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 an advisor at OneSeven with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Nationwide Investment Advisors and related entities. He is also an Investment Executive at MGO, Inc., a firm involved in 401(k) administration and registered investment advisory services. 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, offering discretionary and non-discretionary management, and has expanded retirement-plan capabilities through its affiliation with MGO Inc.

Karyn Pistone is a financial advisor at Stratos Wealth Advisors LLC with 44 years of industry experience. She holds the Series 63 designation and has worked at multiple firms including Beacon Financial Advisory LLC and Capital Analysts, Inc. In addition to her advisory role, she is also a licensed insurance agent providing life, long-term care, and disability insurance. Stratos Wealth Advisors is a multi-team SEC-registered advisory firm with about 71 advisors managing roughly $5.57 billion in assets. The firm serves individuals, trusts, retirement plans, and institutional accounts, offering a range of services including financial planning, portfolio management, third-party manager programs, and insurance consulting.

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.

Daniel Berzinskas is a financial advisor with ValMark Advisers, Inc. in Akron, OH, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior roles include positions at ValMark Securities, The Huntington Investment Company, Citizens Bank, JPMorgan Chase Bank, and other financial firms. 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 model portfolios primarily composed of mutual funds, ETFs, and third-party managers, with a range of proprietary and third-party platforms supporting its services.

Michael Mcclary is a financial advisor with ValMark Advisers, Inc. in Akron, OH, holding a Series 66 designation and over 21 years of industry experience. He has been with ValMark Advisers since 2004 and Valmark Securities since 2003. Mcclary serves on the board of advisors for M7 and is active in nonprofit roles, including Treasurer and board member of The GO Network, a 501(c)(3) organization supporting the planting of new Christian churches, and as a member of the Investment Committee for the Trailhead Community Health Foundation. 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 implemented primarily with mutual funds, ETFs, and third-party managers, and offers proprietary programs including the ACCESS wrap platform and managed account solutions.

Jeremy Holloway is a financial advisor at ValMark Advisers, Inc. He holds a Series 66 designation and has recently entered the industry in 2024. Prior to joining ValMark, he held positions at Dicks Sporting Goods, Target, Brad's Lawn Care, University of Akron, and Dominos Pizza. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm focuses on diversified, goal-based portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing monitoring and periodic reviews.

Timothy Martin is a financial advisor with OneSeven in Beachwood, Ohio, holding a Series 63 designation and 23 years of industry experience. His prior roles include positions at Raymond James Financial Services and Pensionmark Financial Group. He is also involved with MGO OneSeven d/b/a OnPoint Wealth Partners as an investment advisor. 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, offering both discretionary and non-discretionary arrangements and leveraging third-party platforms and independent managers.

Kevin Egan is a financial advisor at OneSeven with 14 years of industry experience. He holds a Series 66 designation and has previously worked with firms including LPL Financial and WealthCor, LLC. Outside of his advisory work, he is a minority owner in real estate and a restaurant operation. 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 with diversified portfolios and utilizes third-party managers and platforms to implement strategies.

David Archer II is a CFP® professional with 24 years of experience in financial advising. He is currently affiliated with OneSeven and has held previous roles at The Wealth Advisory Group of DiLauro Wracher & Thomas, DiLauro Financial Services Inc., and Raymond James Financial Services entities. Outside of his advisory work, he serves as a high school golf coach for the Revere Local School District. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, with a focus on discretionary portfolio management and financial planning. 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.

Charles Corsillo Sr. is a financial advisor with ValMark Advisers, Inc. holding a Series 63 designation and bringing 25 years of industry experience. He has been with ValMark Advisers since 2011 and has over four decades of experience through his long-standing role at Ricci & Corsillo, a tax accounting services firm he owns. Corsillo also serves as a board member of the Eternal Housing Fund, a nonprofit organization. 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 approved third-party managers, along with proprietary platforms and a range of advisory and sub-advisory services.

David Minich is a CFP® professional with 21 years of experience in the financial services industry. He has been with ValMark Advisers, Inc. since 2005 and is also President of Applied Financial Concepts, Inc., a financial planning firm he co-owns. Outside of his advisory roles, he serves as President of The Heritage Study Group and volunteers as Vice President of Grounds for the Chandler Commons Home Owners Association. Valmark Advisers provides investment advisory and financial planning services to a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm’s investment approach emphasizes diversified, goal-based model portfolios and asset allocation, implemented through mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing overseen by ValMark’s investment committee.

Mary Harvey is a financial advisor with ValMark Advisers, Inc. She holds the ChFC® designation and Series 63 license and has 33 years of industry experience. Her career includes roles at River Financial Group, Paramount Financial Services, and Minnesota Mutual. She also operates MH Planning. 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 multi-asset allocation using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment programs.

Michael Janosko is a financial advisor with ValMark Advisers, Inc. in Akron, Ohio, holding a Series 66 designation and nine years of industry experience. He has worked at ValMark Advisers and ValMark Financial Group since 2018 and previously held positions at Merrill and Bank of America. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm’s investment approach emphasizes diversified, goal-based model portfolios and asset allocation, implemented primarily through mutual funds, ETFs, and separate-account managers.

Donald Raybuck is a financial advisor at StoneX Advisors Inc. with 25 years of industry experience. He has been with StoneX Advisors since 2015 and previously worked at Wrp Investments, Inc. from 2001 to 2015. He holds a Series 63 designation. Outside of his advisory role, he is also an agent at a life insurance agency and works as a registered representative selling securities. 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 variety of investment platforms and strategies, including advisor-managed portfolios and third-party money managers, while supporting multiple account structures and offering periodic reviews and due diligence.

Louis Mantush is a financial advisor at McAdam LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including Purshe Kaplan Sterling Investments and The Lovich Agency. Outside of his advisory role, he is involved in vending machine sales. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm manages client portfolios on a discretionary basis, employing fundamental analysis and incorporating a range of investment options including mutual funds, ETFs, alternative assets, and cryptocurrency exposure.

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.

Arthur Merriman III is a financial advisor at Carnegie Investment Counsel with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Carnegie Investment Counsel since 2014. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a varied client base, including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a multifaceted investment approach incorporating fundamental, technical, cyclical, and ESG analysis and offers both discretionary and non-discretionary portfolio management.

William Tropp is a financial advisor with ValMark Advisers, Inc. He holds a Series 66 designation and has recently entered the industry, beginning his advisory career in 2024. Prior to joining ValMark, he held roles at Demming Financial Services Corporation and has experience in education and community organizations, including positions at Baldwin Wallace University and Canterbury Golf Club. ValMark Advisers serves individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm offers diversified, goal-based investment management and retirement plan advisory services using multi-asset model portfolios primarily composed of mutual funds, ETFs, and approved third-party managers.