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.

Kevin Vaillancourt is a financial advisor with Ancora Private Wealth Advisors, LLC in Cleveland, OH, holding a Series 63 designation and bringing 26 years of industry experience. His prior roles include positions at Inverness Securities LLC, CBIZ Investment Advisory Services, and Sequoia Financial Group, among others. Outside of advisory work, he is a seasonal ski instructor at Vail Resorts. Ancora Private Wealth Advisors provides customized portfolio management and lifetime wealth planning primarily for high-net-worth individuals and families, as well as pension and profit-sharing plans. The firm’s investment approach combines macro assessment with fundamental analysis and fixed-income structuring, using a mix of securities, mutual funds, ETFs, and alternative investments.

James Eismon is a CFP® professional with 27 years of experience in the financial industry, currently serving at Capital Analysts. His career includes long-term roles at Valic Financial Advisors and recent positions at Lincoln Investment and Agia. He also serves as a board trustee and finance committee member at the University of Mount Union. Capital Analysts provides portfolio management and retirement-plan advice to retail and institutional clients, including individuals, trusts, foundations, and charitable organizations. The firm offers both discretionary and non-discretionary investment management through an in-house team and independent advisors, utilizing a proprietary mutual-fund screening process and maintaining institutional relationships to support a range of investment products.

Anna Vitale is a CFP®-certified financial advisor at Wellspring Family Office with three years of industry experience. She previously worked at Key Investment Services, LLC and Marcum Wealth, among other positions. Wellspring Family Office is an independent multi-family office serving high-net-worth individuals, families, trusts, estates, and related entities. The firm offers a broad range of services including investment advisory, financial and estate planning, income tax planning, risk management, and business succession planning, using an open-architecture investment approach that combines passive and active strategies.

Howard Slater is a financial advisor at SEIA with over 32 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Cadaret, Grant & Co., Inc., Cedar Brook Financial Partners, Securities America Advisors, and other firms. Outside of advising, he is the owner of Wembley Tennis Club, volunteers with the Chabad of Solon, and serves on the board of the Ohio Senior Olympics. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm employs an investment process combining strategic asset allocation with tactical adjustments, emphasizing non-discretionary management and offering a range of advisory programs and financial planning services.

Sarah Gries is a Certified Financial Planner® with 27 years of industry experience. She is affiliated with Arax Advisory Partners and has operated Gries Financial LLC since 1978. Arax Advisory Partners is an SEC-registered, multi-team wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans through a range of services that include financial planning, portfolio management, and retirement plan consulting.

Henry Spain is a financial advisor at Stratos Wealth Advisors LLC with 52 years of industry experience. He holds the ChFC® designation and Series 63 and 65 registrations. His prior roles include positions at Carnegie Investment Counsel and Wells Fargo Clearing. He also operates Spain & Smith Wealth Advisors, a registered investment advisory firm focused on investment advisory and financial planning. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 advisors organized in multiple teams. The firm offers financial planning, portfolio management, and third-party manager programs tailored to client goals.

Steven Cook is a financial advisor with StoneX Advisors Inc. in Garfield Heights, OH, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining StoneX, he worked for Investment Network, Inc. for 20 years and also owns Matrix III Income Tax Service, LLC, a tax preparation business. He is additionally involved in life and health insurance sales. StoneX Advisors Inc. provides portfolio management, financial planning, and ERISA plan consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm employs a variety of investment strategies through independent advisors and an in-house Private Client Group, utilizing multiple platforms and third-party managers.

Michael Dejohn is a financial advisor with SEIA in Cleveland, OH, holding a Series 63 designation and 15 years of industry experience. His career includes roles at Cadaret Grant & Co., Inc., Cedar Brook Financial Partners, LLC, and Securities America Advisors, Inc., among others. Outside of finance, he works as a high school football referee and serves as a funeral director. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm offers investment management, financial planning, and consulting services, utilizing a combination of strategic macro asset allocation and tactical adjustments driven by an in-house investment group, with most assets managed on a non-discretionary basis.

Jordan Howd is a CFP® professional with 16 years of experience in financial planning and wealth management. He currently works at ValMark Advisers, Inc. and ValMark Securities, Inc., having joined in 2023. Prior to this, he spent over a decade at Applied Financial Concepts, where he also holds a role as Director of 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 diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, with a range of proprietary and third-party platforms and unique relationships involving insurance and ETF products.

Michael Santelli is a CFA® charterholder with 12 years of industry experience. He has been with Inverness Investment Group since 2014. Outside of his advisory role, he serves as treasurer of Enrico Properties, LLC, a real estate investment entity. 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 to construct tailored portfolios.

Justin Pietrasz is a financial advisor at OneSeven in Beachwood, OH, with 12 years of industry experience. He holds the CFP® and ChFC® designations and has been associated with MGO-affiliated entities since 2012. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management and financial planning, typically using diversified mutual funds, ETFs, and individual securities, with access to alternatives and private placements when appropriate.

Keith Vargo is a CFA® charterholder with 11 years of experience in the financial industry. He has been with Carnegie Investment Counsel since 2017, following six years at Midwest Investment Management LLC. Vargo holds a Series 63 license and is based in Cleveland, OH. 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 comprehensive investment process incorporating fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.

Aileen Bost is a CFP® professional at CM Wealth Advisors LLC with 7 years of industry experience. She has been with CM Wealth Advisors since 2014. The firm provides comprehensive wealth management, investment advisory, and business consulting services primarily to high-net-worth individuals, families, and foundations. CM Wealth Advisors employs a manager-of-managers investment approach focused on growth equity balanced with fixed income and alternative investments.

John Toth is a financial advisor at Stratos Wealth Advisors LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Financial Engines Advisors L.L.C. and The Mutual Fund Store. Outside of his advisory role, he is also an agent involved in the sale and service of life insurance and fixed annuities. Stratos Wealth Advisors serves individual and institutional clients through a team of 71 investment advisory representatives. The firm offers financial planning, portfolio management, and third‑party manager programs, using customized asset allocations, model portfolios, and various platform solutions to suit client goals.

Kevin Komar is a financial advisor with United Advisor Group in Independence, OH, holding a Series 66 designation and 18 years of industry experience. He has previously worked with Cambridge Investment Research Advisors and INVEST Financial Corp. Outside of advising, he is a partner in a tax preparation business and co-owns a laundromat as a passive investor. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves both non-high-net-worth and high-net-worth clients using a mix of proprietary models, third-party sub-advisors, and customized portfolios, combining strategic and tactical asset allocation with value investing and various analytical techniques.

Douglas Smorag is a financial advisor at CM Wealth Advisors LLC with 24 years of industry experience. He holds the PFS™ designation and Series 65 license. Since 1998, he has been affiliated with Clanco Management/CM Wealth Advisors. CM Wealth Advisors LLC provides comprehensive wealth management and investment advisory services primarily to high-net-worth individuals, families, and foundations. The firm employs a manager-of-managers investment approach focused on growth equity, fixed income, and alternative investments, and is known for its origins as a single-family office and its use of pooled investment vehicles for private equity and alternative strategies.

Andrew Siciliano is a CFP® professional at Wellspring Family Office in Cleveland, OH, with five years of experience at the firm following five years as a student. He has been with Wellspring Family Office since 2021. Wellspring Family Office is an independent multi-family office serving high-net-worth individuals, families, trusts, estates, and related entities. The firm offers a comprehensive range of services including investment advisory, financial and estate planning, income tax planning, risk management, and business succession planning, employing an open-architecture investment approach that combines passive and active strategies.