Arthur Merriman III is a financial advisor at Carnegie Investment Counsel with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Carnegie Investment Counsel since 2014. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a varied client base, including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a multifaceted investment approach incorporating fundamental, technical, cyclical, and ESG analysis and offers both discretionary and non-discretionary portfolio management.

Kevin Vaillancourt is a financial advisor with Ancora Private Wealth Advisors, LLC in Cleveland, OH, holding a Series 63 designation and bringing 26 years of industry experience. His prior roles include positions at Inverness Securities LLC, CBIZ Investment Advisory Services, and Sequoia Financial Group, among others. Outside of advisory work, he is a seasonal ski instructor at Vail Resorts. Ancora Private Wealth Advisors provides customized portfolio management and lifetime wealth planning primarily for high-net-worth individuals and families, as well as pension and profit-sharing plans. The firm’s investment approach combines macro assessment with fundamental analysis and fixed-income structuring, using a mix of securities, mutual funds, ETFs, and alternative investments.

Anna Vitale is a CFP®-certified financial advisor at Wellspring Family Office with three years of industry experience. She previously worked at Key Investment Services, LLC and Marcum Wealth, among other positions. Wellspring Family Office is an independent multi-family office serving high-net-worth individuals, families, trusts, estates, and related entities. The firm offers a broad range of services including investment advisory, financial and estate planning, income tax planning, risk management, and business succession planning, using an open-architecture investment approach that combines passive and active strategies.

Howard Slater is a ChFC® credentialed advisor with 32 years of industry experience, currently serving at SEIA. His prior roles include positions at Cadaret, Grant & Co., Cedar Brook Financial Partners, and Securities America. Outside of his advisory work, he is involved as a volunteer with Chabad of Solon, serves on the board of the Ohio Senior Olympics, and co-authored the book *Plan of Action*. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform. The firm combines strategic macro asset-allocation with tactical adjustments driven by an in-house Investment Solutions Group and an Investment Committee, managing assets primarily on a non-discretionary basis, which is atypical for a firm of its size.

Lawrence Koval is a financial advisor with Lifemark Securities Corp. and holds 24 years of industry experience. He has previously worked at Berthel Fisher & Company Financial Services Inc and has been involved with Strategic Financial Solutions since 2004. Outside of finance, he is president of Cross Track Music, Inc., a record label engaged in music publishing, artist management, and booking. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers tailored investment programs such as Unified Managed Accounts and Separately Managed Accounts, with a suitability-driven approach and accounts managed on both discretionary and non-discretionary bases.

Sarah Gries is a Certified Financial Planner® with 27 years of industry experience. She is affiliated with Arax Advisory Partners and has operated Gries Financial LLC since 1978. Arax Advisory Partners is an SEC-registered, 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 through a range of services that include financial planning, portfolio management, and retirement plan consulting.

Henry Spain is a financial advisor at Stratos Wealth Advisors LLC with over 52 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Stratos in 2024, he worked at Carnegie Investment Counsel from 2021 to 2024 and Wells Fargo Clearing for 22 years. Spain also operates Spain & Smith Wealth Advisors, a registered investment advisor focused on investment advisory and financial planning. Stratos Wealth Advisors is a multi-team SEC-registered firm with approximately 71 advisors managing about $5.57 billion in assets for nearly 5,000 clients across 31 offices. The firm serves individuals, trusts, retirement plans, and institutional accounts with services including financial planning, portfolio management, third-party manager programs, OCIO solutions, and insurance consulting.

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.

Scott Cavell is a financial advisor at Archer Investment Corporation with 11 years of industry experience. He holds a Series 65 designation and has worked at Archer since 2014. In addition to his advisory role, Cavell is involved with Ohio Payroll Plus. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm manages approximately $900 million, offering both discretionary portfolio management and model-based strategies that utilize equities, fixed income, mutual funds, ETFs, and options.

Michael Santelli is a CFA® charterholder with 12 years of industry experience. He has been with Inverness Investment Group since 2014. Outside of his advisory role, he serves as treasurer of Enrico Properties, LLC, a real estate investment entity. Ancora Private Wealth Advisors is a multi-team registered investment adviser managing approximately $3.2 billion for high-net-worth individuals, families, and institutional retirement plans. The firm offers customized portfolio management, lifetime wealth planning, and corporate retirement consulting, utilizing a combination of top-down asset allocation and fundamental and technical security analysis to construct tailored portfolios.

Justin Pietrasz is a CFP® and ChFC® with 12 years of industry experience. He is currently with OneSeven in Beachwood, OH, having previously worked at MGO, Inc. and Mgo Securities Corp. His credentials also include Series 65 and Series 63 licenses. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, retirement-plan advisory, and educational seminars. The firm employs a primarily long-term investment approach with access to diversified mutual funds, ETFs, individual securities, alternatives, and private placements.

Keith Vargo is a CFA® charterholder with 11 years of experience in the financial industry. He has been with Carnegie Investment Counsel since 2017, following six years at Midwest Investment Management LLC. Vargo holds a Series 63 license and is based in Cleveland, OH. 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 comprehensive investment process incorporating fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.

Aileen Bost is a CFP® professional with six years of industry experience, currently serving as an advisor at CM Wealth Advisors LLC since 2014. She is based in Beachwood, OH, and has worked exclusively with CM Wealth Advisors throughout her career. CM Wealth Advisors serves individual clients, including high-net-worth households, providing portfolio management, financial planning, and wealth-management services. The firm employs a multi-disciplinary team and an internal investment committee, combining investment research with accounting and tax expertise, and engages with both individual accounts and certain client entities through pooled investment vehicles and private funds.

John Toth is a financial advisor at Stratos Wealth Advisors LLC in Beachwood, OH, with 20 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Financial Engines Advisors L.L.C., TMFS Advisors, and The Mutual Fund Store. In addition to his advisory role, he is an agent involved in the sale and service of life insurance and fixed annuities. Stratos Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, retirement plans, and institutional accounts through financial planning and portfolio management. The firm operates with about 71 advisors and approximately $5.57 billion in assets under management across 31 offices.

Douglas Smorag is a financial advisor with CM Wealth Advisors LLC in Beachwood, OH, holding the PFS™ designation and Series 65 license. He has 23 years of industry experience, including 28 years with Clanco Management/CM Wealth Advisors. CM Wealth Advisors serves individual clients, including high-net-worth households, through portfolio management, financial planning, and related wealth-management services. The firm’s team includes credentialed accounting and investment professionals and provides investment strategy and oversight via an internal committee, with a focus on complex client relationships and involvement in private pooled investment vehicles.

Andrew Siciliano is a CFP® professional at Wellspring Family Office in Cleveland, OH, with five years of experience at the firm following five years as a student. He has been with Wellspring Family Office since 2021. Wellspring Family Office is an independent multi-family office serving high-net-worth individuals, families, trusts, estates, and related entities. The firm offers a comprehensive range of services including investment advisory, financial and estate planning, income tax planning, risk management, and business succession planning, employing an open-architecture investment approach that combines passive and active strategies.

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.

William Caster is a financial advisor at Arax Advisory Partners with seven years of industry experience. He previously worked at Gries Financial, Fifth Third Bank, and PNC Bank. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans through a range of investment and advisory services. The firm employs a combination of internal management, third-party models, and tailored asset allocation, with distinctive use of performance-based fees and carried-interest structures for qualified investors.

Linda Tekavec is a financial advisor with Stratos Wealth Advisors LLC in Pepper Pike, OH, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her prior firms include Beacon Financial Partners, Lincoln Investment, Ameriprise, and PNC Wealth Management. Outside of her advisory role, she has worked in the restaurant industry as a server. Stratos Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, retirement plans, and institutional clients with customized financial planning and portfolio management services. The firm has approximately 71 advisors, manages about $5.57 billion in assets, and offers access to proprietary SEI products through a strategic affiliation.

Ryan Bartels is a financial advisor at Ancora Private Wealth Advisors, LLC in Cleveland, OH, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Morgan Stanley and Fidelity Investments. Bartels is a co-founder and shareholder of a smartphone application company, Circuit Technologies, though he has no active duties there. Ancora Private Wealth Advisors provides customized portfolio management and lifetime wealth planning primarily for high-net-worth individuals and families, as well as pension and retirement plans. The firm employs a combination of top-down macro assessment and fundamental analysis across various investment vehicles, and operates within the Focus Financial Partners platform alongside affiliated entities that extend its service capabilities.