Azim Nakhooda is a financial advisor at SEIA with 28 years of industry experience. He holds a Series 63 designation and has worked at firms including Cadaret & Co., Inc., Cedar Brook Financial Partners, and Securities America Advisors. Nakhooda serves as a board member and volunteer for the Northeast Ohio Arthritis Foundation. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform. Its investment approach combines strategic macro asset allocation with tactical adjustments, primarily managing assets on a non-discretionary basis.

Adam Meidenbauer is a CFP® professional with 13 years of experience in financial services. He is currently an advisor at SEIA and previously worked at Cedar Brook Financial Partners, Cadaret, Grant & Co., and Charles Schwab. In addition to his advisory role, he holds an insurance license related to financial planning. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm’s investment approach combines strategic macro asset allocation with tactical adjustments driven by an in-house Investment Solutions Group and Investment Committee, offering both discretionary and predominantly non-discretionary portfolio management.

Rebecca Bar Shain is a CFP® credentialed financial advisor with 19 years of industry experience. She is currently a partner at SEIA and has previously worked at firms including Cadaret Grant & Co., Inc. and Cedar Brook Financial Partners, LLC. Outside of her advisory role, she serves on the board of the Jewish National Fund of Northern Ohio and volunteers with Jewish Family Services Association in Cleveland. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm offers a range of investment management and financial planning services and employs a strategic investment process integrating quantitative and qualitative research, with a large portion of assets managed on a non-discretionary basis.

Mark Munday is a CFP® with 30 years of industry experience, currently serving as a partner at SEIA. His prior roles include positions at Cadaret, Grant & Co., Inc. and Cedar Brook Financial Partners, LLC. He also holds an insurance license related to financial planning. SEIA is a multi-team advisory firm with approximately 140 advisors, serving individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients. The firm employs a blend of strategic macro asset allocation and tactical adjustments in its investment process, offering both discretionary and primarily non-discretionary management alongside comprehensive financial planning and consulting services.

David Robertson is a CFP® professional with over 31 years of experience in the financial services industry. He has held roles at firms including Cadaret, Grant & Co., Cedar Brook Financial Partners, and Securities America. He holds an insurance producer license and is a partner at SEIA. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm combines strategic macro asset-allocation with tactical adjustments and employs a mix of discretionary and predominantly non-discretionary investment management strategies.

Edward Detomaso is a financial advisor at SEIA with over 42 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior work includes roles at Cadaret, Grant & Co., Inc., Cedar Brook Financial Partners, LLC, and Securities America Advisors, Inc. He also holds an insurance license and engages in insurance sales and service related to financial planning. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm offers investment management across various models, financial planning, and consulting, with an investment process that combines strategic asset allocation with tactical adjustments guided by both quantitative and qualitative research.

Howard Slater is a financial advisor at SEIA with over 32 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Cadaret, Grant & Co., Inc., Cedar Brook Financial Partners, Securities America Advisors, and other firms. Outside of advising, he is the owner of Wembley Tennis Club, volunteers with the Chabad of Solon, and serves on the board of the Ohio Senior Olympics. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm employs an investment process combining strategic asset allocation with tactical adjustments, emphasizing non-discretionary management and offering a range of advisory programs and financial planning services.

Michael Dejohn is a financial advisor with SEIA in Cleveland, OH, holding a Series 63 designation and 15 years of industry experience. His career includes roles at Cadaret Grant & Co., Inc., Cedar Brook Financial Partners, LLC, and Securities America Advisors, Inc., among others. Outside of finance, he works as a high school football referee and serves as a funeral director. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm offers investment management, financial planning, and consulting services, utilizing a combination of strategic macro asset allocation and tactical adjustments driven by an in-house investment group, with most assets managed on a non-discretionary basis.

William Glubiak is a financial advisor at SEIA with 31 years of industry experience. He holds a Series 63 designation and has worked at firms including Cadaret Grant & Co., Inc., Cedar Brook Financial Partners, and Securities America Advisors Inc. In addition to his advisory role, he is licensed to sell insurance consistent with financial planning. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm offers investment management, comprehensive financial planning, and consulting services, employing a strategic investment process that blends quantitative and qualitative research, with a majority of assets managed on a non-discretionary basis.

Mordechai Khaimov is a CFP® and Series 66 licensed advisor with four years of industry experience, currently with SEIA. He previously worked at Cedar Brook Group and Cadaret Grant & Co., Inc., among other firms. Khaimov is a licensed CPA and serves as a guest lecturer teaching financial literacy at a local high school. He is also involved in community organizations including the Jewish Federation of Cleveland and Anshei Lubavitch of Cleveland, where he holds board roles, and he owns a business focused on career coaching. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm’s investment process integrates strategic macro asset allocation with tactical adjustments supported by quantitative and qualitative research, offering both discretionary and primarily non-discretionary management.

Nicholas Guidos is a CFP® professional with one year of industry experience, currently serving as an Associate Advisor at SEIA. Prior to joining SEIA, he worked at Summit Financial Strategies, Cetera, and VLP Financial. He also serves as a Nextgen Committee Member on the George Mason University Financial Planning & Wealth Management Advisory Board. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm’s investment approach combines strategic macro asset-allocation with tactical adjustments, employing both discretionary and non-discretionary management, with a majority of assets managed on a non-discretionary basis.

Frank Legan is a financial advisor at SEIA with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Cadaret, Grant & Co., Inc., Cedar Brook Financial Partners, and Securities America Advisors. Outside of his advisory work, he serves on the investment committee for the Sisters of Notre Dame and is an author of a financial book. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm employs a disciplined investment process combining strategic macro asset allocation and tactical adjustments, primarily managing assets on a non-discretionary basis.

Christine Sivak is a financial advisor with SEIA in Cleveland, OH, holding a Series 63 designation and bringing 22 years of industry experience. Her prior roles include positions at Cadaret, Grant & Co., Inc., Cedar Brook Financial Partners, and Securities America. She also serves as Co-Chair of the Northeast Ohio chapter of the Women in Pensions Network, organizing networking events for industry professionals. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm’s investment approach combines strategic macro asset allocation with tactical adjustments based on quantitative and qualitative research, primarily managing assets on a non-discretionary basis.