Jared Miller is a financial advisor with StoneX Advisors Inc. in Beachwood, OH, holding a Series 66 designation and 15 years of industry experience. He has been with StoneX Advisors since 2015 and previously worked at StoneX Securities beginning in 2014. Outside of his advisory role, he is a partner at Weinberg Wealth Management and serves as Board President of the Jewish Education Center of Cleveland, as well as a committee member for the Jewish Federation of Cleveland. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations through a combination of independent advisors and an in-house Private Client Group. The firm uses various platforms and third-party money managers to implement customized investment strategies and supports multiple account structures for its clients.

Douglas Pease is a Series 65-licensed advisor at Carnegie Investment Counsel with 14 years of industry experience. He 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 range of clients, including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a comprehensive investment process that incorporates fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.

Amy Lorius is a CFP® professional with five years of industry experience, currently serving as a financial advisor at CM Wealth Advisors LLC since 2020. She previously worked at Key Private Bank for ten years. CM Wealth Advisors serves individual and high-net-worth clients through portfolio management, financial planning, and wealth-management services. The firm’s multidisciplinary team, which includes credentialed accounting and investment professionals, manages investment strategy and oversight and also provides trustee and managing-member services for certain client entities.

Matthew Brigeman is a CFP® with 11 years of industry experience. He is currently with OneSeven and has worked there since 2017, following a one-year tenure at Kohmann Bosshard Financial Services. He is also an independent life insurance agent based in Chagrin Falls, OH. 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 using diversified portfolios and a primarily long-term investment approach.

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.

Joseph Swiderski is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Stratos Wealth Advisors LLC and previously worked at BNY Mellon and Huntington National Bank. He serves as Board Member and Treasurer for Catholic Charities Diocese of Cleveland, a nonprofit delivering services to over 400,000 individuals annually. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, and financial institutions. The firm provides investment management, financial planning, and insurance consulting through a network of supervised independent advisory representatives using a range of portfolio management strategies and third-party platforms.

Benjamin Wallace is a CFA® charterholder with eight years at CM Wealth Advisors LLC and five years at RMS Investment Group LLC, totaling 13 years of industry experience. He is based in Beachwood, OH. CM Wealth Advisors LLC serves high-net-worth individuals, families, and foundations with comprehensive wealth management, estate and tax planning, and portfolio management. The firm employs a core growth equity model balanced with fixed-income and alternative investments, utilizing a manager-of-managers structure and focusing on asset allocation, diversification, and access to less-efficient markets through pooled investment vehicles.

Karen Kleinhenz is a financial advisor with Arax Advisory Partners and holds a Series 66 designation. She has 21 years of industry experience, including 18 years at Kleinhenz & Associates, Ltd., and also serves as Vice President of JEK Analytics, Inc., a firm providing economic and business consulting services to a range of public and private clients. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets through more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, utilizing a combination of internal portfolio management and external manager relationships, while employing performance-based fee arrangements for certain qualified investors and private funds.

Christopher Carey is a financial advisor at Ritholtz Wealth Management with seven years of industry experience. He holds a Series 65 license and previously worked at Carnegie Investment Counsel and De Lage Landen Ltd. Ritholtz Wealth Management advises individual and institutional clients, including high-net-worth individuals and retirement plans, providing portfolio management, financial planning, and retirement consulting. The firm employs a goal-based investment process that emphasizes asset allocation and behavioral finance, using diversified, low-cost ETFs alongside tactical overlays and alternative investments, supported by both advisor-led and digital platforms.

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.

Cassandra Hanke is a financial advisor at Ancora Private Wealth Advisors, LLC in Cleveland, OH. She holds a Series 66 designation and has been with Ancora and its affiliated entities since 2026. Prior to joining Ancora, she held positions at Pimco, Creative Benefits Strategies, and University of Kentucky. Ancora Private Wealth Advisors provides customized portfolio management and lifetime wealth planning primarily for high-net-worth individuals and families, as well as retirement plans. The firm combines top-down macro assessment with fundamental equity analysis and fixed-income structuring to manage portfolios through a mix of custom and model allocations.

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.

Michael Rinaldi is a financial advisor at TFO Wealth Partners with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Lincoln Financial Distributors and Enza Financial, LLC. Outside of his role at TFO Wealth Partners, he is involved with Enza Financial LLC, providing retirement plan consulting services. TFO Wealth Partners is a multi-team registered investment adviser managing approximately $5.66 billion, offering investment management, family office services, retirement plan consulting, and third-party manager allocations to individuals, high-net-worth clients, family offices, trusts, charitable organizations, and businesses. The firm employs a long-term, allocation-driven investment approach based on Modern Portfolio Theory, using model portfolios with mutual funds and ETFs, and provides access to specialized investment options and digital planning tools.

Christopher Wallack is a financial advisor at Zacks Investment Management, Inc. with 11 years of industry experience. He holds the Series 66 designation and has worked at TD Ameritrade Investment Management, Scottrade, and PNC Investments during his career. Outside of finance, he is co-owner of Couture By Sadie and LLC manager of ABB All Brides Beautiful, both retail businesses in Hudson, Ohio. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm uses proprietary quantitative and qualitative models focused on earnings-estimate revisions and offers a range of investment strategies and vehicles across retail, institutional, and third-party distribution channels.

Richard Maggio is a financial advisor with StoneX Advisors Inc., holding over 40 years of industry experience. He has been with StoneX Advisors since 2015 and StoneX Securities since 2014. Outside of his advisory role, he works as an insurance agent through L.P. Kennard Agency Inc. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services. The firm utilizes a range of advisor-managed and model-based investment solutions supported by multiple platforms and conducts ongoing due diligence on its offerings.

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.