James T. Elios, MBA, ChFC®, CLU® Jim Elios is president of Elios Financial Group and local branch manager and Registered Principal of LPL Financial, the largest independent Broker-dealer in the nation. As an independent financial advisor, Jim specializes in comprehensive financial planning, retirement, and investment management. He graduated from Bowling Green State University with a Bachelor of Science in Business Administration with a concentration in marketing and finance. He obtained his Masters of Business Administration (MBA) in 1991 from Baldwin Wallace College. He has also obtained the designations Chartered Financial Consultant® (ChFC®) and Charter Life Underwriter (CLU®) from The American College in Bryn Mawr, PA. He has more than 20 years experience in the Financial Services industry, including retail banking with National City Bank, Cleveland and as financial planner with Lincoln Financial Advisors. He has also traveled extensively throughout the State of Ohio, consulting with financial institutions on developing effective investment and service strategies for retail clients as a wholesaler for a financial services company located in St. Paul, MN. Jim is a frequent public speaker on financial planning issues, providing workshops for companies, government, non-profits and charity organizations including the Social Security Administration, Lincoln Electric, AT&T, and Fairview Hospital/Cleveland Clinic. He is also a past contributor for the Plain Dealer “Ask the Expert.” Feature column. Jim has made many local Cleveland media appearances including television on Action Channel 19 News and radio on The Lannigan Show 105.7 WMJI. Jim resides in Avon Lake with his wife, Solveig and their 3 children.