Robert King Jr. is a financial advisor with Virtue Capital Management, LLC, holding a Series 63 designation and 10 years of industry experience. He previously worked at Horter Investment Management and Cornerstone Asset Management Services, Inc. In addition to his advisory role, King is the principal owner of King Insurance and Financial Services, which provides insurance and financial services including college and retirement planning. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, retirement plans, and other advisers with customized portfolio management and financial planning. The firm employs a multi-team model combining tactical, strategic, and dynamic investment approaches and offers third-party manager due diligence and client education programs.

Anna Vitale is a CFP®-certified financial advisor at Wellspring Family Office with three years of industry experience. She previously worked at Key Investment Services, LLC and Marcum Wealth, among other positions. 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, income tax planning, risk management, and business succession planning, using an open-architecture investment approach that combines passive and active strategies.

Howard Slater is a financial advisor at SEIA with over 32 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Cadaret, Grant & Co., Inc., Cedar Brook Financial Partners, Securities America Advisors, and other firms. Outside of advising, he is the owner of Wembley Tennis Club, volunteers with the Chabad of Solon, and serves on the board of the Ohio Senior Olympics. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm employs an investment process combining strategic asset allocation with tactical adjustments, emphasizing non-discretionary management and offering a range of advisory programs and financial planning services.

Sarah Gries is a Certified Financial Planner® with 27 years of industry experience. She is affiliated with Arax Advisory Partners and has operated Gries Financial LLC since 1978. Arax Advisory Partners is an SEC-registered, multi-team wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans through a range of services that include financial planning, portfolio management, and retirement plan consulting.

Henry Spain is a financial advisor at Stratos Wealth Advisors LLC with 52 years of industry experience. He holds the ChFC® designation and Series 63 and 65 registrations. His prior roles include positions at Carnegie Investment Counsel and Wells Fargo Clearing. He also operates Spain & Smith Wealth Advisors, a registered investment advisory firm focused on investment advisory and financial planning. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 advisors organized in multiple teams. The firm offers financial planning, portfolio management, and third-party manager programs tailored to client goals.

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.

Michael Dejohn is a financial advisor with SEIA in Cleveland, OH, holding a Series 63 designation and 15 years of industry experience. His career includes roles at Cadaret Grant & Co., Inc., Cedar Brook Financial Partners, LLC, and Securities America Advisors, Inc., among others. Outside of finance, he works as a high school football referee and serves as a funeral director. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm offers investment management, financial planning, and consulting services, utilizing a combination of strategic macro asset allocation and tactical adjustments driven by an in-house investment group, with most assets managed on a non-discretionary basis.

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.

Michael Santelli is a CFA® charterholder with 12 years of industry experience. He has been with Inverness Investment Group since 2014. Outside of his advisory role, he serves as treasurer of Enrico Properties, LLC, a real estate investment entity. Ancora Private Wealth Advisors is a multi-team registered investment adviser managing approximately $3.2 billion for high-net-worth individuals, families, and institutional retirement plans. The firm offers customized portfolio management, lifetime wealth planning, and corporate retirement consulting, utilizing a combination of top-down asset allocation and fundamental and technical security analysis to construct tailored portfolios.

Justin Pietrasz is a financial advisor at OneSeven in Beachwood, OH, with 12 years of industry experience. He holds the CFP® and ChFC® designations and has been associated with MGO-affiliated entities since 2012. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management and financial planning, typically using diversified mutual funds, ETFs, and individual securities, with access to alternatives and private placements when appropriate.

Keith Vargo is a CFA® charterholder with 11 years of experience in the financial industry. He has been with Carnegie Investment Counsel since 2017, following six years at Midwest Investment Management LLC. Vargo holds a Series 63 license and is based in Cleveland, OH. 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 comprehensive investment process incorporating fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.

Aileen Bost is a CFP® professional at CM Wealth Advisors LLC with 7 years of industry experience. She has been with CM Wealth Advisors since 2014. The firm provides comprehensive wealth management, investment advisory, and business consulting services primarily to high-net-worth individuals, families, and foundations. CM Wealth Advisors employs a manager-of-managers investment approach focused on growth equity balanced with fixed income and alternative investments.

John Toth is a financial advisor at Stratos Wealth Advisors LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Financial Engines Advisors L.L.C. and The Mutual Fund Store. Outside of his advisory role, he is also an agent involved in the sale and service of life insurance and fixed annuities. Stratos Wealth Advisors serves individual and institutional clients through a team of 71 investment advisory representatives. The firm offers financial planning, portfolio management, and third‑party manager programs, using customized asset allocations, model portfolios, and various platform solutions to suit client goals.

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 Gaydosh is a CFP® credentialed financial advisor with over 40 years of industry experience. He has worked at Capital Analysts since 1992 and Lincoln Investment since 2012. Outside of advising, he serves as Vice Chair of the board for Beat the Streets Cleveland, a nonprofit youth organization. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

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 at Stephens since 2021, with prior roles at Northcoast Research, Cetera, First National Bank of PA, and KeyBank. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary management programs and combines bottom-up equity research with committee-driven asset allocation and fixed-income strategies.

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 at CM Wealth Advisors LLC with 24 years of industry experience. He holds the PFS™ designation and Series 65 license. Since 1998, he has been affiliated with Clanco Management/CM Wealth Advisors. CM Wealth Advisors LLC provides comprehensive wealth management and investment advisory services primarily to high-net-worth individuals, families, and foundations. The firm employs a manager-of-managers investment approach focused on growth equity, fixed income, and alternative investments, and is known for its origins as a single-family office and its use of pooled investment vehicles for private equity and alternative strategies.