Leonard Kichler is a financial advisor with UBS Financial Services in Pepper Pike, OH, holding a Series 66 designation and 23 years of industry experience. He has been with UBS since 2007 and also has a long-standing affiliation with Mcdonald Investments Inc. Outside of his advisory work, he serves on the board of directors for InMotion, a charity offering wellness programs for people with Parkinson's disease. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, delivering advisory work through a network of Financial Advisors who utilize proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Jonathan Matta is a financial advisor with Charles Schwab in Chagrin Falls, OH, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Strategas, Ameriprise Financial Services, Massachusetts Mutual Life Insurance Company, and Janus Management Holdings Corp. Matta has been with Charles Schwab since 2024. 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 advisory relationships and access to discretionary separately managed accounts, supported by an integrated operational structure and multi-asset model portfolios.

Mark Zumack is a financial advisor with LPL Financial based in Solon, OH, holding 40 years of industry experience. He previously worked at Metlife Securities Inc. and Metropolitan Life Insurance Company for 37 years, followed by roles at Mass Mutual Life Insurance Company and Mass Mutual Investors Services. Zumack is also involved in Regal Financial, LLC, where he engages in life, health, and property and casualty insurance sales. 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 and access to third-party asset managers, with resources supporting various investment strategies and institutional platforms.

Michael Ruchalski is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Gregory Berlin is a CFP® professional with 27 years of industry experience, currently affiliated with Cetera since 2025. He previously worked at B. Riley Wealth Advisors and B. Riley Wealth Management for a combined 21 years. Outside of his financial advisory role, he serves as treasurer for the Broadway School of Music and teaches violin and viola. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

William Schultz is a CFP® professional based in Beachwood, OH, with 26 years of industry experience. He has worked with Wells Fargo Advisors since 2018 and previously with Wells Fargo Clearing from 2016 to 2018. Schultz also owns and manages a separate wealth management practice, Schultz Wealth Management, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes specialized services such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools to develop tailored recommendations.

Kelley Thompson is a financial advisor with Wells Fargo Advisors in Beachwood, Ohio, holding a Series 66 designation and bringing 20 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, she worked for Wells Fargo Clearing for nine years. She is also the owner of Kelley Marie Thompson, LLC, a separate business entity. 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 investment options, utilizing Wells Fargo research and tools, with planning engagements tailored to the specific needs and net worth of its clients.

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.

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.

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.