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Kenneth A

Series 63, Series 65

Coral Springs, FL

OneSeven

Kenneth Arnold is a financial advisor with OneSeven in Coral Springs, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His previous roles include positions at Wells Fargo Advisors and Great Lakes and Atlantic Wealth Management. He serves as General Partner and Investment Manager for several private funds focused on global opportunities and digital assets. 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, internal due diligence, and uses both discretionary and non-discretionary arrangements, often implementing strategies through unaffiliated independent managers and third-party platforms.

Private / alternative investments Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k)
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Louise W

Series 63

Coral Springs, FL

OneSeven

Louise Wallace is a financial advisor with OneSeven in Coral Springs, FL, holding a Series 63 designation and bringing 33 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and several investment management firms, including a current affiliation with MGO One Seven LLC. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, utilizing diversified portfolios of mutual funds, ETFs, stocks, and bonds, with access to alternatives and private placements. The firm follows a primarily long-term investment approach while allowing shorter-term trading when appropriate and offers both discretionary and non-discretionary arrangements.

Private / alternative investments Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k)
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Clancy A

CFP®, Series 66

Sharon, PA

OneSeven

Clancy Atkinson is a CFP® with 24 years of industry experience, currently with OneSeven. His prior roles include positions at B. Riley Wealth Advisors, National Asset Management, and United Advisors Services, LLC. He is also involved with Innovative Benefits Consulting, providing life insurance referrals for estate planning purposes. 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 with diversified portfolios and access to various alternative investments, combining discretionary and non-discretionary strategies alongside third-party platforms and independent managers.

Private / alternative investments Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k)
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Parker K

Series 65, Series 63

Beachwood, OH

OneSeven

Parker Kaesgen is a financial advisor with OneSeven in Beachwood, OH, holding Series 65 and Series 63 licenses and four years of industry experience. He has been with MGO Inc. since 2020. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, using a primarily long-term investment approach that incorporates diversified mutual funds, ETFs, individual securities, and access to alternative investments. The firm offers both discretionary and non-discretionary portfolio management and is affiliated with MGO Inc., enhancing its retirement-plan consulting capabilities.

Private / alternative investments Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k)
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Benjamin A

Series 63, Series 65

Pittsburgh, PA

OneSeven

Benjamin Anolik is a financial advisor at OneSeven with 25 years of industry experience. He previously worked at PNC Investments, LLC for 23 years. Outside of his advisory role, he is a partner in Anolikcron LLC, a non-investment-related 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 with diversified portfolios and access to alternative investments, utilizing both discretionary and non-discretionary arrangements.

Private / alternative investments Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k)
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Daniel K

Series 63, Series 65

Beachwood, OH

OneSeven

Daniel Klusty is a financial advisor at OneSeven in Beachwood, OH, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Shelton Capital Management and Roundtable on the Square. Outside of finance, he has experience working with March First Brewing and Klusty Sign Associates. 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 consulting, employing a primarily long-term investment approach that incorporates diversified funds, individual securities, and alternative strategies.

Private / alternative investments Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k)
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Neil G

Series 63, Series 65

Naples, FL

OneSeven

Neil Garrison is a financial advisor at OneSeven with 39 years of industry experience. He holds Series 63 and Series 65 credentials and previously led Garrison Financial LLC for 12 years before joining OneSeven in 2023. He also worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. for 14 years. 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 diversified portfolios that include mutual funds, ETFs, individual securities, and access to alternatives. The firm utilizes both discretionary and non-discretionary arrangements and leverages third-party platforms and independent managers to implement strategies.

Private / alternative investments Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k)
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Peter B

CFA®

Albion, NY

OneSeven

Peter Borello is a CFA® charterholder affiliated with OneSeven, bringing two years of industry experience. He worked at Manning & Napier from 2009 to 2022 before joining MGO One Seven LLC dba Stone Creek Advisors, LLC in 2023. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary portfolio management, financial planning, retirement-plan advisory, and consulting services. The firm employs a primarily long-term investment approach and utilizes diversified portfolios including mutual funds, ETFs, individual securities, and access to alternative investments and private placements.

Private / alternative investments Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k)
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Brian T

Series 66, Series 63

Sun City West, AZ

OneSeven

Brian Trimble is a financial advisor at OneSeven with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Raymond James Financial Services, Inc. Brian is also the owner of several support companies and serves as a trustee for his family’s living trust. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm focuses on long-term investment strategies using diversified portfolios and offers both discretionary and non-discretionary arrangements, implementing strategies through independent managers and third-party platforms.

Private / alternative investments Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k)
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Alexander A

CFP®, Series 66

Seminole, FL

OneSeven

Alexander Angst is a CFP® and holds a Series 66 license, with 11 years of industry experience. He has worked at firms including JN Financial, JB Capital, and NewEdge Advisors before joining OneSeven in 2025. In addition to his advisory role, he owns AA Insurance Advisors, LLC, through which he conducts insurance sales and independent publishing. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm primarily follows a long-term investment approach with discretionary and non-discretionary portfolio management, utilizing diversified mutual funds, ETFs, individual securities, and alternative investments when appropriate.

Private / alternative investments Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k)
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Sean M

Series 63, Series 65

Chubbuck, ID

OneSeven

Sean Macrory is a financial advisor at OneSeven with 22 years of industry experience. He has worked at Morgan Stanley and Wells Fargo Clearing before joining MGO ONE SEVEN dba The Fulshear Wealth Management Group in 2022. He holds Series 63 and Series 65 licenses and is also an independent licensed insurance agent specializing in general lines life and health 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 utilizing diversified portfolios of mutual funds, ETFs, and individual securities, supplemented by access to alternatives and private placements when appropriate.

Private / alternative investments Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k)
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Thomas G

Series 63, Series 65

Beachwood, OH

OneSeven

Thomas Giltner is a financial advisor with OneSeven in Beachwood, OH, holding Series 63 and Series 65 credentials and 16 years of industry experience. His previous roles include positions at MML Investors Services, LLC and MassMutual Life Insurance Co. He is also involved in managing Eden Wine Bar LLC, a full-service bar and restaurant in Akron, OH. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, with a focus on diversified portfolios and both discretionary and non-discretionary advisory arrangements. The firm employs a primarily long-term investment approach while incorporating third-party managers and platforms, and maintains a notable affiliation with MGO Inc. to support pension consulting services.

Private / alternative investments Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k)
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Kasey W

Series 65

Clarence Center, NY

OneSeven

Kasey Wopperer is a financial advisor with OneSeven holding a Series 65 credential and four years of industry experience. Prior to joining OneSeven, Wopperer worked at Generation Capital Management and Manning & Napier. Wopperer is a volunteer treasurer and board member of the Home and School Association of St. Gregory the Great School. 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 using diversified mutual funds, ETFs, individual securities, and access to alternatives and private placements.

Private / alternative investments Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k)
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Arthur B

Series 66

Houston, TX

OneSeven

Arthur Brand is a financial advisor at OneSeven with 21 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill, Raymond James Financial Services, Blue Cross Blue Shield of Texas, and Apollon Wealth Management. He also serves as a branch manager at HTR Wealth Management in Houston. 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, retirement-plan consulting, and educational seminars, employing a primarily long-term investment approach with access to diverse asset types and third-party managers.

Private / alternative investments Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k)
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Patrick M

CFP®, Series 63, Series 65

Lawrenceville, GA

OneSeven

Patrick Moore is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of industry experience. He is currently with OneSeven and has held prior roles at MGO One Seven LLC, Tavco Financial Advisory, The Tavenner Company, and First Heartland Capital Inc. In addition to his advisory work, Moore serves as president of Ironclad Business & Tax Advisors, a tax and business advisory firm. OneSeven provides a range of 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 of mutual funds, ETFs, individual securities, and access to alternative investments and private placements.

Private / alternative investments Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k)
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Matthew M

Series 63

Beachwood, OH

OneSeven

Matthew Marasch is a Financial Advisor with OneSeven in Beachwood, OH, holding a Series 63 license and 14 years of industry experience. His prior positions include roles at Raymond James Financial Services and Mass Mutual Life Insurance Company. OneSeven provides investment advisory services to a range of clients including individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes a primarily long-term investment approach with diversified portfolios and offers both discretionary and non-discretionary management arrangements.

Private / alternative investments Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k)
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Joseph G

Series 66

Beachwood, OH

OneSeven

Joseph Granzier is a financial advisor at OneSeven with 29 years of industry experience. He holds a Series 66 designation and has previously worked at Axa Advisors, LLC and Fortune Financial Services. Granzier serves as a board member for Malachi House, a nonprofit providing hospice services for the homeless, meals for the needy, and career counseling for the unemployed. 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 advisory. The firm employs a primarily long-term investment approach with access to diversified portfolios, alternatives, and private placements, and is affiliated with MGO Inc., which expands its retirement-plan consulting capabilities.

Private / alternative investments Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k)
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Nicholas S

Series 63, Series 65

Litchfield Park, AZ

OneSeven

Nicholas Silberschlag is a financial advisor at OneSeven with 29 years of industry experience. He previously worked at Raymond James Financial Services Advisors Inc. for 13 years. Outside of his advisory role, he owns and operates agricultural businesses, including a family farm and cattle ranch in Tucson, Arizona. 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, individual securities, and access to alternatives and private placements. The firm employs a primarily long-term investment approach with both discretionary and non-discretionary arrangements and offers expanded retirement plan capabilities through affiliation with MGO Inc.

Private / alternative investments Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k)
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Christopher B

Series 63, Series 66

Salem, NH

OneSeven

Christopher Bryant is a financial advisor with OneSeven in Salem, NH, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors and Charles Schwab & Co. He is also a licensed insurance agent involved in fixed, health, and variable insurance sales. 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.

Private / alternative investments Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k)
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