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.

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.

Karen Miller is a Series 66-licensed financial advisor with LPL Financial, based in Strongsville, OH, and has one year of industry experience. She has been associated with LPL Financial and Ta-Check Financial since 2025. Outside of her advisory roles, she has involvement with Quiet Storm Holdings and Northeast Bancorp of America Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced technologies to manage assets both discretionarily and non-discretionarily.

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.

Bryan Kissling is a CFP® professional with 44 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he acts as a trustee for his mother’s and deceased father’s trusts. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and utilizes research, diversification principles, and modern portfolio theory in its investment approach.

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.

Madison Carroll is a financial advisor with Primerica Advisors in Willoughby, OH, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to joining Primerica Advisors, Carroll has worked at K & R Vitello & Associates and Primerica Financial Services. Carroll has also taught at University Schools, Ohio State University, Eastlake North High School, and Willowick Middle School. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and account custody.

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.

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.

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.

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.

Randy Kinsey is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2016. His prior roles include positions at Axa Advisors, LLC and Compass Search Partners. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory models, including third-party program sponsors and LPL-sponsored advisory programs, to tailor investment solutions for its clients.

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.

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.

Michael Leamon is a Series 66 licensed advisor with UBS Financial Services, based in Rocky River, OH, and has 26 years of industry experience. He has been with UBS since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates both wealth management and institutional trading businesses, offering a wide range of capital markets and advisory services.

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.