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.

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.

Sebastien Glinzler is a financial advisor with J.P. Morgan Securities in Cleveland, OH, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining J.P. Morgan in 2021, he worked at Huntington National Bank and The Prudential Insurance Company of America. Outside of his advisory role, he is a partner and owner of Choolah Holdings LLC, a fast casual Indian BBQ restaurant chain. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program that focuses on asset allocation advice, investment manager selection, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes ESG considerations, with implementation supported by affiliated investment management entities.

Brian Toma is a CFP® professional with over 21 years of experience in financial advising. He is currently with LPL Financial and has previously worked at Cetera. Outside of his advisory work, he serves as president and founder of Safe Ohio Schools, an organization focused on promoting and enhancing safety in Ohio schools, and is a board member of the ALS Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions utilizing both proprietary research and third-party subadvisors.

Sean Sargent is a financial advisor with LPL Financial in Parma, Ohio, holding 24 years of industry experience. He has worked at LPL Financial since 2018 and previously spent over a decade at SII Investments Inc. Outside of advising, he is involved in tax preparation and accounting through Vault Tax Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Frank Cunnane is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Masters Consulting Group and LPL Financial. Outside of advising, he is the owner of The Physics to Economics Corporation, holds a patent for a power-generating hydroconveyor, and is the author of two books, "The Source of Wealth" and "The Physics to Economics Model (PEM)." Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions through affiliated entities.

Shauvi Rogers is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining LPL Enterprise, Rogers worked at firms including W & S Brokerage Services, Western & Southern Life, and Keybank, NA. Outside of advisory work, Rogers has entrepreneurial experience in entertainment and education sectors. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Robert Hirsh is a financial advisor with OSAIC, holding a Series 63 designation and over 42 years of industry experience. He previously worked at Lincoln Financial Advisors for 22 years before joining OSAIC in 2025. Hirsh is also involved as a financial planner with DiTullio Financial Planning LLC and holds a role as an insurance agent offering a range of products including health, disability, and life insurance. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, providing brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, with a variety of program options such as managed portfolios and third-party manager selections.

Benjamin Bulchik is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Numerator LLC. Bulchik has also been involved with HFS Wealth Advisors, a business he has worked with in an advisory capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and portfolio management services through a large network of investment adviser representatives.

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.

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 Series 66-licensed financial advisor with 23 years of industry experience. She is currently with LPL Financial and has previously worked at firms including Stratos Wealth Partners, Key Investment Services, PNC Wealth Management, ValMark Advisers, UBS Financial Services, and KeyBanc Capital Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Christine Weidig is a Series 66-licensed advisor at J.P. Morgan Securities with 21 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program offers written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence process.

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.

Gilbert Bachna is a financial advisor at Robert W. Baird & Co. in Lakewood, OH, with 32 years of industry experience. He has been with Robert W. Baird & Co. since 2004 and holds Series 63 and Series 66 designations. Outside of his advisory role, he has been involved with the College St. Library since 1992. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.

Joshua Croyle is a CFP®-certified financial advisor at Raymond James Financial with seven years of industry experience. He has previously worked at PNC Investments, PNC Bank, and Steris. Croyle is also associated with Carver Financial Services, where he engages in financial planning. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm employs tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through a unique affiliation.

Jarrod Tackett is a Series 66-credentialed advisor with J.P. Morgan Securities, based in Chardon, Ohio, with 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA since 2006. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Thomas Muscenti is a financial advisor with LPL Financial, holding 36 years of industry experience. Prior to joining LPL Financial in 2018, he spent ten years at Invest Financial Corporation and has been president of The Corning Group, an insurance agency, since 2002. He also operates a wellness center in Mentor, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a large network of investment adviser representatives.

Danny Skrbis is a financial advisor with Ameriprise in Kirtland, Ohio, holding a Series 66 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Skrbis serves on the Board of Directors for Slovenska Pristava and is the Camp Director for Camp Pristava, a Slovenian Catholic summer camp for children associated with local Slovenian schools and communities. Ameriprise is a large institutional firm providing retirement-income planning services focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Sukhwinder Singh is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, with prior experience at PNC Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities not commonly found in similar institutional programs.