Nicholas Guidos is a CFP® professional with one year of industry experience, currently serving as an Associate Advisor at SEIA. Prior to joining SEIA, he worked at Summit Financial Strategies, Cetera, and VLP Financial. He also serves as a Nextgen Committee Member on the George Mason University Financial Planning & Wealth Management Advisory Board. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm’s investment approach combines strategic macro asset-allocation with tactical adjustments, employing both discretionary and non-discretionary management, with a majority of assets managed on a non-discretionary basis.

John Danch is a financial advisor with Ancora Private Wealth Advisors, LLC in Cleveland, OH, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His work history includes roles at Inverness Securities, LLC, Source Insurance, Source Companies, and Safeguard Securities Inc. He is also self-employed in fixed insurance sales through Source Insurance. Ancora Private Wealth Advisors is a multi-team registered investment adviser managing approximately $3.2 billion primarily for high-net-worth individuals, families, and institutional retirement plans. The firm offers customized portfolio management, lifetime wealth planning, and corporate retirement consulting, employing a comprehensive investment process that integrates top-down asset allocation with fundamental and technical security analysis.

Kenneth Boyd III is a financial advisor with Realta Investment Advisors, Inc., holding a Series 66 credential and 27 years of industry experience. He previously worked at Triad Advisors for 11 years before joining Realta Investment Advisors and its related entities in 2021. Outside of his advisory role, Boyd is involved in several business ventures including property management, home renovation marketing, technology consulting, and serves as board secretary for a nonprofit aiding transition orphans. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, including high-net-worth clients, pension and profit-sharing plans, and various institutional clients. The firm employs individualized investment strategies based on client goals and risk tolerance, utilizing asset allocation across mutual funds, ETFs, equities, fixed income, and alternative investments.

Thomas Giltner is a financial advisor with OneSeven in Beachwood, OH, holding Series 63 and Series 65 credentials and 16 years of industry experience. His previous roles include positions at MML Investors Services, LLC and MassMutual Life Insurance Co. He is also involved in managing Eden Wine Bar LLC, a full-service bar and restaurant in Akron, OH. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, with a focus on diversified portfolios and both discretionary and non-discretionary advisory arrangements. The firm employs a primarily long-term investment approach while incorporating third-party managers and platforms, and maintains a notable affiliation with MGO Inc. to support pension consulting services.

Edward Giaco is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 29 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 12 years at SII Investment, Inc. He also owns TAXCHECK USA LLC, a tax preparation and accounting business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a broad network of investment adviser representatives.

Ted Biskind is a financial advisor with StoneX Advisors Inc. in Cleveland, OH, holding a Series 63 designation and bringing 42 years of industry experience. His career includes roles at StoneX Securities Inc., Wrp Investments, Inc., and Equity Services, Inc. He also operates American Benefits Group, an insurance brokerage. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm uses various model-based and third-party manager solutions across multiple platforms to implement client strategies.

Frank Legan is a financial advisor at SEIA with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Cadaret, Grant & Co., Inc., Cedar Brook Financial Partners, and Securities America Advisors. Outside of his advisory work, he serves on the investment committee for the Sisters of Notre Dame and is an author of a financial book. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm employs a disciplined investment process combining strategic macro asset allocation and tactical adjustments, primarily managing assets on a non-discretionary basis.

Dayna Smith is a financial advisor at Stratos Wealth Advisors LLC with five years of industry experience. She holds a Series 66 designation and has previously worked with Cadaret, Grant & Co., Inc., Cedar Brook Group, LPL Financial, and The Prudential Insurance Company of America. Outside of her advisory role, she is involved in insurance sales as an agent through Ash Brokerage. Stratos Wealth Advisors is a multi-team firm with approximately 71 advisors managing around $5.57 billion in assets for nearly 5,000 clients. The firm serves individuals, trusts, retirement plans, and institutions, offering financial planning, portfolio management, third-party manager solutions, OCIO services, and insurance consulting, utilizing a network of supervised investment advisory representatives and strategic affiliations with SEI entities.

Christine Sivak is a financial advisor with SEIA in Cleveland, OH, holding a Series 63 designation and bringing 22 years of industry experience. Her prior roles include positions at Cadaret, Grant & Co., Inc., Cedar Brook Financial Partners, and Securities America. She also serves as Co-Chair of the Northeast Ohio chapter of the Women in Pensions Network, organizing networking events for industry professionals. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm’s investment approach combines strategic macro asset allocation with tactical adjustments based on quantitative and qualitative research, primarily managing assets on a non-discretionary basis.

Gregory Halter is a CFA® charterholder with 26 years of industry experience. He has been with Carnegie Investment Counsel since 2019 and previously worked at Laurel Grove Capital, RE Advisers Corporation, and RE Investment Corporation. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a broad client base, including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a diverse investment process incorporating fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.

Matthew Marasch is a Financial Advisor with OneSeven in Beachwood, OH, holding a Series 63 license and 14 years of industry experience. His prior positions include roles at Raymond James Financial Services and Mass Mutual Life Insurance Company. OneSeven provides investment advisory services to a range of clients including individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes a primarily long-term investment approach with diversified portfolios and offers both discretionary and non-discretionary management arrangements.

Joseph Granzier is a financial advisor at OneSeven with 29 years of industry experience. He holds a Series 66 designation and has previously worked at Axa Advisors, LLC and Fortune Financial Services. Granzier serves as a board member for Malachi House, a nonprofit providing hospice services for the homeless, meals for the needy, and career counseling for the unemployed. 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 advisory. The firm employs a primarily long-term investment approach with access to diversified portfolios, alternatives, and private placements, and is affiliated with MGO Inc., which expands its retirement-plan consulting capabilities.

Spencer Dieck is a financial advisor at Stratos Wealth Advisors LLC with 13 years of industry experience. He previously worked at Beacon Financial Advisory LLC and Beacon Financial Partners. In addition to his advisory role, Dieck is a financial analyst with Pistone Wealth Advisors, where he focuses on investment analysis, trading, financial plan design, and client support. Stratos Wealth Advisors LLC is a multi-team SEC-registered firm with approximately 71 advisors and $5.57 billion in assets under management. The firm serves individuals, trusts, retirement plans, and institutional accounts, offering a range of financial planning and portfolio management services through a network of independent advisory representatives.

Thomas Trefzger is a financial advisor at Hantz Financial Services, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at Hantz Financial Services since 2018. Prior to his advisory role, he was employed at Sprint and also spent time at Cleveland State University. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies along with managed account solutions and offers a broad range of financial planning, wealth management, and fiduciary services supported by affiliated entities such as a trust company and in-house tax and business consulting.

Nicholas Schwitzgebel is a financial advisor at Guardian Life with a Series 66 designation. He has been with Guardian Life and its subsidiary, Park Avenue Securities, since 2025 and 2026, respectively. Prior to his current role, he held positions at MyShyft, Butler University, Dartmouth College, Keyfactor, and Saint Ignatius High School. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including brokerage, financial planning, retirement plan consulting, and advisory programs using both proprietary and third-party models.

Jason Borrasso is a financial advisor with Stratos Wealth Partners, Ltd and holds a Series 66 license. He has 16 years of industry experience, including roles at LPL Financial LLC, Massachusetts Mutual Life Insurance Company, METLIFE SECURITIES Inc, and Edward Jones. Since 2017, he has been providing investment advisory services through Stratos Wealth Partners. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement plan consulting, combining individualized asset allocation with access to proprietary and third-party strategies delivered through a large network of investment adviser representatives.

Kimberly Bish is a financial advisor with Key Investment Services LLC, holding a Series 66 credential and 25 years of industry experience. She has worked at KeyBank since 2006 and joined Key Investment Services in 2015. Outside of her advisory role, she volunteers as a speaker for the Ohio Department of Education. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client direction in investment strategy selection while providing recommendations and ongoing oversight, and it operates within the KeyCorp group alongside affiliated financial entities.

James Matthews is a financial advisor at Key Investment Services LLC in Brooklyn, OH, holding Series 65 and Series 63 licenses with one year of industry experience. His background includes roles at KeyBank, W&S Brokerage Services, and Western Southern Life. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and model portfolio offerings. The firm emphasizes client-directed investment strategy selection and provides ongoing monitoring and supervisory oversight within the KeyCorp group.

Matthew Rosner is a financial advisor with Primerica Advisors in Beachwood, OH, holding five years of industry experience. He has worked at Park Avenue Securities since 2021 and has been affiliated with Guardian Life Insurance Company since 2008. Outside of his advisory role, he is involved in property management through Jaylene Development LLC. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement-plan consulting, utilizing a mix of proprietary and third-party investment strategies across various account types.

Matthew Levine is a financial advisor with Independent Financial Partners holding Series 63 and Series 66 designations and 35 years of industry experience. He worked at key Investment Services LLC for 10 years before joining Independent Financial Partners in 2022. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a decentralized advisory model with a multi-advisor platform, serving individual, charitable, corporate, and high-net-worth clients, and offers notable retirement-plan advisory and pension consulting capabilities.