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.

Wayne Minich is a financial advisor with ValMark Advisers, Inc., holding the ChFC® and Series 63 designations and bringing 54 years of industry experience. He has worked with ValMark Advisers since 2004 and has longstanding affiliations with Valmark Securities, Minnesota Mutual, Applied Financial Concepts Inc., and his own firm, Wayne D. Minich & Company. Outside of his advisory role, he is involved in the sale of life, long-term care, fixed annuity, and disability insurance through Applied Financial Concepts Inc. 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 investment advisory representatives. The firm emphasizes multi-asset allocation using mutual funds, ETFs, and third-party managers, offering diversified, goal-based model portfolios and supporting its advisors with due diligence, back-office services, and a range of fee-based planning and consulting solutions.

Charles Ehrenfried is a CFP® and ChFC® with 18 years of experience in the financial services industry. He is currently with Prosperity Capital Advisors and previously worked at firms including Northwestern Mutual Wealth Management Company and J.W. Cole Financial. Outside of his advisory work, he serves as Secretary for the Eckert Woods Home Owners Association and conducts financial education seminars through the American Financial Education Alliance. Prosperity Capital Advisors is an SEC-registered enterprise adviser providing financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, corporations, trustees, and retirement plans. The firm utilizes model-based, asset-allocation strategies with a range of third-party providers and offers services including Turnkey Asset Manager Programs, sub-advisory, and separately managed accounts.

Cole Condon is a financial advisor with ValMark Advisers, Inc., holding the ChFC® and Series 63 designations and bringing 24 years of industry experience. He has been with ValMark Advisers since 2012 and is president of Cole Condon Financial Group, LLC, a firm involved in fixed annuity sales. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals—including high-net-worth clients—and institutional users through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios implemented with mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of annuity options.

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.

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.

Shaena Yorke is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 63 designation and 25 years of industry experience. She has worked with LaSalle St. since 2019 and previously at Ameriprise Financial Services and Wrp Investments. Outside of her advisory role, she serves as a trustee of a 401(k)/PSP plan and works as an accounting consultant. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses, offering both non-discretionary and discretionary investment programs.

Blake Dickens is a financial advisor with ValMark Advisers, Inc., holding a Series 66 credential and six years of industry experience. He has previously worked at River Financial Group and Westlake Wealth Advisors. Outside of his advisory work, he coaches the forwards of the Hudson High School hockey team. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s approach focuses on diversified, goal-based portfolios using mutual funds, ETFs, and separate-account managers, supported by proprietary platforms and sub-advisory relationships.

Mark Weaver is an investment advisor with Signature Equity Partners, LLC, holding Series 63 and Series 65 credentials and 40 years of industry experience. His prior roles include positions at OSAIC, Sii, B. Riley Wealth Management, RBC Capital Markets, and Ferris, Baker Watts, LLC. Outside of his advisory work, he serves as a board member for the CIC Condominium #8 Board of Directors and acts as trustee and power of attorney for family trusts and individuals. Signature Equity Partners provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, retirement plans, and corporations. The firm employs a multi-team structure and utilizes platforms such as Vision2020 Wealth Management to offer tailored portfolio management, financial planning, and third-party money manager selection.

Michael Garcar is a financial advisor with Wedbush Securities Inc. based in Cleveland, OH. He holds a Series 66 designation and has one year of industry experience. Prior to Wedbush, he worked at Equitable Advisors, Ameriprise Financial, and several other firms. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a broad range of services including wealth management, fixed income, commodities, securities lending, and capital markets, with portfolio management tailored to client objectives and risk tolerances.

Jared Miller is a financial advisor with Stonex Advisors Inc. in Beachwood, Ohio, holding a Series 66 designation and 15 years of industry experience. He has worked at Stonex Advisors since 2015 and previously at StoneX Securities Inc. and Wrp Investments, Inc. Outside of his advisory role, Miller is a partner at Weinberg Wealth Management and serves as Board President of the Jewish Education Center of Cleveland, as well as a committee member for the Jewish Federation of Cleveland. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes a combination of independent financial advisors, proprietary models, and third-party money managers for portfolio implementation and oversight.

Jacob Cooke is a financial advisor at Arax Advisory Partners in Cleveland, OH, holding a Series 65 designation with one year of industry experience. Prior to joining Arax Advisory Partners in 2026, he worked at GFP Private Wealth, Bartlett Wealth Management, and Raymond James. He completed his studies at the University of Cincinnati from 2015 to 2025. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets through more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering services that include financial planning, portfolio management, and retirement plan consulting, using a combination of internal management, third-party models, and tailored asset allocation.

Caleb Burr is a financial advisor at Prosperity Capital Advisors with one year of industry experience. He holds a Series 65 designation and has worked at JL Smith Holistic Wealth Management and C2P Capital Advisory Group, LLC. In addition to his advisory role, Caleb is a licensed insurance agent offering fixed insurance products. Prosperity Capital Advisors is an SEC-registered firm providing financial planning, consulting, and discretionary investment management to individual and high-net-worth clients, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies and offers a range of investment solutions including alternatives and structured products through third-party platforms.

Ann Iglai is a CFP® professional with 27 years of industry experience, currently advising at Stonex Advisors Inc. since 2015. Her prior roles include positions at StoneX Securities Inc., Wrp Investments, Inc., Thrivent Investment Management, and Natcity Investments, Inc. She is also the owner of IGS Financial LLC, where she is involved in the sale of life insurance and fixed annuities. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA plan consulting, among other services. The firm offers a range of investment solutions through independent advisors and an in-house Private Client Group, supported by multiple platforms and a mix of proprietary and third-party strategies.

Kyle Cook is a financial advisor with Westminster Financial Advisory Corp in Brecksville, OH. He holds the Series 66 designation and has two years of industry experience. Prior to joining Westminster Financial Companies, he worked at Lincoln Electric and Ernst & Young. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, and various organizations. The firm’s investment approach emphasizes strategic asset allocation with tactical adjustments, using a primarily buy-and-hold strategy supplemented by discretionary trading and option strategies.

Amy Lorius is a CFP® professional with five years of industry experience, currently serving as a financial advisor at CM Wealth Advisors LLC since 2020. She previously worked at Key Private Bank for ten years. CM Wealth Advisors serves individual and high-net-worth clients through portfolio management, financial planning, and wealth-management services. The firm’s multidisciplinary team, which includes credentialed accounting and investment professionals, manages investment strategy and oversight and also provides trustee and managing-member services for certain client entities.

Andrej Drazetic is a financial advisor at Arax Advisory Partners with seven years of industry experience. He holds a Series 65 credential and has previously worked at firms including Gries Financial Partners, Fourth Dimension Wealth, and LPL Financial. His background also includes three years with the Cleveland Cavaliers. Arax Advisory Partners is a multi-team wealth management firm overseeing approximately $26.5 billion in assets through more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies, and is notable for its use of performance-based fees and carried-interest arrangements for qualified investors and private funds.

Justin Grossman is a financial advisor with Prosperity Capital Advisors based in Westlake, OH, holding Series 65 and Series 63 licenses and having nine years of industry experience. His career includes roles at Prudential Insurance Company of America, Cambridge Investment Research Advisors, and US Bank. Outside of advisory work, he partners with the local chapter of the American Financial Education Alliance to conduct seminars aimed at reducing financial illiteracy. Prosperity Capital Advisors is an SEC-registered enterprise adviser serving individual and high-net-worth investors, corporations, trustees, retirement plans, and other clients. The firm employs model-based, asset-allocation strategies using portfolios from providers such as BlackRock, Dimensional, and Vanguard, and offers a range of services including financial planning, discretionary investment management, and retirement plan solutions.

Matthew Brigeman is a CFP® with 12 years of industry experience. He has been with MGO ONE SEVEN LLC dba MB Wealth Management Group since 2017 and previously worked at Kohmann Bosshard Financial Services, LLC. In addition to his advisory role, he is also an independent insurance agent specializing in life insurance. He is affiliated with OneSeven, a multi-team firm that 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 and offers both discretionary and non-discretionary portfolio management using diversified mutual funds, ETFs, individual securities, and alternative investment options.