Justin Yates is a financial advisor with Edward Jones in Chagrin Falls, OH, holding a Series 63 designation and 23 years of industry experience, all with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds, tax-efficient services, and a fiduciary standard of care.

John Evans II is a Wealth Management Advisor with the KMME Group at Merrill in Pepper Pike, Ohio. He specializes in providing planning, advice, and portfolio management strategies to high net worth families and institutions. John holds the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations, focusing on strategic asset allocation, manager selection, and portfolio construction. Before joining Merrill, John was a Partner at a Cleveland-based institutional consulting firm where he worked with endowments, foundations, nonprofits, and pension plans. He started his career at Goldman Sachs in New York, spending seven years there and most recently serving as Vice President and Portfolio Manager for foundation and endowment clients across the United States. John graduated magna cum laude with a Bachelor of Arts in Economics from the University of Pennsylvania. He and his wife reside in Chagrin Falls, Ohio, and they have three children. His personal interests include fishing, golfing, hunting, and traveling.

Eugene Tsirlin is a financial advisor with Primerica Advisors in Beachwood, OH, holding Series 65 and Series 63 licenses and 19 years of industry experience. He has been with Primerica Advisors and its affiliated firms since 2007 and is also the owner and president of EMRJ LLC. In addition to his advisory work, Tsirlin works part-time as a language interpreter. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates on a large scale and delivers advisory services through model-based strategies managed by unaffiliated asset managers, with custody and execution support from Pershing and overlay management by BNY Mellon Advisors.

Amanda Cairns is a financial advisor at Morgan Stanley in Pepper Pike, OH, holding a Series 66 designation with over 20 years of industry experience, including a long tenure at PNC Bank prior to joining Morgan Stanley. She began her current role in 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by proprietary tools and research, managing approximately $2.74 trillion in client assets.

Brian Lewis is a financial advisor with Merrill in Cleveland, OH, holding a Series 66 designation and three years of industry experience. He previously worked at Social Mortgage LLC, Bank of America, and Rocket Mortgage. Lewis serves on the board of Assembly for the Arts, a nonprofit focused on cultural policy and equity initiatives in Cleveland’s arts and culture sectors. Merrill provides managed account services primarily to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies for a diverse client base that includes individuals, high-net-worth clients, and institutional investors.

Bo Li is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cetera and its affiliates since 2012. Outside of his advisory role, Bo Li is active in several community and cultural organizations, serving as president of the US China Culture & Business Association and the Ohio Chinese Golf Association, and holds leadership roles in other nonprofit and international trade groups. He is also an ordained minister and involved in business development for a restaurant. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers, operating nationally through a large network of independent advisors.

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.

Allison Adkins is a financial advisor at Ameriprise with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise Financial Services since 2019. Her prior experience includes roles at JPMorgan Securities and Instacart. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Monica Hines is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at Prudential Insurance Company of America since 2014 and at Pruco Securities, LLC from 2014 to 2024. Outside of finance, she has been involved with E-Protocal / MBH Global Communications since 2000. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Stephen Putinski is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Wells Fargo Clearing since 2020 and was previously with UBS Financial Services Inc. for 16 years. He serves on the finance committee of Canterbury Golf Club in Beachwood, Ohio, where he participates in budgeting, capital projects, and financial planning discussions. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Jackie Brick is a financial advisor with Raymond James Financial in Willoughby Hills, OH, holding a Series 66 designation and 26 years of industry experience. She has been with Raymond James Financial and Raymond James Financial Services since 2009. Outside of her advisory role, she serves as treasurer and bookkeeper for John Brick Construction, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes tailored financial plans based on risk profiles, with a significant portion of its business conducted on a non-discretionary basis.

Bradley Toth is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, JP Morgan Chase & Co, and Ruffalo Noel Levitz. Outside of his advisory work, he serves as Treasurer of the Rising Leaders Council at The Gathering Place, a charitable organization. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Philip Hrvatin is a financial advisor with Wells Fargo Clearing in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of finance, Hrvatin is a self-employed musician. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jonathan Barna is a CFP® with four years of industry experience, currently an advisor at LPL Financial. His prior experience includes roles at MAI Capital Management, Equitable Advisors LLC, and KeyBank. Outside of his advisory work, he is involved with Vault Financial Group, LLC, a business related to his activities at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning services, and portfolio management options supported by research and technology.

Lisa Klima is a financial advisor at Raymond James & Associates with 28 years of industry experience. She holds a Series 63 designation and has been with Raymond James since 2015. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, pension plans, corporations, and government entities. The firm provides wealth advisory planning and investment consulting through a non-discretionary approach, combining firm-sponsored programs, institutional consulting, and extensive affiliate resources.

Ryan Kleve is a financial advisor with LPL Financial in Chesterland, Ohio, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior work includes roles at Foresters Financial Services and Foresters Advisory Services LLC. Outside of his advisory work, he serves as an inside linebackers coach for the West Geauga High School football team. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from multiple sources.

Heather Wilson is a financial advisor with Cetera in Cleveland, OH, holding 21 years of industry experience. She has served in advisory and supervisory roles at Vantage Financial Group since 2014 and is also an advisory representative at FM Strategies. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients through a network of over 10,000 advisors. The firm offers a range of portfolio management and consulting services, utilizing various program structures and affiliations.

Brian P. Brennan is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 18 years before joining Baird in 2021. Brennan serves on the investment sub-committee for Magnificat High School, reviewing outside investment managers quarterly. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing a combination of manager-traded and model-traded strategies supported by ongoing manager selection and internal research.

Connor Bechtel is a financial advisor with Fidelity Investments based in Orange, OH. He holds a Series 66 designation and has one year of industry experience. His prior work includes multiple roles at Miami University and the Great Parks of Hamilton County. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management along with fund advisory services. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Thomas Johnson is a financial advisor at Morgan Stanley with 57 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of advising, he is involved with Urbana Holding, a family holding company that purchases Ohio State football tickets. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and proprietary tools to model outcomes but clients are responsible for implementing and updating their plans.