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.

Frank Preziuso is a Certified Financial Planner (CFP®) with 21 years of industry experience. He is currently with Capital Analysts and Lincoln Investment, having also worked at Agia and Valic Financial Advisors. He serves as a volunteer board member for Akron Children’s Roundtable, contributing to fundraising efforts for the hospital. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, trusts, and institutions, offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm employs both discretionary and non-discretionary investment management strategies supported by an in-house research team and proprietary screening processes.

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 with Arax Advisory Partners in Cleveland, Ohio, holding Series 63, 65, and 66 licenses and seven years of industry experience. His prior roles include positions 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, and private fund advisory, employing a mix of in-house teams, external managers, and alternative investments.

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 a financial advisor at OneSeven with Series 65 and Series 63 designations and four years of industry experience. He has been with MGO Inc. since 2020. 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 retirement-plan consulting with a primarily long-term investment approach, utilizing diversified mutual funds, ETFs, individual securities, and access to alternative investments and private placements when appropriate.

Daniel Klusty is a financial advisor at OneSeven with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Shelton Capital Management and Roundtable on the Square. Outside of finance, he has experience 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, offering portfolio management, financial planning, and consulting. The firm’s approach is primarily long-term with flexibility for shorter-term trading and includes the use of diversified mutual funds, ETFs, individual securities, and alternative investments when appropriate.

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.

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 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.