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.

William Ambrogio is a CFP® professional at Wellspring Family Office in Cleveland, OH, with eight years of industry experience. He has been with Wellspring Financial Advisors since 2016. Wellspring Family Office is an independent multi-family office serving high-net-worth individuals, families, trusts, and estates. The firm offers comprehensive financial, estate, and tax planning services alongside investment advisory, employing an open-architecture approach that blends passive and active strategies with a focus on strategic asset allocation and tax efficiency.

Parker Kaesgen is a financial advisor with OneSeven in Beachwood, OH, holding Series 65 and Series 63 licenses and four years of industry experience. He has been with MGO Inc. since 2020. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, using a primarily long-term investment approach that incorporates diversified mutual funds, ETFs, individual securities, and access to alternative investments. The firm offers both discretionary and non-discretionary portfolio management and is affiliated with MGO Inc., enhancing its retirement-plan consulting capabilities.

Daniel Klusty is a financial advisor at OneSeven in Beachwood, OH, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Shelton Capital Management and Roundtable on the Square. Outside of finance, he has experience working with March First Brewing and Klusty Sign Associates. 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 consulting, employing a primarily long-term investment approach that incorporates diversified funds, individual securities, and alternative strategies.

Chad Kreilick is a financial advisor at TFO Wealth Partners with four years of industry experience. He holds a Series 65 designation and has been associated with Tfo Tdc, LLC since 2010. TFO Wealth Partners manages approximately $4.85 billion in client assets for a diverse client base, including high-net-worth individuals, family offices, retirement plans, and charitable organizations. The firm employs a long-term, asset-allocation driven investment approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by third-party managers.

Anthony Constantine Jr. is a financial advisor at Lifemark Securities Corp. with 32 years of industry experience. He holds a Series 66 designation and has previously worked at Foresters Equity Services, Inc. and operates Constantine National Financial LLC. He has served as a District Deputy Grand Master of the 22nd Masonic District F&AM of Ohio and volunteers weekly in this charitable and fraternal organization. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans, utilizing a variety of managed account programs and tailored risk assessments.

Mordechai Khaimov is a financial advisor at SEIA with a Series 66 credential and three years of industry experience. His prior roles include positions at Cedar Brook Group, Cadaret Grant & Co., Inc., Eaton Corp, and Boo USA LLP. Outside of his advisory work, he is a licensed CPA, serves as a guest lecturer teaching financial literacy at Fuchs Mizrachi School, and holds board memberships with the Jewish Federation of Cleveland and Anshei Lubavitch of Cleveland. He is also the owner of First Generation Millennial, LLC, a business and career coaching firm. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm’s investment process combines strategic macro asset allocation with tactical adjustments, supported by an in-house research group and Investment Committee, and it manages the majority of its assets on a non-discretionary basis.

Nicholas Guidos is a CFP® and Series 66 credentialed financial advisor with one year of industry experience. He is currently an associate advisor at SEIA and previously worked at Summit Financial Strategies and Cetera. Outside of his advisory role, he serves on the Nextgen Committee of the George Mason University Financial Planning & Wealth Management Advisory Board. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with 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, offering a range of discretionary and non-discretionary managed-account programs.

John Danch is a financial advisor with Ancora Private Wealth Advisors, LLC in Cleveland, OH, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His work history includes roles at Inverness Securities, LLC, Source Insurance, Source Companies, and Safeguard Securities Inc. He is also self-employed in fixed insurance sales through Source Insurance. Ancora Private Wealth Advisors is a multi-team registered investment adviser managing approximately $3.2 billion primarily for high-net-worth individuals, families, and institutional retirement plans. The firm offers customized portfolio management, lifetime wealth planning, and corporate retirement consulting, employing a comprehensive investment process that integrates top-down asset allocation with fundamental and technical security analysis.

Kenneth Boyd III is a financial advisor with Realta Investment Advisors, Inc., holding a Series 66 credential and 27 years of industry experience. He previously worked at Triad Advisors for 11 years before joining Realta Investment Advisors and its related entities in 2021. Outside of his advisory role, Boyd is involved in several business ventures including property management, home renovation marketing, technology consulting, and serves as board secretary for a nonprofit aiding transition orphans. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, including high-net-worth clients, pension and profit-sharing plans, and various institutional clients. The firm employs individualized investment strategies based on client goals and risk tolerance, utilizing asset allocation across mutual funds, ETFs, equities, fixed income, and alternative investments.

Thomas Giltner is a financial advisor with OneSeven in Beachwood, OH, holding Series 63 and Series 65 credentials and 16 years of industry experience. His previous roles include positions at MML Investors Services, LLC and MassMutual Life Insurance Co. He is also involved in managing Eden Wine Bar LLC, a full-service bar and restaurant in Akron, OH. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, with a focus on diversified portfolios and both discretionary and non-discretionary advisory arrangements. The firm employs a primarily long-term investment approach while incorporating third-party managers and platforms, and maintains a notable affiliation with MGO Inc. to support pension consulting services.

Frank Legan is a financial advisor at SEIA with 25 years of industry experience and holds a Series 66 designation. His prior roles include positions at Cadaret, Grant & Co., Inc., Cedar Brook Financial Partners, and Securities America Advisors. He serves on the investment committee for the Sisters of Notre Dame and is an author of a financial-related book. SEIA provides investment management, financial planning, retirement plan consulting, and investment consulting services to individuals, trusts, estates, charitable organizations, and corporations. The firm employs a research-driven investment process combining strategic and tactical asset allocation and offers both discretionary and non-discretionary managed-account programs.

Dayna Smith is a financial advisor at Stratos Wealth Advisors LLC with five years of industry experience. She holds a Series 66 designation and has previously worked at Cadaret, Grant & Co., Inc., Cedar Brook Group, LPL Financial, and The Prudential Insurance Company of America. In addition to her advisory role, she operates Spain & Smith Wealth Advisors, a registered investment advisory firm offering financial planning and investment advisory services. Stratos Wealth Advisors serves individuals, trusts, retirement plans, nonprofits, corporations, and institutional clients by providing financial planning and portfolio management through various programs and platforms. The firm offers a range of investment solutions including advisor-managed portfolios, third-party manager access, and integrated services connected to SEI-affiliated businesses.

Christine Sivak is a financial advisor with SEIA who holds a Series 63 designation and has 21 years of industry experience. Her previous roles include positions at Cadaret, Grant & Co., Inc., Cedar Brook Financial Partners, and Securities America. She serves as Co-Chair of the Northeast Ohio Chapter of the Women in Pensions Network (WIPN), a professional group supporting women across the retirement plan industry. SEIA provides investment management, financial planning, and consulting services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a research-driven investment process combining strategic and tactical asset allocation, offering both discretionary and non-discretionary managed-account programs.

Gregory Halter is a CFA® charterholder with 26 years of industry experience. He has been with Carnegie Investment Counsel since 2019 and previously worked at Laurel Grove Capital, RE Advisers Corporation, and RE Investment Corporation. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a broad client base, including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a diverse investment process incorporating fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.

Matthew Marasch is a financial advisor with OneSeven in Beachwood, OH, holding a Series 63 designation and 13 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Pensionmark Financial Group, Raymond James Financial Services, and Mass Mutual Life Insurance Company. 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 with access to diversified assets, alternatives, and private placements, and is affiliated with MGO Inc., expanding its retirement-plan consulting capabilities.

Joseph Granzier is a financial advisor at OneSeven with 29 years of industry experience. He holds a Series 66 designation and has previously worked at Axa Advisors, LLC and Fortune Financial Services. Granzier serves as a board member for Malachi House, a nonprofit providing hospice services for the homeless, meals for the needy, and career counseling for the unemployed. 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 advisory. The firm employs a primarily long-term investment approach with access to diversified portfolios, alternatives, and private placements, and is affiliated with MGO Inc., which expands its retirement-plan consulting capabilities.

Spencer Dieck is a financial advisor at Stratos Wealth Advisors LLC with 13 years of industry experience. He previously worked at Beacon Financial Advisory LLC and Beacon Financial Partners. In addition to his advisory role, he serves as a financial analyst at Pistone Wealth Advisors, focusing on investment analysis, trading, financial plan design, marketing, and client support. Stratos Wealth Advisors serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and financial institutions, offering investment management, financial planning, and insurance consulting. The firm operates through a network of supervised investment advisory representatives and utilizes both affiliated and third-party subadvisers and platforms to deliver customized and model portfolio strategies.

Nicholas Schwitzgebel is a financial advisor at Guardian Life with a Series 66 designation. He has been with Guardian Life and its subsidiary, Park Avenue Securities, since 2025 and 2026, respectively. Prior to his current role, he held positions at MyShyft, Butler University, Dartmouth College, Keyfactor, and Saint Ignatius High School. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including brokerage, financial planning, retirement plan consulting, and advisory programs using both proprietary and third-party models.

Matthew Rosner is a financial advisor with Primerica Advisors in Beachwood, OH, holding five years of industry experience. He has worked at Park Avenue Securities since 2021 and has been affiliated with Guardian Life Insurance Company since 2008. Outside of his advisory role, he is involved in property management through Jaylene Development LLC. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement-plan consulting, utilizing a mix of proprietary and third-party investment strategies across various account types.