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.

Michael Janosko is a financial advisor with ValMark Advisers, Inc. in Akron, Ohio, holding a Series 66 designation and nine years of industry experience. He has worked at ValMark Advisers and ValMark Financial Group since 2018 and previously held positions at Merrill and Bank of America. 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 emphasizes diversified, goal-based model portfolios and asset allocation, implemented primarily through mutual funds, ETFs, and separate-account managers.

Donald Raybuck is a financial advisor at StoneX Advisors Inc. with 25 years of industry experience. He has been with StoneX Advisors since 2015 and previously worked at Wrp Investments, Inc. from 2001 to 2015. He holds a Series 63 designation. Outside of his advisory role, he is also an agent at a life insurance agency and works as a registered representative selling securities. 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 uses a variety of investment platforms and strategies, including advisor-managed portfolios and third-party money managers, while supporting multiple account structures and offering periodic reviews and due diligence.

William Ehrbar is a CFP® certificant affiliated with Facet, with four years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, Kestra Financial LLC, and Fisher Investments LLC. There are no noted outside business activities. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm employs model-based asset allocations and technology-driven processes, offering a flat subscription planning model that includes investment management.

Connor Barth is a financial advisor at Triad Wealth Partners, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Preservation Retirement Services, Sterling Foundation Management, and Silverado, as well as time as a full-time student. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform offering portfolio management, financial planning, and sub-advisory services. The firm utilizes strategic asset allocation guided by an investment committee and provides diversified investment strategies across multiple asset classes.

Todd Resnick is a financial advisor with OneSeven in Beachwood, OH, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, International Assets Advisory, and TCWP, LLC. He is also a licensed independent term life insurance agent. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering diversified portfolio management and financial planning with access to alternatives and private placements. The firm employs a primarily long-term investment approach with flexible trading options and utilizes both discretionary and non-discretionary arrangements.

William Thomas is a financial advisor at OneSeven with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has been involved with firms including Raymond James Financial Services and The Wealth Advisory Group of DiLauro, Wracher & Thomas LLC. Thomas also owns DWT Wealth Partners LLC, a support company. 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 consulting. 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.

Arthur Merriman III is a financial advisor at Carnegie Investment Counsel with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Carnegie Investment Counsel since 2014. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a varied client base, including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a multifaceted investment approach incorporating fundamental, technical, cyclical, and ESG analysis and offers both discretionary and non-discretionary portfolio management.

Robert King Jr. is a financial advisor with Virtue Capital Management, LLC, holding a Series 63 designation and nine years of industry experience. He has worked at Virtue Capital Management since 2020 and previously held roles at Horter Investment Management and Cornerstone Asset Management Services. Outside of his advisory work, King is the principal owner of King Insurance and Financial Services, which focuses on property/casualty and life insurance as well as college and retirement planning. Virtue Capital Management is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets through about 90 advisers for over 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection, and plan consulting, utilizing quantitative models and economic data inputs in a primarily mutual fund and ETF-based investment approach.

Zackary Levine is a CFP®-credentialed financial advisor with six years of industry experience, currently serving at Vicus Capital, Inc. He has held roles at WealthKeel LLC and Ameriprise Financial prior to his current position. Levine also provides financial planning services for Gen X and Gen Y physicians through an associate advisor role at WealthKeel LLC and works as an insurance agent specializing in life, health, disability, annuities, and long-term care products. Vicus Capital delivers investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors, utilizing a variety of discretionary and non-discretionary strategies. The firm offers access to third-party managers, digital advice portfolios, and fiduciary retirement-plan consulting with an emphasis on tailored investment approaches and multiple specialized divisions.

William Tropp is a financial advisor with ValMark Advisers, Inc. He holds a Series 66 designation and has recently entered the industry, beginning his advisory career in 2024. Prior to joining ValMark, he held roles at Demming Financial Services Corporation and has experience in education and community organizations, including positions at Baldwin Wallace University and Canterbury Golf Club. ValMark Advisers serves individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm offers diversified, goal-based investment management and retirement plan advisory services using multi-asset model portfolios primarily composed of mutual funds, ETFs, and approved third-party managers.

Lynn Goebel is a financial advisor with ValMark Advisers, Inc. in Akron, Ohio, holding a Series 63 designation and 21 years of industry experience. She has been with ValMark Advisers and affiliated entities since 2005. ValMark Advisers provides 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 focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing overseen by its investment committee.

Henry Spain is a financial advisor at Stratos Wealth Advisors LLC with over 52 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Stratos in 2024, he worked at Carnegie Investment Counsel from 2021 to 2024 and Wells Fargo Clearing for 22 years. Spain also operates Spain & Smith Wealth Advisors, a registered investment advisor focused on investment advisory and financial planning. Stratos Wealth Advisors is a multi-team SEC-registered firm with approximately 71 advisors managing about $5.57 billion in assets for nearly 5,000 clients across 31 offices. The firm serves individuals, trusts, retirement plans, and institutional accounts with services including financial planning, portfolio management, third-party manager programs, OCIO solutions, and insurance consulting.

Steven Cook is a financial advisor with StoneX Advisors Inc. in Garfield Heights, OH, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining StoneX, he worked for Investment Network, Inc. for 20 years and also owns Matrix III Income Tax Service, LLC, a tax preparation business. He is additionally involved in life and health insurance sales. StoneX Advisors Inc. provides portfolio management, financial planning, and ERISA plan consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm employs a variety of investment strategies through independent advisors and an in-house Private Client Group, utilizing multiple platforms and third-party managers.

Armando Consolacion is a financial advisor with ValMark Advisers, Inc. He holds the Series 66 designation and has one year of industry experience. Before joining ValMark in 2023, Armando worked in various roles including positions at Cafe Arnone, Real Senior Management, Discount Drug Mart, and spent thirteen years in education. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s investment approach focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing oversight and rebalancing by investment advisory representatives.

Jonathan Pulito is a financial advisor with Archer Investment Corporation holding a Series 65 designation. He has experience working at Ernst & Young from 2015 to 2020 and has been with Accusol LLC since 2020, alongside roles at Schultz Bertin and Park & Illenberger. Archer Investment Corporation provides investment management services primarily to individual clients, serving both non-high-net-worth and high-net-worth investors through separately managed accounts and proprietary mutual funds. The firm employs a multi-branch, independent-contractor model and manages a diversified range of assets including equities, fixed income, mutual funds, ETFs, and options.

Kathleen McCarthy is a financial advisor at Archer Investment Corporation with 33 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at firms including Purshe Kaplan Sterling Investments, Jason M Orsky Wealth Management, and SII Investments. She is also licensed as an insurance agent, selling life insurance and long-term care products. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm employs a disciplined investment process focused on diversified allocations and offers both discretionary management and model-driven strategies.

Jordan Howd is a CFP® professional with 16 years of experience in financial planning and wealth management. He currently works at ValMark Advisers, Inc. and ValMark Securities, Inc., having joined in 2023. Prior to this, he spent over a decade at Applied Financial Concepts, where he also holds a role as Director of 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 diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, with a range of proprietary and third-party platforms and unique relationships involving insurance and ETF products.

Justin Pietrasz is a CFP® and ChFC® with 12 years of industry experience. He is currently with OneSeven in Beachwood, OH, having previously worked at MGO, Inc. and Mgo Securities Corp. His credentials also include Series 65 and Series 63 licenses. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, retirement-plan advisory, and educational seminars. The firm employs a primarily long-term investment approach with access to diversified mutual funds, ETFs, individual securities, alternatives, and private placements.