James Guy Jr. is a financial advisor with Capital Analysts who holds a Series 63 designation and has 21 years of industry experience. He previously worked at Lincoln Investment and Legend Equities Corporation. Outside of his advisory role, he is involved in several community activities, including serving as a board member and treasurer of local nonprofits and hosting a podcast focused on the history and businesses of Warren, Ohio. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management through various programs and access to third-party managers. The firm’s investment decisions are guided by an in-house Investment Management & Research team using proprietary screening tools, and it has affiliations and custodial arrangements that support a range of advisor services.

Christopher Carey is a financial advisor with OneSeven in Beachwood, OH, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. His career includes roles at Fortune Financial Services, PNC Investments, and International Assets Advisory. Outside of finance, he is the president and sole owner of Auto Racing Alley, Ltd, an online retailer specializing in NASCAR racing gear. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary 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 alternative investments and private placements when appropriate.

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 worked at StoneX Advisors since 2015 and at StoneX Securities since 2014, and he also operates Kennard Financial Services, a tax preparation business. In addition to his advisory role, he is involved in tax preparation and insurance sales through his other business activities. 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 uses a variety of platforms and model-based solutions and supports multiple account structures through both independent advisors and an in-house Private Client Group.

Rebecca Bar Shain is a CFP® professional with 18 years of industry experience, currently serving at SEIA. Her prior experience includes roles at Cadaret Grant & Co., Inc., Cedar Brook Financial Partners, LLC, and Securities America, Inc. She is active in community and nonprofit organizations, including board membership with the Jewish National Fund of Northern Ohio and volunteering with Jewish Family Services Association Cleveland. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations, offering 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, managing a large portion of assets on a non-discretionary basis.

Grant Dinner is a financial advisor at StoneX Advisors Inc. in Beachwood, OH, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has been with StoneX Advisors since 2015 and StoneX Securities since 2014. Outside of his advisory role, he serves as a managing member overseeing operations at Emunah Holdings, Ltd., a holdings company. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and consulting services. The firm utilizes a combination of independent financial advisors and an in-house Private Client Group, implementing strategies through advisor-managed portfolios, proprietary models, and third-party money managers.

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® professional with 29 years of industry experience, currently serving as a partner at SEIA. His prior roles include positions at Cadaret, Grant & Co., Inc., Cedar Brook Financial Partners, LLC, and Securities America Advisors Inc. He holds an insurance license and is involved in insurance sales and service aligned with financial planning. SEIA serves high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and investment consulting. The firm employs a research-driven investment process combining strategic macro asset allocation with tactical adjustments and manages most assets on a non-discretionary basis.

David Robertson 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., Cedar Brook Financial Partners, and Securities America. He holds an insurance license and engages in insurance sales and service consistent with financial planning. 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 and manages most assets on a non-discretionary basis through multiple managed-account programs.

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.

James Yurman is a financial advisor with ValMark Advisers, Inc. He holds a Series 63 designation and has 32 years of industry experience. He has worked with Concord Advisors RIA since 2008 and Valmark Securities, Inc. since 1997. Outside of advising, he is a silent investor in several restaurant ventures, including Blaze Pizza and Kumas Corner Schaumberg. 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 third-party managers, supported by proprietary platforms and extensive due diligence and back-office services.

Michael Garcar is a financial advisor with Wedbush Securities Inc. in Cleveland, OH, holding a Series 66 credential. He has less than one year of industry experience and previously worked at Equitable Advisors, Ameriprise Financial, and several other firms and organizations. Wedbush Securities serves individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, and related areas. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, including commodities and derivatives activities.

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.

Jacob Cooke is a financial advisor at Arax Advisory Partners in Cleveland, OH, holding a Series 65 designation. He has one year of industry experience, having previously worked at GFP Private Wealth, Bartlett Wealth Management, and Raymond James. Cooke completed his studies at the University of Cincinnati in 2025. Arax Advisory Partners is a multi-team wealth manager with over 200 advisors managing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering financial planning, portfolio management, and advisory services through a combination of internal and third-party asset allocation strategies.

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.

Lisa Matuszny is a financial advisor at Avantax Planning Partners, Inc. with four years of industry experience. She holds a Series 65 designation and has been with Avantax since 2021. In addition to her advisory role, she is a shareholder and CPA at Hobe & Lucas CPAs, Inc., where she supervises employees and oversees tax and accounting services. She also serves on the board of Spice Field Kitchen, assisting with budgeting, financial statements, and fundraising for the nonprofit’s educational programs. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisors. The firm employs model-based style allocation strategies and discretionary portfolio management, supported by an Investment Advisory Committee, and offers tax-intelligent overlays and centralized trading within a larger corporate group.

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.