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 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.

Jeremy Saham is a CFP® professional with 10 years of industry experience currently with Silver Oak Securities, Inc. He has held roles at Cadaret, Grant & Co., Inc., Cedar Brook Financial Partners, LLC, and Securities America Advisors, Inc. Outside of his advisory work, he volunteers with the American Jewish Committee and serves on the board of Jewish Big Brothers Big Sisters. He also teaches group fitness cycle classes. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, as well as institutional clients such as pension plans and trusts. The firm offers a range of advisory programs focused on discretionary investment management tailored to client objectives and risk tolerances, combining individual securities selection and model portfolio strategies through a platform that integrates financial planning, retirement consulting, and third-party manager referrals.

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 Series 66-licensed financial advisor at Stephens with four years of industry experience. He previously worked at Circumference Group LLC and First Security Bank before joining Stephens. Stephens provides investment advisory and wealth management services to a wide range of clients, including individuals, pension plans, foundations, corporations, and government entities. The firm employs both bottom-up security selection and top-down fixed-income duration management across multiple sponsored programs and investment committees.

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 experience in the financial advisory industry. He is currently with Stratos Wealth Advisors LLC and has previously worked at firms including Beacon Financial Advisory LLC and RAV Financial. Stratos Wealth Advisors LLC is a multi-team SEC-registered advisory firm with approximately 71 advisors managing around $5.57 billion in assets across 31 offices. The firm serves individuals, trusts, retirement plans, and institutional accounts, offering comprehensive financial planning and portfolio management through a network of independent advisory representatives.

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 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.

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® 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.

Grant Dinner is a financial advisor with Stonex Advisors Inc., holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has worked at Stonex Advisors since 2015 and previously at Wrp Investments, Inc. from 2006 to 2015. Outside of his advisory role, he serves as a managing member overseeing operations at Emunah Holdings, Ltd. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm utilizes advisor-managed portfolios, proprietary models, and third-party money managers to deliver tailored investment solutions.

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® 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.