Eugen Craciun is a financial advisor at OneSeven with 24 years of industry experience. He holds a Series 63 designation and has a background that includes roles at MML Investor Services, MassMutual, Raymond James Financial Services, and Boston Harbor Wealth Advisors. Craciun also works as an insurance agent focusing on non-variable insurance and annuities. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach emphasizes long-term portfolio management using diversified mutual funds, ETFs, stocks, and bonds, with access to alternative investments and third-party platforms.

Caleb Nitz is a CFP® and holds a Series 66 license with 17 years of industry experience. He has been with ValMark Advisers, Inc. since 2009 and also affiliated with ValMark Securities, Inc. since 2008. He is based in Akron, Ohio. ValMark Advisers, Inc. provides investment management, financial planning, and retirement plan advisory services to individuals—including high-net-worth clients—as well as plan sponsors and institutional users through a network of approximately 280 investment advisory representatives. The firm emphasizes diversified, goal-based model portfolios implemented primarily with mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary and third-party investment platforms and services.

Marcia Kulberg is a financial advisor at Trustmont Advisory Group, Inc. with 29 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. from 2007 to 2018. Trustmont Advisory Group serves both individual and institutional clients, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment outlook and manages approximately $1.1 billion in discretionary assets as of December 31, 2024.

Martin Healy is a financial advisor at American Independent Securities Group, LLC with 22 years of industry experience. He holds the Series 66 designation and previously worked at L.M. Kohn & Company for 10 years. Outside of his advisory role, Healy is involved in municipal bookkeeping and independent insurance sales. American Independent Securities Group provides investment advisory and financial planning services to individual investors, pension plans, charitable organizations, and corporations. The firm uses an open architecture investment approach and manages accounts on both discretionary and non-discretionary bases.

Rodney Stastny is a financial advisor with Signature Equity Partners, LLC, holding a Series 66 credential and 28 years of industry experience. His prior work includes over two decades at Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. He is also involved in the sales and marketing of fixed annuities and insurance products through Signature Financial Group, LLC. Signature Equity Partners, LLC, founded in 2023, is an SEC-registered advisory firm serving individuals, high-net-worth clients, retirement plans, and business entities. The firm provides portfolio management, financial planning, and consulting services through a network of independent advisory affiliates, utilizing model-driven investment solutions with both discretionary and non-discretionary management options.

Matthew Schuster is a financial advisor at ValMark Advisers, Inc. in Chicago, IL, with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at AssetMark Brokerage, LLC, AssetMark Financial Holdings, Inc., Centra Financial, and Oppenheimer Funds Distributor, Inc. 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 portfolios using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment programs.

Nathan Cope is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with OneSeven and has previously worked at Dilauro Wracher & Thomas, and Raymond James Financial Services. Cope serves as a board member for MS Respit Care & MS Research Funding, a nonprofit organization. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering diversified portfolio management and financial planning. The firm employs a primarily long-term investment approach with flexibility for shorter-term trading and utilizes both discretionary and non-discretionary arrangements.

William Anderson is a financial advisor at Carnegie Investment Counsel with 18 years of industry experience. He holds a Series 65 designation and has been with Carnegie Investment Counsel since 2012. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm employs a varied investment process incorporating fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management tailored to client preferences.

Lynne Jones is a financial advisor at Capital Analysts with 32 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Valic Financial Advisors for 22 years before joining Agia, Lincoln Investment, and ultimately Capital Analysts. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm employs an in-house Investment Management & Research team to manage portfolios through discretionary and non-discretionary programs, offering customized solutions and access to third-party managers.

Carmen Donofrio is a financial advisor at ValMark Advisers, Inc. with eight years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to his current role, he worked at Valmark Securities, Inc. and was affiliated with 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 representatives. The firm emphasizes diversified, goal-based portfolios primarily using mutual funds, ETFs, and approved third-party managers, supported by proprietary platforms and third-party programs.

Alex Howell is a financial advisor at Stephens with three years of industry experience. He holds a Series 66 designation and has worked at Stephens since 2022. Prior to joining Stephens, Howell held positions at Circumference Group LLC, First Security Bank, and Ethos Capital Group LLC, among others. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs overseen by multiple investment committees and combines advisory services with broker-dealer and investment banking activities.

Craig Fishel is a financial advisor at RFG Advisory, LLC with 10 years of industry experience. He holds the ChFC® designation and Series 66 license. Fishel’s prior experience includes roles at Equitable Advisors and Private Client Services. He is a partner at Paramount Financial Planning, LLC, where he dedicates significant time to financial planning and investment management. RFG Advisory is a multi-team registered investment adviser serving over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of active and passive strategies, direct indexing, tax-aware approaches, and offers alternative investments and annuity management.

David Alison is a CFP® with 18 years of experience in the financial services industry, currently serving with Prosperity Capital Advisors. He has worked with firms including Valor Capital Management and operates Alison Wealth Management, where he provides tax planning, tax preparation, and business consulting services. Outside of advisory roles, he is also a licensed insurance agent and is involved in managing real estate investment holding companies. Prosperity Capital Advisors is an SEC-registered firm that offers financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, corporations, trustees, and retirement plans. The firm utilizes model-based, asset-allocation strategies with ongoing portfolio supervision, employing resources from providers such as BlackRock, Dimensional, and Vanguard, along with third-party sub-advisors.

Derek Miller is a CFP® with 10 years of industry experience, currently advising at OneSeven. He has previously worked at Ameriprise Financial Services, Inc. for nine years and joined Purshe Kaplan Sterling Investments, Inc. and MGO One Seven dba Feldmeyer Financial Group in 2023. Miller serves as general manager of the OSU Alumni Association of Greater Dayton, an organization that plans events for local Ohio State University alumni. 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 securities, and access to alternative investments and private placements.

David Taucher is a CFP® professional with 22 years of industry experience. He currently serves as a financial advisor at Stratos Wealth Advisors LLC and has previously worked at Beacon Financial Advisory LLC, Springside Partners LLC, Dakota Wealth, LLC, and Sequoia Financial Group, LLC. Taucher also operates an investment-related business under the name Pistone Wealth Advisors. Stratos Wealth Advisors provides financial planning and portfolio management services to individuals, trusts, retirement plans, not-for-profits, corporations, and institutional clients. The firm delivers customized investment advice through a network of independent advisors and benefits from integrated access to SEI-affiliated investment management and trust services.

William Potts is a financial advisor with ValMark Advisers, Inc. in Akron, OH, holding Series 63 and Series 65 credentials and having one year of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm uses diversified, goal-based model portfolios and asset allocation strategies, implementing solutions through mutual funds, ETFs, and separate-account managers with oversight from an investment committee.

Robert Kruty is a financial advisor with ValMark Advisers, Inc. in Westlake, OH, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been associated with ValMark Advisers and related entities since 2003 and has operated Kruty & Associates since 1992. Outside of his advisory work, he serves as a board member of the St. Malachi Center, a nonprofit focused on assisting the poor and children, where he contributes to the finance committee and investment policy guidance. 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 approved third-party managers, supported by proprietary platforms and comprehensive due diligence.

Nicholas Evans is a financial advisor at CM Wealth Advisors LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch and Golden Reserve, LLC. CM Wealth Advisors serves individual and high-net-worth clients through portfolio management, financial planning, and wealth-management services. The firm employs a multi-disciplinary team including accounting and investment professionals and manages both individual accounts and certain client entities such as private pooled investment vehicles.

Michael Mawby is a financial advisor with OneSeven in Beachwood, OH, holding Series 63 and Series 65 licenses and having 32 years of industry experience. His prior roles include positions at International Assets Advisory, LLC and Purshe Kaplan Sterling Investments, Inc. He is also an independent insurance agent specializing in life and health insurance. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, employing a primarily long-term investment approach with diversified portfolios and access to alternative investments and private placements.

Brenda Rivers is a financial advisor at OneSeven with 23 years of industry experience. She holds a Series 66 designation and has worked at International Assets Advisory, LLC since 2019 and at MGO ONE SEVEN LLC dba Carey Dittoe Wealth Management since 2018. Prior to that, she was with PNC Investments from 2009 to 2018. 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, retirement-plan advisory, and educational seminars, employing a primarily long-term investment approach with access to diversified mutual funds, ETFs, individual securities, and alternative investments.