Christopher Carey is a financial advisor at Ritholtz Wealth Management with seven years of industry experience. He holds a Series 65 license and previously worked at Carnegie Investment Counsel and De Lage Landen Ltd. Ritholtz Wealth Management advises individual and institutional clients, including high-net-worth individuals and retirement plans, providing portfolio management, financial planning, and retirement consulting. The firm employs a goal-based investment process that emphasizes asset allocation and behavioral finance, using diversified, low-cost ETFs alongside tactical overlays and alternative investments, supported by both advisor-led and digital platforms.

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.

Michael Manly is a financial advisor at Arax Advisory Partners with one year of industry experience. He holds Series 66 and Series 65 designations. Prior to joining Arax Advisory Partners, he worked at Gries Financial Partners for three years and spent sixteen years at Price Waterhouse Coopers. Arax Advisory Partners is a multi-team wealth management firm overseeing approximately $26.5 billion in assets and serving a diverse client base that includes individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a mix of internal management, third-party models, and tailored asset allocation while offering a variety of financial and advisory services.

Russell Pierce is a CFA® and ChFC® with 16 years of industry experience. He is currently with OneSeven in Beachwood, OH, having previously worked at MML Investors Services, Mass Mutual Life Insurance, Prattle Analytics, and Zelman Partners. He holds an administrative support role as a wealth management advisor with Evergreen Structured Settlements, Inc. 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 that may include mutual funds, ETFs, individual securities, alternatives, private placements, and variable-insurance products.

Cassandra Hanke is a financial advisor at Ancora Private Wealth Advisors, LLC in Cleveland, OH. She holds a Series 66 designation and has been with Ancora and its affiliated entities since 2026. Prior to joining Ancora, she held positions at Pimco, Creative Benefits Strategies, and University of Kentucky. Ancora Private Wealth Advisors provides customized portfolio management and lifetime wealth planning primarily for high-net-worth individuals and families, as well as retirement plans. The firm combines top-down macro assessment with fundamental equity analysis and fixed-income structuring to manage portfolios through a mix of custom and model allocations.

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.

James Sumser III is a CFP® with eight years of industry experience, currently serving as a financial advisor at OneSeven. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2017 and previously worked at Callahan Financial and the University of Cincinnati. Outside of his advisory work, he owns and operates Woody’s Woodshop LLC, a woodworking business. 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. The firm employs a primarily long-term investment approach utilizing diversified mutual funds, ETFs, individual securities, and access to alternatives and private placements, with both discretionary and non-discretionary arrangements.

Herbert Chen is a financial advisor at OneSeven with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill Lynch and Raymond James Financial Services. Chen serves as a board member of Riverside Methodist Hospital Development Board and is Treasurer and Board Member of the Signature Place Condo Board. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering diversified portfolio management, financial planning, and retirement-plan consulting. The firm’s investment approach is primarily long-term focused while accommodating shorter-term trading, utilizing both discretionary and non-discretionary arrangements and leveraging third-party platforms and independent managers.

Ben Feldmeyer is a financial advisor at OneSeven with 32 years of industry experience. He holds the CFP® designation and the Series 66 license. Prior to joining OneSeven, he worked at Ameriprise Financial Services, Inc. for 18 years. Outside of his advisory role, he is a co-owner and Chief Strategist of Alternative Divorce Solutions, LLC, which provides consulting services to individuals undergoing the divorce process, and serves on the board of the American Heart Association. 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, utilizing diversified portfolios with access to alternatives and private placements, and offers both discretionary and non-discretionary arrangements.

Michael Rinaldi is a financial advisor at TFO Wealth Partners with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Lincoln Financial Distributors and Enza Financial, LLC. Outside of his role at TFO Wealth Partners, he is involved with Enza Financial LLC, providing retirement plan consulting services. TFO Wealth Partners is a multi-team registered investment adviser managing approximately $5.66 billion, offering investment management, family office services, retirement plan consulting, and third-party manager allocations to individuals, high-net-worth clients, family offices, trusts, charitable organizations, and businesses. The firm employs a long-term, allocation-driven investment approach based on Modern Portfolio Theory, using model portfolios with mutual funds and ETFs, and provides access to specialized investment options and digital planning tools.

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.

Mark Lapsevich is a financial advisor with Capital Analysts in Independence, Ohio, holding 24 years of industry experience. Outside of his advisory work, he has been an owner and musician in Park Place Productions, a band active since 1989. He also worked for Brunswick City Schools for 20 years and is involved with Northcoast Entertainment Memphis-Ridge Music Center. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management supported by an in-house investment team, offering a range of advisory services and access to third-party managers.

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. in Cleveland, OH, with 41 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for McDonald Partners LLC for 13 years. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers a range of brokerage and SEC-registered investment advisory services, combining capital markets functions with clearing, custodial, and prime services across multiple asset classes.

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.

Debra Friend is a financial advisor at Capital Analysts with 37 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Lincoln Investment and Legend Equities Corporation. Capital Analysts serves individual and high-net-worth investors, retirement plans, trusts, and corporate clients through discretionary and non-discretionary portfolio management, offering custom portfolios and access to third-party managers. The firm employs an in-house investment management team and proprietary screening tools to guide investment decisions and maintains affiliations that support a diverse range of advisor services.

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., holding over 40 years of industry experience. He has been with StoneX Advisors since 2015 and StoneX Securities since 2014. Outside of his advisory role, he works as an insurance agent through L.P. Kennard Agency Inc. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services. The firm utilizes a range of advisor-managed and model-based investment solutions supported by multiple platforms and conducts ongoing due diligence on its offerings.

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 with M Holdings Securities, Inc. He holds a Series 63 designation and has 38 years of industry experience. Prior to joining M Holdings in 2025, Tanner worked for LPL Financial, LLC for 27 years and has been involved with Ownership Advisors Inc. since 1992. He also speaks on business succession planning to small business owners at conventions and trade associations. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients nationwide through a network of independent firms. The firm offers a range of advisory services including investment management, financial planning, sub-advisory, and insurance-contract advisory services, utilizing multiple sponsored platforms and third-party managers.