Robert Ross is a CFP®-designated financial advisor with 39 years of industry experience. He has been with Ameriprise since 2021 and previously worked at Next Financial Group Inc and Integrity Financial Services, Inc. Ross also serves as president of IFS Partners Agency, Inc. and holds a voluntary advisory board position with the Kairos Wellness Center in Akron, Ohio. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing annual advice focused on dependable income and tax-aware withdrawal strategies.

Michael Budzik is a financial advisor with Primerica Advisors based in Strongsville, OH. He holds a Series 65 designation and has 20 years of industry experience. His work history includes roles at PFS Investments, Inc. and Primerica Financial Services since 2005 and 2006, respectively, and a 27-year tenure with North Royalton City Schools. In addition to advisory services, he has involvement in the sale of loan products and home-related services through affiliated companies. Primerica Advisors serves primarily individual investors as well as corporate and charitable clients through a wrap-fee asset management program. The firm offers model-driven investment strategies supported by third-party asset managers and custodians, managing approximately $15.5 billion in assets with a large network of advisors and offices.

Brian Groves is a financial advisor with Equitable Advisors in Independence, Ohio, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His work history includes roles at Axa Advisors, National Interstate, and the City of Stow Fire Department. Outside of finance, he is an allied member of the Ohio Craft Brewers Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm delivers advice through a network of representatives, utilizing third-party asset managers and proprietary programs, covering a broad range of investment products and fiduciary services for qualified plans.

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.

Randy Kinsey is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2016. His prior roles include positions at Axa Advisors, LLC and Compass Search Partners. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory models, including third-party program sponsors and LPL-sponsored advisory programs, to tailor investment solutions for its clients.

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.

Stephan Machovina is a financial advisor at Raymond James & Associates with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2000. Outside of his advisory role, he serves on the board of the Ohio Tree Farm Committee, contributing to the organization’s finance and investment oversight. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management strategies and affiliated research.

Amy Tanski is a financial advisor with LPL Financial, possessing 21 years of industry experience. She previously worked at Cambridge Investment Research and Balanced Asset Management, where she has been active for over 20 years. In addition to her advisory role, Amy is a licensed notary in Ohio. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technological tools and a broad non-advisory financial services business.

Brian Cahill is a financial advisor with UBS Financial Services in Westlake, OH, holding a Series 63 designation and bringing 38 years of industry experience. He has been with UBS Financial Services since 2006 and previously worked at Citigroup Global Markets from 2000 to 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary capital market research and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities, principal trading, and market-making.

Michael Leamon is a Series 66 licensed advisor with UBS Financial Services, based in Rocky River, OH, and has 26 years of industry experience. He has been with UBS since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates both wealth management and institutional trading businesses, offering a wide range of capital markets and advisory services.

Niniek Sulandari is a financial advisor with Edward Jones in Seven Hills, OH, holding a Series 66 designation and bringing 17 years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she owns and operates World Bee Candle Co, a candle-making business that raises funds for student education on honey bees and pollinators. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory services with a fiduciary standard and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Jon Parkhurst is a CFP® licensed financial advisor with 24 years of industry experience. He is associated with Cambridge Investment Research Advisors and Duncan Financial Planning Advisors, and he also operates Parkhurst Financial Services. Outside of his advisory work, he maintains a role as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm utilizes multiple custody platforms and investment strategies, including proprietary models under the Founders Gate Capital brand, while providing both discretionary and non-discretionary portfolio management options.

Alexis Firment is a financial advisor with LPL Financial who holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, Alexis worked at Ohio Investment Partners and Palmetto Running Company and has been self-employed since 2020. Alexis also owns a business focused on user-generated content. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Ryan Eyerman is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior work includes roles at Captech Ventures and National Interstate Insurance. Eyerman is also associated with E&M Consulting, Strategic Retirement Solutions, and CKE Financial Services in financial advisor capacities. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored planning and risk profiling tools to develop non-discretionary investment consulting and supports both individual and institutional advisory needs.

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.

Scott Giltinan is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at RBC Capital Markets since 2009, preceded by roles at Ferris, Baker Watts, LLC and Prudential Equity Group, LLC. Outside of his advisory work, he served on the boards of directors for the Mariner Village Homeowners Association and the Mariner Village Condo Owners Association. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients—including individual investors, institutional clients, and charitable organizations—with tailored investment strategies and a variety of advisory programs that integrate in-house and third-party asset management solutions.

Kyle Hancharick is a CFP® with seven years of industry experience currently affiliated with LPL Financial. His prior roles include work at Harrington Asset Management and OSAIC, and he also operates as a Notary Public. Hancharick has been involved with Strata Financial Group, LLC since 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and access to third-party asset management, utilizing various advisory strategies supported by technology tools.

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.

Damion Crannis is a financial advisor at UBS Financial Services with 28 years of industry experience. He has been with UBS since 2013 and holds the Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of products supported by proprietary research and capital markets expertise.

Jeff Dodd is Vice President and Wealth Planner at Fidelity Investments. In this role, he helps clients and their families create, implement, and monitor financial plans to work toward their unique financial goals. Jeff has been with Fidelity Investments since 1997, progressing through various positions including Brokerage Services Representative, Proactive Representative, Senior Investments Representative, Financial Consultant, and Vice President Financial Consultant before assuming his current role in 2021. His extensive tenure reflects his experience in wealth planning and financial consulting.