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.

Bryan Kissling is a CFP® with 43 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He acts as a trustee for his mother’s and deceased father’s investment trusts. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven approach incorporates modern portfolio theory and offers a broad range of investment options, including insurance-related products and bank deposit sweep programs.

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.

Justin Hein is a financial advisor with Raymond James & Associates, holding a Series 66 designation and seven years of industry experience. He has worked at Raymond James & Associates since 2022 and previously held roles at Charles Schwab and Charles Schwab Bank. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program, along with institutional consulting and municipal finance capabilities.

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® 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.

Michael Sheppard is a financial advisor with Edward Jones in Richfield, OH, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Ganley Honda from 2010 to 2018. Sheppard has served as a past president and volunteer board member for the Broadview Heights Lion’s Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a national network of more than 23,700 advisors. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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, 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.

Thomas Kefalos is a financial advisor with Charles Schwab in Richfield, Ohio, holding a Series 66 credential and 9 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2016 and previously worked at Major Facility Solutions. Outside of advising, he is involved in property management as a landlord. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary advisory and discretionary separately managed accounts, utilizing multi-asset model portfolios and alternative investment due diligence within a large, integrated operational framework.

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 with Equitable Advisors in Lakewood, OH, holding a Series 66 designation and 10 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at Axa Advisors, LLC and Compass Search Partners. 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 uses a hybrid referral and implementation model that includes advisory and brokerage/insurance channels, tailoring services based on client goals, risk tolerance, and time horizon.

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 with Raymond James & Associates in Amherst, OH, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Raymond James since 2000. Outside of his advisory role, he serves as a board member and finance committee member for the Ohio Tree Farm Committee, a nonprofit organization involved with the American Tree Farm System. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporations, charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and serves institutional clients via its Institutional Fiduciary Solutions division.

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.