David Grano is a financial advisor at OSAIC with 17 years of industry experience. He holds the Series 66 designation and worked previously at Lincoln Financial Advisors for 14 years. Outside of his advisory role, he serves as a trustee for multiple family trusts and owns an LLC providing payroll services for a Professional Employer Organization. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services utilizing various asset allocation tools, automated rebalancing, and multiple account management options.

Logan Cingel is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and beginning his industry career in 2026. His prior experience includes roles at Ohio University, Hudson Country Club, Sunrun Inc., Antonio's Pizzeria, and Solon City Schools. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm offers diverse investment implementation options across multiple platforms and employs both proprietary and third-party strategies.

Matthew Bell is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has previously worked at Orveon Global and held other various roles before entering financial advising. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a large network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Kyle Holdsworth is a Series 66-credentialed financial advisor with five years of industry experience. He is currently with Equitable Advisors, where he has worked since 2023, following three years at Fidelity Investments. Outside of his advisory role, he is involved as an independent agent for fixed insurance products and participates in a financial services LLC. Equitable Advisors serves a diverse clientele, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a mix of proprietary and third-party advisory models to tailor investment 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.

Ryan Radonich is a financial advisor with Equitable Advisors, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2006, including prior experience with Axa Advisors, LLC. Outside of his advisory role, Radonich serves as Chief Operations Officer at Chagrin Valley Dental and is involved in several business ventures, including ownership of Lakeside Holdings, LLC and a tree farm in Novelty, Ohio. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm’s approach emphasizes personalized assessment and matches clients to proprietary and third-party advisory programs.

Gregory Nachman is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has previously worked at ELS Educational Services, Inc. and Cleveland Heights University Heights City Schools. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm emphasizes matching clients to program models or discretionary managers through a network of Investment Adviser Representatives and relies on third-party program sponsors and TAMPs for much of its advisory delivery.

Frederick Prillaman is a financial advisor with Ameriprise in Tallmadge, OH, holding a Series 66 designation and one year of industry experience. His prior roles include positions at National Interstate Insurance Company, U.S. Bank, Valmark Financial Group, Verizon, 24 Hour Fitness, and service in the U.S. Navy. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports delivered through a centralized consulting team.

Robert Ross is a CFP®-designated financial advisor with 39 years of industry experience. He has been with Ameriprise since 2021 and previously worked at Next Financial Group Inc and Integrity Financial Services, Inc. Ross also serves as president of IFS Partners Agency, Inc. and holds a voluntary advisory board position with the Kairos Wellness Center in Akron, Ohio. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing annual advice focused on dependable income and tax-aware withdrawal strategies.

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.

Jeffrey Tong is a financial advisor with LPL Financial in Cleveland, OH, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Boenning & Scattergood, Inc., Morgan Stanley Private Bank, Morgan Stanley, and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs and financial planning services supported by in-house and third-party research and technology-driven investment solutions.

Terry Hitchcock is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2003 and holds a Series 63 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Brian Groves is a financial advisor with Equitable Advisors in Independence, Ohio, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His work history includes roles at Axa Advisors, National Interstate, and the City of Stow Fire Department. Outside of finance, he is an allied member of the Ohio Craft Brewers Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm delivers advice through a network of representatives, utilizing third-party asset managers and proprietary programs, covering a broad range of investment products and fiduciary services for qualified plans.

Thomas Kefalos is a financial advisor with Charles Schwab & Co., Inc. in Richfield, Ohio. He holds a Series 66 designation and has nine years of industry experience, including ten years with Charles Schwab. Outside of his advisory role, he is involved in managing rental properties. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

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.