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.

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.

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.

Jennifer Condon is a CFP® professional with one year of experience, currently serving as an advisor at Arax Advisory Partners. She previously worked at GFP Private Wealth and The Glenmede Trust Company NA, among other firms. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans through a combination of internal portfolio management, third-party models, and tailored asset allocation.

Michael Cianciola is a financial advisor at OneSeven with 20 years of industry experience. He holds Series 66 and Series 65 licenses and has worked at firms including Raymond James Financial, Edward Jones, and Pensionmark Financial Group. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering a range of portfolio management and financial planning solutions. The firm employs a primarily long-term investment approach, utilizing diversified mutual funds, ETFs, individual securities, and access to alternatives, while also offering 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.

Brad Wingler is an advisor at OneSeven with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Nationwide Investment Advisors and related entities. He is also an Investment Executive at MGO, Inc., a firm involved in 401(k) administration and registered investment advisory services. 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 discretionary and non-discretionary management, and has expanded retirement-plan capabilities through its affiliation with MGO Inc.

Timothy Marcinek is a financial advisor with Triad Wealth Partners, LLC, holding the ChFC® designation along with Series 63 and 65 licenses. He has 15 years of industry experience, having previously worked at firms including Cambridge Investment Research and DAGCO Inc. Marcinek also serves as president of Westshore Financial LLC, a tax services business. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform that provides sub‑advisory and operational services to other registered investment advisers. The firm utilizes strategic asset allocation and a combination of proprietary and third‑party models to offer discretionary portfolio management, access to private funds, and customized financial planning.

Karyn Pistone is a financial advisor at Stratos Wealth Advisors LLC with 44 years of industry experience. She holds the Series 63 designation and has worked at multiple firms including Beacon Financial Advisory LLC and Capital Analysts, Inc. In addition to her advisory role, she is also a licensed insurance agent providing life, long-term care, and disability insurance. Stratos Wealth Advisors is a multi-team SEC-registered advisory firm with about 71 advisors managing roughly $5.57 billion in assets. The firm serves individuals, trusts, retirement plans, and institutional accounts, offering a range of services including financial planning, portfolio management, third-party manager programs, and insurance consulting.

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.

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 previously worked with firms including LPL Financial and WealthCor, LLC. Outside of his advisory work, he is a minority owner in real estate and a restaurant operation. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and consulting. The firm employs a primarily long-term investment approach with diversified portfolios and utilizes third-party managers and platforms to implement strategies.

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.

Mary Harvey is a financial advisor with ValMark Advisers, Inc. She holds the ChFC® designation and Series 63 license and has 33 years of industry experience. Her career includes roles at River Financial Group, Paramount Financial Services, and Minnesota Mutual. She also operates MH Planning. 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 emphasizes multi-asset allocation using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment programs.

Edward Detomaso is a financial advisor at SEIA with over 42 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior work includes roles at Cadaret, Grant & Co., Inc., Cedar Brook Financial Partners, LLC, and Securities America Advisors, Inc. He also holds an insurance license and engages in insurance sales and service related to financial planning. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm offers investment management across various models, financial planning, and consulting, with an investment process that combines strategic asset allocation with tactical adjustments guided by both quantitative and qualitative research.