David Koler is a financial advisor at Osaic with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sagepoint Financial, Inc. and Vitamix. Koler serves as an Endowment Board Member for Padua Franciscan High School, where he assists with analyzing the management of the school's funds. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated financial advisors. The firm offers integrated brokerage and advisory services, retirement plan consulting, and model portfolios, utilizing asset-allocation tools and automated rebalancing to construct diversified investment strategies.

Patrick Mcdonough is a financial advisor with Cetera, holding a Series 63 designation and over 38 years of industry experience. His career includes long-term roles at Blue Line Financial Cleveland and Cetera Wealth Services, alongside self-employment since 1979. He is also involved as an investment advisor and branch manager at Firefighters Community Credit Union and provides tax and retirement planning services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and services supported by a large network of independent advisors.

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 in Solon, OH, holding 40 years of industry experience. He previously worked at Metlife Securities Inc. and Metropolitan Life Insurance Company from 1980 to 2017, followed by roles at Mass Mutual Investors Services and Mass Mutual Life Insurance Company until 2026. Outside of his advisory role, he has involvement in Regal Financial, LLC, which offers life, health, and property and casualty insurance sales. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services supported by research and a variety of portfolio management options.

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 26 years of experience in the financial industry. He has worked at Cetera since 2025 and previously spent 18 years with B. Riley Wealth Management and 3 years with B. Riley Wealth Advisors. Outside of his advisory role, he teaches violin and viola and serves as treasurer for the Broadway School of Music, in addition to leading health and wellness webinars through Balancing Life Issues. Cetera is an SEC-registered adviser with a large nationwide network serving individual, corporate, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that supports various investment strategies and program structures.

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.

George Asadorian is a financial advisor with Equitable Advisors in Independence, OH, holding Series 63 and Series 65 licenses and having five years of industry experience. He has worked at Equitable Advisors since 2020 and previously spent time at AXA Advisors and the College of Charleston. Outside of advising, he is employed part-time as an IT technician with Cutting Systems, Inc. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates via LPL-sponsored programs and endorsed third-party managers, offering both discretionary and non-discretionary advisory services.

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 credentials and with eight years of industry experience. His prior roles include positions at Huntington National Bank and Prudential Insurance Company of America. Outside of finance, 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 incorporating an ESG eligibility framework in its recommendations.

Sean Sargent is a financial advisor with LPL Financial based in Parma, OH, with 24 years of industry experience. He has worked at TA-Check Financial since 2000 and was previously with SII Investments Inc from 2007 to 2018. In addition to his advisory role, he is involved in tax preparation and accounting services through TA-Check Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Shauvi Rogers is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining LPL Enterprise, Rogers held roles at W & S Brokerage Services, Western & Southern Life, and Keybank, NA, among others. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Robert Hirsh is a financial advisor with OSAIC who holds a Series 63 designation and has 41 years of industry experience. He worked at Lincoln Financial Advisors for 22 years prior to joining OSAIC in 2025. In addition to his advisory role, he is involved with Cleveland Financial Group, providing financial planning and products to clients. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing a range of asset-allocation tools and third-party platforms to construct and manage portfolios across various investment types.

Benjamin Bulchik is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has worked at firms including Cambridge Investment Research Advisors and Numerator LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

John Schaly is a financial advisor with Equitable Advisors, holding a Series 66 designation and eight years of industry experience. He has been with Equitable Advisors since 2018 and previously worked at AXA Advisors, LLC. John also spent two years at Ashland University prior to his advisory career. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a variety of third-party asset managers. The firm employs a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

James Makee Jr. is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2017, following a decade at UBS Financial Services. Outside of his advisory role, he serves as a board member and steering committee chairman for the Geauga County Airport Authority and owns two companies, including one focused on aircraft for personal and charitable use. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options tailored to clients meeting specific net-worth thresholds. The firm integrates advisory services with various financial products and referral channels, delivering recommendations based on proprietary research and planning tools.

Jennifer Ramsey is a financial advisor at LPL Financial with 23 years of industry experience. She holds the Series 66 designation and has worked at firms including Stratos Wealth Partners and Key Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and various investment strategies.

Grant Davis is a financial advisor with Raymond James & Associates in Beachwood, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Raymond James since 2006. Outside of his advisory role, he is involved in managing long-term issues for Beechmont Country Club, a private nonprofit organization. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses using firm research and planning tools, with a focus that includes municipal clients and public financing capabilities.