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Lukas T
Series 66
Beachwood, OH
OneSeven
Lukas Thill is a financial advisor at OneSeven with eight years of industry experience. He holds a Series 66 designation and has previously worked at MGO One Seven dba Hyperion Wealth Group, Garrison Financial LLC, Raymond James Financial Services Advisors, Inc., First Federal Bank of the Midwest, and Strategic Investment Advisers, LLC. 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 using diversified mutual funds, ETFs, individual securities, and access to alternative investments and private placements when appropriate.
Ismael R
Series 66
Bakersfield, CA
OneSeven
Ismael Romero is a financial advisor at OneSeven with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of advisory work, he is involved in individual life and health insurance sales. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers diversified portfolio management and financial planning, employing a primarily long-term investment approach with access to alternative investments and third-party platforms.
Jason S
Series 63, Series 65
Goodyear, AZ
OneSeven
Jason Slade is a financial advisor at OneSeven with 29 years of industry experience. He holds Series 63 and 65 licenses and has previously worked at Raymond James Financial Services and Everest Home Health and Hospice. Outside of advisory work, he is a partner in IALA Properties, which supports his practice location in Sun City West, AZ. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers diversified portfolio management and financial planning, utilizing a primarily long-term investment approach with access to alternative investments and third-party platforms.
Joseph S
Series 65
Forest City, NC
OneSeven
Joseph Stenard is a financial advisor at OneSeven with one year of industry experience. He holds a Series 65 designation and has worked with MGO One Seven LLC d/b/a Resolute Wealth Management since 2024. His background also includes involvement with the Knights of Columbus and a longstanding role at the University of New York dating back to 2008. 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 portfolios with access to alternatives and private placements, employing a primarily long-term investment approach combined with internal due diligence and third-party platform support.
Stuart G
Series 63, Series 65
Aiken, SC
OneSeven
Stuart Gertman is a financial advisor at OneSeven with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at International Assets Advisory, LLC and Purshe Kaplan Sterling Investments, Inc. He serves on the budget and finance committee of the Central Conference of American Rabbis. 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 and utilizes diversified portfolios including mutual funds, ETFs, individual securities, and alternative investments when appropriate.
Joseph D
Series 63, Series 65
Beachwood, OH
OneSeven
Joseph Dittoe Jr. is an advisor with OneSeven, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at PNC Investments and International Assets Advisory, LLC. He is also managing director of investments at Carey Dittoe Wealth Management. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, employing a primarily long-term investment approach that includes discretionary portfolio management and financial planning. The firm uses diversified portfolios with access to alternatives and private placements, and offers both discretionary and non-discretionary arrangements through unaffiliated managers and third-party platforms.
Albert V
CFP®, Series 63, Series 66
Beachwood, OH
OneSeven
Albert Vonderheide is a CFP® certificant with 23 years of industry experience. He is currently with OneSeven and previously worked at LPL Financial and WealthCor, LLC dba Callahan Financial. He is also an independent licensed insurance agent in Ohio, specializing in accident & health, life, and variable insurance. 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 mutual funds, ETFs, individual stocks and bonds, and offers access to alternatives and private placements when appropriate.
Victoria W
Series 65
Beachwood, OH
OneSeven
Victoria Wiggins is a financial advisor with OneSeven in Beachwood, OH, holding a Series 65 designation and seven years of industry experience. She previously worked at JRP Capital Corp. and its affiliated entities before joining MGO One Seven. Her career also includes roles at Buckle and New York Life. OneSeven offers investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses diversified portfolios primarily composed of mutual funds, ETFs, and individual securities, with access to alternative investments and variable insurance products, emphasizing a primarily long-term investment approach supported by discretionary and non-discretionary management options.
Augustus M
Series 66
Frederick, MD
OneSeven
Augustus Martz is a financial advisor at OneSeven with 17 years of industry experience and holds a Series 66 designation. His prior roles include positions at Truist Advisory Services, BB&T Securities, M&T Securities, Merrill, Morgan Stanley, and Citigroup Global Markets. Martz is also the owner of Martz Financial, a business registered as a DBA under OneSeven. 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 with access to diversified mutual funds, ETFs, individual securities, and alternatives, and utilizes both discretionary and non-discretionary strategies.
Joseph C
CFP®, Series 63
Beachwood, OH
OneSeven
Joseph Callahan is a CFP® professional with 38 years of industry experience. He is currently with OneSeven and has previously worked at LPL Financial, WealthCor, and Fortune Financial Services. Outside of his advisory work, he is a licensed insurance agent covering accident and health, property and casualty, life, and variable insurance lines. 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 that include mutual funds, ETFs, individual stocks and bonds, and access to alternative investments and private placements.
Sean W
Series 66
Beachwood, OH
OneSeven
Sean Wracher is a financial advisor at OneSeven with one year of industry experience. He holds the Series 66 designation and has worked at firms including Raymond James Financial Services and Purshe Kaplan Sterling Investments. Outside of his advisory role, he owns Gridirion Specialist Group, which provides football coaching and training. OneSeven serves 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 with access to diversified mutual funds, ETFs, alternative investments, and third-party managers.
Jeffrey C
CFP®, CFA®, Series 63
Beachwood, OH
OneSeven
Jeffrey Creek is a CFP® and CFA® with 22 years of experience in the financial industry. He is currently with OneSeven, having previously worked at WealthCor LLC and LPL Financial, llc. 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, employing a primarily long-term investment approach with access to alternatives and third-party managers.
Joni R
CFP®, Series 63, Series 65
Sarasota, FL
OneSeven
Joni Rametta is a CFP® with 33 years of industry experience, currently serving as an advisor at OneSeven. She has held multiple roles in wealth planning and design firms since 2013. Rametta also serves as managing member of The Leetzow Group LLC in Sarasota, FL. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management and financial planning with a primarily long-term investment approach, utilizing diversified portfolios and third-party managers.
Lauren M
CFA®, Series 63
Chicago, IL
OneSeven
Lauren Madera is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at OneSeven in Chicago, IL. Her prior experience includes roles at Fortune Financial Services, Inc. and Ross, Sinclaire & Associates, LLC. She is also a volunteer member of the Board of Trustees for The Miami Valley School in Dayton, OH. 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, offering both discretionary and non-discretionary arrangements.
Stephen S
CFP®, Series 63, Series 65
Altoona, PA
OneSeven
Stephen Shaffer is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at OneSeven. He previously worked at Latitude Advisors, LLC for 13 years and spent 24 years with United Airlines. Outside of advising, he is involved in life and health insurance sales, providing clients with coverage for health, disability, fixed annuities, and life insurance. OneSeven offers 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 third-party management platforms, while also providing retirement-plan consulting through its affiliation with MGO Inc.
Donald T
CFP®, Series 66
Tampa, FL
OneSeven
Donald Todd is a CFP® with 20 years of industry experience, currently serving as a financial advisor at OneSeven. His prior work includes roles at SunTrust Investment Services and various wealth management firms. Outside of advising, he is president and owner of Military Pike Racing Stables, where he buys, sells, and races thoroughbreds. 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 a primarily long-term investment approach with access to diversified mutual funds, ETFs, individual securities, alternatives, and private placements.
Amanda H
Series 63, Series 65
Delaware, OH
OneSeven
Amanda Hall is a financial advisor with OneSeven, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been associated with International Assets Advisory, LLC since 2019 and concurrently with MGO One Seven LLC since 2016. Amanda is the sole member of Kazmom Holdings, LLC, an entity with no active business. 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, employing a primarily long-term investment approach with access to diverse asset classes and third-party managers.
Racco D
Series 66
Beachwood, OH
OneSeven
Racco Di Lauro is a financial advisor at OneSeven with five years of industry experience and holds a Series 66 designation. His prior work includes roles at Raymond James Financial Services Inc. and The Wealth Advisory Group of Dilauro Wracher & Thomas. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers diversified portfolio management and financial planning, employing both discretionary and non-discretionary approaches with access to a range of investment products and third-party platforms.
Matthew W
Series 63, Series 65
Beachwood, OH
OneSeven
Matthew Wracher is a financial advisor with OneSeven and holds Series 63 and Series 65 credentials. He has 33 years of industry experience, with prior roles at JDMW Investments, The Wealth Advisory Group of DiLauro Wracher & Thomas LLC, and Raymond James Financial Services. Outside of financial advising, he is involved with JDMW Properties LLC, a real estate rental business, and owns an operating LLC. 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 that include mutual funds, ETFs, individual securities, and alternative investments, with access to both discretionary and non-discretionary arrangements.
Michael C
Series 66, Series 65
Beachwood, OH
OneSeven
Michael Cianciola is a financial advisor at OneSeven with 20 years of industry experience. He holds Series 66 and Series 65 licenses and has worked at firms including Raymond James Financial, Edward Jones, and Pensionmark Financial Group. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering a range of portfolio management and financial planning solutions. The firm employs a primarily long-term investment approach, utilizing diversified mutual funds, ETFs, individual securities, and access to alternatives, while also offering discretionary and non-discretionary arrangements.
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