William Glubiak is a financial advisor with SEIA LLC, holding a Series 63 designation and bringing 31 years of industry experience. He has worked at several firms including Cadaret Grant & Co., Inc., Cedar Brook Financial Partners, and Securities America. Glubiak also holds an active insurance producer license, providing insurance sales and service as part of his financial planning practice. SEIA is an SEC-registered multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a six-step investment process combining strategic asset allocation and tactical micro-allocation, offering a range of portfolio management services including non-discretionary and discretionary programs tailored to client needs.

Manuel Gonzalez II is a financial advisor with Signature Equity Partners, LLC, holding a Series 63 designation and 19 years of industry experience. His career includes roles at Osaic Wealth, Inc., The Prudential Insurance Company of America, and PRUCO Securities, LLC. He is involved in investment and insurance business through his ownership of MM Financial Group, which provides home and auto insurance. Signature Equity Partners serves individuals, retirement plans, corporations, and other entities with portfolio management, financial planning, and retirement-plan consulting. The firm operates a multi-team structure and utilizes the Vision2020 Wealth Management Platform to deliver tailored investment solutions, including model portfolios and socially responsible investing options.

William Caster is a financial advisor at Arax Advisory Partners with seven years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Gries Financial, Fifth Third Bank, PNC Bank, BNY Mellon Securities Corporation, and KeyBanc Capital Markets. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, retirement plan consulting, private fund advisory, and a wrap fee program, utilizing a mix of traditional and alternative investments supported by AI tools and third-party analytics.

Linda Tekavec is a financial advisor at Stratos Wealth Advisors LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Beacon Financial Partners, Lincoln Investment, Ameriprise, and PNC Wealth Management. Outside of her advisory role, she has served as a practice manager for Pistone Wealth Advisors and has experience working in the restaurant industry. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, and third-party manager programs tailored to individual goals.

Ryan Bartels is a financial advisor at Ancora Private Wealth Advisors, LLC in Cleveland, OH, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Morgan Stanley and Fidelity Investments. Bartels is a co-founder and shareholder of a smartphone application company, Circuit Technologies, though he has no active duties there. 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 retirement plans. The firm employs a combination of top-down macro assessment and fundamental analysis across various investment vehicles, and operates within the Focus Financial Partners platform alongside affiliated entities that extend its service capabilities.

William Ambrogio is a CFP® professional at Wellspring Family Office in Cleveland, OH, with eight years of industry experience. He has been with Wellspring Financial Advisors since 2016. Wellspring Family Office is an independent multi-family office serving high-net-worth individuals, families, trusts, and estates. The firm offers comprehensive financial, estate, and tax planning services alongside investment advisory, employing an open-architecture approach that blends passive and active strategies with a focus on strategic asset allocation and tax efficiency.

Parker Kaesgen is an advisor at OneSeven with Series 63 and Series 65 licenses and four years of industry experience. He has worked at MGO Inc. since 2020 and was previously a student from 2012 to 2019. 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 mutual funds, ETFs, individual stocks and bonds, and access to alternative investments and private placements when appropriate.

Daniel Klusty is a financial advisor at OneSeven in Beachwood, OH, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Shelton Capital Management and Roundtable on the Square. Outside of finance, he has experience working with March First Brewing and Klusty Sign Associates. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and consulting, employing a primarily long-term investment approach that incorporates diversified funds, individual securities, and alternative strategies.

Chad Kreilick is a financial advisor at TFO Wealth Partners with four years of industry experience. He holds a Series 65 designation and has been associated with Tfo Tdc, LLC since 2010. TFO Wealth Partners manages approximately $4.85 billion in client assets for a diverse client base, including high-net-worth individuals, family offices, retirement plans, and charitable organizations. The firm employs a long-term, asset-allocation driven investment approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by third-party managers.

Mordechai Khaimov is a CFP® professional with four years of industry experience, currently serving as an advisor at SEIA. His prior roles include positions at Cedar Brook Group, Cadaret Grant & Co., Inc., and Eaton Corp. He is a licensed CPA and also engages in community service as a board member for the Jewish Federation of Cleveland and Anshei Lubavitch of Cleveland, in addition to providing financial literacy instruction as a guest lecturer at Fuchs Mizrachi School. Khaimov also owns First Generation Millennial, LLC, a business and career coaching venture. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving retail and high-net-worth individuals, trusts, retirement plans, and institutional clients. The firm employs a combined strategic and tactical investment process, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting services.

Nicholas Guidos is a CFP® and Series 66-licensed advisor at SEIA with one year of industry experience. Prior to joining SEIA, he worked at several firms, including Summit Financial Strategies and Cetera. He serves as a Nextgen Committee Member on the George Mason University Financial Planning & Wealth Management Advisory Board. SEIA is a multi-team SEC-registered advisory firm with 142 advisors serving approximately 9,500 clients. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing a structured investment process that combines strategic and tactical allocation across non-discretionary and discretionary account structures.

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.

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 at intrua Financial with 30 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 2018 and previously spent 12 years at SII Investment, Inc. He is also the owner of Taxcheck USA LLC, a tax preparation and accounting business. Intrua Financial is a multi-team advisory firm serving individuals, high-net-worth clients, trusts, foundations, and retirement plans. The firm combines fundamental, technical, and cyclical analysis to construct custom asset allocations and offers both discretionary and non-discretionary asset management alongside comprehensive financial planning and retirement plan consulting.

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 worked at firms including Cadaret, Grant & Co., Inc., Securities America Advisors, and Merrill. Outside of his advisory role, he serves on the investment committee for the Sisters of Notre Dame and has authored a book. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a combined strategic and tactical investment process and offers a range of portfolio management and financial planning services, emphasizing primarily non-discretionary management.

Dayna Smith is a financial advisor at Stratos Wealth Advisors LLC with five years of industry experience. She holds a Series 66 license and has previously worked at Cadaret, Grant & Co., Inc. and Cedar Brook Group. In addition to her advisory role, she is also involved in insurance sales, providing fixed insurance products and annuities to clients. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through multiple teams of investment advisory representatives. The firm offers customized financial planning and portfolio management services, utilizing a range of sub-advisers and platform solutions.

Christine Sivak is a financial advisor with SEIA, 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 serves as Co-Chair of the Northeast Ohio chapter of the Women in Pensions Network, organizing networking events for professionals in the retirement plan industry. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm employs a six-step investment process combining strategic asset allocation with tactical micro-allocation and offers both discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting services.

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.