Jeffery Spicer is a financial advisor at OneSeven with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has worked at firms including Raymond James Financial Services and DiLauro Financial Services. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, using diversified portfolios with both discretionary and non-discretionary arrangements. The firm employs a primarily long-term investment approach supplemented by internal due diligence and access to third-party platforms and independent managers.

Shelby Morgan is a Series 63-licensed financial advisor with ValMark Advisers, Inc., based in Akron, OH, and has 38 years of industry experience. He has been affiliated with ValMark since 1997 and has held leadership roles at W3 Wealth Management, LLC and W3 Wealth Advisors, LLC. Outside of his advisory work, Morgan serves as a board member of the Boy Scouts of America, Great Trail Council. 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 diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive due diligence.

Richard Tanner is a financial advisor at M HOLDINGS SECURITIES, Inc. with 38 years of industry experience. He holds a Series 63 designation and previously worked at LPL Financial, LLC for 27 years. Tanner is also involved in speaking on business succession planning to small business owners at conventions and trade associations. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, including investment management, retirement plan consulting, financial planning, and insurance advisory.

Austin Barnard is a financial advisor with OneSeven in Beachwood, OH, holding a Series 65 credential and three years of industry experience. His prior work includes roles at What About Us Financial and Arrow Electronics. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, using diversified portfolios that include mutual funds, ETFs, stocks, bonds, and alternative investments. The firm employs a primarily long-term investment approach with flexibility for shorter-term trading and utilizes both discretionary and non-discretionary arrangements.

Lukas Thill is a financial advisor at OneSeven with eight years of industry experience. He holds a Series 66 designation and has previously worked at MGO One Seven dba Hyperion Wealth Group, Garrison Financial LLC, Raymond James Financial Services Advisors, Inc., First Federal Bank of the Midwest, and Strategic Investment Advisers, LLC. 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 using diversified mutual funds, ETFs, individual securities, and access to alternative investments and private placements when appropriate.

Douglas Wilburn is a financial advisor with ValMark Advisers, Inc. in Akron, Ohio, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with ValMark and its affiliates since 2015, including a decade at ValMark Retirement Advisers. 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 advisory representatives. The firm emphasizes diversified, goal-based model portfolios implemented mainly with mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of financial products.

Laura Moss is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at Sikich Capital Management, OneAscent Financial Services, and ROBERT W. BAIRD & Co. She serves on the investment committee of the In His Steps Foundation and volunteers as Treasurer for Norton Baptist Church. 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. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary and third-party platforms and a range of advisory and sub-advisory services.

Autumn Azar is a financial advisor at Dakota Wealth, LLC with one year of industry experience. She holds a Series 65 designation and has worked at Dakota Wealth since 2020. Prior to her advisory role, she held positions at United Hardscapes and PNC Bank, and she was involved with Pawesome Costumes for several years. Dakota Wealth Management offers investment advisory and wealth management services to a diverse client base, including individuals, trusts, retirement plans, and charitable organizations. The firm emphasizes customized portfolios with a long-term orientation, utilizing a variety of investment vehicles and combining multiple research approaches.

Luis Camacho is a financial advisor at Stratos Wealth Advisors LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at Stratos since 2018. His prior experience includes roles at Fidelity Investments and Morgan Stanley DW Inc. Stratos Wealth Advisors is a multi-team SEC-registered firm with approximately 71 advisors and $5.57 billion in assets under management. The firm serves individuals, trusts, retirement plans, and institutional accounts through customized asset allocations and portfolio management, offering access to various custodial platforms and affiliated investment products.

Mitchell Kotheimer is a CFP® professional at Brighton Jones LLC with five years of industry experience. Prior to joining Brighton Jones in 2026, he worked at several firms including Independence Wealth Advisors, Domain Money Advisors, and Sequoia Financial Group. Brighton Jones serves individuals, high-net-worth families, retirement plan sponsors, charitable organizations, and trusts with comprehensive wealth management services. The firm employs a balance-sheet, holistic approach to advice, offering discretionary and non-discretionary management, tax preparation, family office services, and access to private investment opportunities.

Joseph Dittoe Jr. is an advisor with OneSeven, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at PNC Investments and International Assets Advisory, LLC. He is also managing director of investments at Carey Dittoe Wealth Management. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, employing a primarily long-term investment approach that includes discretionary portfolio management and financial planning. The firm uses diversified portfolios with access to alternatives and private placements, and offers both discretionary and non-discretionary arrangements through unaffiliated managers and third-party platforms.

Albert Vonderheide is a CFP® certificant with 23 years of industry experience. He is currently with OneSeven and previously worked at LPL Financial and WealthCor, LLC dba Callahan Financial. He is also an independent licensed insurance agent in Ohio, specializing in accident & health, life, and variable insurance. 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 mutual funds, ETFs, individual stocks and bonds, and offers access to alternatives and private placements when appropriate.

Victoria Wiggins is a financial advisor with OneSeven in Beachwood, OH, holding a Series 65 designation and seven years of industry experience. She previously worked at JRP Capital Corp. and its affiliated entities before joining MGO One Seven. Her career also includes roles at Buckle and New York Life. OneSeven offers investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses diversified portfolios primarily composed of mutual funds, ETFs, and individual securities, with access to alternative investments and variable insurance products, emphasizing a primarily long-term investment approach supported by discretionary and non-discretionary management options.

Raymond Nash is a financial advisor with M HOLDINGS SECURITIES, Inc. in Cleveland, OH, holding a Series 63 designation and 24 years of industry experience. He has been involved with Heirmark Ltd and Linsco/Private Ledger Corp since 2007 and 2009 respectively. Outside of his advisory work, he is an owner of a racing team, Team Underdawg Racing, which accepts sponsorships for advertising. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a wide range of advisory and brokerage services with a focus on suitability-based recommendations, ongoing account monitoring, and integration of both proprietary and third-party investment management solutions.

Joseph Callahan is a CFP® professional with 38 years of industry experience. He is currently with OneSeven and has previously worked at LPL Financial, WealthCor, and Fortune Financial Services. Outside of his advisory work, he is a licensed insurance agent covering accident and health, property and casualty, life, and variable insurance lines. 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 that include mutual funds, ETFs, individual stocks and bonds, and access to alternative investments and private placements.

Sean Wracher is a financial advisor at OneSeven with one year of industry experience. He holds the Series 66 designation and has worked at firms including Raymond James Financial Services and Purshe Kaplan Sterling Investments. Outside of his advisory role, he owns Gridirion Specialist Group, which provides football coaching and training. OneSeven serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a primarily long-term investment approach with access to diversified mutual funds, ETFs, alternative investments, and third-party managers.

Jeffrey Creek is a CFP® and CFA® with 22 years of experience in the financial industry. He is currently with OneSeven, having previously worked at WealthCor LLC and LPL Financial, llc. 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, employing a primarily long-term investment approach with access to alternatives and third-party managers.

Andrew Elsoffer is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He worked at Stifel Nicolaus & Co., Inc. for seven years before joining International Assets Investment Management in 2018. Elsoffer is also a member-owner of ABE Wealth Management, LLC, a private label entity for financial business. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm focuses on customized, long-term portfolio construction using a variety of investment vehicles and offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party wrap and manager programs.

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.

Benjamin Coughenour is a financial advisor with ValMark Advisers, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Valmark Securities, Valmark Financial Group, Swenson's Drive-In Restaurants, USF Holland, and The University of Akron. 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 advisory representatives. The firm offers diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and a range of fee-based planning and consulting options.