Edward Bell is a CFP® with 26 years of industry experience. He has worked at Arax Advisory Partners since 2026 and previously spent 32 years at Gries Financial LLC. He is based in Cleveland, OH. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, financial planning, retirement consulting, and private fund advisory, utilizing both traditional and alternative investments across a large multi-team platform.

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 in Chagrin Falls, Ohio, holding Series 63 and Series 65 credentials and 10 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments and The Lovich Agency. Outside of his advisory work, he is involved in vending machine sales. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm typically manages client accounts on a discretionary basis and employs a range of investment vehicles, including mutual funds, ETFs, and private investment funds, with specialized offerings such as direct indexing and cryptocurrency exposures.

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.

Todd Resnick is a financial advisor with OneSeven in Beachwood, OH, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, International Assets Advisory, and TCWP, LLC. He is also a licensed independent term life insurance agent. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering diversified portfolio management and financial planning with access to alternatives and private placements. The firm employs a primarily long-term investment approach with flexible trading options and utilizes both discretionary and non-discretionary arrangements.

William Thomas is a financial advisor at OneSeven with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has been involved with firms including Raymond James Financial Services and The Wealth Advisory Group of DiLauro, Wracher & Thomas LLC. Thomas also owns DWT Wealth Partners LLC, a support company. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. 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.

Kevin Vaillancourt is a financial advisor at Ancora Private Wealth Advisors, LLC in Cleveland, Ohio, with 26 years of industry experience. He holds a Series 63 designation and has worked at firms including CBIZ Investment Advisory Services and Sequoia Financial Group. Outside of his advisory work, he is also a seasonal ski instructor at Vail Resorts. 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 profit-sharing plans. The firm integrates held-away accounts into client relationships and employs a disciplined investment process combining macro assessment with fundamental and fixed-income analysis.

James Eismon is a CFP® with 27 years of industry experience. He is currently with Capital Analysts and Lincoln Investment, having previously worked at Agia and Valic Financial Advisors. Eismon serves as a board trustee and finance committee member at the University of Mount Union. Capital Analysts serves a diverse clientele including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and ERISA/403(b) retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Anna Vitale is a CFP®-certified financial advisor at Wellspring Family Office with three years of industry experience. She previously worked at Key Investment Services, LLC and Marcum Wealth, among other positions. Wellspring Family Office is an independent multi-family office serving high-net-worth individuals, families, trusts, estates, and related entities. The firm offers a broad range of services including investment advisory, financial and estate planning, income tax planning, risk management, and business succession planning, using an open-architecture investment approach that combines passive and active strategies.

Howard Slater is a financial advisor with SEIA in Cleveland, OH, holding the ChFC® designation and Series 63 license. He has 32 years of industry experience, including roles at Cadaret, Grant & Co., Inc., Cedar Brook Financial Partners, and Securities America Advisors. Outside of his advisory work, Slater is involved in several community and nonprofit activities, including volunteering with Chabad of Solon, serving on the board of the Ohio Senior Olympics, and owning the Wembley Tennis Club. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutions. The firm employs a combined strategic and tactical investment approach and offers a broad range of portfolio management and financial planning services.

Sarah Gries is a CFP® and Series 65-licensed advisor with 27 years of industry experience. She is the principal of Gries Financial LLC, which she has operated since 1978. Gries is based in Cleveland, OH, and is affiliated with Arax Advisory Partners. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, comprehensive financial planning, retirement plan consulting, and private fund advisory, utilizing a mix of traditional and alternative investments supported by internal teams and third-party platforms.

Henry Spain is a financial advisor at Stratos Wealth Advisors LLC with 52 years of industry experience. He holds the ChFC® designation and Series 63 and 65 registrations. His prior roles include positions at Carnegie Investment Counsel and Wells Fargo Clearing. He also operates Spain & Smith Wealth Advisors, a registered investment advisory firm focused on investment advisory and financial planning. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 advisors organized in multiple teams. The firm offers financial planning, portfolio management, and third-party manager programs tailored to client goals.

Steven Cook is a financial advisor with StoneX Advisors Inc. in Garfield Heights, OH, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining StoneX, he worked for Investment Network, Inc. for 20 years and also owns Matrix III Income Tax Service, LLC, a tax preparation business. He is additionally involved in life and health insurance sales. StoneX Advisors Inc. provides portfolio management, financial planning, and ERISA plan consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm employs a variety of investment strategies through independent advisors and an in-house Private Client Group, utilizing multiple platforms and third-party managers.

Michael Dejohn is a financial advisor with SEIA in Cleveland, OH, holding a Series 63 designation and 15 years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc., Cedar Brook Financial Partners, Securities America Advisors, and his own firm, Dejohn Consulting Group. Outside of finance, he serves as a high school football official and is involved in funeral directing through DeJohn Funeral Homes. SEIA is an SEC-registered, multi-team advisory firm serving approximately 9,500 clients, including individuals, trusts, retirement plans, and institutions. The firm employs a six-step investment process combining strategic asset allocation with tactical adjustments and offers a range of portfolio management and financial planning services, emphasizing non-discretionary management across its various account programs.

Michael Santelli is a CFA® charterholder with 12 years of industry experience. He has been with Inverness Investment Group since 2014. Outside of his advisory role, he serves as treasurer of Enrico Properties, LLC, a real estate investment entity. 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, utilizing a combination of top-down asset allocation and fundamental and technical security analysis to construct tailored portfolios.

Justin Pietrasz is a CFP® and ChFC® with 12 years of industry experience. He is currently with OneSeven and has been associated with related entities since 2012. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary portfolio management, financial planning, and consulting. The firm employs a primarily long-term investment approach with access to diverse strategies, including third-party managers and platforms, and maintains a notable affiliation with MGO Inc. for pension consulting services.

Keith Vargo is a CFA® charterholder with 11 years of experience in the financial industry. He has been with Carnegie Investment Counsel since 2017, following six years at Midwest Investment Management LLC. Vargo holds a Series 63 license and is based in Cleveland, OH. 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 comprehensive investment process incorporating fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.

Aileen Bost is a CFP® professional at CM Wealth Advisors LLC with 7 years of industry experience. She has been with CM Wealth Advisors since 2014. The firm provides comprehensive wealth management, investment advisory, and business consulting services primarily to high-net-worth individuals, families, and foundations. CM Wealth Advisors employs a manager-of-managers investment approach focused on growth equity balanced with fixed income and alternative investments.

John Toth is a financial advisor at Stratos Wealth Advisors LLC in Beachwood, OH, holding Series 63 and Series 65 licenses with 20 years of industry experience. He previously worked at Financial Engines Advisors L.L.C., The Mutual Fund Store, and other firms. In addition to his advisory role, he acts as a licensed agent involved in the sale and service of life insurance and fixed annuities. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a multi-team network of investment advisory representatives. The firm offers financial planning, portfolio management, and third-party manager programs tailored to individual goals.

Jack Malarik is a financial advisor with Simplicity Wealth, holding 18 years of industry experience. He has worked at Simplicity Wealth since 2023 and previously spent eight years at Summit Wealth Partners, LLC. He is also the owner and president of Malarik Financial Services, Inc., a marketing firm offering financial planning and insurance services. Simplicity Wealth serves a diverse client base including individual investors, high-net-worth clients, retirement plans, corporate and institutional investors, and other financial firms. The firm’s approach involves a fund-of-funds strategy using ETFs, mutual funds, and individual securities, combined with a managed account platform and operational services for advisers.