience. He holds a Series 63 designation and has worked at firms including Skylight Financial Services, MML Investors Service, and MassMutual Life Insurance Company. Goldston serves as an elected board member of the Skylight Foundation, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of investment and retirement services to individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers various portfolio management options, including model portfolios, third-party managers, and customized strategies, supported by multiple program structures and custodial relationships.

Shaun Cooper is a financial advisor with Primerica Advisors in Mentor, Ohio, holding 11 years of industry experience. His work history includes roles at Akron Public Schools, Kiehls Garage Inc., PFS Investments Inc., and Primerica Financial Services. Outside of his advisory work, he owns Taxes Done Right, Neo, LLC. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, utilizing a tiered wrap-fee structure and multiple investment approaches.

Scott Simmerer is a financial advisor with Raymond James Financial in Chagrin Falls, OH, holding Series 63 and Series 65 licenses. He has 45 years of industry experience, including roles at Oleinik Financial and Concurrent Advisors. He has been with Raymond James Financial and its related entities since 1999. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers specialized programs for small businesses and combines customized investment solutions with risk-based reviews and institutional fiduciary resources.

Eric Williams is a financial advisor with Primerica Advisors in Willoughby, OH, holding a Series 63 designation and 16 years of industry experience. His career includes roles at PFS Investments, Inc., SEIU District 1199, and Murtis Taylor. Outside of advising, he serves as a compliance officer for Sunny Day Childcare Center and works as a driver for First Line Transportation. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm uses model-delivery strategies developed by unaffiliated asset managers and operates with approximately 3,698 advisors across 1,829 offices.

Nicholas Baase is a financial advisor at Equitable Advisors with eight years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2018, following a brief tenure with AXA Advisors. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored platforms and endorsed TAMPs to deliver advisory and brokerage solutions.

Joseph Beebe Jr. is a financial advisor with Primerica Advisors in Independence, OH, holding 11 years of industry experience. He has been associated with PFS Investments Inc. since 2015 and Primerica Financial Services since 2014. Outside of his advisory role, he is involved in sales of loan products and home-related services referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery investment strategies created by unaffiliated asset managers and provides custodial and trade execution support through BNY Mellon Advisors and Pershing.

Eileen Sindelarivan is a financial advisor with UBS Financial Services in Pepper Pike, OH, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She has been with UBS since 2007. Outside of her advisory role, she serves on the Investment Development Committee at the North Canton Medical Foundation. UBS Financial Services Inc. offers brokerage and investment advisory services to individual, corporate, and institutional clients. The firm utilizes proprietary capital market assumptions and research to tailor financial plans and portfolio management and combines institutional trading capabilities with wealth management services.

Shari Wong is a financial advisor with Ameriprise in Cleveland Heights, OH, holding a Series 66 designation and 22 years of industry experience. She has worked at Ameriprise since 2017, following eight years at UBS Financial Services Inc. Ameriprise offers a retirement-income planning service focused on clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Michael Perrini is a financial advisor with Robert Baird & Co. in Cleveland, Ohio, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Robert Baird & Co. since 1999. Outside of advising, he is a passive investor in In-Nova LLC. 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 offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and overlay strategies encompassing traditional and complex investments.

Thomas Walton is a financial advisor with Wells Fargo Advisors holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at PNC Investments and Wells Fargo Clearing Services LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based 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 sports & entertainment planning, supported by proprietary research and planning tools.

Connor Haskins is a financial advisor at UBS Financial Services with 8 years of industry experience. He holds a Series 66 designation and previously worked at MIM Software, Inc. for two years. Outside of his advisory role, he participates in church activities including assisting in leading services, singing, and managing musical and sound equipment. 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 supported by proprietary research and model-based asset allocations.

Steven Biltz is a financial advisor with Equitable Advisors in Independence, OH, holding a Series 66 designation and one year of industry experience. Before joining Equitable Advisors in 2024, he worked at Republic Finance and has diverse work experience including roles at Youngstown State University and Westlake Tool & Die. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Bryce Smetana is a financial advisor with Mass Mutual Investors Services in Cleveland, OH, holding Series 65 and Series 63 credentials and eight years of industry experience. He has worked with MML Investors Services, LLC and Mass Mutual Life Insurance Company since 2016. Smetana serves as a board member on the associate board of Achievement Centers for Children, contributing to fundraising and organizational support. 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 collaborative, ongoing financial planning engagements using firm-approved analytical tools and supports a range of planning programs including estate and employer-sponsored planning.

Megan Lavins is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds the Series 66 designation and has worked at various firms including Embarc Collective and Armstrong Fleming & Moore. 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 strategies.

Blake Baker is a financial advisor with Equitable Advisors in Youngstown, OH, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Equitable Advisors in 2022, he worked in various roles including at Arby's Restaurant and Mass Mutual. He has also been involved with educational and athletic organizations such as Austintown Fitch High School and the Ohio High School Athletic Association. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Erin Mc Nevan is a Series 66-licensed financial advisor with Edward Jones, with six years at the firm and a total of eight years of industry experience. Prior to joining Edward Jones, Erin worked at Rodan + Fields as a skincare consultant. Outside of financial advising, Erin serves as a group fitness instructor for the YMCA of Greater Cleveland. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and fiduciary advisory services supported by a large network of advisors and branch offices.

Antoine Williams is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and six years of industry experience. His work history includes roles at Dollar Bank, Fidelity Investments, J.P. Morgan Securities, JPMorgan Chase Bank, Amazon, and PNC Bank. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers across various program structures.

Laura Lamarca is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch Pierce, Fenner & Smith, Inc. for eight years before joining Morgan Stanley in 2017. Outside of her advisory role, she is involved as a sales and marketing consultant for a retail and online store. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools to model outcomes, primarily acting in an advisory capacity for clients’ plans.

Aaron Lewis is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in North Olmsted, OH. He has 18 years of industry experience, including roles at JPMorgan Chase Bank, N.A. since 2010 and J.P. Morgan Securities since 2012. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.