Fady Chaccour is a financial advisor at First Heartland Consultants, Inc. with 33 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Massachusetts Mutual Life Insurance Co. since 1994 and First Heartland Capital Inc. since 2016. Outside of his advisory work, he owns F&R Ventures LLC, a financial holding company. First Heartland Consultants serves a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and a variety of asset management solutions delivered through a network of independent investment adviser representatives.

Aileen Bost is a CFP® professional with six years of industry experience, currently serving as an advisor at CM Wealth Advisors LLC since 2014. She is based in Beachwood, OH, and has worked exclusively with CM Wealth Advisors throughout her career. CM Wealth Advisors serves individual clients, including high-net-worth households, providing portfolio management, financial planning, and wealth-management services. The firm employs a multi-disciplinary team and an internal investment committee, combining investment research with accounting and tax expertise, and engages with both individual accounts and certain client entities through pooled investment vehicles and private funds.

John Toth is a financial advisor at Stratos Wealth Advisors LLC in Beachwood, OH, with 20 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Financial Engines Advisors L.L.C., TMFS Advisors, and The Mutual Fund Store. In addition to his advisory role, he is an agent involved in the sale and service of life insurance and fixed annuities. Stratos Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, retirement plans, and institutional accounts through financial planning and portfolio management. The firm operates with about 71 advisors and approximately $5.57 billion in assets under management across 31 offices.

Kevin Komar is a financial advisor with United Advisor Group in Independence, OH, holding a Series 66 designation and 18 years of industry experience. He has previously worked with Cambridge Investment Research Advisors and INVEST Financial Corp. Outside of advising, he is a partner in a tax preparation business and co-owns a laundromat as a passive investor. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves both non-high-net-worth and high-net-worth clients using a mix of proprietary models, third-party sub-advisors, and customized portfolios, combining strategic and tactical asset allocation with value investing and various analytical techniques.

James Salera is a financial advisor at Stephens with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked primarily at Stephens since 2021 after roles at Northcoast Research, Cetera, and First National Bank of PA. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm offers a range of financial planning and portfolio management solutions, supported by integrated broker-dealer and investment banking capabilities as well as in-house equity research.

David Trende is a financial advisor with The Strategic Financial Alliance, Inc. He holds a Series 66 designation and has 28 years of industry experience. Prior to joining The Strategic Financial Alliance in 2022, he worked for American Portfolios for 14 years. Outside of his advisory role, he is involved in fixed insurance consulting and business consulting through several independent ventures. The Strategic Financial Alliance serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business clients by offering portfolio management, third-party manager selection, financial planning, and consulting services. The firm employs customized strategies through various programs and has a dual registration as both an SEC-registered investment adviser and a FINRA-registered broker-dealer.

Douglas Smorag is a financial advisor with CM Wealth Advisors LLC in Beachwood, OH, holding the PFS™ designation and Series 65 license. He has 23 years of industry experience, including 28 years with Clanco Management/CM Wealth Advisors. CM Wealth Advisors serves individual clients, including high-net-worth households, through portfolio management, financial planning, and related wealth-management services. The firm’s team includes credentialed accounting and investment professionals and provides investment strategy and oversight via an internal committee, with a focus on complex client relationships and involvement in private pooled investment vehicles.

Teddy Milbrandt is a financial advisor at ValMark Advisers, Inc. based in Richfield, OH, holding a Series 66 designation with one year of industry experience. His prior work includes roles at ValMark Securities, Applied Financial Concepts, New York Life Insurance Company, and the Army National Guard. Outside of financial services, he has been employed with Doordash. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm’s investment approach focuses on diversified, goal-based model portfolios and asset allocation using mutual funds, ETFs, and separate-account managers, supported by ongoing monitoring and rebalancing by its investment advisory representatives.

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 previously worked at Gries Financial, Fifth Third Bank, and PNC Bank. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans through a range of investment and advisory services. The firm employs a combination of internal management, third-party models, and tailored asset allocation, with distinctive use of performance-based fees and carried-interest structures for qualified investors.

Parker Kaesgen is a financial advisor with OneSeven in Beachwood, OH, holding Series 65 and Series 63 licenses 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, using a primarily long-term investment approach that incorporates diversified mutual funds, ETFs, individual securities, and access to alternative investments. The firm offers both discretionary and non-discretionary portfolio management and is affiliated with MGO Inc., enhancing its retirement-plan consulting capabilities.

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.

Gregory Markus is a financial advisor at Portfolio Medics, LLC with one year of industry experience and holds a Series 65 designation. He has a background in tax and accounting services as the managing partner of taxSmarty Tax and Accounting Services and serves as treasurer/CFO for the Rocky River City School District. Additionally, he manages rental property businesses through Markus Properties U.P. North LLC and Markus Properties of Ohio LLC. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a mix of strategic and tactical investment approaches including model portfolios with mutual funds, ETFs, individual stocks and bonds, and alternative strategies.

Arcie Petty is a financial advisor at Simplicity Wealth with four years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Edward Jones and Huntington National Bank. Outside of advisory roles, Petty is a member of The Dawson LLC, a business focused on coaching. Simplicity Wealth serves a diverse client base including individuals, retirement plans, corporate and institutional investors, and other financial firms. The firm utilizes a fund-of-funds approach with ETFs, mutual funds, and individual securities, and offers services such as model portfolio management, tax optimization, and a third-party Model Manager due diligence process.

Eugene Welsh Jr. is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 32 years of industry experience. He holds the PFS™ designation and Series 63 license. Prior to his current role, he worked at Ameriprise Financial Services, Inc. from 2014 to 2019 and has been involved with Professional Management Inc. since 1980, providing tax preparation services for corporate and personal returns. He is also a partner at Strophic, Inc., which manages operations for Aria Financial Group. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs and is notable for its predominance of non-discretionary assets under management.

David Ptacek is a financial advisor with Ta-Check Financial Ltd. in Fairview Park, OH, holding a Series 63 designation and over 31 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 11 years with SII Investments, Inc. In addition to his advisory role, he owns and operates a tax preparation and accounting business. Ta-Check Financial Ltd. provides investment advisory services primarily through referring clients to third-party asset managers and supporting those relationships via solicitor arrangements. The firm offers portfolio consultations and ongoing account servicing while delegating portfolio management and trading authority to selected third-party managers.

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 with LPL Financial, holding a Series 63 designation and bringing 29 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 12 years at SII Investment, Inc. He also owns TAXCHECK USA LLC, a tax preparation and accounting business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a broad network of investment adviser representatives.

Matthew Matheney is a financial advisor with First Heartland Consultants, Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining First Heartland Capital Inc., he worked at Park Avenue Investment Advisory LLC and Guardian Life Insurance Company. In addition to his advisory role, he operates a legal practice through The Law Office of Matthew Matheney LLC. First Heartland Consultants provides advisory services to a diverse client base including individual investors, employer-sponsored retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, asset management, and third-party asset management solutions delivered through a network of independent investment adviser representatives.

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.