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®-credentialed financial advisor with 26 years of industry experience, currently serving clients at Wells Fargo Advisors since 2018. Prior to this, he worked in related roles within the Wells Fargo organization dating back to 2009. In addition to his advisory duties, he owns and operates Schultz Wealth Management, LLC, an independent wealth management practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services using in-house research and tools, with clients choosing the extent of implementation through various brokerage or advisory programs.

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.

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 at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Huntington National Bank and The Prudential Insurance Company of America. Outside of his advisory role, he is an owner and partner of Choolah Holdings LLC, a fast-casual Indian BBQ restaurant chain. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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 Wealth, Inc. He holds a Series 63 designation and has 42 years of industry experience. Prior to joining Osaic in 2025, he worked for Lincoln Financial Advisors for 22 years. He is also employed with DiTullio Financial Planning LLC, where he provides financial products and analysis. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, utilizing asset-allocation tools and risk-tolerance analysis to construct diversified portfolios.

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.

Thomas Minnick is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at Ameriprise, Blackstone Wealth Management, Inc., and Legacy Investment Group LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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.

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.