Kelley Thompson is a financial advisor with Wells Fargo Advisors in Beachwood, OH, holding a Series 66 designation and 19 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, she worked at Wells Fargo Clearing from 2016 to 2025 and at Wells Fargo Advisors LLC from 2009 to 2016. She owns Kelley Marie Thompson, LLC, an investment-related business, and is affiliated with Princeton Harriman Insurance Solutions in a non-investment capacity. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a range of investment and financial planning services including cash-flow, retirement, education, risk management, and specialized areas such as business-owner transition and special-needs planning. The firm uses proprietary research and tools to develop tailored recommendations, with implementation options through its brokerage or advisory programs.

Meghan Bradish is a financial advisor with UBS Financial Services in Hudson, Ohio, holding a Series 66 designation and 11 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

George Asadorian is a financial advisor with Equitable Advisors in Independence, OH, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at AXA Advisors and as an IT technician at Cutting Systems, Inc. alongside his advisory work. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset management programs. The firm’s approach involves matching clients to program models or discretionary managers, utilizing third-party asset managers and advisory programs.

Leisa Scott is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 33 years of industry experience. She previously worked at Metlife Securities Inc. for 21 years before joining Mass Mutual Life Insurance Company in 2016 and its Investors Services division in 2017. Outside of financial advising, she is also a licensed real estate agent and an insurance agent specializing in life, disability, long-term care, and property and casualty insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring engagements as annual, collaborative relationships with a focus on recommending investment categories and strategies.

Colin Bell is a financial advisor with Thrivent Investment Management in Stow, Ohio, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning across various topics without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

Michael Tokmazeysky is a financial advisor with Ameriprise in Moreland Hills, OH, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he pursues freelance family and event photography several times a year. Ameriprise specializes in retirement-income planning for clients typically holding at least $1 million in investable assets, offering comprehensive recommendation reports that integrate tax-smart withdrawal strategies and Social Security options. The firm combines algorithmic modeling with personalized advice and provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Kevin Sokira is a financial advisor with Robert Baird & Co. in Akron, OH, holding a Series 66 designation and five years of industry experience. Prior to joining Baird in 2021, he worked at Ohio Machinery - Ohio CAT and Turf Trimmers. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies alongside internal research and technology tools.

Shauvi Rogers is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining LPL Enterprise, Rogers held roles at W & S Brokerage Services, Western & Southern Life, and Keybank, NA, among others. LPL Enterprise, LLC 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.

Robert Hirsh is a financial advisor with OSAIC who holds a Series 63 designation and has 41 years of industry experience. He worked at Lincoln Financial Advisors for 22 years prior to joining OSAIC in 2025. In addition to his advisory role, he is involved with Cleveland Financial Group, providing financial planning and products to clients. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing a range of asset-allocation tools and third-party platforms to construct and manage portfolios across various investment types.

Larry Rubenstein is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 33 years of industry experience. He previously worked with Securities America Advisors, Inc., Securities America, Inc., and Securities Service Network, Inc. He serves as trustee of a family revocable living trust, overseeing investment decisions and responding to family inquiries. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes advanced asset-allocation tools and multiple investment platforms to construct diversified portfolios for individual and institutional investors.

Benjamin Bulchik is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has worked at firms including Cambridge Investment Research Advisors and Numerator LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

Robert Abramson is a CFP® with 32 years of experience in the financial industry. He is currently with Wells Fargo Advisors, having been with Wells Fargo-affiliated firms since 2009. He holds ownership interests in several investment-related entities, including Sagemark Financial, LLC and Abramson GP, LLC. 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 utilizing proprietary research and tools, with planning engagements tailored to client needs and optional implementation through various brokerage and advisory programs.

John Schaly is a financial advisor at Equitable Advisors with eight years of industry experience. He holds the Series 66 designation and previously worked at AXA Advisors, LLC and Ashland University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs for implementation.

George Williams is a financial advisor at Primerica Advisors with 11 years of industry experience. He holds a Series 63 designation and has worked at Primerica Advisors since 2015. Prior to that, his work history includes positions at Eliza Bryant Housing and Robert Half. He is also involved in sales of investment-related and home-related products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, employing model-driven strategies primarily managed by third-party asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Thomas Minnick is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and twelve years of industry experience. His prior roles include positions at Ameriprise, Blackstone Wealth Management, and Legacy Investment Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

James Makee Jr. is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 10 years before joining Wells Fargo in 2017. Outside of his advisory role, he serves on the Geauga County Airport Authority board and chairs its steering committee, leading planning efforts for the airport's future. He is also involved in managing aircraft acquisitions for personal and charitable use through a private LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services, including specialized planning for business transitions and special needs, using proprietary research and planning tools to develop tailored recommendations.

Jennifer Ramsey is a financial advisor at LPL Financial with 23 years of industry experience. She holds the Series 66 designation and has worked at firms including Stratos Wealth Partners and Key Investment Services. 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, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and various investment strategies.

Kent Downing is a financial advisor with Wells Fargo Clearing in Akron, OH, holding Series 63 and Series 65 licenses and 54 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 his advisory role, he acts as power of attorney for his spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans through an IPS-driven process grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking.

Grant Davis is a financial advisor with Raymond James & Associates in Beachwood, OH, holding Series 63 and 65 credentials and having 32 years of industry experience. He has been with Raymond James & Associates since 2006. Outside of his advisory role, he is involved in the management of Beechmont Country Club, contributing to its long-term planning as one of twelve individuals overseeing this private, nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles and affiliated research.

Diana Meller is a Financial Advisor at Merrill Lynch Wealth Management. She holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Diana earned her Bachelor's Degree from the University of Phoenix. Her role focuses on providing financial planning and investment advisory services to clients.