John Kleinhenz is a financial advisor with Arax Advisory Partners and holds a Series 65 designation. He has 20 years of industry experience, including 18 years at Kleinhenz & Associates Ltd. and over 25 years as President and CEO of JEK Analytics, Inc., a firm providing economic and business consulting services to a range of public and private sector clients. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets through a team of more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a blend of internal and external portfolio management and tailored asset-allocation strategies.

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.

Peter Vandenbroeck is a financial advisor at Carnegie Investment Counsel with 17 years of industry experience. He has held roles at Carnegie Investment Counsel since 2017 and previously worked at Midwest Investment Management LLC. He serves on the investment committee advisory role at Notre Dame College in South Euclid, Ohio. 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 multi-faceted investment process incorporating fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.

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.

Jennifer Staton is a CFP® professional with seven years of experience at Wellspring Family Office and four years previously at PNC - Hawthorn. She is based in Cleveland, OH. Wellspring Family Office is an independent multi-family office serving high-net-worth individuals, families, trusts, estates, and related entities. The firm offers investment advisory, financial and estate planning, income tax planning, risk management, philanthropy, business succession, and bill-payment services, using an open-architecture investment approach combining passive and active strategies.

Jennifer Condon is a CFP® professional with one year of experience, currently serving as an advisor at Arax Advisory Partners. She previously worked at GFP Private Wealth and The Glenmede Trust Company NA, among other firms. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans through a combination of internal portfolio management, third-party models, and tailored asset allocation.

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.

Karyn Pistone is a financial advisor with Stratos Wealth Advisors LLC, holding a Series 63 designation and bringing 44 years of industry experience. Her prior roles include positions at Beacon Financial Advisory LLC, Capital Analysts, Inc., Lincoln Investment Planning Inc., and other firms. She is also licensed as an insurance agent, providing life, long-term care, and disability insurance as part of her financial planning services. Stratos Wealth Advisors serves individual and institutional clients through a network of 71 investment advisory representatives across multiple teams, offering financial planning, portfolio management, and third-party manager programs tailored to client goals. The firm utilizes customized asset allocations, model portfolios, and various platform solutions to deliver advisory services.

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.

Charles Corsillo Sr. is a financial advisor with ValMark Advisers, Inc. holding a Series 63 designation and bringing 25 years of industry experience. He has been with ValMark Advisers since 2011 and has over four decades of experience through his long-standing role at Ricci & Corsillo, a tax accounting services firm he owns. Corsillo also serves as a board member of the Eternal Housing Fund, a nonprofit organization. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and approved third-party managers, along with proprietary platforms and a range of advisory and sub-advisory services.

Mary Harvey is a financial advisor with ValMark Advisers, Inc. She holds the ChFC® designation and Series 63 license and has 33 years of industry experience. Her career includes roles at River Financial Group, Paramount Financial Services, and Minnesota Mutual. She also operates MH Planning. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes multi-asset allocation using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment programs.

Jonathan Herbruck is a CFP® with 34 years of industry experience, currently serving at ValMark Advisers, Inc. He has held roles at Grand River Capital, LLC since 2019 and Concord Advisors, Inc. from 2000 to 2019. Outside of advisory work, he serves as treasurer for The Bill and Ruth Mary Service Foundation, a charitable organization supporting the Andover community in Ohio. ValMark Advisers 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 implemented with mutual funds, ETFs, and third-party managers, and offers a range of proprietary platforms and sub-advisory services.

Mark Kalmeyer is a financial advisor with ValMark Advisers, Inc. He holds a Series 63 designation and has 17 years of industry experience. He has worked at ValMark Advisers since 2016 and previously at Concord Advisors and ValMark Securities, with overlapping roles dating back to 2008. Outside of financial advising, he is a state-certified electrical contractor and performs small residential electrical jobs. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm uses diversified, goal-based portfolios implemented through mutual funds, ETFs, and separate-account managers, with oversight from an investment committee. ValMark also serves as adviser to ETF portfolios and offers annuity-linked advisory options.

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.

Edward Bell is a CFP® professional with 26 years of experience in financial advising. He has worked at Arax Advisory Partners since 2026 and previously spent 32 years at Gries Financial LLC. Arax Advisory Partners is a multi-team wealth manager with over 200 advisors, overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, using a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives.

Keith Clapacs is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation and 14 years of industry experience. He has worked with Skoda, Minotti & Co since 2015 and was previously associated with Proequities Inc. from 2015 to 2019. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, plan sponsors, and institutional users through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and extensive due diligence processes.