Brian Marino is a financial advisor with OneSeven in Beachwood, OH, holding a Series 63 designation and over 20 years of industry experience. His career includes roles at Raymond James Financial Services, Boston Harbor Wealth Advisors, and Mass Mutual Life. Marino serves on the Board of Directors for the Finance Department at Kent State University, contributing to student engagement and the college's mission. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach is primarily long-term focused and utilizes diversified portfolios including mutual funds, ETFs, individual securities, and alternative investments, supported by internal due diligence and access to various independent managers and platforms.

Jason Dilauro is a financial advisor with OneSeven, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. His prior work includes roles at The Wealth Advisory Group of DiLauro Wracher & Thomas and Raymond James Financial Services. He serves on the board of the University of Akron College of Business, assisting students with job placement and curriculum discussions. 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 with diversified portfolios and access to alternative investments, using both internal due diligence and third-party managers.

Alyssa Miller is a financial advisor with OneSeven in Beachwood, OH, holding a Series 66 credential and six years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Inc. and Purshe Kaplan Sterling Investments, Inc. She serves as a national board member for the Institute of Divorce Financial Analysis and is a board member of the Women's Board of Dayton Children's Hospital. Additionally, she provides consulting services related to divorce financial planning through Alternative Divorce Solutions. OneSeven offers investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, utilizing diversified portfolios with a primarily long-term focus. The firm employs both discretionary and non-discretionary arrangements and integrates third-party platforms and independent managers in its investment approach.

Paul Orchosky is a CFP® and ChFC® with 34 years of industry experience. He is currently with OneSeven and has held positions at Mgo One Seven, Mgo Securities Corp, Mgo Investment Advisors Inc., and Moskal Gross Orchosky, Inc. Additionally, he is an independent licensed insurance agent, authorized to offer fixed and variable annuities in multiple states. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, emphasizing long-term portfolio management combined with flexibility for shorter-term trading. The firm utilizes diversified portfolios and works with independent managers and third-party platforms to deliver tailored financial solutions.

Christopher Meyer is a Series 65-licensed financial advisor at OneSeven with four years of industry experience. His prior roles include positions at Avior Wealth Management, Orion Portfolio Solutions, Horter Investment Management, and Great American Insurance Group. 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.

Eugen Craciun is a financial advisor at OneSeven with 24 years of industry experience. He holds a Series 63 designation and has a background that includes roles at MML Investor Services, MassMutual, Raymond James Financial Services, and Boston Harbor Wealth Advisors. Craciun also works as an insurance agent focusing on non-variable insurance and annuities. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach emphasizes long-term portfolio management using diversified mutual funds, ETFs, stocks, and bonds, with access to alternative investments and third-party platforms.

Nathan Cope is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with OneSeven and has previously worked at Dilauro Wracher & Thomas, and Raymond James Financial Services. Cope serves as a board member for MS Respit Care & MS Research Funding, a nonprofit organization. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering diversified portfolio management and financial planning. The firm employs a primarily long-term investment approach with flexibility for shorter-term trading and utilizes both discretionary and non-discretionary arrangements.

Derek Miller is a CFP® with 10 years of industry experience, currently advising at OneSeven. He has previously worked at Ameriprise Financial Services, Inc. for nine years and joined Purshe Kaplan Sterling Investments, Inc. and MGO One Seven dba Feldmeyer Financial Group in 2023. Miller serves as general manager of the OSU Alumni Association of Greater Dayton, an organization that plans events for local Ohio State University alumni. 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 securities, and access to alternative investments and private placements.

Michael Mawby is a financial advisor with OneSeven in Beachwood, OH, holding Series 63 and Series 65 licenses and having 32 years of industry experience. His prior roles include positions at International Assets Advisory, LLC and Purshe Kaplan Sterling Investments, Inc. He is also an independent insurance agent specializing in life and health insurance. 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 and access to alternative investments and private placements.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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 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 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.

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 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 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.

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 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 Cianciola is a financial advisor at OneSeven with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Raymond James Financial, Edward Jones, and LPL Financial. 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, utilizing diversified portfolios with access to alternatives and private placements while employing both discretionary and non-discretionary arrangements.

Brad Wingler is a financial advisor with OneSeven in Beachwood, Ohio, holding Series 63 and Series 65 designations and bringing 33 years of experience in the industry. His prior work includes roles at Nationwide Investment Advisors, Inc., Nationwide Investment Services Corporation, and Natcity Investments, Inc. He is also involved with MGO, Inc. as an investment executive, providing limited 401(k) administrative and advisory services. OneSeven offers investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, emphasizing long-term portfolio management with diversified investments and access to alternative strategies. The firm combines internal due diligence with flexible discretionary and non-discretionary arrangements, leveraging third-party platforms and independent managers to implement its strategies.

Brittan Leiser is a financial advisor at OneSeven with eight years of industry experience. She holds a Series 65 designation and has previously worked at Stratos Wealth Advisors and General Mills Company. Leiser is the founder of SavviHer, a financial marketing service focused on women, where she remains actively involved. 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, discretionary and non-discretionary arrangements, and access to alternatives and private placements.

Timothy Martin is a financial advisor with OneSeven in Beachwood, Ohio, holding a Series 63 designation and 23 years of industry experience. His prior roles include positions at Raymond James Financial Services and Pensionmark Financial Group. He is also involved with MGO OneSeven d/b/a OnPoint Wealth Partners as an investment advisor. 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, offering both discretionary and non-discretionary arrangements and leveraging third-party platforms and independent managers.

Kevin Egan is a financial advisor at OneSeven with 14 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and WealthCor, LLC. Outside of advisory work, he is a minority owner in restaurant and real estate operations in Loveland, Ohio. 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, and alternatives, and offers both discretionary and non-discretionary arrangements.

David Archer II is a CFP® professional with 24 years of experience in financial advising. He is currently affiliated with OneSeven and has held previous roles at The Wealth Advisory Group of DiLauro Wracher & Thomas, DiLauro Financial Services Inc., and Raymond James Financial Services entities. Outside of his advisory work, he serves as a high school golf coach for the Revere Local School District. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, with a focus on discretionary portfolio management and financial planning. The firm employs a primarily long-term investment approach, utilizing diversified mutual funds, ETFs, individual securities, and access to alternatives and private placements when appropriate.

Todd Resnick is a financial advisor with OneSeven in Beachwood, OH, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, International Assets Advisory, and TCWP, LLC. He is also a licensed independent term life insurance agent. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering diversified portfolio management and financial planning with access to alternatives and private placements. The firm employs a primarily long-term investment approach with flexible trading options and utilizes both discretionary and non-discretionary arrangements.

William Thomas is a financial advisor at OneSeven with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has been involved with firms including Raymond James Financial Services and The Wealth Advisory Group of DiLauro, Wracher & Thomas LLC. Thomas also owns DWT Wealth Partners LLC, a support company. 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 when appropriate.

Justin Pietrasz is a financial advisor at OneSeven in Beachwood, OH, with 12 years of industry experience. He holds the CFP® and ChFC® designations and has been associated with MGO-affiliated entities since 2012. 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 using diversified mutual funds, ETFs, and individual securities, with access to alternatives and private placements when appropriate.

Parker Kaesgen is an advisor at OneSeven with Series 63 and Series 65 licenses and four years of industry experience. He has worked at MGO Inc. since 2020 and was previously a student from 2012 to 2019. 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 access to alternative investments and private placements when appropriate.

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.

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.

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.

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.