James Eismon is a CFP® professional with 27 years of industry experience. He has worked at Capital Analysts and Lincoln Investment since 2024, following roles at Agia and Valic Financial Advisors. He serves as a board trustee and finance committee member at the University of Mount Union. Capital Analysts provides portfolio management and retirement plan advisory services to a diverse client base, including individuals, trusts, foundations, and corporate clients. The firm employs an in-house investment team that manages discretionary and non-discretionary portfolios using proprietary screening processes and offers various portfolio customization options.

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 ChFC® credentialed financial advisor with 31 years of industry experience, currently with SEIA. His prior roles include positions at Cadaret, Grant & Co., Cedar Brook Financial Partners, and Securities America. Outside of his advisory work, he is a volunteer with Chabad of Solon, serves on the board of the Ohio Senior Olympics, owns Wembley Tennis Club, and is a co-author of the book *Plan of Action*. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations by providing investment management, financial planning, retirement plan consulting, and investment consulting. The firm’s investment process integrates strategic and tactical approaches supported by an in-house research group and offers both discretionary and non-discretionary programs tailored to client needs.

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 with Stratos Wealth Advisors LLC, holding the ChFC® designation and Series 63 and 65 licenses, and bringing 52 years of industry experience. He previously worked at Carnegie Investment Counsel and Wells Fargo Clearing. He is also involved with Spain & Smith Wealth Advisors, an independent registered investment advisory firm focused on investment advisory and financial planning. Stratos Wealth Advisors serves a diverse client base including individuals, trusts, retirement plans, nonprofits, corporations, and institutions, offering financial planning and portfolio management through various platforms and customized portfolios. The firm benefits from its common ownership with SEI-affiliated businesses, providing integrated access to specialized investment management and custody services.

Lawrence De Baltzo is an investment advisor representative at Avantax Planning Partners, Inc. with three years of industry experience. He holds a Series 65 designation and serves as a shareholder at Hobe & Lucas, Certified Public Accountants, Inc., where he leads the tax and business valuation departments. Additionally, he manages GreenSmart Payroll Solutions, LLC and acts as co-trustee of a family living trust. Avantax Planning Partners provides investment advice and financial planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and offers discretionary portfolio management along with tax-intelligent overlays and centralized trading through designated custodians.

Steven Cook is a financial advisor with StoneX Advisors Inc. in Garfield Heights, OH, holding Series 63 and Series 65 registrations and bringing 22 years of industry experience. He previously worked for Investment Network, Inc. for 20 years and manages Matrix III Income Tax Service, LLC, a tax preparation business he owns. He is also involved in life and health insurance sales focusing on fixed, FIA, and variable annuities. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and annuity allocation services through both independent advisors and an in-house Private Client Group. The firm employs a variety of portfolio implementation platforms and supports multiple account structures and model-based solutions.

Michael Dejohn is a financial advisor at SEIA with 14 years of industry experience and holds a Series 63 designation. His prior experience includes roles at Cadaret Grant & Co., Inc., Cedar Brook Financial Partners, and Securities America Advisors, Inc. Outside of financial advising, he serves as a high school football official and is involved in funeral directing at DeJohn Funeral Homes. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations by providing investment management, financial planning, and consulting services. The firm combines strategic macro asset allocation with tactical adjustments through an in-house research group and Investment Committee, offering both discretionary and non-discretionary managed-account programs.

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 CFP® and ChFC® with 12 years of industry experience. He is currently with OneSeven in Beachwood, OH, having previously worked at MGO, Inc. and Mgo Securities Corp. His credentials also include Series 65 and Series 63 licenses. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, retirement-plan advisory, and educational seminars. The firm employs a primarily long-term investment approach with access to diversified mutual funds, ETFs, individual securities, alternatives, and private placements.

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 with six years of industry experience, currently serving as an advisor at CM Wealth Advisors LLC since 2014. She is based in Beachwood, OH, and has worked exclusively with CM Wealth Advisors throughout her career. CM Wealth Advisors serves individual clients, including high-net-worth households, providing portfolio management, financial planning, and wealth-management services. The firm employs a multi-disciplinary team and an internal investment committee, combining investment research with accounting and tax expertise, and engages with both individual accounts and certain client entities through pooled investment vehicles and private funds.

John Toth is a financial advisor with Stratos Wealth Advisors LLC in Beachwood, OH, holding Series 63 and Series 65 designations and 19 years of industry experience. Before joining Stratos in 2017, he worked at Financial Engines Advisors LLC and Tmfs Advisors, LLC. He is also licensed as an agent for life insurance and fixed annuities, involved in the sale and service of insurance products. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and financial institutions, offering investment management, financial planning, and insurance consulting through a network of supervised investment advisory representatives. The firm utilizes both affiliated and third-party subadvisers and maintains custodial relationships with Fidelity and Schwab to support its advisory services.

Jack Malarik is a financial advisor at Simplicity Wealth with 18 years of industry experience. He previously worked at Summit Wealth Partners, LLC, and is the owner and president of Malarik Financial Services, Inc., a financial planning and marketing firm. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, supported by ongoing portfolio monitoring, independent manager oversight, and customizable overlays such as tax optimization.

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.

James Gaydosh is a CFP®-designated financial advisor with Capital Analysts, bringing 39 years of industry experience. He has been with Capital Analysts since 1992 and also has a long tenure at Lincoln Investment starting in 2012. Outside of his advisory work, he serves as Vice Chair of Beat the Streets Cleveland, a nonprofit youth organization. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team using proprietary screening tools, and it maintains various custodial affiliations while accommodating advisors’ outside business activities.

Douglas Smorag is a financial advisor with CM Wealth Advisors LLC in Beachwood, OH, holding the PFS™ designation and Series 65 license. He has 23 years of industry experience, including 28 years with Clanco Management/CM Wealth Advisors. CM Wealth Advisors serves individual clients, including high-net-worth households, through portfolio management, financial planning, and related wealth-management services. The firm’s team includes credentialed accounting and investment professionals and provides investment strategy and oversight via an internal committee, with a focus on complex client relationships and involvement in private pooled investment vehicles.

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.

Frank Preziuso is a CFP®-credentialed financial advisor with 21 years of industry experience. He currently works at Capital Analysts and Lincoln Investment, having previously spent 16 years at Valic Financial Advisors and two years at Agia. He serves as a volunteer board member for Akron Children’s Roundtable, a hospital organization. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs, utilizing an in-house Investment Management & Research team that employs proprietary screening processes and model portfolios.

William Glubiak is a financial advisor at SEIA with 31 years of industry experience. He holds a Series 63 designation and has worked at firms including Cadaret Grant & Co., Inc., Cedar Brook Financial Partners, and Securities America. He is also licensed in insurance sales and service, supporting his financial planning practice. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm combines strategic macro asset allocation with tactical adjustments through an in-house research group and an Investment Committee, offering both discretionary and non-discretionary managed-account programs.