Kurt Mears is a financial advisor at Advance Capital Management Inc with 17 years of industry experience. He holds the Series 66 designation and has been with Advance Capital Services, Inc. since 2010. Advance Capital Management serves a diverse range of clients including individuals, retirement plans, foundations, endowments, and other institutions, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an Investment Committee that manages approved mutual funds and ETFs, builds model portfolios based on client risk tolerance, and provides services such as direct indexing, alternative investments, and crypto-related strategies.

Helene Shafiyan is a financial advisor at Wedbush Securities Inc. with 41 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at McDonald Partners LLC, Wells Fargo Clearing, Securities America Advisors, Morgan Stanley, and Citigroup Global Markets. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, securities lending, capital markets, and portfolio management tailored to client objectives and risk tolerances.

William Mcnamara is a financial advisor with ValMark Advisers, Inc. He holds the Series 66 designation and has 12 years of industry experience. Prior to joining ValMark Advisers and ValMark Securities in 2023, he has been associated with Omega Pensions, Inc. since 2014. He serves in an advisory role on the Alumni Advisory Council on Financial Education for Miami University Community Federal Credit Union. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs a diversified, goal-based investment approach utilizing mutual funds, ETFs, separate-account managers, and integrates third-party manager programs within its proprietary platforms.

Christopher Wallack is a financial advisor at Zacks Investment Management, Inc. with 11 years of industry experience. He holds the Series 66 designation and has worked at TD Ameritrade Investment Management, Scottrade, and PNC Investments during his career. Outside of finance, he is co-owner of Couture By Sadie and LLC manager of ABB All Brides Beautiful, both retail businesses in Hudson, Ohio. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm uses proprietary quantitative and qualitative models focused on earnings-estimate revisions and offers a range of investment strategies and vehicles across retail, institutional, and third-party distribution channels.

Richard Maggio is a financial advisor with Stonex Advisors Inc. He holds over 41 years of industry experience, including tenure at StoneX Securities Inc. and Wrp Investments, Inc. Outside of his advisory role, he is involved in insurance sales as an insurance agent. 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 combination of independent advisors and an in-house Private Client Group to deliver customized investment strategies through proprietary models and third-party money managers.

Jeffery Spicer is a financial advisor at OneSeven with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has worked at firms including Raymond James Financial Services and DiLauro Financial Services. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, using diversified portfolios with both discretionary and non-discretionary arrangements. The firm employs a primarily long-term investment approach supplemented by internal due diligence and access to third-party platforms and independent managers.

Richard Tanner is a financial advisor at M HOLDINGS SECURITIES, Inc. with 38 years of industry experience. He holds a Series 63 designation and previously worked at LPL Financial, LLC for 27 years. Tanner is also involved in speaking on business succession planning to small business owners at conventions and trade associations. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, including investment management, retirement plan consulting, financial planning, and insurance advisory.

Austin Barnard is a financial advisor with OneSeven in Beachwood, OH, holding a Series 65 credential and three years of industry experience. His prior work includes roles at What About Us Financial and Arrow Electronics. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, using diversified portfolios that include mutual funds, ETFs, stocks, bonds, and alternative investments. The firm employs a primarily long-term investment approach with flexibility for shorter-term trading and utilizes both discretionary and non-discretionary arrangements.

Lukas Thill is a financial advisor at OneSeven with eight years of industry experience. He holds a Series 66 designation and has previously worked at MGO One Seven dba Hyperion Wealth Group, Garrison Financial LLC, Raymond James Financial Services Advisors, Inc., First Federal Bank of the Midwest, and Strategic Investment Advisers, LLC. 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 using diversified mutual funds, ETFs, individual securities, and access to alternative investments and private placements when appropriate.

Jeffrey Van Fossen is a CFA® charterholder with 24 years of industry experience. He has been with Inverness Investment Group, LLC since 2006 and is a minority owner of Inverness Holdings LLC, a parent company of several affiliated entities. He is based in Cleveland, OH and is affiliated with Ancora Private Wealth Advisors, LLC. 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.

Thomas Kennedy is a financial advisor with Ancora Private Wealth Advisors, LLC in Cleveland, OH, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked with Inverness Securities, LLC since 2014 and Inverness Investment Group since 2011. Outside of his advisory roles, he is a 50% owner of Cleveland Tech Ventures and serves as a board member of Global Digital Instrument, LLC. 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, using a combination of top-down asset allocation and fundamental and technical security analysis to construct tailored portfolios.

Brent Horvath is a CFP® professional based in Cleveland, OH, with 20 years of industry experience. He has worked at Arax Advisory Partners since 2026 and previously spent 23 years at Gries Financial LLC. 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 a range of financial planning and portfolio management services that combine internal management, third-party models, and tailored asset allocation.

Paul Mccormack is a CFP®-certified financial advisor with 24 years of industry experience. He is currently affiliated with Ancora Private Wealth Advisors, LLC and has worked at Inverness Investment Group and Inverness Securities, LLC since 2010. In addition to his advisory role, he serves as a portfolio manager at Ancora Advisors. 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 blend of top-down asset allocation and fundamental and technical security analysis to construct tailored portfolios.

Luis Camacho is a financial advisor at Stratos Wealth Advisors LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at Stratos since 2018. His prior experience includes roles at Fidelity Investments and Morgan Stanley DW Inc. Stratos Wealth Advisors is a multi-team SEC-registered firm with approximately 71 advisors and $5.57 billion in assets under management. The firm serves individuals, trusts, retirement plans, and institutional accounts through customized asset allocations and portfolio management, offering access to various custodial platforms and affiliated investment products.

Mitchell Kotheimer is a CFP® professional at Brighton Jones LLC with five years of industry experience. Prior to joining Brighton Jones in 2026, he worked at several firms including Independence Wealth Advisors, Domain Money Advisors, and Sequoia Financial Group. Brighton Jones serves individuals, high-net-worth families, retirement plan sponsors, charitable organizations, and trusts with comprehensive wealth management services. The firm employs a balance-sheet, holistic approach to advice, offering discretionary and non-discretionary management, tax preparation, family office services, and access to private investment opportunities.

Joseph Dittoe Jr. is an advisor with OneSeven, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at PNC Investments and International Assets Advisory, LLC. He is also managing director of investments at Carey Dittoe Wealth Management. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, employing a primarily long-term investment approach that includes discretionary portfolio management and financial planning. The firm uses diversified portfolios with access to alternatives and private placements, and offers both discretionary and non-discretionary arrangements through unaffiliated managers and third-party platforms.

Albert Vonderheide is a CFP® certificant with 23 years of industry experience. He is currently with OneSeven and previously worked at LPL Financial and WealthCor, LLC dba Callahan Financial. He is also an independent licensed insurance agent in Ohio, specializing in accident & health, life, and variable insurance. 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 mutual funds, ETFs, individual stocks and bonds, and offers access to alternatives and private placements when appropriate.

Ashley Brown is a financial advisor with Ancora Private Wealth Advisors, LLC in Cleveland, OH, holding a Series 66 designation and 16 years of industry experience. Brown has worked at several firms, including Inverness Securities LLC and Planned Financial Services. Outside of advisory roles, Brown is involved with Ancora Family Wealth Advisors in a compliance capacity. Ancora Private Wealth Advisors offers customized portfolio management and lifetime wealth planning primarily for high-net-worth individuals and families, as well as pension and 401(k) plans. The firm integrates held-away accounts into client relationships and employs a mix of investment strategies through discretionary management.

Victoria Wiggins is a financial advisor with OneSeven in Beachwood, OH, holding a Series 65 designation and seven years of industry experience. She previously worked at JRP Capital Corp. and its affiliated entities before joining MGO One Seven. Her career also includes roles at Buckle and New York Life. OneSeven offers investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses diversified portfolios primarily composed of mutual funds, ETFs, and individual securities, with access to alternative investments and variable insurance products, emphasizing a primarily long-term investment approach supported by discretionary and non-discretionary management options.

Raymond Nash is a financial advisor with M HOLDINGS SECURITIES, Inc. in Cleveland, OH, holding a Series 63 designation and 24 years of industry experience. He has been involved with Heirmark Ltd and Linsco/Private Ledger Corp since 2007 and 2009 respectively. Outside of his advisory work, he is an owner of a racing team, Team Underdawg Racing, which accepts sponsorships for advertising. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a wide range of advisory and brokerage services with a focus on suitability-based recommendations, ongoing account monitoring, and integration of both proprietary and third-party investment management solutions.