William Anderson is a financial advisor at Carnegie Investment Counsel with 18 years of industry experience. He holds a Series 65 designation and has been with Carnegie Investment Counsel since 2012. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm employs a varied investment process incorporating fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management tailored to client preferences.

Adam Meidenbauer is a CFP® professional with 12 years of experience in financial advisory roles. He is currently with SEIA and has prior experience at Cedar Brook Financial Partners, Cadaret, Grant & Co., and Charles Schwab. He holds an insurance license and is involved in insurance sales and service aligned with financial planning. SEIA serves a diverse client base including individuals, trusts, estates, retirement plans, charitable organizations, and corporations, offering investment management, financial planning, and consulting services. The firm employs a research-driven investment process combining strategic asset allocation with tactical adjustments and manages the majority of its assets on a non-discretionary basis.

Jeremy Saham is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Silver Oak Securities, Incorporated. His prior experience includes roles at Cadaret, Grant & Co., Cedar Brook Financial Partners, and Securities America. Outside of his advisory work, he volunteers with the American Jewish Committee and serves on the board of Jewish Big Brothers Big Sisters, and he also teaches group fitness cycle classes. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of over 100 financial professionals. The firm primarily offers discretionary, customized investment management and a range of advisory programs, emphasizing operational features such as model monitoring and automatic investment processes.

Thomas Strauchon is a CFP® with 42 years of industry experience. He has worked at Valmark Advisers, Inc. since 2018 and has been with Valmark Securities, Inc. since 1997. He receives non-variable life insurance commissions from other general agencies. Valmark Advisers, Inc. provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm emphasizes diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and approved third-party managers, and offers proprietary platforms including ACCESS and Charles Schwab managed accounts.

Andrew Doepker is a CFP® professional currently with Wellspring Family Office, bringing four years of prior experience at Summit Financial Strategies and graduate-level education completed in 2022. He has been with Wellspring since 2026. Wellspring Family Office serves high-net-worth individuals, families, trusts, and estates with a range of services including investment advisory, financial and estate planning, income tax planning, and business succession planning. The firm employs an open-architecture investment approach that combines passive and active strategies, emphasizing tax efficiency and long-term asset allocation.

Alex Howell is a financial advisor at Stephens with three years of industry experience. He holds a Series 66 designation and has worked at Stephens since 2022. Prior to joining Stephens, Howell held positions at Circumference Group LLC, First Security Bank, and Ethos Capital Group LLC, among others. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs overseen by multiple investment committees and combines advisory services with broker-dealer and investment banking activities.

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.

David Taucher is a CFP® professional with 22 years of industry experience. He currently serves as a financial advisor at Stratos Wealth Advisors LLC and has previously worked at Beacon Financial Advisory LLC, Springside Partners LLC, Dakota Wealth, LLC, and Sequoia Financial Group, LLC. Taucher also operates an investment-related business under the name Pistone Wealth Advisors. Stratos Wealth Advisors provides financial planning and portfolio management services to individuals, trusts, retirement plans, not-for-profits, corporations, and institutional clients. The firm delivers customized investment advice through a network of independent advisors and benefits from integrated access to SEI-affiliated investment management and trust services.

Nicholas Evans is a financial advisor at CM Wealth Advisors LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch and Golden Reserve, LLC. CM Wealth Advisors serves individual and high-net-worth clients through portfolio management, financial planning, and wealth-management services. The firm employs a multi-disciplinary team including accounting and investment professionals and manages both individual accounts and certain client entities such as private pooled investment vehicles.

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 at OneSeven with 23 years of industry experience. She holds a Series 66 designation and 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 was with PNC Investments from 2009 to 2018. 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 advisory, and educational seminars, employing a primarily long-term investment approach with access to diversified mutual funds, ETFs, individual securities, and alternative investments.

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.

Gary Wagner is a financial advisor at Carnegie Investment Counsel with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Carnegie Investment Counsel since 2015. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a mix of fundamental, technical, cyclical, and ESG analysis in its investment process and offers both discretionary and non-discretionary portfolio management.

Rebecca Bar Shain is a CFP® professional with 18 years of industry experience, currently serving at SEIA. Her prior experience includes roles at Cadaret Grant & Co., Inc., Cedar Brook Financial Partners, LLC, and Securities America, Inc. She is active in community and nonprofit organizations, including board membership with the Jewish National Fund of Northern Ohio and volunteering with Jewish Family Services Association Cleveland. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations, offering investment management, financial planning, and consulting services. The firm combines strategic macro asset allocation with tactical adjustments through an in-house research group and investment committee, managing a large portion of assets on a non-discretionary basis.

Grant Dinner is a financial advisor at StoneX Advisors Inc. in Beachwood, OH, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has been with StoneX Advisors since 2015 and StoneX Securities since 2014. Outside of his advisory role, he serves as a managing member overseeing operations at Emunah Holdings, Ltd., a holdings company. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and consulting services. The firm utilizes a combination of independent financial advisors and an in-house Private Client Group, implementing strategies through advisor-managed portfolios, proprietary models, and third-party money managers.

Matthew Divita is a financial advisor with Capital Analysts and holds Series 63 and Series 65 credentials. He has 22 years of industry experience, including roles at Lincoln Investment since 2012 and Capital Analysts since 2006. He is also president of Evolution Wealth Management, LLC, where he manages daily operations and trading activities. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients, providing discretionary and non-discretionary portfolio management supported by an in-house investment management and research team.

Eric Harris is a financial advisor with Madison Avenue Securities, LLC in Beachwood, OH, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been associated with Madison Avenue Securities since 2007 and also owns North Coast Financial Group, where he is involved in insurance product sales. Madison Avenue Securities, LLC serves individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management and financial planning services through various account platforms, employing multiple investment strategies and operating as both a registered investment adviser and a broker-dealer.

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.

Mark Munday is a CFP® professional with 29 years of industry experience, currently serving as a partner at SEIA. His prior roles include positions at Cadaret, Grant & Co., Inc., Cedar Brook Financial Partners, LLC, and Securities America Advisors Inc. He holds an insurance license and is involved in insurance sales and service aligned with financial planning. SEIA serves high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and investment consulting. The firm employs a research-driven investment process combining strategic macro asset allocation with tactical adjustments and manages most assets on a non-discretionary basis.