Jeffrey Creek is a CFP® and CFA® with 22 years of experience in the financial industry. He is currently with OneSeven, having previously worked at WealthCor LLC and LPL Financial, llc. 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, employing a primarily long-term investment approach with access to alternatives and third-party managers.

Andrew Elsoffer is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He worked at Stifel Nicolaus & Co., Inc. for seven years before joining International Assets Investment Management in 2018. Elsoffer is also a member-owner of ABE Wealth Management, LLC, a private label entity for financial business. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm focuses on customized, long-term portfolio construction using a variety of investment vehicles and offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party wrap and manager programs.

Eric Hanna is a CFP® affiliated with Wellspring Family Office in Cleveland, OH, where he has been employed since 2023. He is new to the financial advisory industry, having no prior experience before joining Wellspring. Wellspring Family Office is an independent multi-family office serving high-net-worth individuals, families, trusts, estates, and related entities. The firm offers a broad range of services including investment advisory, financial and estate planning, tax planning, risk management, philanthropy, business succession, and bill-payment services, utilizing an open-architecture investment approach that emphasizes strategic asset allocation and tax efficiency.

Wendy Eldridge is a CFP® professional with 13 years of industry experience. She joined Carnegie Investment Counsel in 2024 after spending nine years at Aurum Wealth Management Group. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base, including individuals, high net worth clients, pension and profit-sharing plans, charitable organizations, corporations, independent trust companies, government entities, and other investment advisers. The firm uses a range of analytical approaches and offers both discretionary and non-discretionary portfolio management tailored to client goals.

Jodi Cowgill is a CFP® professional with 17 years of experience at Carnegie Investment Counsel. She has been with the firm since 2009. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a wide range of clients including individuals, high net worth clients, pension and profit-sharing plans, nonprofits, corporations, trust companies, government entities, and other advisers. The firm employs a variety of analytical approaches and manages both discretionary and non-discretionary portfolios, offering specialized services such as ERISA fiduciary oversight and nonprofit governance support.

Louis Mucci is a financial advisor with Advisory Services Network who holds Series 63 and Series 65 credentials and has 45 years of industry experience. He has been with Advisory Services Network since 2016. Outside of his advisory work, he is an independent insurance agent offering insurance products through unaffiliated companies. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent representatives. The firm offers a range of services including portfolio management, financial planning, and retirement consulting, employing various investment strategies tailored to client objectives and risk tolerances.

Carina Diamond is a CFP® with 22 years of industry experience currently serving at Arax Advisory Partners. She has held advisory roles at several firms, including Gries Financial Partners, Dakota Wealth, and Springside Partners. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and customized asset allocation, and is notable for its use of performance-based fee arrangements and carried-interest structures.

John Kleinhenz is a financial advisor with Arax Advisory Partners and holds a Series 65 designation. He has 20 years of industry experience, including 18 years at Kleinhenz & Associates Ltd. and over 25 years as President and CEO of JEK Analytics, Inc., a firm providing economic and business consulting services to a range of public and private sector clients. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets through a team of more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a blend of internal and external portfolio management and tailored asset-allocation strategies.

Racco Di Lauro is a financial advisor at OneSeven with five years of industry experience and holds a Series 66 designation. His prior work includes roles at Raymond James Financial Services Inc. and The Wealth Advisory Group of Dilauro Wracher & Thomas. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers diversified portfolio management and financial planning, employing both discretionary and non-discretionary approaches with access to a range of investment products and third-party platforms.

Peter Vandenbroeck is a financial advisor at Carnegie Investment Counsel with 17 years of industry experience. He has held roles at Carnegie Investment Counsel since 2017 and previously worked at Midwest Investment Management LLC. He serves on the investment committee advisory role at Notre Dame College in South Euclid, Ohio. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base, including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a multi-faceted investment process incorporating fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.

Matthew Wracher is a financial advisor with OneSeven and holds Series 63 and Series 65 credentials. He has 33 years of industry experience, with prior roles at JDMW Investments, The Wealth Advisory Group of DiLauro Wracher & Thomas LLC, and Raymond James Financial Services. Outside of financial advising, he is involved with JDMW Properties LLC, a real estate rental business, and owns an operating LLC. 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, utilizing diversified portfolios that include mutual funds, ETFs, individual securities, and alternative investments, with access to both discretionary and non-discretionary arrangements.

Vanessa Swank is a financial advisor with ValMark Advisers, Inc. in Rocky River, Ohio, holding 28 years of industry experience. She has been associated with ValMark and its related entities since 2012 and also serves as president of the Buckeye Education Foundation, Inc., a nonprofit focused on awarding grants to the Buckeye Local School District, as well as executive director of the Christian BusinessCares Foundation, Inc., which provides charitable grants. ValMark Advisers offers investment advisory and financial planning services to a diverse client base including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing a combination of proprietary and third-party platforms alongside oversight from an investment committee.

Chad Weigl is a financial advisor with Prosperity Capital Advisors in Avon, Ohio, holding a Series 65 license and having nine years of industry experience. He has worked with C2P Capital Advisory Group, LLC (doing business as Prosperity Capital Advisors) since 2016 and with JL Smith Holistic Wealth Management since 2014. Outside of advisory work, Mr. Weigl is involved in tax preparation and conducts financial literacy seminars through the American Financial Education Alliance. He also mentors other advisors through C2P Enterprises. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individual investors, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing core risk-based models and specialized strategies, supporting advisor-directed portfolios and acting as a Fund Strategist on UMA 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.

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.

Joseph Overfield is a financial advisor at Prosperity Capital Advisors with three years of industry experience. He holds a Series 65 credential and has worked at C2P Capital Advisory Group, LLC dba Prosperity Capital Advisors since 2022. Mr. Overfield is also the Chapter President of the American Financial Education Alliance in Gahanna, OH, where he conducts seminars on financial literacy without any product sales or compensation. Prosperity Capital Advisors offers financial planning, consulting, and discretionary investment management services to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions, while also providing institutional and intermediary services such as TAMP and sub-advisory support.

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.

Daniel Blocker is an advisor at Prosperity Capital Advisors with a Series 65 designation and one year of industry experience. Prior to joining the firm, he held roles at Heritage Financial, Trader Joe’s, and Corbin Emerson State Farm. Prosperity Capital Advisors is an SEC-registered enterprise adviser providing financial planning, consulting, and discretionary investment management to individuals, high-net-worth investors, corporations, trustees, retirement plans, and broker/dealer customers. The firm emphasizes model-based, asset-allocation strategies and portfolio supervision, utilizing core and specialized model suites alongside advisor-directed portfolios and third-party sub-advisors.