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.

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.

Matthew Thomas is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities. Outside of his advisory role, he serves as a professor teaching business courses at Ohio Business College. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm integrates its investment management with Bank of America affiliates and emphasizes manager-selection capabilities and tax-focused strategies.

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.

Patton Teagle is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked at Raymond James & Associates since 2014. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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.

William Smith is a financial advisor with Raymond James & Associates in Medina, OH, holding a Series 63 designation and 34 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Denise Marko is a financial advisor with Morgan Stanley in Akron, OH, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. Prior to joining Morgan Stanley in 2025, she spent 12 years with Wells Fargo Advisors and Wells Fargo Clearing in various advisory roles. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced modeling tools.

Justin Yates is a financial advisor with Edward Jones in Chagrin Falls, OH, holding a Series 63 designation and 23 years of industry experience, all with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds, tax-efficient services, and a fiduciary standard of care.

John Evans II is a Wealth Management Advisor with the KMME Group at Merrill in Pepper Pike, Ohio. He specializes in providing planning, advice, and portfolio management strategies to high net worth families and institutions. John holds the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations, focusing on strategic asset allocation, manager selection, and portfolio construction. Before joining Merrill, John was a Partner at a Cleveland-based institutional consulting firm where he worked with endowments, foundations, nonprofits, and pension plans. He started his career at Goldman Sachs in New York, spending seven years there and most recently serving as Vice President and Portfolio Manager for foundation and endowment clients across the United States. John graduated magna cum laude with a Bachelor of Arts in Economics from the University of Pennsylvania. He and his wife reside in Chagrin Falls, Ohio, and they have three children. His personal interests include fishing, golfing, hunting, and traveling.

Eugene Tsirlin is a financial advisor with Primerica Advisors in Beachwood, OH, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Primerica Advisors and affiliated firms since 2007 and also leads EMRJ LLC as owner and president. Outside of finance, Tsirlin works part-time as a language interpreter. Primerica Advisors is a large-scale firm that offers a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports execution and custody through BNY Mellon Advisors and Pershing.

Niniek Sulandari is a financial advisor with Edward Jones in Seven Hills, OH, holding a Series 66 designation and bringing 17 years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she owns and operates World Bee Candle Co, a candle-making business that raises funds for student education on honey bees and pollinators. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory services with a fiduciary standard and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.