Brenda Rivers is a financial advisor with OneSeven in Beachwood, OH, holding a Series 66 designation and 24 years of industry experience. She has worked at International Assets Advisory, LLC since 2019 and at MGO ONE SEVEN LLC dba Carey Dittoe Wealth Management since 2018. Prior to that, she spent nine years at PNC Investments. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management and financial planning using diversified mutual funds, ETFs, individual securities, and alternative investments, with a primarily long-term investment approach supported by internal due diligence.

Joshua Flade is a CFA® charterholder and holds a Series 65 license with seven years of industry experience. He has worked at OneSeven since 2024 and previously spent six years at TownSquare Capital and three years at Ensign Peak Advisors. He hosts the educational podcast "Building Better" and serves as the committee chair for the CFA Society Salt Lake. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and consulting. The firm employs a primarily long-term investment approach and uses diversified portfolios with access to alternatives and private placements, alongside discretionary and non-discretionary arrangements.

Lance Wright is a Series 65-licensed advisor at OneSeven with one year of industry experience. Prior to his current role, he worked in education at St. Paul's Episcopal School and Waco Connally ISD. Outside of advising, he manages a short-term rental property through VRBO, overseeing guest accommodations. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses diversified portfolios including mutual funds, ETFs, and individual securities, combining long-term focused strategies with shorter-term trading when appropriate.

Juan Castaneda is a financial advisor at OneSeven with 11 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions at Bank of America, Merrill, JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Fieldpoint Private Securities LLC. Castaneda is a member of the Greater Miami Tax Institute and serves on the board of the University of Virginia Club of Miami. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, using diversified mutual funds, ETFs, individual securities, and alternative investments when appropriate.

Richard Gluck is a financial advisor at OneSeven with nine years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Nardis Advisors, LLC. In addition to his advisory role, Gluck contributes written commentaries for Concise Capital Management, LP, a hedge fund. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm uses a primarily long-term investment approach with diversified portfolios, including access to alternative investments and private placements.

Christopher Bacon is a financial advisor at OneSeven with seven years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James Financial Services and Fortune Financial Services. Outside of advising, he acts as an agent providing premium financed life insurance options integrated into clients' financial plans. OneSeven offers investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, utilizing diversified portfolios that include mutual funds, ETFs, individual securities, and alternative investments. The firm employs a primarily long-term investment approach with both discretionary and non-discretionary arrangements and is affiliated with MGO Inc., which provides pension consulting and related services.

Christopher Carey is a financial advisor with OneSeven in Beachwood, OH, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. His career includes roles at Fortune Financial Services, PNC Investments, and International Assets Advisory. Outside of finance, he is the president and sole owner of Auto Racing Alley, Ltd, an online retailer specializing in NASCAR racing gear. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a primarily long-term investment approach, utilizing diversified mutual funds, ETFs, individual securities, and access to alternative investments and private placements when appropriate.

Johnathan Breen is a CFP® with 12 years of industry experience, currently serving as a financial advisor at OneSeven. He has held advisory roles at several firms, including Raymond James Financial Services and Boston Harbor Wealth Advisors. In addition to his advisory work, Breen operates the Law Offices of Johnathan C. Breen, where he focuses on estate planning. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes a primarily long-term investment approach using diversified portfolios with access to alternative investments and independent manager strategies.

Robert Depalma is a financial advisor at OneSeven with 22 years of industry experience and holds a Series 66 designation. His prior work includes roles at Raymond James Financial Services and Patrick Capital Markets/McDuff Capital. He is also involved in providing insurance advice tailored to client needs. OneSeven offers investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, employing a primarily long-term investment approach with diversified portfolios that may include mutual funds, ETFs, individual securities, and alternative investments. The firm utilizes both discretionary and non-discretionary management and has affiliation with MGO Inc. for specialized pension consulting.

Christopher Gatsch is a financial advisor with OneSeven who holds a Series 66 designation and has 13 years of industry experience. His prior work includes roles at JP Morgan Chase Bank, JP Morgan Securities, Bank of America, and Merrill. He is also the founder of Alta Vera Securities d/b/a SH Summit, Inc., focusing on sourcing and selling private investment offerings to qualified investors. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes diversified portfolios with a primarily long-term investment approach and utilizes a mix of discretionary and non-discretionary management strategies.

Bruce Greenwald is a financial advisor at OneSeven with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including International Assets Advisory, LLC and Purshe Kaplan Sterling Investments, Inc. Greenwald serves on the boards of nonprofit organizations, including the Jewish Federation of Utah and Peoples Health Clinic. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach with diversified portfolios and access to alternative investments, offering both discretionary and non-discretionary management options.

Steven Ryan is a financial advisor at OneSeven with 26 years of industry experience. His prior roles include positions at Regulus, LLC and Regal Investment Advisors, LLC. Ryan holds Series 63 and Series 65 licenses. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and consulting. The firm employs a primarily long-term investment approach with both discretionary and non-discretionary options, utilizing diversified portfolios and access to alternatives and private placements.

Michael Moskal is a financial advisor at OneSeven with 35 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Mgo Investment Advisors Inc. and Moskal Gross Orchosky Inc. He is also an independent licensed insurance agent in Ohio. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting with a primarily long-term investment approach that incorporates diversified assets and external managers.

George Wolfe Jr. is a Series 66 licensed financial advisor with 18 years of industry experience. He is currently with OneSeven and has held roles at Wolfe Wealth Management, LLC, Green & Wolfe Portfolio Management Group, LLC, and Raymond James Financial Services Advisors Inc. Outside of advisory work, he is the CEO of Wolfe Wealth Management, LLC, a support company assisting with administrative functions related to his financial services business. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, with portfolios typically constructed using diversified mutual funds, ETFs, individual securities, and access to alternative investments and private placements when appropriate.

Thomas Burger is a CFP® with 54 years of industry experience, currently serving at OneSeven. His prior roles include extensive tenure at Hamilton Financial Inc. and Lincoln Financial Securities Corporation, among others. Outside of advising, he serves on the Board of Advisors for the Boston Symphony Orchestra and is Chairman of the Board for the Gloucester Cultural Civic Center. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and consulting. The firm employs a primarily long-term investment approach with diversified portfolios and utilizes both discretionary and non-discretionary arrangements.

John Potter is a Series 65-licensed advisor at OneSeven with five years of industry experience. He has held positions at B. Riley Wealth Advisors, National Asset Management, and PNC. Outside of his advisory work, he is involved with a distillery project through The 756 Group LLC, producing and marketing a bourbon-based spirit. OneSeven serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach with diversified portfolios that may include mutual funds, ETFs, individual securities, and access to alternatives and private placements.

Jeanne Hagar is a financial advisor at OneSeven with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial and Boston Harbor Wealth Advisors. In addition to her advisory role, she serves as an agent placing term life, long-term care, and disability insurance products. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes a primarily long-term investment approach, utilizing diversified portfolios that include mutual funds, ETFs, stocks, bonds, and access to alternatives and private placements.

Jordan Walters is a Series 65-licensed advisor at OneSeven with three years of industry experience. Prior to joining OneSeven, he worked at Capitol Financial Solutions and Amazon Inc. He is also vice president of Community Educational Funding, a college education planning business. OneSeven serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach using diversified portfolios and offers both discretionary and non-discretionary arrangements.

Christopher Lakian is a financial advisor with OneSeven, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at RH Financial Services, Raymond James Financial Services, and Ocean Holdings. He is also the owner of Lakian Capital and Magnetic North Financial, an insurance agency. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a primarily long-term investment approach with diversified portfolios including mutual funds, ETFs, individual securities, and alternative investments, offering both discretionary and non-discretionary management.

Bernard Semon is a financial advisor with OneSeven in El Paso, TX, holding Series 63 and Series 65 designations and 28 years of industry experience. Before joining OneSeven in 2024, he worked for Raymond James and Associates from 2015 to 2024. He serves as a board member with El Paso Pro-Musica. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, employing a primarily long-term investment approach with access to diversified portfolios and alternative investments.