Mark Weaver is an investment advisor with Signature Equity Partners, LLC, holding Series 63 and Series 65 credentials and 40 years of industry experience. His prior roles include positions at OSAIC, Sii, B. Riley Wealth Management, RBC Capital Markets, and Ferris, Baker Watts, LLC. Outside of his advisory work, he serves as a board member for the CIC Condominium #8 Board of Directors and acts as trustee and power of attorney for family trusts and individuals. Signature Equity Partners provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, retirement plans, and corporations. The firm employs a multi-team structure and utilizes platforms such as Vision2020 Wealth Management to offer tailored portfolio management, financial planning, and third-party money manager selection.

Michael Garcar is a financial advisor with Wedbush Securities Inc. based in Cleveland, OH. He holds a Series 66 designation and has one year of industry experience. Prior to Wedbush, he worked at Equitable Advisors, Ameriprise Financial, and several other firms. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a broad range of services including wealth management, fixed income, commodities, securities lending, and capital markets, with portfolio management tailored to client objectives and risk tolerances.

Jared Miller is a financial advisor with Stonex Advisors Inc. in Beachwood, Ohio, holding a Series 66 designation and 15 years of industry experience. He has worked at Stonex Advisors since 2015 and previously at StoneX Securities Inc. and Wrp Investments, Inc. Outside of his advisory role, Miller is a partner at Weinberg Wealth Management and serves as Board President of the Jewish Education Center of Cleveland, as well as a committee member for the Jewish Federation of Cleveland. 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 utilizes a combination of independent financial advisors, proprietary models, and third-party money managers for portfolio implementation and oversight.

Jacob Cooke is a financial advisor at Arax Advisory Partners in Cleveland, OH, holding a Series 65 designation with one year of industry experience. Prior to joining Arax Advisory Partners in 2026, he worked at GFP Private Wealth, Bartlett Wealth Management, and Raymond James. He completed his studies at the University of Cincinnati from 2015 to 2025. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets through more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering services that include financial planning, portfolio management, and retirement plan consulting, using a combination of internal management, third-party models, and tailored asset allocation.

Caleb Burr is a financial advisor at Prosperity Capital Advisors with one year of industry experience. He holds a Series 65 designation and has worked at JL Smith Holistic Wealth Management and C2P Capital Advisory Group, LLC. In addition to his advisory role, Caleb is a licensed insurance agent offering fixed insurance products. Prosperity Capital Advisors is an SEC-registered firm providing financial planning, consulting, and discretionary investment management to individual and high-net-worth clients, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies and offers a range of investment solutions including alternatives and structured products through third-party platforms.

Douglas Pease is a Series 65-licensed advisor at Carnegie Investment Counsel with 14 years of industry experience. He has been with Carnegie Investment Counsel since 2015. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse range of clients, including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a comprehensive investment process that incorporates fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.

Ann Iglai is a CFP® professional with 27 years of industry experience, currently advising at Stonex Advisors Inc. since 2015. Her prior roles include positions at StoneX Securities Inc., Wrp Investments, Inc., Thrivent Investment Management, and Natcity Investments, Inc. She is also the owner of IGS Financial LLC, where she is involved in the sale of life insurance and fixed annuities. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA plan consulting, among other services. The firm offers a range of investment solutions through independent advisors and an in-house Private Client Group, supported by multiple platforms and a mix of proprietary and third-party strategies.

Kyle Cook is a financial advisor with Westminster Financial Advisory Corp in Brecksville, OH. He holds the Series 66 designation and has two years of industry experience. Prior to joining Westminster Financial Companies, he worked at Lincoln Electric and Ernst & Young. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, and various organizations. The firm’s investment approach emphasizes strategic asset allocation with tactical adjustments, using a primarily buy-and-hold strategy supplemented by discretionary trading and option strategies.

Amy Lorius is a CFP® professional with five years of industry experience, currently serving as a financial advisor at CM Wealth Advisors LLC since 2020. She previously worked at Key Private Bank for ten years. CM Wealth Advisors serves individual and high-net-worth clients through portfolio management, financial planning, and wealth-management services. The firm’s multidisciplinary team, which includes credentialed accounting and investment professionals, manages investment strategy and oversight and also provides trustee and managing-member services for certain client entities.

Andrej Drazetic is a financial advisor at Arax Advisory Partners with seven years of industry experience. He holds a Series 65 credential and has previously worked at firms including Gries Financial Partners, Fourth Dimension Wealth, and LPL Financial. His background also includes three years with the Cleveland Cavaliers. Arax Advisory Partners is a multi-team wealth management firm overseeing approximately $26.5 billion in assets through more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies, and is notable for its use of performance-based fees and carried-interest arrangements for qualified investors and private funds.

Justin Grossman is a financial advisor with Prosperity Capital Advisors based in Westlake, OH, holding Series 65 and Series 63 licenses and having nine years of industry experience. His career includes roles at Prudential Insurance Company of America, Cambridge Investment Research Advisors, and US Bank. Outside of advisory work, he partners with the local chapter of the American Financial Education Alliance to conduct seminars aimed at reducing financial illiteracy. Prosperity Capital Advisors is an SEC-registered enterprise adviser serving individual and high-net-worth investors, corporations, trustees, retirement plans, and other clients. The firm employs model-based, asset-allocation strategies using portfolios from providers such as BlackRock, Dimensional, and Vanguard, and offers a range of services including financial planning, discretionary investment management, and retirement plan solutions.

Matthew Brigeman is a CFP® with 12 years of industry experience. He has been with MGO ONE SEVEN LLC dba MB Wealth Management Group since 2017 and previously worked at Kohmann Bosshard Financial Services, LLC. In addition to his advisory role, he is also an independent insurance agent specializing in life insurance. He is affiliated with OneSeven, a multi-team firm that 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 and offers both discretionary and non-discretionary portfolio management using diversified mutual funds, ETFs, individual securities, and alternative investment options.

John Conry is a financial advisor at OneSeven with 34 years of industry experience. He has held roles at MGO ONE SEVEN LLC dba MB WEALTH MANAGEMENT GROUP since 2019 and previously worked at Longbow Research LLC for 10 years. Outside his advisory work, he refers clients for sophisticated tax planning and assists with class action settlement recoveries through Financial Recovery Strategies. 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 with access to alternatives and private placements, offering both discretionary and non-discretionary management arrangements.

Joseph Swiderski is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Stratos Wealth Advisors LLC and has previously worked at BNY Mellon, Huntington National Bank, and KeyBanc Capital Markets. He serves as Board Member and Treasurer of Catholic Charities Diocese of Cleveland, a nonprofit providing services across eight counties. Stratos Wealth Advisors, LLC is a multi-team SEC-registered firm with 71 advisors managing approximately $5.57 billion in assets for nearly 5,000 clients. The firm offers financial planning, portfolio management, third-party manager programs, OCIO solutions, and insurance consulting to individuals, trusts, retirement plans, and institutional accounts.

Benjamin Wallace is a CFA® charterholder with eight years at CM Wealth Advisors LLC and five years at RMS Investment Group LLC, totaling 13 years of industry experience. He is based in Beachwood, OH. CM Wealth Advisors LLC serves high-net-worth individuals, families, and foundations with comprehensive wealth management, estate and tax planning, and portfolio management. The firm employs a core growth equity model balanced with fixed-income and alternative investments, utilizing a manager-of-managers structure and focusing on asset allocation, diversification, and access to less-efficient markets through pooled investment vehicles.

Karen Kleinhenz is a financial advisor with Arax Advisory Partners and holds a Series 66 designation. She has 21 years of industry experience, including 18 years at Kleinhenz & Associates, Ltd., and also serves as Vice President of JEK Analytics, Inc., a firm providing economic and business consulting services to a range of public and private clients. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets through more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, utilizing a combination of internal portfolio management and external manager relationships, while employing performance-based fee arrangements for certain qualified investors and private funds.

Eugene Ricchetti is a financial advisor with ValMark Advisers, Inc. holding a Series 63 designation and over 54 years of industry experience. He has been with Valmark Securities, Inc. since 1997 and has operated E.T. Ricchetti & Associates Inc. since 1967. Outside of advising, he serves as a director at R.W. Beckett Corp., where he manages government reporting and qualified plan-related activities, and works as an independent contractor for The Fedeli Group. 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 primarily implemented with mutual funds, ETFs, and third-party managers, supported by proprietary platforms and extensive due diligence processes.

Dennis Zaverl is a financial advisor with ValMark Advisers, Inc. in Westlake, Ohio, holding a Series 63 designation and bringing 39 years of industry experience. He has been associated with ValMark Advisers since 2001 and with related firms since 1997, also operating Zaverl & Associates Inc. since 2004. Outside of investment advisory work, he serves as president and trustee of the Christian BusinessCares Foundation and is involved in several non-investment business ventures, including a publishing company and family partnerships. 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 offers diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, along with due diligence, back-office support, and sub-advisory services.

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.