Jodi Cowgill is a CFP® professional with 17 years of experience at Carnegie Investment Counsel. She has been with the firm since 2009. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a wide range of clients including individuals, high net worth clients, pension and profit-sharing plans, nonprofits, corporations, trust companies, government entities, and other advisers. The firm employs a variety of analytical approaches and manages both discretionary and non-discretionary portfolios, offering specialized services such as ERISA fiduciary oversight and nonprofit governance support.

Louis Mucci is a financial advisor with Advisory Services Network who holds Series 63 and Series 65 credentials and has 45 years of industry experience. He has been with Advisory Services Network since 2016. Outside of his advisory work, he is an independent insurance agent offering insurance products through unaffiliated companies. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent representatives. The firm offers a range of services including portfolio management, financial planning, and retirement consulting, employing various investment strategies tailored to client objectives and risk tolerances.

Carina Diamond is a CFP® with 22 years of industry experience currently serving at Arax Advisory Partners. She has held advisory roles at several firms, including Gries Financial Partners, Dakota Wealth, and Springside Partners. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and customized asset allocation, and is notable for its use of performance-based fee arrangements and carried-interest structures.

John Kleinhenz is a financial advisor with Arax Advisory Partners and holds a Series 65 designation. He has 20 years of industry experience, including 18 years at Kleinhenz & Associates Ltd. and over 25 years as President and CEO of JEK Analytics, Inc., a firm providing economic and business consulting services to a range of public and private sector clients. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets through a team of more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a blend of internal and external portfolio management and tailored asset-allocation strategies.

Racco Di Lauro is a financial advisor at OneSeven with five years of industry experience and holds a Series 66 designation. His prior work includes roles at Raymond James Financial Services Inc. and The Wealth Advisory Group of Dilauro Wracher & Thomas. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers diversified portfolio management and financial planning, employing both discretionary and non-discretionary approaches with access to a range of investment products and third-party platforms.

Louis Loparo is a financial advisor with Avantax Planning Partners, Inc. in Independence, Ohio, holding a Series 65 credential and two years of industry experience. He has a background in accounting and business services, including over 25 years with Hobe & Lucas Certified Public Accountants, Inc., where he provides accounting, tax, and consulting services. Loparo also serves as treasurer for the Euclid Schools Foundation and participates in the Northern Ohio Italian American Foundation’s membership retention and marketing committee. Avantax Planning Partners provides investment advice and financial planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements. The firm employs model-based style allocation strategies and discretionary portfolio management overseen by an Investment Advisory Committee, offering tax-intelligent overlays and centralized trading and reporting.

Peter Vandenbroeck is a financial advisor at Carnegie Investment Counsel with 17 years of industry experience. He has held roles at Carnegie Investment Counsel since 2017 and previously worked at Midwest Investment Management LLC. He serves on the investment committee advisory role at Notre Dame College in South Euclid, Ohio. 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 multi-faceted investment process incorporating fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.

Corey Sneed is a financial advisor with Capital Analysts in Independence, OH, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Sneed serves as Executive Committee member and Board Chairman of a nonprofit organization, Catalyst CT. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team and provides various advisory services, including access to third-party managers and ERISA retirement plan consulting.

Matthew Wracher is a financial advisor with OneSeven and holds Series 63 and Series 65 credentials. He has 33 years of industry experience, with prior roles at JDMW Investments, The Wealth Advisory Group of DiLauro Wracher & Thomas LLC, and Raymond James Financial Services. Outside of financial advising, he is involved with JDMW Properties LLC, a real estate rental business, and owns an operating LLC. 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, utilizing diversified portfolios that include mutual funds, ETFs, individual securities, and alternative investments, with access to both discretionary and non-discretionary arrangements.

Jennifer Staton is a CFP® professional with seven years of experience at Wellspring Family Office and four years previously at PNC - Hawthorn. She is based in Cleveland, OH. Wellspring Family Office is an independent multi-family office serving high-net-worth individuals, families, trusts, estates, and related entities. The firm offers investment advisory, financial and estate planning, income tax planning, risk management, philanthropy, business succession, and bill-payment services, using an open-architecture investment approach combining passive and active strategies.

Emily De Concini is a financial advisor at IP Financial Advisory Services LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Innovation Partners LLC, Great Lakes Retirement, Inc., and The Huntington Investment Company. Outside of her advisory role, she is involved in her family-owned restaurant, Maha's Falafil, where she helps with cooking, food preparation, and taking orders on weekends. IP Financial Advisory Services primarily serves individual retail clients with portfolio management, financial planning, and retirement-plan consulting. The firm focuses on non-high-net-worth individuals and offers customized portfolios, third-party investment advisor referrals, and a range of consulting services.

Jennifer Condon is a CFP® professional with one year of experience, currently serving as an advisor at Arax Advisory Partners. She previously worked at GFP Private Wealth and The Glenmede Trust Company NA, among other firms. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans through a combination of internal portfolio management, third-party models, and tailored asset allocation.

Michael Cianciola is a financial advisor at OneSeven with 20 years of industry experience. He holds Series 66 and Series 65 licenses and has worked at firms including Raymond James Financial, Edward Jones, and Pensionmark Financial Group. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering a range of portfolio management and financial planning solutions. The firm employs a primarily long-term investment approach, utilizing diversified mutual funds, ETFs, individual securities, and access to alternatives, while also offering discretionary and non-discretionary arrangements.

Kevin Arsham is a financial advisor at Simplicity Wealth with 13 years of industry experience. He has worked at Simplicity Cleveland since 2017 and previously held roles at Advisor Alliance, LLC and Onpointe Advisory and Financial Services, LLC. Arsham is also a registered insurance agent and occasionally sells annuities and life insurance. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporations, institutions, and financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering both discretionary and non-discretionary advisory services alongside technology and operational solutions for other advisers.

Brad Wingler is an advisor at OneSeven with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Nationwide Investment Advisors and related entities. He is also an Investment Executive at MGO, Inc., a firm involved in 401(k) administration and registered investment advisory services. 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, offering discretionary and non-discretionary management, and has expanded retirement-plan capabilities through its affiliation with MGO Inc.

Karyn Pistone is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Stratos Wealth Advisors LLC since 2023. Her prior experience includes roles at Beacon Financial Advisory LLC, Capital Analysts, Inc., and Lincoln Investment Planning Inc. She is also licensed as an insurance agent, providing life, long-term care, and disability insurance as part of her financial planning services. Stratos Wealth Advisors serves a diverse clientele including individuals, corporations, charitable organizations, retirement plans, and financial institutions, offering investment management, financial planning, and insurance consulting through a network of supervised investment advisory representatives.

Brittan Leiser is a financial advisor at OneSeven with eight years of industry experience. She holds a Series 65 designation and has previously worked at Stratos Wealth Advisors and General Mills Company. Leiser is the founder of SavviHer, a financial marketing service focused on women, where she remains actively involved. 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 portfolios, discretionary and non-discretionary arrangements, and access to alternatives and private placements.

Timothy Martin is a financial advisor with OneSeven in Beachwood, Ohio, holding a Series 63 designation and 23 years of industry experience. His prior roles include positions at Raymond James Financial Services and Pensionmark Financial Group. He is also involved with MGO OneSeven d/b/a OnPoint Wealth Partners as an investment advisor. 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, offering both discretionary and non-discretionary arrangements and leveraging third-party platforms and independent managers.

Kevin Egan is a financial advisor at OneSeven with 14 years of industry experience. He holds a Series 66 designation and has previously worked with firms including LPL Financial and WealthCor, LLC. Outside of his advisory work, he is a minority owner in real estate and a restaurant operation. 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 with diversified portfolios and utilizes third-party managers and platforms to implement strategies.

David Archer II is a CFP® professional with 24 years of experience in financial advising. He is currently affiliated with OneSeven and has held previous roles at The Wealth Advisory Group of DiLauro Wracher & Thomas, DiLauro Financial Services Inc., and Raymond James Financial Services entities. Outside of his advisory work, he serves as a high school golf coach for the Revere Local School District. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, with a focus on discretionary portfolio management and financial planning. The firm employs a primarily long-term investment approach, utilizing diversified mutual funds, ETFs, individual securities, and access to alternatives and private placements when appropriate.