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.

Jeffrey Kennard is a financial advisor at StoneX Advisors Inc. with 18 years of industry experience. He has been with StoneX Advisors since 2015 and also operates Kennard Financial Services, a tax preparation business. Additionally, he holds a role as an insurance agent at Kennard Agency, Inc. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA plan consulting. The firm utilizes a variety of platforms and investment strategies, including proprietary models and third-party managers, to meet client needs.

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.

Michael Moskal is a financial advisor at OneSeven with 35 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Mgo Investment Advisors Inc. and Moskal Gross Orchosky Inc. He is also an independent licensed insurance agent in Ohio. 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 with a primarily long-term investment approach that incorporates diversified assets and external managers.

Richard Turgeon is a CFA® charterholder and holds a Series 63 license, with eight years of industry experience. He has worked at Wellspring Financial Advisors since 2014. 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, comprehensive financial and estate planning, income tax planning and preparation, risk management, strategic philanthropy, business succession planning, and bill-payment services, utilizing an open-architecture investment approach that combines passive and active strategies.

Steven Daugherty is a financial advisor at Carnegie Investment Counsel with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at PNC Private Bank, SS&C Market Services, LLC, and Charles Schwab. Carnegie Investment Counsel offers investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base including individuals, high net worth clients, pension and profit-sharing plans, nonprofit organizations, corporations, trust companies, government entities, and other investment advisers. The firm employs a range of analytical approaches and trading strategies, often seeks discretionary authority, and provides specialized services such as ERISA fiduciary reviews and nonprofit governance support.

Mark Weaver is an investment advisor with Signature Equity Partners, LLC, holding Series 63 and Series 65 credentials and 40 years of industry experience. His prior roles include positions at OSAIC, Sii, B. Riley Wealth Management, RBC Capital Markets, and Ferris, Baker Watts, LLC. Outside of his advisory work, he serves as a board member for the CIC Condominium #8 Board of Directors and acts as trustee and power of attorney for family trusts and individuals. Signature Equity Partners provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, retirement plans, and corporations. The firm employs a multi-team structure and utilizes platforms such as Vision2020 Wealth Management to offer tailored portfolio management, financial planning, and third-party money manager selection.

Jared Miller is a financial advisor with Stonex Advisors Inc. in Beachwood, Ohio, holding a Series 66 designation and 15 years of industry experience. He has worked at Stonex Advisors since 2015 and previously at StoneX Securities Inc. and Wrp Investments, Inc. Outside of his advisory role, Miller 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. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes a combination of independent financial advisors, proprietary models, and third-party money managers for portfolio implementation and oversight.

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.

Kyle Cook is a financial advisor with Westminster Financial Advisory Corp in Brecksville, OH. He holds the Series 66 designation and has two years of industry experience. Prior to joining Westminster Financial Companies, he worked at Lincoln Electric and Ernst & Young. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, and various organizations. The firm’s investment approach emphasizes strategic asset allocation with tactical adjustments, using a primarily buy-and-hold strategy supplemented by discretionary trading and option strategies.

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 12 years of industry experience. He has been with MGO ONE SEVEN LLC dba MB Wealth Management Group since 2017 and previously worked at Kohmann Bosshard Financial Services, LLC. In addition to his advisory role, he is also an independent insurance agent specializing in life insurance. He is affiliated with OneSeven, a multi-team firm that 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 and offers both discretionary and non-discretionary portfolio management using diversified mutual funds, ETFs, individual securities, and alternative investment options.

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 four years of industry experience. He is currently with Stratos Wealth Advisors LLC and has previously worked at BNY Mellon, Huntington National Bank, and KeyBanc Capital Markets. He serves as Board Member and Treasurer of Catholic Charities Diocese of Cleveland, a nonprofit providing services across eight counties. Stratos Wealth Advisors, LLC is a multi-team SEC-registered firm with 71 advisors managing approximately $5.57 billion in assets for nearly 5,000 clients. The firm offers financial planning, portfolio management, third-party manager programs, OCIO solutions, and insurance consulting to individuals, trusts, retirement plans, and institutional accounts.

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.