Andrew Arehart is a financial advisor with Wealth Watch Advisors, Inc. in Medina, Ohio, holding a Series 66 designation and 30 years of industry experience. His prior work includes roles at Money Concepts Capital Corp, LPL Financial, and FirstMerit Bank. Outside of his advisory role, he is involved in consulting services through Metro Public Adjustment Inc. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other registered investment advisers. The firm offers portfolio management, financial planning, and consulting services, utilizing a combination of quantitative, qualitative, and technical investment strategies vetted by its Investment Committee.

Vanessa Swank is a financial advisor with ValMark Advisers, Inc., holding 28 years of industry experience. She has been with ValMark Advisers and its affiliated entities since 2012 and previously worked at Zaverl & Associates, Inc. Outside of her advisory role, she serves as President of the Buckeye Education Foundation and Executive Director of the Christian BusinessCares Foundation, both nonprofit organizations involved in grant distribution. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s approach emphasizes diversified, goal-based portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, supported by proprietary and third-party platforms.

John Moody is a financial advisor at Gradient Advisors, LLC with a Series 65 designation and one year of experience in the industry. He also owns John Moody Insurance and ERA Real Solutions, where he has been involved since 2015 and 2004, respectively. His other business activities include managing insurance services and real estate transactions. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, offering a largely non-discretionary approach that incorporates fundamental, technical, and cyclical analysis while requiring client approval for transactions.

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.

Zachary Campbell is a financial advisor at RFG Advisory, LLC with 13 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining RFG Advisory, he worked at Private Client Services, Equitable Advisors, Axa Advisors, and Charles Schwab. Campbell serves on the Board of Directors for Hopebridge. RFG Advisory provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management and utilizes a range of model strategies and third-party platforms, distinguishing itself through sub-advisory roles for ETFs and service to investment company and municipal clients.

Brian Ansevin is a financial advisor with G. A. Repple & Company, holding a Series 66 designation and 20 years of industry experience. He has been with G. A. Repple & Company since 2006. Outside of his advisory role, he owns Ansevin Asset Management, which provides financial planning and securities services, and he is also licensed to sell life insurance and fixed annuity products. G. A. Repple & Company offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and corporate clients. The firm employs a range of analytical approaches to portfolio construction and provides various program options, including Biblically-Responsible Investing and ETF-focused 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.

Michael Cianciola is a financial advisor at OneSeven with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Raymond James Financial, Edward Jones, and LPL Financial. 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, utilizing diversified portfolios with access to alternatives and private placements while employing both discretionary and non-discretionary arrangements.

Kevin Arsham is a financial advisor with Simplicity Wealth and has 13 years of industry experience. He previously worked at Advisor Alliance, LLC, Onpointe Advisory and Financial Services, LLC, and Smc Advisory Network, LLC. Arsham is also a registered insurance agent and occasionally sells annuities and life insurance. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering tax optimization and customized portfolio options while combining advisory services with technology and operational support for other advisers.

Edward Zalar is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Lincoln Investment since 2012 and Royalton Financial Group since 2010. Outside of his advisory role, he serves on an advisory board for local trails and is a candidate for a Chamber of Commerce board position in Buena Vista, Colorado. Capital Analysts serves a broad client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through both discretionary in-house management and non-discretionary advisor-managed and third-party solutions, supported by its proprietary mutual fund screening process and institutional relationships.

Brad Wingler is a financial advisor with OneSeven in Beachwood, Ohio, holding Series 63 and Series 65 designations and bringing 33 years of experience in the industry. His prior work includes roles at Nationwide Investment Advisors, Inc., Nationwide Investment Services Corporation, and Natcity Investments, Inc. He is also involved with MGO, Inc. as an investment executive, providing limited 401(k) administrative and advisory services. OneSeven offers investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, emphasizing long-term portfolio management with diversified investments and access to alternative strategies. The firm combines internal due diligence with flexible discretionary and non-discretionary arrangements, leveraging third-party platforms and independent managers to implement its strategies.

Timothy Marcinek is a financial advisor at Triad Wealth Partners, LLC with 15 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at firms such as Cambridge Investment Research, Aurelius Family Office, and Cornerstone Wealth Management. Outside of his advisory work, he serves as president of a tax services firm. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform. The firm offers discretionary portfolio management, access to third-party managers, model portfolios, and financial planning services, with investment decisions guided by strategic asset allocation and an investment committee.

Karyn Pistone is a financial advisor with Stratos Wealth Advisors LLC, holding a Series 63 designation and bringing 44 years of industry experience. Her prior roles include positions at Beacon Financial Advisory LLC, Capital Analysts, Inc., Lincoln Investment Planning Inc., and other firms. 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 individual and institutional clients through a network of 71 investment advisory representatives across multiple teams, offering financial planning, portfolio management, and third-party manager programs tailored to client goals. The firm utilizes customized asset allocations, model portfolios, and various platform solutions to deliver advisory services.

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 held positions at Equitable Advisors and Saint-Gobain NorPro. Outside of his advisory role, Morgan owns and operates Tree City Tax Service, LLC, providing federal, state, and local income tax preparation services. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, trusts, foundations, and charitable organizations, offering portfolio management, custom model portfolios, and retirement-plan advice through a nationwide network of advisors and in-house investment teams.

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 worked previously at LPL Financial and WealthCor, LLC. Outside of advisory work, he is a minority owner in restaurant and real estate operations in Loveland, Ohio. 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 that may include mutual funds, ETFs, individual securities, and alternatives, and offers both discretionary and non-discretionary arrangements.

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.