Jacob Cooke is a financial advisor at Arax Advisory Partners in Cleveland, OH, holding a Series 65 designation with one year of industry experience. Prior to joining Arax Advisory Partners in 2026, he worked at GFP Private Wealth, Bartlett Wealth Management, and Raymond James. He completed his studies at the University of Cincinnati from 2015 to 2025. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets through more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering services that include financial planning, portfolio management, and retirement plan consulting, using a combination of internal management, third-party models, and tailored asset allocation.

Caleb Burr is a financial advisor at Prosperity Capital Advisors with one year of industry experience. He holds a Series 65 designation and has worked at JL Smith Holistic Wealth Management and C2P Capital Advisory Group, LLC. In addition to his advisory role, Caleb is a licensed insurance agent offering fixed insurance products. Prosperity Capital Advisors is an SEC-registered firm providing financial planning, consulting, and discretionary investment management to individual and high-net-worth clients, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies and offers a range of investment solutions including alternatives and structured products through third-party platforms.

Ann Iglai is a CFP® professional with 27 years of industry experience, currently advising at Stonex Advisors Inc. since 2015. Her prior roles include positions at StoneX Securities Inc., Wrp Investments, Inc., Thrivent Investment Management, and Natcity Investments, Inc. She is also the owner of IGS Financial LLC, where she is involved in the sale of life insurance and fixed annuities. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA plan consulting, among other services. The firm offers a range of investment solutions through independent advisors and an in-house Private Client Group, supported by multiple platforms and a mix of proprietary and third-party strategies.

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.

Andrej Drazetic is a financial advisor at Arax Advisory Partners with seven years of industry experience. He holds a Series 65 credential and has previously worked at firms including Gries Financial Partners, Fourth Dimension Wealth, and LPL Financial. His background also includes three years with the Cleveland Cavaliers. Arax Advisory Partners is a multi-team wealth management firm overseeing approximately $26.5 billion in assets through more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies, and is notable for its use of performance-based fees and carried-interest arrangements for qualified investors and private funds.

Justin Grossman is a financial advisor with Prosperity Capital Advisors based in Westlake, OH, holding Series 65 and Series 63 licenses and having nine years of industry experience. His career includes roles at Prudential Insurance Company of America, Cambridge Investment Research Advisors, and US Bank. Outside of advisory work, he partners with the local chapter of the American Financial Education Alliance to conduct seminars aimed at reducing financial illiteracy. Prosperity Capital Advisors is an SEC-registered enterprise adviser serving individual and high-net-worth investors, corporations, trustees, retirement plans, and other clients. The firm employs model-based, asset-allocation strategies using portfolios from providers such as BlackRock, Dimensional, and Vanguard, and offers a range of services including financial planning, discretionary investment management, and retirement plan solutions.

Karen Kleinhenz is a financial advisor with Arax Advisory Partners and holds a Series 66 designation. She has 21 years of industry experience, including 18 years at Kleinhenz & Associates, Ltd., and also serves as Vice President of JEK Analytics, Inc., a firm providing economic and business consulting services to a range of public and private clients. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets through more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, utilizing a combination of internal portfolio management and external manager relationships, while employing performance-based fee arrangements for certain qualified investors and private funds.

Eugene Ricchetti is a financial advisor with ValMark Advisers, Inc. holding a Series 63 designation and over 54 years of industry experience. He has been with Valmark Securities, Inc. since 1997 and has operated E.T. Ricchetti & Associates Inc. since 1967. Outside of advising, he serves as a director at R.W. Beckett Corp., where he manages government reporting and qualified plan-related activities, and works as an independent contractor for The Fedeli Group. 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 representatives. The firm emphasizes diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and third-party managers, supported by proprietary platforms and extensive due diligence processes.

Dennis Zaverl is a financial advisor with ValMark Advisers, Inc. in Westlake, Ohio, holding a Series 63 designation and bringing 39 years of industry experience. He has been associated with ValMark Advisers since 2001 and with related firms since 1997, also operating Zaverl & Associates Inc. since 2004. Outside of investment advisory work, he serves as president and trustee of the Christian BusinessCares Foundation and is involved in several non-investment business ventures, including a publishing company and family partnerships. 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 representatives. The firm offers diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, along with due diligence, back-office support, and sub-advisory services.

Michael Manly is a financial advisor at Arax Advisory Partners with two years of industry experience. He previously worked at Gries Financial Partners for three years and spent sixteen years at Price Waterhouse Coopers. Manly holds Series 65 and Series 66 licenses. Arax Advisory Partners is a multi-team SEC-registered wealth management firm overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering comprehensive financial planning, portfolio management, and retirement consulting through a combination of internal management and third-party relationships.

John Doran III is a CFP® professional with 32 years of experience in the financial industry. He is currently with IP Financial Advisory Services LLC and has previously worked with firms including Avantax Advisory Services and Innovation Partners LLC. Outside of his advisory work, he is president of J.A. Doran & Associates, Inc., a tax preparation and accounting business. IP Financial Advisory Services primarily serves individual retail clients through portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes customized portfolios and offers access to third-party investment advisors, focusing mainly on non–high-net-worth individuals.

William Mcnamara is a financial advisor at ValMark Advisers, Inc. with 28 years of industry experience. He holds a Series 66 designation and has been with ValMark Advisers and Valmark Securities since 2008. In addition to his advisory roles, Mcnamara serves as president of Omega Pensions Inc., a third-party administrator for qualified retirement plans. 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, and it supports its advisors with due diligence, back-office services, and specialized programs including the ACCESS wrap platform and managed account solutions.

Kole Kuczynski is a financial advisor at AlphaStar Capital Management in Parma, Ohio, holding a Series 65 designation and with one year of industry experience. Prior to joining AlphaStar and North Coast Financial Consultants, he worked at Firestone Country Club and Ken Stewart's Lodge. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management and financial planning. The firm employs a combination of strategic and tactical investment approaches across a variety of asset types and provides subadvisory services to other registered investment advisers.

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.

Steven Schippel is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has worked at Brookwood Investment Group since 2023 and previously at Belpointe Asset Management and Belpointe Insurance. Schippel is also the president and owner of Schippel Consulting, a consulting firm he has operated since 2001. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of investment strategies and affiliated businesses to support its clients.

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.

Jason Smith is a financial advisor with Prosperity Capital Advisors in Westlake, OH, holding a Series 65 credential and 16 years of industry experience. He has worked at Valor Capital Management and operates several business ventures including tax preparation services and a family farm that sells honey and produce. Smith also serves on the Board of Directors for the Marblehead Boat Club. Prosperity Capital Advisors is an SEC-registered firm providing financial planning, consulting, and discretionary investment management to a diverse client base including individual and high-net-worth investors, corporations, and retirement plans. The firm employs model-based, asset allocation strategies and offers services such as separately managed accounts, retirement plans, and sub-advisory for other RIAs.

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.

Jeffrey Warnkin is a CFP® professional with 34 years of industry experience, currently associated with Prosperity Capital Advisors. He has held advisory roles at Innovation Partners LLC, JL Smith Holistic Wealth Management, and Mercap Securities, LLC. Outside of advisory work, he operates a sole proprietorship specializing in individual income tax preparation and serves as Chapter President for the American Financial Education Alliance, conducting financial literacy seminars. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, and charitable organizations. The firm employs a model-driven, multi-sleeved investment approach using mutual funds, ETFs, and alternative strategies, and offers various institutional and advisory services.

Markus Weaver is a financial advisor at Signature Equity Partners, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at OSAIC, Royal Alliance Associates, Inc., and Jeannette M. Weaver and Associates, LLC. Weaver also serves as a notary public and conducts investment and insurance business through his own wealth advisory firm. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm uses a multi-team structure and employs the Vision2020 Wealth Management Platform to offer tailored portfolio management, financial planning, and retirement-plan consulting services.