Michael Manly is a financial advisor at Arax Advisory Partners with two years of industry experience. He previously worked at Gries Financial Partners for three years and spent sixteen years at Price Waterhouse Coopers. Manly holds Series 65 and Series 66 licenses. Arax Advisory Partners is a multi-team SEC-registered wealth management firm overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering comprehensive financial planning, portfolio management, and retirement consulting through a combination of internal management and third-party relationships.

Russell Pierce is a CFA® and ChFC® with 16 years of industry experience. He is currently with OneSeven in Beachwood, OH, having previously worked at MML Investors Services, Mass Mutual Life Insurance, Prattle Analytics, and Zelman Partners. He holds an administrative support role as a wealth management advisor with Evergreen Structured Settlements, Inc. 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 that may include mutual funds, ETFs, individual securities, alternatives, private placements, and variable-insurance products.

Cassandra Hanke is a financial advisor at Ancora Private Wealth Advisors, LLC in Cleveland, OH. She holds a Series 66 designation and has been with Ancora and its affiliated entities since 2026. Prior to joining Ancora, she held positions at Pimco, Creative Benefits Strategies, and University of Kentucky. Ancora Private Wealth Advisors provides customized portfolio management and lifetime wealth planning primarily for high-net-worth individuals and families, as well as retirement plans. The firm combines top-down macro assessment with fundamental equity analysis and fixed-income structuring to manage portfolios through a mix of custom and model allocations.

John Doran III is a CFP® professional with 32 years of experience in the financial industry. He is currently with IP Financial Advisory Services LLC and has previously worked with firms including Avantax Advisory Services and Innovation Partners LLC. Outside of his advisory work, he is president of J.A. Doran & Associates, Inc., a tax preparation and accounting business. IP Financial Advisory Services primarily serves individual retail clients through portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes customized portfolios and offers access to third-party investment advisors, focusing mainly on non–high-net-worth individuals.

William Mcnamara is a financial advisor at ValMark Advisers, Inc. with 28 years of industry experience. He holds a Series 66 designation and has been with ValMark Advisers and Valmark Securities since 2008. In addition to his advisory roles, Mcnamara serves as president of Omega Pensions Inc., a third-party administrator for qualified retirement plans. 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 third-party managers, and it supports its advisors with due diligence, back-office services, and specialized programs including the ACCESS wrap platform and managed account solutions.

James Sumser III is a CFP® with eight years of industry experience, currently serving as a financial advisor at OneSeven. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2017 and previously worked at Callahan Financial and the University of Cincinnati. Outside of his advisory work, he owns and operates Woody’s Woodshop LLC, a woodworking business. 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, with both discretionary and non-discretionary arrangements.

Herbert Chen is a financial advisor at OneSeven with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill Lynch and Raymond James Financial Services. Chen serves as a board member of Riverside Methodist Hospital Development Board and is Treasurer and Board Member of the Signature Place Condo Board. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering diversified portfolio management, financial planning, and retirement-plan consulting. The firm’s investment approach is primarily long-term focused while accommodating shorter-term trading, utilizing both discretionary and non-discretionary arrangements and leveraging third-party platforms and independent managers.

Ben Feldmeyer is a financial advisor at OneSeven with 32 years of industry experience. He holds the CFP® designation and the Series 66 license. Prior to joining OneSeven, he worked at Ameriprise Financial Services, Inc. for 18 years. Outside of his advisory role, he is a co-owner and Chief Strategist of Alternative Divorce Solutions, LLC, which provides consulting services to individuals undergoing the divorce process, and serves on the board of the American Heart Association. 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 with access to alternatives and private placements, and offers both discretionary and non-discretionary arrangements.

Michael Rinaldi is a financial advisor at TFO Wealth Partners with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Lincoln Financial Distributors and Enza Financial, LLC. Outside of his role at TFO Wealth Partners, he is involved with Enza Financial LLC, providing retirement plan consulting services. TFO Wealth Partners is a multi-team registered investment adviser managing approximately $5.66 billion, offering investment management, family office services, retirement plan consulting, and third-party manager allocations to individuals, high-net-worth clients, family offices, trusts, charitable organizations, and businesses. The firm employs a long-term, allocation-driven investment approach based on Modern Portfolio Theory, using model portfolios with mutual funds and ETFs, and provides access to specialized investment options and digital planning tools.

Kole Kuczynski is a financial advisor at AlphaStar Capital Management in Parma, Ohio, holding a Series 65 designation and with one year of industry experience. Prior to joining AlphaStar and North Coast Financial Consultants, he worked at Firestone Country Club and Ken Stewart's Lodge. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management and financial planning. The firm employs a combination of strategic and tactical investment approaches across a variety of asset types and provides subadvisory services to other registered investment advisers.

Kurt Mears is a financial advisor at Advance Capital Management Inc with 17 years of industry experience. He holds the Series 66 designation and has been with Advance Capital Services, Inc. since 2010. Advance Capital Management serves a diverse range of clients including individuals, retirement plans, foundations, endowments, and other institutions, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an Investment Committee that manages approved mutual funds and ETFs, builds model portfolios based on client risk tolerance, and provides services such as direct indexing, alternative investments, and crypto-related strategies.

Helene Shafiyan is a financial advisor at Wedbush Securities Inc. with 41 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at McDonald Partners LLC, Wells Fargo Clearing, Securities America Advisors, Morgan Stanley, and Citigroup Global Markets. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, securities lending, capital markets, and portfolio management tailored to client objectives and risk tolerances.

William Mcnamara is a financial advisor with ValMark Advisers, Inc. He holds the Series 66 designation and has 12 years of industry experience. Prior to joining ValMark Advisers and ValMark Securities in 2023, he has been associated with Omega Pensions, Inc. since 2014. He serves in an advisory role on the Alumni Advisory Council on Financial Education for Miami University Community Federal Credit Union. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs a diversified, goal-based investment approach utilizing mutual funds, ETFs, separate-account managers, and integrates third-party manager programs within its proprietary platforms.

Markus Weaver is a financial advisor at Signature Equity Partners, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at OSAIC, Royal Alliance Associates, Inc., and Jeannette M. Weaver and Associates, LLC. Weaver also serves as a notary public and conducts investment and insurance business through his own wealth advisory firm. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm uses a multi-team structure and employs the Vision2020 Wealth Management Platform to offer tailored portfolio management, financial planning, and retirement-plan consulting services.

Richard Maggio is a financial advisor with Stonex Advisors Inc. He holds over 41 years of industry experience, including tenure at StoneX Securities Inc. and Wrp Investments, Inc. Outside of his advisory role, he is involved in insurance sales as an insurance agent. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm uses a combination of independent advisors and an in-house Private Client Group to deliver customized investment strategies through proprietary models and third-party money managers.

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.

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.

Jeffrey Van Fossen is a CFA® charterholder with 24 years of industry experience. He has been with Inverness Investment Group, LLC since 2006 and is a minority owner of Inverness Holdings LLC, a parent company of several affiliated entities. He is based in Cleveland, OH and is affiliated with Ancora Private Wealth Advisors, LLC. 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.