Charles Boulware is a CFP® with 28 years of industry experience currently affiliated with Mariner Independent. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, spanning over a decade. Mariner Independent serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and retirement plan consulting through a network of over 100 advisors. The firm combines in-house and third-party resources to provide a broad range of investment strategies and maintains affiliated businesses including a state-chartered trust company and an institutional pension consulting affiliate.

Jennifer Staton is a CFP® professional with seven years of experience at Wellspring Family Office and four years previously at PNC - Hawthorn. She is based in Cleveland, OH. Wellspring Family Office is an independent multi-family office serving high-net-worth individuals, families, trusts, estates, and related entities. The firm offers investment advisory, financial and estate planning, income tax planning, risk management, philanthropy, business succession, and bill-payment services, using an open-architecture investment approach combining passive and active strategies.

Emily De Concini is a financial advisor at IP Financial Advisory Services LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Innovation Partners LLC, Great Lakes Retirement, Inc., and The Huntington Investment Company. Outside of her advisory role, she is involved in her family-owned restaurant, Maha's Falafil, where she helps with cooking, food preparation, and taking orders on weekends. IP Financial Advisory Services primarily serves individual retail clients with portfolio management, financial planning, and retirement-plan consulting. The firm focuses on non-high-net-worth individuals and offers customized portfolios, third-party investment advisor referrals, and a range of consulting services.

Jennifer Condon is a CFP® professional with one year of experience, currently serving as an advisor at Arax Advisory Partners. She previously worked at GFP Private Wealth and The Glenmede Trust Company NA, among other firms. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans through a combination of internal portfolio management, third-party models, and tailored asset allocation.

Michael Cianciola is a financial advisor at OneSeven with 20 years of industry experience. He holds Series 66 and Series 65 licenses and has worked at firms including Raymond James Financial, Edward Jones, and Pensionmark Financial Group. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering a range of portfolio management and financial planning solutions. The firm employs a primarily long-term investment approach, utilizing diversified mutual funds, ETFs, individual securities, and access to alternatives, while also offering discretionary and non-discretionary arrangements.

Kevin Arsham is a financial advisor at Simplicity Wealth with 13 years of industry experience. He has worked at Simplicity Cleveland since 2017 and previously held roles at Advisor Alliance, LLC and Onpointe Advisory and Financial Services, LLC. Arsham is also a registered insurance agent and occasionally sells annuities and life insurance. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporations, institutions, and financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering both discretionary and non-discretionary advisory services alongside technology and operational solutions for other advisers.

Edward Zalar is a financial advisor with Capital Analysts, holding Series 65 and Series 63 credentials and bringing 15 years of industry experience. He has worked at Lincoln Investment since 2012 and at Royalton Financial Group since 2010. Outside of his advisory roles, he serves on the Trails Advisory Board and is a candidate for the board of directors of a local Chamber of Commerce, involving himself in community planning and organizational governance. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team and emphasizes a fiduciary approach with various portfolio customization options.

Brad Wingler is an advisor at OneSeven with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Nationwide Investment Advisors and related entities. He is also an Investment Executive at MGO, Inc., a firm involved in 401(k) administration and registered investment advisory services. 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, offering discretionary and non-discretionary management, and has expanded retirement-plan capabilities through its affiliation with MGO Inc.

Karyn Pistone is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Stratos Wealth Advisors LLC since 2023. Her prior experience includes roles at Beacon Financial Advisory LLC, Capital Analysts, Inc., and Lincoln Investment Planning Inc. She is also licensed as an insurance agent, providing life, long-term care, and disability insurance as part of her financial planning services. Stratos Wealth Advisors serves a diverse clientele 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.

Brittan Leiser is a financial advisor at OneSeven with eight years of industry experience. She holds a Series 65 designation and has previously worked at Stratos Wealth Advisors and General Mills Company. Leiser is the founder of SavviHer, a financial marketing service focused on women, where she remains actively involved. 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 portfolios, discretionary and non-discretionary arrangements, and access to alternatives and private placements.

Tristan Morgan is a financial advisor with Capital Analysts, holding a Series 66 designation and five years of industry experience. He has worked at Capital Analysts and Lincoln Investment since 2021 and previously spent time at Equitable Advisors and Saint-Gobain NorPro. Morgan is also the owner and operator of Tree City Tax Service, LLC, where he provides federal, state, and local income tax preparation services. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with support from an in-house investment management and research team employing proprietary screening processes.

Timothy Martin is a financial advisor with OneSeven in Beachwood, Ohio, holding a Series 63 designation and 23 years of industry experience. His prior roles include positions at Raymond James Financial Services and Pensionmark Financial Group. He is also involved with MGO OneSeven d/b/a OnPoint Wealth Partners as an investment advisor. 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, offering both discretionary and non-discretionary arrangements and leveraging third-party platforms and independent managers.

Kevin Egan is a financial advisor at OneSeven with 14 years of industry experience. He holds a Series 66 designation and has previously worked with firms including LPL Financial and WealthCor, LLC. Outside of his advisory work, he is a minority owner in real estate and a restaurant operation. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and consulting. The firm employs a primarily long-term investment approach with diversified portfolios and utilizes third-party managers and platforms to implement strategies.

David Archer II is a CFP® professional with 24 years of experience in financial advising. He is currently affiliated with OneSeven and has held previous roles at The Wealth Advisory Group of DiLauro Wracher & Thomas, DiLauro Financial Services Inc., and Raymond James Financial Services entities. Outside of his advisory work, he serves as a high school golf coach for the Revere Local School District. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, with a focus on discretionary portfolio management and financial planning. 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.

Charles Corsillo Sr. is a financial advisor with ValMark Advisers, Inc. holding a Series 63 designation and bringing 25 years of industry experience. He has been with ValMark Advisers since 2011 and has over four decades of experience through his long-standing role at Ricci & Corsillo, a tax accounting services firm he owns. Corsillo also serves as a board member of the Eternal Housing Fund, a nonprofit organization. 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 model portfolios primarily using mutual funds, ETFs, and approved third-party managers, along with proprietary platforms and a range of advisory and sub-advisory services.

David Minich is a CFP® professional with 21 years of experience in the financial services industry. He has been with ValMark Advisers, Inc. since 2005 and is also President of Applied Financial Concepts, Inc., a financial planning firm he co-owns. Outside of his advisory roles, he serves as President of The Heritage Study Group and volunteers as Vice President of Grounds for the Chandler Commons Home Owners Association. Valmark Advisers provides investment advisory and financial planning services to a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm’s investment approach emphasizes diversified, goal-based model portfolios and asset allocation, implemented through mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing overseen by ValMark’s investment committee.

Mary Harvey is a financial advisor with ValMark Advisers, Inc. She holds the ChFC® designation and Series 63 license and has 33 years of industry experience. Her career includes roles at River Financial Group, Paramount Financial Services, and Minnesota Mutual. She also operates MH 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 multi-asset allocation using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment programs.

Edward Detomaso is a financial advisor with SEIA who holds the ChFC® designation and a Series 63 license, with 42 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Cedar Brook Financial Partners, LLC, and Securities America Advisors, Inc. He also holds an insurance license and has been involved in insurance sales and service since 1979. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and investment consulting services. The firm employs a research-driven investment process overseen by an Investment Committee and provides a combination of discretionary and non-discretionary managed-account programs.

Donald Raybuck is a financial advisor at StoneX Advisors Inc. with 24 years of industry experience. He holds a Series 63 designation and has been with StoneX Advisors since 2015. Outside of his advisory role, he is also an agent for a life insurance agency. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm utilizes a combination of independent advisors and an in-house Private Client Group to implement strategies through various models and third-party money managers.

Edward Bell is a CFP® professional with 26 years of experience in financial advising. He has worked at Arax Advisory Partners since 2026 and previously spent 32 years at Gries Financial LLC. Arax Advisory Partners is a 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, using a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives.