Bryan Kissling is a CFP® professional with 44 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he acts as a trustee for his mother’s and deceased father’s trusts. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and utilizes research, diversification principles, and modern portfolio theory in its investment approach.

Ryan Radonich is a financial advisor with Equitable Advisors, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2006, including prior experience with Axa Advisors, LLC. Outside of his advisory role, Radonich serves as Chief Operations Officer at Chagrin Valley Dental and is involved in several business ventures, including ownership of Lakeside Holdings, LLC and a tree farm in Novelty, Ohio. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm’s approach emphasizes personalized assessment and matches clients to proprietary and third-party advisory programs.

Justin Hein is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab and Charles Schwab Bank. Hein is based in Westlake, Ohio. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and public entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Raymond Loeser is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Before joining Edward Jones, he held positions at Cedarville University, Uber, New Hire Housing Guide, and Wright State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices nationwide.

Joshua Basen is a financial advisor with UBS Financial Services in Westlake, OH, holding a Series 66 designation and 19 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, Basen serves on the board of directors for Cornucopia Inc., an organization providing occupational training for individuals with disabilities, and participates in investment advisory and sustainability networks connected to Cleveland State University and Sisters of Notre Dame International. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

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.

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 at LPL Financial with 21 years of industry experience. Prior to joining LPL Financial in 2024, she worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc, accumulating 21 years of experience there. She also operates Balanced Asset Management, a business affiliated with her LPL practice, and is a commissioned notary in Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Brian Cahill is a financial advisor with UBS Financial Services in Westlake, OH, holding a Series 63 designation and bringing 37 years of industry experience. He has been with UBS Financial Services Inc. since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

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®-designated financial advisor with Cambridge Investment Research Advisors, based in Strongsville, OH, and has 23 years of industry experience. He has been associated with Cambridge Investment Research Advisors since 2011 and operates Parkhurst Financial Services, where he serves as president. In addition to his advisory role, he is an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, providing both proprietary and third-party strategy options across multiple platform arrangements.

Alexis Firment is a financial advisor at LPL Financial with Series 66 credentials and one year of industry experience. Prior to joining LPL Financial, Alexis was involved with Palmetto Running Company and the Beaufort County School District. Outside of advisory work, Alexis owns a user-generated content business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management, supported by research from both internal and third-party sources.

Ryan Eyerman is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 licenses and has seven years of industry experience. His career history includes roles at E&M Consulting and National Interstate Insurance. He is also involved with several financial advisory support companies in Westlake, Ohio, where he works in planning, prospecting, and relationship management capacities. 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, and institutions. The firm provides tailored, non-discretionary planning and emphasizes risk profiling and analytical modeling, with specialized services in municipal and public finance as well as SIMPLE IRA employer advisory programs.

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 in Westlake, OH, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. Outside of his advisory work, he has served on the boards of the Mariner Village Homeowners Association and the Mariner Village Condo Owners Association. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.