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"I love learning what our clients are trying to achieve with their wealth—and then building out creative and innovative solutions that exceed their expectations.”

As a principal at Ridgetop Wealth Management, Brian is focused on helping successful individuals and families meet challenges—and capitalize on opportunities—created by their wealth. His keen interest and background in investments and markets allow him to offer prudent, thoughtful strategies and solutions to his clients. He has a passion for delivering creative and innovative solutions that exceed expectations. For Brian, his clients are like family. In his words, “taking care of clients isn’t a job, it’s a passion.”

Brian has worked alongside teammate Loran Ansberry for over a decade. As a team, they are dedicated to fostering client relationships that go beyond investment advice to deliver a holistic and highly tailored approach to wealth. Brian is committed to ensuring that every client relationship is grounded in trust and transparency.

Life

• Brian is very community-minded and has taken leadership roles at organizations including Akron, OH-based Heart to Heart Leadership, his high school alma mater Walsh Jesuit and the Boy Scouts of America.
• When not serving his clients or the community, Brian enjoys doing anything and everything outdoors with his wife and his two young sons, Levi and Benny.

• Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Advisors, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

• Kent State University, B.A.

• Chartered Retirement Planning Counselor
• Series 7 and 66 securities licenses

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• CO
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• DC
• DE
• FL
• GA
• IL
• IN
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• MA
• MD
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“My hope is that every client feels comfortable enough in our abilities that they can come to our team with any and every substantial decision, financial or not, that impacts their lives or their families.”

Loran, as one of Ridgetop Wealth Management's principals, provides innovative and thoughtful financial solutions to a select group of successful individuals, families and business owners. She has spent her entire career at UBS and feels fortunate to have worked alongside teammate Brian Pollak for well over a decade. Loran is dedicated to building close relationships with the team’s roster of clients with advice that goes beyond investments to impact all aspects of their financial—and often personal—lives. Loran prides herself on being part of a client’s important life decisions and draws on her experience, and that of her entire team and the firm at large, to provide tailored advice and strategies that will move them towards their goals.

The relationships Loran has fostered with her clients are built on trust, mutual respect and a genuine connection. As part of a particularly close-knit team, Loran finds her work both positive and fulfilling. In her words, “it’s easy to love what you do when you surround yourself with good people, good intentions and positive energy.”

Life

• Loran and her husband have three small children under the age of eight—Urban, Luke and Emmy—who keep them busy. Loran and her family live next door to her mother (Mimi), who also has spent her entire career at UBS.
• In her spare time, she enjoys traveling with her husband.

• Forbes Best-in-State Wealth Advisors, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
• Forbes Top Women Wealth Advisors Best-in-State, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• Miami University, B.A.

• Accredited Wealth Management Advisor℠
• Series 7 and 66 securities licenses

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• NV
• NY
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• OR
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I aim to understand clients' complex needs and objectives and to offer customized solutions for their goals. I work diligently to stay abreast in a continually challenging global environment so that I may offer my clients the best solutions for their wealth management. I work to build my business through trust, honesty, integrity and dedication. My passion is the financial industry and I try to be better every year at what I do and adapt to our changing environment. I always have welcomed being in the forefront of women's advancement in the field of financial advising. My clients span three generations and some four, as I work to achieve above average investment returns with a focus on wealth management. Many of my clients have been with me for over twenty five years. My global travels provide me with a special perspective on an international scale. 

EXPERIENCE TO GUIDE YOU FORWARD

Most of my clients prefer to build portfolios of individual stock across sectors, following recommended percentage weightings in each issue as well as sectors. A client's age and risk tolerance is carefully considered in my recommendations. Ideas are garnered from our two research departments – Wealth Management and Institutional/Investment Banking as well as other outside research ideas. A laddered approach to municipal or taxable bonds is followed. A client's portfolio and performance are carefully monitored on a quarterly or more frequent basis. Also, for further diversification of investments, or client preference, I offer a choice of managed discretionary advisory programs. Additionally, I encourage financial goal analysis plans directed at liquidity, longevity, and legacy.

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"As cliché as it sounds, the client always comes first. We can’t control the market, but we can control getting the things we have control over done right the first time.”

Megan is an integral part of Ridgetop Wealth Management, working closely with successful clients and families on a daily basis and assisting them with often complex operational issues. She takes the lead on executing trades for client portfolios, as well as handling each client’s initial investments. Megan works hard to provide excellent and highly responsive client service. Her positive, can-do attitude reflects the ethos of the entire tight-knit team and their shared desire to foster open and trusted working relationships with every client.

Megan started her career at McDonald Investments in 2006 and joined UBS when it acquired McDonald in 2007. She developed an early interest in finance and the stock markets in college, leading her to pursue a degree in business administration with a concentration in finance.

Life

• Megan enjoys spending time with her husband and two young daughters—especially on nearby Lake Erie—and with extended family who, luckily, live nearby.
• She volunteers at her daughters’ school.

• Baldwin Wallace University, Ohio, B.A., business administration with a concentration in finance

• Series 7 and 66 securities licenses

• OH

“I strive to provide the very best client service, by providing a unique experience that they cannot find with any another team of advisors.” 

Prior to joining the team and the world of wealth management in 2018, Randi worked for many years in corporate retail, gaining a wealth of experience in different industries and honing her communication and people skills. This wide-ranging experience is put to good use with Ridgetop Wealth Management's diverse set of clients: business owners, entrepreneurs, retirees and sometimes individuals who are new to investing. Randi strives to provide each relationship with holistic support and guidance, forging close ties with the team’s clients.

Randi works with all generations of a client’s family and particularly enjoys getting the next generation involved in financial goals and priorities, and helping educate them to become good stewards of the family wealth.

Life

• Randi volunteers at the Akron Canton Regional Food Bank.
• She enjoys spending her spare time with family and friends and stays fit by working out at the local Pure Barre studio.

• The Ohio State University, B.S.

• Series 7 and 66 securities licenses

• CT
• FL
• IL
• MA
• OH
• VA

In his role as the team’s Senior Client Service Associate, Connor brings over five years of industry experience as well as a high level of precision, professionalism, and care in serving the team. With his wide range of knowledge regarding financial services, he communicates regularly with clients to answer questions and address needs. He enjoys building strong relationships with clients and their families and helping them feel comfortable and understood.

Connor graduated from Cedarville University where he obtained his B.A. in Business Administration and Management. He began his career with UBS as a Client Service Associate in 2018. He currently holds FINRA Series 7 and NASAA 66 licenses and is a central part of making sure that clients are served quickly, well, and with integrity.

Connor and his wife, Chloe, reside in the Akron-Canton area with their two children. Outside of the office he enjoys reading, cooking, watching films, and making music in his home studio.