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.

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.

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 bringing 25 years of industry experience. He has previously worked at firms including Lincoln Investment, Legend Advisory Corporation, and Guardian Life. Outside of his advisory role, he serves as Executive Committee and Board Chairman of the nonprofit Catalyst CT. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, customized advisor-managed portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

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.

Vanessa Swank is a financial advisor with ValMark Advisers, Inc., holding 28 years of industry experience. She has been with ValMark Advisers and its affiliated entities since 2012 and previously worked at Zaverl & Associates, Inc. Outside of her advisory role, she serves as President of the Buckeye Education Foundation and Executive Director of the Christian BusinessCares Foundation, both nonprofit organizations involved in grant distribution. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s approach emphasizes diversified, goal-based portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, supported by proprietary and third-party platforms.

Brian Ansevin is a financial advisor with G. A. Repple & Company, holding a Series 66 designation and 20 years of industry experience. He has been with G. A. Repple & Company since 2006. Outside of his advisory role, he owns Ansevin Asset Management, which provides financial planning and securities services, and he is also licensed to sell life insurance and fixed annuity products. G. A. Repple & Company offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and corporate clients. The firm employs a range of analytical approaches to portfolio construction and provides various program options, including Biblically-Responsible Investing and ETF-focused strategies.

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 65 and Series 66 licenses and has worked at firms including Raymond James Financial, Edward Jones, and LPL Financial. 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, utilizing diversified portfolios with access to alternatives and private placements while employing both discretionary and non-discretionary arrangements.

Kevin Arsham is a financial advisor with Simplicity Wealth and has 13 years of industry experience. He previously worked at Advisor Alliance, LLC, Onpointe Advisory and Financial Services, LLC, and Smc Advisory Network, LLC. Arsham is also a registered insurance agent and occasionally sells annuities and life insurance. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering tax optimization and customized portfolio options while combining advisory services with technology and operational support for other advisers.

Brad Wingler is a financial advisor with OneSeven in Beachwood, Ohio, holding Series 63 and Series 65 designations and bringing 33 years of experience in the industry. His prior work includes roles at Nationwide Investment Advisors, Inc., Nationwide Investment Services Corporation, and Natcity Investments, Inc. He is also involved with MGO, Inc. as an investment executive, providing limited 401(k) administrative and advisory services. OneSeven offers investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, emphasizing long-term portfolio management with diversified investments and access to alternative strategies. The firm combines internal due diligence with flexible discretionary and non-discretionary arrangements, leveraging third-party platforms and independent managers to implement its strategies.

Timothy Marcinek is a financial advisor at Triad Wealth Partners, LLC with 15 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at firms such as Cambridge Investment Research, Aurelius Family Office, and Cornerstone Wealth Management. Outside of his advisory work, he serves as president of a tax services firm. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform. The firm offers discretionary portfolio management, access to third-party managers, model portfolios, and financial planning services, with investment decisions guided by strategic asset allocation and an investment committee.

Karyn Pistone is a financial advisor with Stratos Wealth Advisors LLC, holding a Series 63 designation and bringing 44 years of industry experience. Her prior roles include positions at Beacon Financial Advisory LLC, Capital Analysts, Inc., Lincoln Investment Planning Inc., and other firms. 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 individual and institutional clients through a network of 71 investment advisory representatives across multiple teams, offering financial planning, portfolio management, and third-party manager programs tailored to client goals. The firm utilizes customized asset allocations, model portfolios, and various platform solutions to deliver advisory services.

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.