Christopher Bacon is a financial advisor at OneSeven with seven years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James Financial Services and Fortune Financial Services. Outside of advising, he acts as an agent providing premium financed life insurance options integrated into clients' financial plans. OneSeven offers investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, utilizing diversified portfolios that include mutual funds, ETFs, individual securities, and alternative investments. The firm employs a primarily long-term investment approach with both discretionary and non-discretionary arrangements and is affiliated with MGO Inc., which provides pension consulting and related services.

Gregory Pozar is a financial advisor with StoneX Advisors Inc. in Garfield Heights, Ohio, holding 30 years of industry experience. He has worked with StoneX Advisors Inc. since 2015 and StoneX Securities Inc. since 2014, and has also been involved with L.P. Kennard Agency since 1993. Outside of financial advising, he serves as an insurance agent with Kennard Financial Services, where he sells insurance and annuities. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and ERISA plan consulting services. The firm delivers these through independent advisors and an in-house Private Client Group, utilizing various model-based and third-party solutions supported by integrated platforms for portfolio implementation and tax-aware services.

Ian Koutny is a financial advisor at ValMark Advisers, Inc. with eight years of industry experience. He holds a Series 66 designation and has worked at ValMark Advisers and ValMark Securities since 2020. His prior roles include positions at Cetera Advisor Networks and the U.S. House of Representatives. Koutny is also a financial consultant with Lang Financial Group, Inc., a business conducted through ValMark. 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 employs a goal-based investment approach centered on diversified model portfolios and asset allocation, utilizing proprietary and third-party platforms along with periodic account monitoring and rebalancing.

Stephen Catalano is a financial advisor with W3 Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he serves as Vice President of The Ninth Light Dojo, a martial arts studio, and is a director for the Western Golf Association of Evans Scholars Foundation. W3 Wealth Advisors provides financial planning and access to third-party managed account programs for individuals, pension plans, charitable organizations, and businesses. The firm emphasizes manager selection and asset allocation advice through Valmark advisers’ platform, coordinating with clients’ other professional advisors and offering fee-for-service financial planning.

Christopher Carey is a financial advisor with OneSeven in Beachwood, OH, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. His career includes roles at Fortune Financial Services, PNC Investments, and International Assets Advisory. Outside of finance, he is the president and sole owner of Auto Racing Alley, Ltd, an online retailer specializing in NASCAR racing gear. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary 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 alternative investments and private placements when appropriate.

Gary Wagner is a financial advisor at Carnegie Investment Counsel with 15 years of industry experience. He holds Series 63 and Series 65 licenses and 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 client base including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a mix of fundamental, technical, cyclical, and ESG analysis in its investment process and offers both discretionary and non-discretionary portfolio management.

Jeffrey Kennard is a financial advisor at StoneX Advisors Inc. with 18 years of industry experience. He has been with StoneX Advisors since 2015 and also operates Kennard Financial Services, a tax preparation business. Additionally, he holds a role as an insurance agent at Kennard Agency, Inc. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA plan consulting. The firm utilizes a variety of platforms and investment strategies, including proprietary models and third-party managers, to meet client needs.

Micah Bogue is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Amazon.com and Grace Church of Norton. He is also a partner with Momentum Ministry Partners, where he participates as a bass player for an annual conference focused on ministry leadership. 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 portfolios primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of advisory and sub-advisory services.

Donald Ross is a financial advisor with CoreCap Advisors holding a Series 66 credential and three years of industry experience. His prior work history includes roles at Cooper, Adel, Vu Financial and various affiliated entities. He is also an IRS Enrolled Agent assisting clients with tax preparation and advice through Cooper, Adel, Vu Tax, LLC. CoreCap Advisors serves individual clients including high-net-worth and accredited investors, self-directed retirement plans, and institutional clients. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, with an investment approach focused on long-term relationships and tax-efficient strategies.

Henry Pilger is a financial advisor at ValMark Advisers, Inc. with 26 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. His prior work includes roles at River Distributing Co, LLC, Vista Wealth Management, LLC, Valmark Securities, Inc., and Burr, Pilger & Mayer. Outside of advisory work, he is involved as a partner in investment partnerships owning commercial and residential real estate and serves as a trustee for multiple irrevocable life insurance trusts. 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 using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and ongoing portfolio monitoring.

Grant Dinner is a financial advisor with Stonex Advisors Inc., holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has worked at Stonex Advisors since 2015 and previously at Wrp Investments, Inc. from 2006 to 2015. Outside of his advisory role, he serves as a managing member overseeing operations at Emunah Holdings, Ltd. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm utilizes advisor-managed portfolios, proprietary models, and third-party money managers to deliver tailored investment solutions.

Wayne Minich is a financial advisor with ValMark Advisers, Inc., holding the ChFC® and Series 63 designations and bringing 54 years of industry experience. He has worked with ValMark Advisers since 2004 and has longstanding affiliations with Valmark Securities, Minnesota Mutual, Applied Financial Concepts Inc., and his own firm, Wayne D. Minich & Company. Outside of his advisory role, he is involved in the sale of life, long-term care, fixed annuity, and disability insurance through Applied Financial Concepts 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 multi-asset allocation using mutual funds, ETFs, and third-party managers, offering diversified, goal-based model portfolios and supporting its advisors with due diligence, back-office services, and a range of fee-based planning and consulting solutions.

Eric Harris is a financial advisor with Madison Avenue Securities, LLC in Beachwood, OH, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been associated with Madison Avenue Securities since 2007 and also owns North Coast Financial Group, where he is involved in insurance product sales. Madison Avenue Securities, LLC serves individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management and financial planning services through various account platforms, employing multiple investment strategies and operating as both a registered investment adviser and a broker-dealer.

Bruce Greenwald is a financial advisor at OneSeven with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including International Assets Advisory, LLC and Purshe Kaplan Sterling Investments, Inc. Greenwald serves on the boards of nonprofit organizations, including the Jewish Federation of Utah and Peoples Health Clinic. 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 and access to alternative investments, offering both discretionary and non-discretionary management options.

Gilbert Cotto is a CFP® with 23 years of industry experience, currently serving at Earned Wealth Advisors, LLC since 2025. His prior experience includes roles at Kohmann Bosshard Financial Services, Stratos Wealth Partners, and BNY Pershing. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a particular focus on doctors, dentists, and their practices. The firm employs a diversified, buy-and-hold investment approach supported by financial planning techniques and offers a range of services including discretionary wealth management and retirement-plan advisory.

Heath Smargiasso is a financial advisor with ValMark Advisers, Inc. in Akron, OH, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with Valmark Financial Group since 2020 and previously with SSN Advisory, Inc and Securities Service Network, Inc. He is also president of Able Regulatory Consultants, LLC, providing advisory practice management and consulting services to financial professionals. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing portfolio monitoring and rebalancing overseen by an investment committee.

Michael Moskal is a financial advisor at OneSeven with 35 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Mgo Investment Advisors Inc. and Moskal Gross Orchosky Inc. He is also an independent licensed insurance agent in Ohio. 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 with a primarily long-term investment approach that incorporates diversified assets and external managers.

Steven Daugherty is a financial advisor at Carnegie Investment Counsel with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at PNC Private Bank, SS&C Market Services, LLC, and Charles Schwab. Carnegie Investment Counsel offers investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base including individuals, high net worth clients, pension and profit-sharing plans, nonprofit organizations, corporations, trust companies, government entities, and other investment advisers. The firm employs a range of analytical approaches and trading strategies, often seeks discretionary authority, and provides specialized services such as ERISA fiduciary reviews and nonprofit governance support.

Shaena Yorke is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 63 designation and 25 years of industry experience. She has worked with LaSalle St. since 2019 and previously at Ameriprise Financial Services and Wrp Investments. Outside of her advisory role, she serves as a trustee of a 401(k)/PSP plan and works as an accounting consultant. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses, offering both non-discretionary and discretionary investment programs.

Michael Tricaso is a financial advisor at ValMark Advisers, Inc. with five years of industry experience. He holds the Series 66 designation and has worked at ValMark Financial Group since 2019. Outside of his advisory role, he owns an online retail business, Bear Feet LLC. 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 using mutual funds, ETFs, and third-party managers, and offers various proprietary and third-party investment platforms.