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.

Todd Stout is a financial advisor with Capital Analysts and holds Series 63 and Series 66 licenses. He has 41 years of industry experience, including prior roles at Lincoln Investment from 2017 and Legend Equities Corporation between 2003 and 2017. Outside of his advisory work, he serves as president of Diversified Wealth Management Company, Inc., a pass-through entity for tax and accounting purposes, and works as a sales associate in health care benefits. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through its nationwide network of advisors and proprietary investment research team.

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, he serves as a financial analyst at Pistone Wealth Advisors, focusing on investment analysis, trading, financial plan design, marketing, and client support. 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 customized financial planning, portfolio management, and third-party manager programs tailored to client goals.

Thomas Trefzger is a Series 66-credentialed financial advisor with eight years of industry experience. He has worked at Hantz Financial Services, Inc. since 2018 and previously held roles at Sprint and Cleveland State University. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across five risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities under one platform.

Ryan Vollweiler is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. His career includes roles at Schwab Wealth Advisory Inc., Charles Schwab & Co., Schwab Retirement Plan Services, Voya Financial Advisor, Cetera Advisors, Equitable Advisors, and Valic Financial Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program. The firm’s advice relies on Charles Schwab & Co.’s asset allocation models and internal research, with trade execution requiring client authorization.

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., holding the Series 66 designation and bringing 16 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2017 and previously held positions at Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Edward Jones. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser managing approximately $18.6 billion in assets for a diverse client base, including individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an advisor-driven model with an open-architecture investment approach that integrates multiple third-party platforms and sub-advisors, offering discretionary and non-discretionary portfolio management alongside financial planning and outsourced CIO solutions.

Paul Evanoff is a financial advisor at Schwab Wealth Advisory with 22 years of industry experience. He holds the Series 66 designation and has worked at Schwab Wealth Advisory since 2025, with prior experience at Charles Schwab beginning in 2008, Natcity Investments, Inc., and Ameriprise. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses Charles Schwab’s asset-allocation models and research tools to offer tailored recommendations, focusing on client authorization for trades and annual reviews.

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.

Heather Pollack is a financial advisor at Osaic Advisory Services, LLC with 33 years of industry experience. She holds a Series 63 designation and has worked previously at Beacon Financial Group, Inc. and Lincoln Financial Advisors Corp., where she spent 20 years. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

Richard Ganim Jr. is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at Metlife Securities, Grove Point Investments, Cetera Advisors, and Legacy Advisory Services. He has worked with Stratos Wealth Partners and LPL Financial since 2017. Stratos Wealth Partners is an SEC-registered enterprise with approximately 379 advisors managing about $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as portfolio management, financial planning, and outsourced CIO solutions through an open-architecture platform integrating multiple third-party managers.

Jonathan Douglas is a CFP® and ChFC® with 18 years of industry experience. He is affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2013. Park Avenue Securities LLC operates as Park Avenue® Wealth Management, a dually registered broker-dealer and SEC-registered investment adviser owned by The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients, utilizing a range of proprietary and third-party investment advisory programs.

Sean Hesch is a financial advisor with NewEdge Advisors in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Mid Atlantic Financial Management, KMC Wealth Management, and Cambridge Investment Research. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management, financial planning, and consulting services, using multiple program structures and technology tools to support advisor and client needs.

Aaron Nuti is a financial advisor with Hightower Advisors, holding a Series 66 designation and nine years of industry experience. He has worked at Hightower Advisors since 2019 and previously at WealthTrust Fairport, LLC from 2012 to 2019. Based in Cleveland, OH, Nuti’s career has focused on providing advisory services within established wealth management firms. Hightower Advisors delivers investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, and corporations. The firm emphasizes multi-manager portfolio solutions, combining affiliated and third-party managers, and offers services such as discretionary portfolio management, financial planning, and retirement plan consulting.

Adriana Bastos Randall is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Her career includes roles at Merrill, Raymond James & Associates, and Thomas McDonald Partners. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple managed account programs and portfolio management options supported by its affiliation with Fifth Third Bank.

Adam Aussem is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 credentials, and has two years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Co, as well as academic positions at Ashland University and Cleveland State University. Outside of his advisory career, he has experience as a self-employed professional and worked in gig economy roles with Uber and DoorDash. Eagle Strategies serves a diverse clientele including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client and plan sponsor objectives and manages the majority of its assets on a non-discretionary basis.