Matthew Brigeman is a CFP® with 12 years of industry experience. He has been with MGO ONE SEVEN LLC dba MB Wealth Management Group since 2017 and previously worked at Kohmann Bosshard Financial Services, LLC. In addition to his advisory role, he is also an independent insurance agent specializing in life insurance. He is affiliated with OneSeven, a multi-team firm that 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 and offers both discretionary and non-discretionary portfolio management using diversified mutual funds, ETFs, individual securities, and alternative investment options.

James Selu is a Certified Financial Planner® with 18 years of industry experience, currently serving as an advisor at OneSeven since 2024. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Outside of finance, he owns an e-commerce business selling household products through Walmart, Amazon, and Shopify. 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, typically employing diversified mutual funds, ETFs, and individual securities within a primarily long-term investment approach.

Thomas Skelton is a CFP® with 13 years of industry experience currently with OneSeven. His prior roles include positions at B. Riley Wealth Advisors, National Asset Management, United Advisors Services, Cetera Investment Services, and Northwest Advisors. He serves as vice president on the Warren Public Library board. 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 and implements strategies through unaffiliated Independent Managers and third-party platforms.

John Conry is a financial advisor at OneSeven with 34 years of industry experience. He has held roles at MGO ONE SEVEN LLC dba MB WEALTH MANAGEMENT GROUP since 2019 and previously worked at Longbow Research LLC for 10 years. Outside his advisory work, he refers clients for sophisticated tax planning and assists with class action settlement recoveries through Financial Recovery Strategies. 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 using diversified portfolios with access to alternatives and private placements, offering both discretionary and non-discretionary management arrangements.

Robert Campbell is a financial advisor with OneSeven in Malvern, PA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at B. Riley Wealth Advisors, Inc. and United Advisors Services, LLC. Outside of his advisory role, he is involved with RJ Campbell Investments, LLC, an investment-related business he operates as a DBA. 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 alternatives, utilizing both discretionary and non-discretionary arrangements.

Russell Pierce is a CFA® and ChFC® with 16 years of industry experience. He is currently with OneSeven in Beachwood, OH, having previously worked at MML Investors Services, Mass Mutual Life Insurance, Prattle Analytics, and Zelman Partners. He holds an administrative support role as a wealth management advisor with Evergreen Structured Settlements, Inc. 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 using diversified portfolios that may include mutual funds, ETFs, individual securities, alternatives, private placements, and variable-insurance products.

Robert Harberson is a financial advisor at OneSeven with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Baron Financial Advisors and his own Harberson Financial. Outside of advisory services, he is an independent licensed insurance agent specializing in general health and life insurance. 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 portfolios with access to alternatives and private placements.

Mitchell Hirsch is a financial advisor at OneSeven with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors and International Assets Advisory, LLC. Hirsch serves as a board member for the Broward County Gator Club, a nonprofit providing scholarships to local seniors. 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 access to diversified portfolios and alternative investments. The firm combines discretionary and non-discretionary strategies, utilizing third-party platforms and independent managers.

H Roggen is a financial advisor with OneSeven in Houston, TX, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior roles include positions at Apollon Wealth Management, Raymond James Financial, and UBS Financial Services. Outside of advisory work, he is a partner in L Roggen Travel, a small business unrelated to investments. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary portfolio management, financial planning, and consulting. The firm employs a primarily long-term investment approach with diversified portfolios and access to alternatives and third-party strategies.

James Sumser III is a CFP® with eight years of industry experience, currently serving as a financial advisor at OneSeven. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2017 and previously worked at Callahan Financial and the University of Cincinnati. Outside of his advisory work, he owns and operates Woody’s Woodshop LLC, a woodworking business. 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 employs a primarily long-term investment approach utilizing diversified mutual funds, ETFs, individual securities, and access to alternatives and private placements, with both discretionary and non-discretionary arrangements.

Herbert Chen is a financial advisor at OneSeven with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill Lynch and Raymond James Financial Services. Chen serves as a board member of Riverside Methodist Hospital Development Board and is Treasurer and Board Member of the Signature Place Condo Board. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering diversified portfolio management, financial planning, and retirement-plan consulting. The firm’s investment approach is primarily long-term focused while accommodating shorter-term trading, utilizing both discretionary and non-discretionary arrangements and leveraging third-party platforms and independent managers.

Ben Feldmeyer is a financial advisor at OneSeven with 32 years of industry experience. He holds the CFP® designation and the Series 66 license. Prior to joining OneSeven, he worked at Ameriprise Financial Services, Inc. for 18 years. Outside of his advisory role, he is a co-owner and Chief Strategist of Alternative Divorce Solutions, LLC, which provides consulting services to individuals undergoing the divorce process, and serves on the board of the American Heart Association. 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, utilizing diversified portfolios with access to alternatives and private placements, and offers both discretionary and non-discretionary arrangements.

Marc Bernstein is a financial advisor at OneSeven with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Manning & Napier Advisors and Sandhill Investment Management. Bernstein has been with MGO ONE SEVEN LLC dba Stone Creek Advisors since 2022. 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 alternatives, utilizing both discretionary and non-discretionary arrangements and working with unaffiliated Independent Managers and third-party platforms.

Lila Wolfe is a financial advisor at OneSeven with two years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Raymond James Financial Services Advisors, Inc., Raymond James Financial Services, Inc., and Green & Wolfe. She has also worked in education, including at the University of North Texas and Midway High School. 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 while incorporating internal due diligence and utilizing third-party platforms and independent managers.

Juan Hernandez Ariano is a CFP® with 8 years of experience currently serving at OneSeven. His prior roles include positions with Baron Financial Advisers, 212 Advisory Group, and Top Global Financial Advisors. He is president of the Financial Planning Association of Houston and is involved in college planning and technological advisory through WealthCreate LLC. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, focusing on diversified portfolios that may include mutual funds, ETFs, stocks, bonds, alternatives, and private placements. The firm employs both discretionary and non-discretionary approaches and leverages third-party platforms and managers to implement its strategies.

Jennifer Krever Shintani is a financial advisor at OneSeven with 25 years of industry experience. She holds a Series 66 designation and has worked at firms including Financial Engines Advisors L.L.C., EF Legacy Securities, Edleman Financial Services, and Charles Schwab. Outside of her advisory work, she is a member of Banning Mountain View Estates MHP LLC, a real estate business. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers diversified portfolio management, financial planning, and retirement-plan consulting, using a primarily long-term investment approach with access to alternative investments and third-party platforms.

John Jaicks is a financial advisor at OneSeven with 34 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at LPL Financial, International Assets Advisory LLC, and Bruce A. Lefavi Securities, Inc. Jaicks is also involved in managing Silver Creek Management, LLC, a private label entity for financial business activities. 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 with options for alternatives and third-party management solutions.

John Pullaro is a financial advisor at OneSeven with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Fortune Financial Services, International Assets Advisory, and Bb&T Investments. Outside of his advisory role, he is the owner of Lums Lane Farm, where he is involved in farming and selling crops. 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 employs a primarily long-term investment approach, utilizing diversified mutual funds, ETFs, individual securities, and alternative investments, and engages third-party platforms and independent managers for implementation.

Jeffery Spicer is a financial advisor at OneSeven with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has worked at firms including Raymond James Financial Services and DiLauro Financial Services. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, using diversified portfolios with both discretionary and non-discretionary arrangements. The firm employs a primarily long-term investment approach supplemented by internal due diligence and access to third-party platforms and independent managers.

Austin Barnard is a financial advisor with OneSeven in Beachwood, OH, holding a Series 65 credential and three years of industry experience. His prior work includes roles at What About Us Financial and Arrow Electronics. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, using diversified portfolios that include mutual funds, ETFs, stocks, bonds, and alternative investments. The firm employs a primarily long-term investment approach with flexibility for shorter-term trading and utilizes both discretionary and non-discretionary arrangements.