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.

Ashley Benton Cooper is a financial advisor with Ancora Private Wealth Advisors, LLC, holding a Series 66 credential and 16 years of industry experience. Prior to joining Ancora, Cooper held positions at several firms including Inverness Securities LLC, LPL Financial LLC, and ValMark Securities, Inc. Cooper is also involved in compliance work with Ancora Family Wealth 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 combination of top-down asset allocation and fundamental and technical security analysis.

Victoria Wiggins is a financial advisor with OneSeven in Beachwood, OH, holding a Series 65 designation and seven years of industry experience. She previously worked at JRP Capital Corp. and its affiliated entities before joining MGO One Seven. Her career also includes roles at Buckle and New York Life. OneSeven offers investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses diversified portfolios primarily composed of mutual funds, ETFs, and individual securities, with access to alternative investments and variable insurance products, emphasizing a primarily long-term investment approach supported by discretionary and non-discretionary management options.

Mark Kelly is a financial advisor with Capital Analysts in Parma, Ohio, holding seven years of industry experience. He has previously worked at Lincoln Investment LLC and Anderson International Corp. In addition to his advisory role, he serves as Vice President of Kelly's Tax & Financial Services, where he prepares tax returns and offers insurance products. 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 management team and offers a range of customizable advisory services.

Raymond Nash is a financial advisor with M Holdings Securities, Inc. based in Cleveland, OH, holding a Series 63 designation and 24 years of industry experience. He has been associated with Heirmark Ltd and M Holdings Securities since 2009 and with Linsco/Private Ledger Corp since 2007. Outside of his advisory work, he is involved in a racing team called Team Underdawg Racing as an owner and accepts sponsorships for advertising. M Holdings Securities, Inc. serves individual, corporate, and retirement plan clients through a nationwide network of advisors, offering discretionary and non-discretionary investment management, financial planning, retirement consulting, and insurance advisory services. The firm supports a range of programs and third-party managers while providing sub-advisory services and maintaining ongoing client account reviews.

Joseph Callahan is a CFP® professional with 38 years of industry experience. He is currently with OneSeven and has previously worked at LPL Financial, WealthCor, and Fortune Financial Services. Outside of his advisory work, he is a licensed insurance agent covering accident and health, property and casualty, life, and variable insurance lines. 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 that include mutual funds, ETFs, individual stocks and bonds, and access to alternative investments and private placements.

Sean Wracher is a financial advisor at OneSeven with one year of industry experience. He holds the Series 66 designation and has worked at firms including Raymond James Financial Services and Purshe Kaplan Sterling Investments. Outside of his advisory role, he owns Gridirion Specialist Group, which provides football coaching and training. OneSeven serves 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 access to diversified mutual funds, ETFs, alternative investments, and third-party managers.

Jeffrey Creek is a CFP® and CFA® with 22 years of experience in the financial industry. He is currently with OneSeven, having previously worked at WealthCor LLC and LPL Financial, llc. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, employing a primarily long-term investment approach with access to alternatives and third-party managers.

Andrew Elsoffer is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He worked at Stifel Nicolaus & Co., Inc. for seven years before joining International Assets Investment Management in 2018. Elsoffer is also a member-owner of ABE Wealth Management, LLC, a private label entity for financial business. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm focuses on customized, long-term portfolio construction using a variety of investment vehicles and offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party wrap and manager programs.

Eric Hanna is a CFP® affiliated with Wellspring Family Office in Cleveland, OH, where he has been employed since 2023. He is new to the financial advisory industry, having no prior experience before joining Wellspring. 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, financial and estate planning, tax planning, risk management, philanthropy, business succession, and bill-payment services, utilizing an open-architecture investment approach that emphasizes strategic asset allocation and tax efficiency.

Wendy Eldridge is a CFP® professional with 13 years of industry experience. She joined Carnegie Investment Counsel in 2024 after spending nine years at Aurum Wealth Management Group. Carnegie Investment Counsel provides 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, charitable organizations, corporations, independent trust companies, government entities, and other investment advisers. The firm uses a range of analytical approaches and offers both discretionary and non-discretionary portfolio management tailored to client goals.