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.

Charles Corsillo Sr. is a financial advisor with ValMark Advisers, Inc. holding a Series 63 designation and bringing 25 years of industry experience. He has been with ValMark Advisers since 2011 and has over four decades of experience through his long-standing role at Ricci & Corsillo, a tax accounting services firm he owns. Corsillo also serves as a board member of the Eternal Housing Fund, a nonprofit organization. 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 advisors. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and approved third-party managers, along with proprietary platforms and a range of advisory and sub-advisory services.

Mary Harvey is a financial advisor with ValMark Advisers, Inc. She holds the ChFC® designation and Series 63 license and has 33 years of industry experience. Her career includes roles at River Financial Group, Paramount Financial Services, and Minnesota Mutual. She also operates MH Planning. 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 advisors. The firm emphasizes multi-asset allocation using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment programs.

Jonathan Herbruck is a CFP® with 34 years of industry experience, currently serving at ValMark Advisers, Inc. He has held roles at Grand River Capital, LLC since 2019 and Concord Advisors, Inc. from 2000 to 2019. Outside of advisory work, he serves as treasurer for The Bill and Ruth Mary Service Foundation, a charitable organization supporting the Andover community in Ohio. 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 diversified, goal-based model portfolios implemented with mutual funds, ETFs, and third-party managers, and offers a range of proprietary platforms and sub-advisory services.

Mark Kalmeyer is a financial advisor with ValMark Advisers, Inc. He holds the Series 63 designation and has 16 years of industry experience. In addition to his advisory work, Kalmeyer is a state-certified electrical contractor who performs small residential electrical jobs. 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 representatives, offering diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers.

Edward Detomaso is a financial advisor with SEIA who holds the ChFC® designation and a Series 63 license, with 42 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Cedar Brook Financial Partners, LLC, and Securities America Advisors, Inc. He also holds an insurance license and has been involved in insurance sales and service since 1979. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and investment consulting services. The firm employs a research-driven investment process overseen by an Investment Committee and provides a combination of discretionary and non-discretionary managed-account programs.

Donald Raybuck is a financial advisor at StoneX Advisors Inc. with 24 years of industry experience. He holds a Series 63 designation and has been with StoneX Advisors since 2015. Outside of his advisory role, he is also an agent for a life insurance agency. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm utilizes a combination of independent advisors and an in-house Private Client Group to implement strategies through various models and third-party money managers.

Edward Bell is a CFP® professional with 26 years of experience in financial advising. He has worked at Arax Advisory Partners since 2026 and previously spent 32 years at Gries Financial LLC. Arax Advisory Partners is a multi-team wealth manager with over 200 advisors, overseeing approximately $26.5 billion in assets. 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 to meet client objectives.

Keith Clapacs is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation and 14 years of industry experience. He has worked with Skoda, Minotti & Co since 2015 and was previously associated with Proequities Inc. from 2015 to 2019. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, plan sponsors, and institutional users through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and extensive due diligence processes.

Louis Mantush is a financial advisor with McAdam LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at McAdam LLC since 2016 and previously at Purshe Kaplan Sterling Investments and The Lovich Agency. Outside of advising, he is involved in vending machine sales. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, utilizing a multi-team approach with discretionary portfolio management, fundamental analysis, and a mix of traditional and specialized investment vehicles.

Lisa Rosenthal is a CFP® and CFA® with 17 years of industry experience. She is currently with Ancora Private Wealth Advisors, LLC in Cleveland, OH, where she has worked since 2023. Her prior experience includes roles at Bank of America, Merrill Lynch, McDonald Partners LLC, and Morgan Stanley. 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, combining top-down asset allocation with fundamental and technical security analysis to construct tailored portfolios.