Nicholas Evans is a financial advisor at CM Wealth Advisors LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch and Golden Reserve, LLC. CM Wealth Advisors serves individual and high-net-worth clients through portfolio management, financial planning, and wealth-management services. The firm employs a multi-disciplinary team including accounting and investment professionals and manages both individual accounts and certain client entities such as private pooled investment vehicles.

Michael Mawby is a financial advisor with OneSeven in Beachwood, OH, holding Series 63 and Series 65 licenses and having 32 years of industry experience. His prior roles include positions at International Assets Advisory, LLC and Purshe Kaplan Sterling Investments, Inc. He is also an independent insurance agent specializing in life and health insurance. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, employing a primarily long-term investment approach with diversified portfolios and access to alternative investments and private placements.

Brenda Rivers is a financial advisor with OneSeven in Beachwood, OH, holding a Series 66 designation and 24 years of industry experience. She has worked at International Assets Advisory, LLC since 2019 and at MGO ONE SEVEN LLC dba Carey Dittoe Wealth Management since 2018. Prior to that, she spent nine years at PNC Investments. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management and financial planning using diversified mutual funds, ETFs, individual securities, and alternative investments, with a primarily long-term investment approach supported by internal due diligence.

Christopher Bacon is a financial advisor at OneSeven with seven years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James Financial Services and Fortune Financial Services. Outside of advising, he acts as an agent providing premium financed life insurance options integrated into clients' financial plans. OneSeven offers investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, utilizing diversified portfolios that include mutual funds, ETFs, individual securities, and alternative investments. The firm employs a primarily long-term investment approach with both discretionary and non-discretionary arrangements and is affiliated with MGO Inc., which provides pension consulting and related services.

Gregory Pozar is a financial advisor with StoneX Advisors Inc. in Garfield Heights, Ohio, holding 30 years of industry experience. He has worked with StoneX Advisors Inc. since 2015 and StoneX Securities Inc. since 2014, and has also been involved with L.P. Kennard Agency since 1993. Outside of financial advising, he serves as an insurance agent with Kennard Financial Services, where he sells insurance and annuities. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and ERISA plan consulting services. The firm delivers these through independent advisors and an in-house Private Client Group, utilizing various model-based and third-party solutions supported by integrated platforms for portfolio implementation and tax-aware services.

Kristian Jarosz is a financial advisor with Arax Advisory Partners, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked for Gries Financial LLC for 24 years before joining Arax Advisory Partners. Outside of his advisory role, Jarosz serves as the City Council President and Chair of the Executive and Finance Committee for the City of Euclid, Ohio, and is a member of the Euclid Hospital's Community Advisory Board. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach with a mix of in-house portfolio teams, external managers, and alternative investments, and it is distinguished by its scale, recent internal consolidations, and diverse revenue sources across affiliated entities.

James Guy Jr. is a financial advisor with Capital Analysts, LLC, holding a Series 63 registration and bringing 21 years of industry experience. His prior roles include positions at Lincoln Investment and Legend Equities Corporation. Outside of his advisory work, he serves as a podcast host focused on the history and local business of Warren, Ohio, and holds leadership roles in several nonprofit organizations, including as board president of Raider Pride Park and treasurer for the W.D. Packard Foundation. Capital Analysts serves a diverse client base of retail and institutional investors, providing portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice. The firm combines discretionary investment management by an in-house team with non-discretionary advisor and third-party manager services, supported by proprietary fund screening processes and institutional relationships.

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 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® professional with 19 years of industry experience, currently serving as a partner at SEIA. She has previously worked at Cadaret Grant & Co., Inc., Cedar Brook Financial Partners, and Securities America. Outside of her advisory role, she is active in several nonprofit organizations in the Cleveland area, including serving on the board of the Jewish National Fund of Northern Ohio and volunteering with Jewish Family Services Association Cleveland. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving retail, high-net-worth individuals, trusts, retirement plans, and institutional clients. The firm combines strategic asset allocation with tactical decision-making through a structured investment process and offers a range of non-discretionary and discretionary portfolio management and financial planning services.

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.

Matthew Divita is a financial advisor with Capital Analysts in Twinsburg, Ohio, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has worked at Capital Analysts since 2006 and Lincoln Investment since 2012, with a brief tenure at Morgan Stanley in 2004. Divita is also president of Evolution Wealth Management, LLC, where he manages daily operations and trading activities. Capital Analysts serves a diverse client base including individual, high-net-worth, institutional, and charitable clients, offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm provides both discretionary and non-discretionary investment management through its in-house team and third-party managers, supported by proprietary screening tools and institutional partnerships.

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 30 years of industry experience, currently serving as an advisor at SEIA. His prior roles include positions at Cadaret, Grant & Co., Inc., Cedar Brook Financial Partners, and Securities America Advisors Inc. He holds an active insurance license related to financial planning. SEIA is an SEC-registered multi-team advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm employs a structured investment process combining strategic asset allocation and tactical security selection, offering a range of services from financial planning to discretionary and non-discretionary portfolio management.

David Robertson is a CFP® professional with over 31 years of industry experience, currently serving as a partner at SEIA. His career includes roles at Cadaret, Grant & Co., Inc., Cedar Brook Financial Partners, and Securities America, Inc. He holds insurance licenses related to financial planning and insurance sales. SEIA is an SEC-registered multi-team advisory firm with approximately 142 advisors serving a diverse client base including individuals, trusts, retirement plans, and institutional entities. The firm employs a combined strategic and tactical investment approach managed by an Investment Solutions Group and Investment Committee, offering primarily non-discretionary portfolio management alongside financial planning and consulting services.

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.