Jack Malarik is a financial advisor at Simplicity Wealth with 18 years of industry experience. He previously worked at Summit Wealth Partners, LLC, and is the owner and president of Malarik Financial Services, Inc., a financial planning and marketing firm. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, supported by ongoing portfolio monitoring, independent manager oversight, and customizable overlays such as tax optimization.

Kevin Komar is a financial advisor with United Advisor Group in Independence, OH, holding a Series 66 designation and 18 years of industry experience. He has previously worked with Cambridge Investment Research Advisors and INVEST Financial Corp. Outside of advising, he is a partner in a tax preparation business and co-owns a laundromat as a passive investor. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves both non-high-net-worth and high-net-worth clients using a mix of proprietary models, third-party sub-advisors, and customized portfolios, combining strategic and tactical asset allocation with value investing and various analytical techniques.

Douglas Smorag is a financial advisor with CM Wealth Advisors LLC in Beachwood, OH, holding the PFS™ designation and Series 65 license. He has 23 years of industry experience, including 28 years with Clanco Management/CM Wealth Advisors. CM Wealth Advisors serves individual clients, including high-net-worth households, through portfolio management, financial planning, and related wealth-management services. The firm’s team includes credentialed accounting and investment professionals and provides investment strategy and oversight via an internal committee, with a focus on complex client relationships and involvement in private pooled investment vehicles.

Andrew Siciliano is a CFP® professional at Wellspring Family Office in Cleveland, OH, with five years of experience at the firm following five years as a student. He has been with Wellspring Family Office since 2021. Wellspring Family Office is an independent multi-family office serving high-net-worth individuals, families, trusts, estates, and related entities. The firm offers a comprehensive range of services including investment advisory, financial and estate planning, income tax planning, risk management, and business succession planning, employing an open-architecture investment approach that combines passive and active strategies.

Frank Preziuso is a CFP®-credentialed financial advisor with 21 years of industry experience. He currently works at Capital Analysts and Lincoln Investment, having previously spent 16 years at Valic Financial Advisors and two years at Agia. He serves as a volunteer board member for Akron Children’s Roundtable, a hospital organization. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs, utilizing an in-house Investment Management & Research team that employs proprietary screening processes and model portfolios.

William Glubiak is a financial advisor at SEIA with 31 years of industry experience. He holds a Series 63 designation and has worked at firms including Cadaret Grant & Co., Inc., Cedar Brook Financial Partners, and Securities America. He is also licensed in insurance sales and service, supporting his financial planning practice. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm combines strategic macro asset allocation with tactical adjustments through an in-house research group and an Investment Committee, offering both discretionary and non-discretionary managed-account programs.

Manuel Gonzalez II is a financial advisor with Signature Equity Partners, LLC, holding a Series 63 designation and 19 years of industry experience. His background includes roles at Osaic Wealth, Inc., The Prudential Insurance Company of America, and PRUCO Securities, LLC. He is also involved in small business ventures focused on insurance and investment product sales. Signature Equity Partners, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, and consulting services through a network of independent advisory affiliates, utilizing model-based and discretionary investment approaches.

Linda Tekavec is a financial advisor with Stratos Wealth Advisors LLC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. Her prior work includes roles at Beacon Financial Partners and Lincoln Investment, each held for seven years. Outside of advisory duties, she has worked in a restaurant role as a server. Stratos Wealth Advisors serves a diverse client base including high-net-worth individuals, trusts, retirement plans, nonprofits, corporations, and institutions, providing financial planning and portfolio management through various advisor-managed and third-party platforms. The firm’s integration with SEI-affiliated businesses offers clients access to specialized subadvisory and custody services.

Ryan Bartels is a financial advisor at Ancora Private Wealth Advisors, LLC in Cleveland, OH, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Morgan Stanley and Fidelity Investments. Bartels is a co-founder and shareholder of a smartphone application company, Circuit Technologies, though he has no active duties there. Ancora Private Wealth Advisors provides customized portfolio management and lifetime wealth planning primarily for high-net-worth individuals and families, as well as pension and retirement plans. The firm employs a combination of top-down macro assessment and fundamental analysis across various investment vehicles, and operates within the Focus Financial Partners platform alongside affiliated entities that extend its service capabilities.

William Ambrogio is a CFP® professional at Wellspring Family Office in Cleveland, OH, with eight years of industry experience. He has been with Wellspring Financial Advisors since 2016. Wellspring Family Office is an independent multi-family office serving high-net-worth individuals, families, trusts, and estates. The firm offers comprehensive financial, estate, and tax planning services alongside investment advisory, employing an open-architecture approach that blends passive and active strategies with a focus on strategic asset allocation and tax efficiency.

Parker Kaesgen is a financial advisor with OneSeven in Beachwood, OH, holding Series 65 and Series 63 licenses and four years of industry experience. He has been with MGO Inc. since 2020. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, using a primarily long-term investment approach that incorporates diversified mutual funds, ETFs, individual securities, and access to alternative investments. The firm offers both discretionary and non-discretionary portfolio management and is affiliated with MGO Inc., enhancing its retirement-plan consulting capabilities.

Daniel Klusty is a financial advisor at OneSeven in Beachwood, OH, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Shelton Capital Management and Roundtable on the Square. Outside of finance, he has experience working with March First Brewing and Klusty Sign Associates. 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 consulting, employing a primarily long-term investment approach that incorporates diversified funds, individual securities, and alternative strategies.

Chad Kreilick is a financial advisor at TFO Wealth Partners with four years of industry experience. He holds a Series 65 designation and has been associated with Tfo Tdc, LLC since 2010. TFO Wealth Partners manages approximately $4.85 billion in client assets for a diverse client base, including high-net-worth individuals, family offices, retirement plans, and charitable organizations. The firm employs a long-term, asset-allocation driven investment approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by third-party managers.

Mordechai Khaimov is a financial advisor at SEIA with a Series 66 credential and three years of industry experience. His prior roles include positions at Cedar Brook Group, Cadaret Grant & Co., Inc., Eaton Corp, and Boo USA LLP. Outside of his advisory work, he is a licensed CPA, serves as a guest lecturer teaching financial literacy at Fuchs Mizrachi School, and holds board memberships with the Jewish Federation of Cleveland and Anshei Lubavitch of Cleveland. He is also the owner of First Generation Millennial, LLC, a business and career coaching firm. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm’s investment process combines strategic macro asset allocation with tactical adjustments, supported by an in-house research group and Investment Committee, and it manages the majority of its assets on a non-discretionary basis.

Nicholas Guidos is a CFP® and Series 66 credentialed financial advisor with one year of industry experience. He is currently an associate advisor at SEIA and previously worked at Summit Financial Strategies and Cetera. Outside of his advisory role, he serves on the Nextgen Committee of the George Mason University Financial Planning & Wealth Management Advisory Board. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm combines strategic macro asset allocation with tactical adjustments through an in-house research group and Investment Committee, offering a range of discretionary and non-discretionary managed-account programs.

Shawn Berthelot is a financial advisor with Avantax Planning Partners, Inc. in Macedonia, OH, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at TD Ameritrade and Citizens Securities, Inc. In addition to his advisory work, he is president of Western Reserve Business Consulting, providing small business consulting services. Avantax Planning Partners, Inc. offers portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm operates primarily through a network of CPA firms and advisors, managing over $7.5 billion in assets, and employs tax-intelligent strategies and discretionary management with periodic rebalancing.

John Danch is a financial advisor with Ancora Private Wealth Advisors, LLC in Cleveland, OH, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His work history includes roles at Inverness Securities, LLC, Source Insurance, Source Companies, and Safeguard Securities Inc. He is also self-employed in fixed insurance sales through Source Insurance. Ancora Private Wealth Advisors is a multi-team registered investment adviser managing approximately $3.2 billion primarily for high-net-worth individuals, families, and institutional retirement plans. The firm offers customized portfolio management, lifetime wealth planning, and corporate retirement consulting, employing a comprehensive investment process that integrates top-down asset allocation with fundamental and technical security analysis.

Thomas Giltner is a financial advisor with OneSeven in Beachwood, OH, holding Series 63 and Series 65 credentials and 16 years of industry experience. His previous roles include positions at MML Investors Services, LLC and MassMutual Life Insurance Co. He is also involved in managing Eden Wine Bar LLC, a full-service bar and restaurant in Akron, OH. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, with a focus on diversified portfolios and both discretionary and non-discretionary advisory arrangements. The firm employs a primarily long-term investment approach while incorporating third-party managers and platforms, and maintains a notable affiliation with MGO Inc. to support pension consulting services.

Frank Legan is a financial advisor at SEIA with 25 years of industry experience and holds a Series 66 designation. His prior roles include positions at Cadaret, Grant & Co., Inc., Cedar Brook Financial Partners, and Securities America Advisors. He serves on the investment committee for the Sisters of Notre Dame and is an author of a financial-related book. SEIA provides investment management, financial planning, retirement plan consulting, and investment consulting services to individuals, trusts, estates, charitable organizations, and corporations. The firm employs a research-driven investment process combining strategic and tactical asset allocation and offers both discretionary and non-discretionary managed-account programs.

Dayna Smith is a financial advisor at Stratos Wealth Advisors LLC with five years of industry experience. She holds a Series 66 designation and has previously worked at Cadaret, Grant & Co., Inc., Cedar Brook Group, LPL Financial, and The Prudential Insurance Company of America. In addition to her advisory role, she operates Spain & Smith Wealth Advisors, a registered investment advisory firm offering financial planning and investment advisory services. Stratos Wealth Advisors serves individuals, trusts, retirement plans, nonprofits, corporations, and institutional clients by providing financial planning and portfolio management through various programs and platforms. The firm offers a range of investment solutions including advisor-managed portfolios, third-party manager access, and integrated services connected to SEI-affiliated businesses.