Laurence Bricmont is a financial advisor with UBS Financial Services in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at UBS Financial Services Inc. since 2011. 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 integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client strategies.

Jonathan Schonfeld is a financial advisor with LPL Financial in Beachwood, OH, holding Series 63 and Series 66 credentials and having 17 years of industry experience. He worked at Tyler Stone Wealth Management for 10 years while maintaining his affiliation with LPL Financial for 16 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Gary Rettke is a financial advisor with Primerica Advisors in Painesville, Ohio, holding 21 years of industry experience. He has been with Primerica Advisors since 2002 and Primerica Financial Services since 2001. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment solutions.

David Grano is a financial advisor at OSAIC with 17 years of industry experience. He holds the Series 66 designation and worked previously at Lincoln Financial Advisors for 14 years. Outside of his advisory role, he serves as a trustee for multiple family trusts and owns an LLC providing payroll services for a Professional Employer Organization. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services utilizing various asset allocation tools, automated rebalancing, and multiple account management options.

Morris Beverage III is a financial advisor at Cetera with 25 years of industry experience and a Series 66 designation. He has previously worked with LPL Financial and Avantax entities and has owned and operated several businesses, including Blakely Insurance, Inc., a property and casualty agency. Beverage also serves on multiple public service boards in Lake County, Ohio, including the Northeast Ohio Area Coordinating Agency and the Lake County Land Bank. Cetera Investment Advisers LLC is a multi-manager platform serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a nationwide network of independent advisors.

Matthew Bell is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has previously worked at Orveon Global and held other various roles before entering financial advising. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a large network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Jeffrey Rotsky is a financial advisor at UBS Financial Services with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley in various capacities from 2009 to 2022. Rotsky is the founder and director of the Rotsky Foundation for Mentors, a nonprofit organization focused on mentoring in the inner city of Cleveland. 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 to tailor investment plans based on proprietary research and model-based asset allocations.

Michelle Weilacher is a financial advisor with Wells Fargo Advisors in Beachwood, Ohio, holding a Series 63 designation and 34 years of industry experience. Her career includes roles at Wells Fargo Advisors and Wells Fargo Clearing since 2009. She is also involved as an administrative assistant at Princeton Harriman Insurance Solutions, an insurance agency in Sarasota, Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial products, providing tailored recommendations supported by Wells Fargo research and planning tools.

Jeffrey Burch is a CFP® professional with five years of industry experience, currently advising through Cetera. He owns Burch Investments, a private financial services firm that provides comprehensive wealth management and financial planning for individuals, families, and business owners. In addition to his advisory roles, he is involved in personal accounting and tax preparation through Zappitelli Financial Services and serves as a Lead Auditor for the Department of Defense Office of Inspector General. Cetera Investment Advisers LLC operates as a multi-manager platform serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors.

Thomas Fejes is a financial advisor at Osaic with 24 years of industry experience. He holds a Series 63 designation and previously worked for Lincoln Financial Advisors for 23 years. Outside of his advisory role, he is also licensed as an insurance agent offering accident and health, disability, annuities, and traditional life insurance products. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing to construct portfolios that include a variety of investment types.

Julie Sabransky is a financial advisor at Raymond James & Associates with 32 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 11 years. She holds Series 63 and Series 66 licenses. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutional and pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on varied portfolio management styles and affiliated research.

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.

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.

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.

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.

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.