Joseph Dittoe Jr. is an advisor with OneSeven, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at PNC Investments and International Assets Advisory, LLC. He is also managing director of investments at Carey Dittoe Wealth Management. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, employing a primarily long-term investment approach that includes discretionary portfolio management and financial planning. The firm uses diversified portfolios with access to alternatives and private placements, and offers both discretionary and non-discretionary arrangements through unaffiliated managers and third-party platforms.

Albert Vonderheide is a CFP® certificant with 23 years of industry experience. He is currently with OneSeven and previously worked at LPL Financial and WealthCor, LLC dba Callahan Financial. He is also an independent licensed insurance agent in Ohio, specializing in accident & health, life, and variable insurance. 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 mutual funds, ETFs, individual stocks and bonds, and offers access to alternatives and private placements when appropriate.

Victoria Wiggins is a financial advisor with OneSeven in Beachwood, OH, holding a Series 65 designation and seven years of industry experience. She previously worked at JRP Capital Corp. and its affiliated entities before joining MGO One Seven. Her career also includes roles at Buckle and New York Life. OneSeven offers investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses diversified portfolios primarily composed of mutual funds, ETFs, and individual securities, with access to alternative investments and variable insurance products, emphasizing a primarily long-term investment approach supported by discretionary and non-discretionary management options.

Mark Kelly is a financial advisor with Capital Analysts in Parma, Ohio, holding seven years of industry experience. He has previously worked at Lincoln Investment LLC and Anderson International Corp. In addition to his advisory role, he serves as Vice President of Kelly's Tax & Financial Services, where he prepares tax returns and offers insurance products. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management supported by an in-house investment management team and offers a range of customizable advisory services.

Raymond Nash is a financial advisor with M Holdings Securities, Inc. based in Cleveland, OH, holding a Series 63 designation and 24 years of industry experience. He has been associated with Heirmark Ltd and M Holdings Securities since 2009 and with Linsco/Private Ledger Corp since 2007. Outside of his advisory work, he is involved in a racing team called Team Underdawg Racing as an owner and accepts sponsorships for advertising. M Holdings Securities, Inc. serves individual, corporate, and retirement plan clients through a nationwide network of advisors, offering discretionary and non-discretionary investment management, financial planning, retirement consulting, and insurance advisory services. The firm supports a range of programs and third-party managers while providing sub-advisory services and maintaining ongoing client account reviews.

Jacob Krecic is a financial advisor at DayMark Wealth Partners, LLC in Cincinnati, OH, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, managing approximately $3.94 billion in assets. The firm offers comprehensive portfolio management and financial planning, utilizing a mix of fundamental, technical, quantitative, and ESG analysis, and is notable for its involvement in insurance distribution and private fund management.

Joseph Callahan is a CFP® professional with 38 years of industry experience. He is currently with OneSeven and has previously worked at LPL Financial, WealthCor, and Fortune Financial Services. Outside of his advisory work, he is a licensed insurance agent covering accident and health, property and casualty, life, and variable insurance lines. 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 that include mutual funds, ETFs, individual stocks and bonds, and access to alternative investments and private placements.

Sean Wracher is a financial advisor at OneSeven with one year of industry experience. He holds the Series 66 designation and has worked at firms including Raymond James Financial Services and Purshe Kaplan Sterling Investments. Outside of his advisory role, he owns Gridirion Specialist Group, which provides football coaching and training. OneSeven serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a primarily long-term investment approach with access to diversified mutual funds, ETFs, alternative investments, and third-party managers.

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.

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.

Benjamin Coughenour is a financial advisor with ValMark Advisers, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Valmark Securities, Valmark Financial Group, Swenson's Drive-In Restaurants, USF Holland, and The University of Akron. 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 advisory representatives. The firm offers diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and a range of fee-based planning and consulting options.

Erik Stern is an advisor at LexAurum Advisors in Medina, OH. He holds Series 65 and Series 66 licenses and has recently transitioned into the financial advisory field after prior roles at Amazon and UBS. Outside of finance, he has been involved with the Medina Baseball Association since 2022. LexAurum Advisors manages investment portfolios and provides financial planning and retirement-plan services to individuals, families, businesses, institutional clients, and other advisory firms. The firm employs a team-based approach utilizing diversified portfolios aligned with modern portfolio theory and offers both discretionary and non-discretionary investment management.

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.

Samuel Galloway is a Certified Financial Planner (CFP®) with eight years of industry experience. He has worked at Valmark Financial Group since 2018, following prior roles at New Engen and Fisher Investments. He is currently based in Akron, Ohio. Valmark Advisers, Inc. provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm uses diversified, goal-based model portfolios and asset allocation strategies, implementing solutions primarily through mutual funds, ETFs, and separate-account managers.

Tyler Denholm is a CFA® charterholder with 17 years of industry experience. He has been with ValMark Advisers, Inc. since 2015 and has worked at Valmark Securities, Inc. since 2007. Outside of his advisory role, he serves as a board member for Cornerstone Community School in Tallmadge, OH, contributing to policy and future planning. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services through a network of approximately 280 investment advisory representatives. The firm emphasizes diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of fee-based planning and consulting services.

Michael Ciccone is a financial advisor with StoneX Advisors Inc. in Hudson, Ohio, holding a Series 66 designation and 22 years of industry experience. He has been with StoneX Advisors since 2015 and StoneX Securities since 2014. Ciccone also owns and operates a financial services business under the name DCP Asset Management, LLC. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm employs a combination of independent advisors and an in-house Private Client Group to deliver solutions through proprietary models, third-party money managers, and various account structures.

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.

Louis Loparo is a financial advisor with Avantax Planning Partners, Inc. in Independence, Ohio, holding a Series 65 credential and two years of industry experience. He has a background in accounting and business services, including over 25 years with Hobe & Lucas Certified Public Accountants, Inc., where he provides accounting, tax, and consulting services. Loparo also serves as treasurer for the Euclid Schools Foundation and participates in the Northern Ohio Italian American Foundation’s membership retention and marketing committee. Avantax Planning Partners provides investment advice and financial planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements. The firm employs model-based style allocation strategies and discretionary portfolio management overseen by an Investment Advisory Committee, offering tax-intelligent overlays and centralized trading and reporting.