Matthew Bell is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Orveon Global and Towne Park Valet, as well as work during his time at Ohio State University. Equitable Advisors serves a diverse client base, including individual and high-net-worth clients, retirement plans, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, with a delivery model that heavily incorporates LPL-sponsored programs and endorsed third-party managers.

Kyle Holdsworth is a financial advisor with Equitable Advisors in Broadview Heights, OH, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at Fidelity Investments and has experience in various roles including a position at Orchard Bar & Grill. Outside of his advisory work, he is involved as an independent agent for outside fixed insurance products and is a member of Lakeside Financial Partners, an LLC based in Brecksville, OH. 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, utilizing LPL-sponsored platforms and endorsed third-party managers to provide a range of advisory and brokerage 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.

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 with Raymond James & Associates in Chardon, Ohio, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. Her prior work includes ten years with Wells Fargo Clearing and one year with Wells Fargo Advisors LLC. She has a minor ownership interest in family oil and gas leases in Smithfield Township. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and government entities. The firm offers wealth advisory planning and investment consulting through a non-discretionary approach, supported by extensive research and a broad affiliate network that includes public finance capabilities and integrated custody and product-sourcing services.

Ryan Radonich is a financial advisor with Equitable Advisors, holding a Series 66 designation and 20 years of industry experience. He has worked at Equitable Advisors since 2006 and was previously affiliated with Axa Advisors, LLC. Outside of his advisory role, Radonich serves as Chief Operations Officer at Chagrin Valley Dental and owns several non-investment businesses, including Lakeside Holdings, LLC and Novelty Lake Tree Farm. 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 third-party programs. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to meet client needs.

Gregory Nachman is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at ELS Educational Services, Inc. and spent 15 years with Cleveland Heights University Heights City Schools. 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 various third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Madison Vitello is a financial advisor at Primerica Advisors with three years of industry experience. She holds Series 65 and Series 63 licenses and has worked at K & R Vitello & Associates, University Schools, and Primerica Financial Services. Her background also includes roles in education at Ohio State University, Eastlake North High School, and Willowick Middle School. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers model-based investment strategies through a large network of advisors and uses third-party asset managers alongside discretionary separately managed account options.

Robert Ross is a CFP® professional with 38 years of experience in the financial services industry. He has worked at Ameriprise since 2021 and previously spent over three decades with Integrity Financial Services, Inc., followed by a decade at Next Financial Group Inc. Outside of his advisory role, Ross serves on the advisory board of the Kairos Wellness Center in Akron, Ohio, and leads IFS Partners Agency, Inc., a business involved in insurance brokering and management related to his Ameriprise practice. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that include income analysis, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering these services through a centralized retirement-income consulting team in partnership with its financial advisors.

Jeffrey Tong is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions at Boenning & Scattergood, Inc., Morgan Stanley Private Bank, Morgan Stanley, Bank of America, and Merrill. 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, utilizing model portfolios, third-party subadvisors, and advanced technologies to support diversified investment strategies.

Brian Groves is a financial advisor with Equitable Advisors in Independence, OH, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Equitable Advisors, he worked at Axa Advisors and National Interstate and served five years with the City of Stow Fire Department. Outside of finance, he is an allied member of the Ohio Craft Brewers Association. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and third-party managers, providing both advisory and brokerage solutions.

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.

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.

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.