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.

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 with Stratos Wealth Advisors LLC, holding a Series 66 license and bringing 22 years of industry experience. He has worked at Stratos Wealth Advisors since 2018 and previously spent five years at Fidelity Investments. Stratos Wealth Advisors serves a broad range of clients, including individuals, trusts, retirement plans, not-for-profits, corporations, and institutions, offering financial planning and portfolio management through various programs and platforms. The firm is notable for its integrated access to SEI-affiliated businesses, providing clients with a range of investment management and custody services.

Mitchell Kotheimer is a CFP® with five years of industry experience, currently serving as a financial advisor at Brighton Jones LLC. His prior roles include positions at Independence Wealth Advisors, Domain Money Advisors, and Sequoia Financial Group. Brighton Jones LLC provides comprehensive wealth management services to individuals, high-net-worth families, retirement plan sponsors, charitable organizations, and business entities. The firm employs a holistic, balance-sheet approach and offers a range of services including discretionary investment 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.