Margaret Halloran is a financial advisor at Carnegie Investment Counsel with 10 years of industry experience. She holds a Series 65 designation and has worked at Carnegie Investment Counsel since 2017, following a 17-year tenure at Midwest Investment Management LLC. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a varied client base including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a combination of fundamental, technical, cyclical, and ESG analysis in its investment process and offers both discretionary and non-discretionary portfolio management, accommodating client preferences and working with third-party advisers as part of its service model.

Aaron Vaughn is a CFP® professional with 23 years of industry experience, currently with Fortis Capital Advisors, LLC. He previously worked at Ameriprise Financial Services, Inc. for 19 years and is also associated with Defiant Financial Services LLC. Outside of his advisory role, Vaughn is an attorney specializing in estate planning and is involved in several non-investment-related business ventures, including technology services and firearms instruction. Fortis Capital Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, businesses, retirement plans, and institutional clients. The firm employs customized portfolio construction and ongoing monitoring, implementing a range of strategies across passive, active, tactical, blended, and ESG-integrated approaches, primarily on a discretionary basis.

Richard Renner is a financial advisor at Ancora Private Wealth Advisors, LLC in Cleveland, OH, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has been with Ancora Family Wealth Advisors and its affiliated entities since 2002. 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, combining top-down asset allocation with fundamental and technical security analysis.

Larry Sills is a financial advisor with Stratos Wealth Advisors LLC, holding Series 63 and Series 65 credentials and over 42 years of industry experience. His career includes roles at LPL Financial LLC, B. Riley Wealth Advisors, Wells Fargo Clearing, and Wells Fargo Advisors LLC. He provides investment advisory services through Stratos Wealth Partners, LTD, an independent registered investment advisor. Stratos Wealth Advisors serves individuals, trusts, retirement plans, not-for-profits, corporations, and institutional clients, offering financial planning and portfolio management through customized and model portfolios. The firm’s integration with SEI-affiliated businesses provides access to specialized investment management and custody services.

Troy Dipre is a financial advisor at AlphaStar Capital Management with seven years of industry experience. He holds a Series 65 credential and has been associated with AlphaStar since 2020. In addition to his advisory role, he is involved in insurance sales through Dipre, Brodnik, & Associates, Inc. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for individuals, trusts, estates, small businesses, and other entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing both model portfolios and customized strategies based on quantitative analysis and tactical asset allocation.

Lawrence Kennard is a CFP® with 46 years of industry experience, currently serving as an advisor at StoneX Advisors Inc. since 2015. He is also president of L.P. Kennard Agency, an insurance firm he has been involved with since 1981, and participates as a board member of the St. Basil Catholic Church Finance Council. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations, utilizing a range of advisor-managed and model-based investment solutions supported by a comprehensive platform infrastructure.

Maryann Ruben is a financial advisor with Tucker Asset Management LLC, holding a Series 65 designation and four years of industry experience. She has also operated Ruben Financial since 2005, where she is involved in the sale and service of insurance products. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, retirement plan advisory, and consulting. The firm employs a top-down, macroeconomic asset-allocation approach and integrates alternative investments through platforms like CAIS.

Jason Dilauro is a financial advisor with OneSeven, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. His prior work includes roles at The Wealth Advisory Group of DiLauro Wracher & Thomas and Raymond James Financial Services. He serves on the board of the University of Akron College of Business, assisting students with job placement and curriculum discussions. 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 with diversified portfolios and access to alternative investments, using both internal due diligence and third-party managers.

Alyssa Miller is a financial advisor with OneSeven in Beachwood, OH, holding a Series 66 credential and six years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Inc. and Purshe Kaplan Sterling Investments, Inc. She serves as a national board member for the Institute of Divorce Financial Analysis and is a board member of the Women's Board of Dayton Children's Hospital. Additionally, she provides consulting services related to divorce financial planning through Alternative Divorce Solutions. OneSeven offers investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, utilizing diversified portfolios with a primarily long-term focus. The firm employs both discretionary and non-discretionary arrangements and integrates third-party platforms and independent managers in its investment approach.

Michael Novak is a PFS™ credentialed advisor with 21 years of industry experience. He has been with Wellspring Financial Advisors, LLC since 2007. 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, and family office functions, employing an open-architecture investment approach that combines passive and active strategies.

Gregory Hopkins is a financial advisor at Ancora Private Wealth Advisors, LLC with nine years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill Lynch, and GBQ Partners. Outside of his advisory role, Hopkins is a limited partner investor in several non-investment-related businesses, including a brewing company and technology ventures. Ancora Private Wealth Advisors is a multi-team registered investment adviser serving mostly high-net-worth individuals, families, and institutional retirement plans. The firm offers customized portfolio management, lifetime wealth planning, and corporate retirement consulting, employing a blend of top-down asset allocation and fundamental and technical security analysis.

Azim Nakhooda is a financial advisor at SEIA with 27 years of industry experience. He holds a Series 63 designation and has worked at firms including Cadaret Grant & Co., Inc., Cedar Brook Financial Partners, LLC, and Securities America Advisors, Inc. Nakhooda is a board member and volunteer for the Northeast Ohio Arthritis Foundation. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm employs a research-driven investment process combining strategic asset allocation with tactical adjustments and offers both discretionary and non-discretionary managed-account programs.

Paul Orchosky is a CFP® and ChFC® with 34 years of industry experience. He is currently with OneSeven and has held positions at Mgo One Seven, Mgo Securities Corp, Mgo Investment Advisors Inc., and Moskal Gross Orchosky, Inc. Additionally, he is an independent licensed insurance agent, authorized to offer fixed and variable annuities in multiple states. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, emphasizing long-term portfolio management combined with flexibility for shorter-term trading. The firm utilizes diversified portfolios and works with independent managers and third-party platforms to deliver tailored financial solutions.

Bryan Bibbo is a financial advisor with Prosperity Capital Advisors in Avon, Ohio, holding a Series 65 designation and with 12 years of industry experience. He has worked at Petros Financial Group and has been affiliated with C2P Capital Advisory Group and JL Smith Holistic Wealth Management since 2010. Outside of advising, he provides tax preparation services, teaches financial education seminars through the American Financial Education Alliance, and serves on the board of the Arthritis Foundation of Ohio. Prosperity Capital Advisors offers financial planning, consulting, and discretionary investment management to individual, corporate, charitable, and retirement plan clients. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions, and provides a range of institutional and advisory services including trustee and charitable account management.

Marco Miranda is a financial advisor at Compound Planning, Inc. with six years of industry experience. He holds a Series 66 designation and has worked previously at firms including Alliance Bernstein and The Prudential Insurance Company of America. Compound Planning, Inc. serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and consulting services. The firm employs a customized, risk-based investment approach that incorporates fundamental, technical, and modern portfolio theory analysis, utilizing low-cost ETFs, direct indexing, and alternative strategies.

David Forshew is a financial advisor at Advance Capital Management Inc in Independence, OH, holding a Series 63 designation with 17 years of industry experience. He has been with Advance Capital Management since 2016. Advance Capital Management provides investment advisory and consulting services to individuals, retirement plans, institutions, trusts, foundations, and corporations, focusing on financial planning and portfolio management primarily through mutual funds and ETFs. The firm employs a model portfolio approach managed by an Investment Committee and offers specialized retirement services, including a "Chief Retirement Officer" program.

Linda Fousek is a CFA® charterholder with 12 years of industry experience. She is currently with Carnegie Investment Counsel, where she has worked since 2013. 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 multifaceted investment process that incorporates fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.

Laura Schultz is a financial advisor with Triad Wealth Partners, LLC, holding a Series 65 credential and five years of industry experience. Prior to joining Triad Wealth Partners in 2026, she worked at CreativeOne Wealth and AE Wealth Management, and spent twelve years at Thompson Hine LLP. Outside of her advisory role, she is owner of Schultz Family Enterprises, LLC, operating an insurance and annuity-related business. Triad Wealth Partners serves individual and institutional clients through a dual model of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, access to third-party managers, model portfolios, and financial planning services focused on strategic asset allocation and diversified investment strategies.

Joseph Hamel is a financial advisor with Portfolio Medics, LLC, holding a Series 65 designation and 18 years of industry experience. He has been involved with Hamel Advisory Services, LLC since 2007 and Hamel & Associates, Inc. since 1994. Outside of his advisory role, Mr. Hamel is a licensed insurance professional through Hamel & Associates, Inc., operating separately from his work at Portfolio Medics. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a mix of strategic and tactical investment approaches alongside financial planning and consulting services.

Brian Fowles is a financial advisor with Stratos Wealth Advisors LLC in Westlake, Ohio, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Stratos Wealth Advisors since 2019 and previously held roles at Financial Engines Advisors L.L.C. and Tmfs Advisors, LLC. Outside of his advisory role, he is a managing partner at Century Wealth Partners. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, and financial institutions, offering investment management, financial planning, and insurance consulting. The firm utilizes a network of supervised investment advisory representatives to deliver tailored investment strategies through various programs and partnerships.