CANFIELD, Ohio – The Waypoint Group has been named to Forbes Magazine’s 2025 list of America’s Best-In-State Wealth Management Teams, Morgan Stanley announced.

The Forbes rankings were developed by Shook Research and are based on in-person, virtual and telephone meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations and quantitative criteria such as assets under management and revenue generated for their firms.

“I am pleased that The Waypoint Group is representing Morgan Stanley,” said Thomas Russ, market executive of Morgan Stanley’s northern Ohio and western Pennsylvania market. “To be named to this list recognizes The Waypoint Group’s professionalism and dedication to the needs of their valued clients.”

The Waypoint Group includes financial advisors Scott Zoldan, John Chahine, David Bulkley, Jeff Barone and Lisa O’Bryant, along with client service associates Karen Sciortino, Diane Spagnola, Kristen Miller and Noah Zoldan.

Morgan Stanley Wealth Management provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance and retirement and trust services.

Pictured at top: From left are Diane Spagnola, Jeffrey Barone, Kristen Miller, Scott Zoldan, Karen Sciortino, Noah Zoldan, Lisa O’Bryant, John Chahine and David Bulkley.