David Ptacek is a financial advisor with Ta-Check Financial Ltd. in Fairview Park, OH, holding a Series 63 designation and over 31 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 11 years with SII Investments, Inc. In addition to his advisory role, he owns and operates a tax preparation and accounting business. Ta-Check Financial Ltd. provides investment advisory services primarily through referring clients to third-party asset managers and supporting those relationships via solicitor arrangements. The firm offers portfolio consultations and ongoing account servicing while delegating portfolio management and trading authority to selected third-party managers.

Nicholas Guidos is a CFP® and Series 66 credentialed financial advisor with one year of industry experience. He is currently an associate advisor at SEIA and previously worked at Summit Financial Strategies and Cetera. Outside of his advisory role, he serves on the Nextgen Committee of the George Mason University Financial Planning & Wealth Management Advisory Board. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm combines strategic macro asset allocation with tactical adjustments through an in-house research group and Investment Committee, offering a range of discretionary and non-discretionary managed-account programs.

John Danch is a financial advisor with Ancora Private Wealth Advisors, LLC in Cleveland, OH, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His work history includes roles at Inverness Securities, LLC, Source Insurance, Source Companies, and Safeguard Securities Inc. He is also self-employed in fixed insurance sales through Source Insurance. Ancora Private Wealth Advisors is a multi-team registered investment adviser managing approximately $3.2 billion primarily for high-net-worth individuals, families, and institutional retirement plans. The firm offers customized portfolio management, lifetime wealth planning, and corporate retirement consulting, employing a comprehensive investment process that integrates top-down asset allocation with fundamental and technical security analysis.

Thomas Giltner is a financial advisor with OneSeven in Beachwood, OH, holding Series 63 and Series 65 credentials and 16 years of industry experience. His previous roles include positions at MML Investors Services, LLC and MassMutual Life Insurance Co. He is also involved in managing Eden Wine Bar LLC, a full-service bar and restaurant in Akron, OH. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, with a focus on diversified portfolios and both discretionary and non-discretionary advisory arrangements. The firm employs a primarily long-term investment approach while incorporating third-party managers and platforms, and maintains a notable affiliation with MGO Inc. to support pension consulting services.

Matthew Matheney is a financial advisor with First Heartland Consultants, Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining First Heartland Capital Inc., he worked at Park Avenue Investment Advisory LLC and Guardian Life Insurance Company. In addition to his advisory role, he operates a legal practice through The Law Office of Matthew Matheney LLC. First Heartland Consultants provides advisory services to a diverse client base including individual investors, employer-sponsored retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, asset management, and third-party asset management solutions delivered through a network of independent investment adviser representatives.

Ted Biskind is a financial advisor at StoneX Advisors Inc. in Cleveland, OH, holding a Series 63 designation with 42 years of industry experience. He has been with StoneX Advisors since 2015 and StoneX Securities since 2014. Outside of his advisory role, he operates an insurance brokerage business as a sole proprietor. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm uses a variety of model-based and third-party solutions supported by integrated platforms and operates as part of the broader StoneX Group.

Frank Legan is a financial advisor at SEIA with 25 years of industry experience and holds a Series 66 designation. His prior roles include positions at Cadaret, Grant & Co., Inc., Cedar Brook Financial Partners, and Securities America Advisors. He serves on the investment committee for the Sisters of Notre Dame and is an author of a financial-related book. SEIA provides investment management, financial planning, retirement plan consulting, and investment consulting services to individuals, trusts, estates, charitable organizations, and corporations. The firm employs a research-driven investment process combining strategic and tactical asset allocation and offers both discretionary and non-discretionary managed-account programs.

Dayna Smith is a financial advisor at Stratos Wealth Advisors LLC with five years of industry experience. She holds a Series 66 designation and has previously worked at Cadaret, Grant & Co., Inc., Cedar Brook Group, LPL Financial, and The Prudential Insurance Company of America. In addition to her advisory role, she operates Spain & Smith Wealth Advisors, a registered investment advisory firm offering financial planning and investment advisory services. Stratos Wealth Advisors serves individuals, trusts, retirement plans, nonprofits, corporations, and institutional clients by providing financial planning and portfolio management through various programs and platforms. The firm offers a range of investment solutions including advisor-managed portfolios, third-party manager access, and integrated services connected to SEI-affiliated businesses.

Christine Sivak is a financial advisor with SEIA who holds a Series 63 designation and has 21 years of industry experience. Her previous roles include positions at Cadaret, Grant & Co., Inc., Cedar Brook Financial Partners, and Securities America. She serves as Co-Chair of the Northeast Ohio Chapter of the Women in Pensions Network (WIPN), a professional group supporting women across the retirement plan industry. SEIA provides investment management, financial planning, and consulting services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a research-driven investment process combining strategic and tactical asset allocation, offering both discretionary and non-discretionary managed-account programs.

Alexander Sterba is a financial advisor with Manning & Napier Advisors, LLC, holding CFP®, Series 65, and Series 63 designations and seven years of industry experience. He has worked with Manning & Napier since 2022 and previously held roles at Marcum Wealth, LLC and Aurum Wealth Management Group. Manning & Napier Advisors, LLC provides investment advisory services primarily to pooled vehicles and institutional clients, including pension plans and government entities, while also managing separately managed accounts and offering retirement plan services. The firm uses a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection.

Gregory Halter is a CFA® charterholder with 26 years of industry experience. He has been with Carnegie Investment Counsel since 2019 and previously worked at Laurel Grove Capital, RE Advisers Corporation, and RE Investment Corporation. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a broad client base, including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a diverse investment process incorporating fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.

Matthew Marasch is a financial advisor with OneSeven in Beachwood, OH, holding a Series 63 designation and 13 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Pensionmark Financial Group, Raymond James Financial Services, and Mass Mutual Life Insurance Company. 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 access to diversified assets, alternatives, and private placements, and is affiliated with MGO Inc., expanding its retirement-plan consulting capabilities.

Joseph Granzier is a financial advisor at OneSeven with 29 years of industry experience. He holds a Series 66 designation and has previously worked at Axa Advisors, LLC and Fortune Financial Services. Granzier serves as a board member for Malachi House, a nonprofit providing hospice services for the homeless, meals for the needy, and career counseling for the unemployed. 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 advisory. The firm employs a primarily long-term investment approach with access to diversified portfolios, alternatives, and private placements, and is affiliated with MGO Inc., which expands its retirement-plan consulting capabilities.

Todd Stout is a financial advisor with Capital Analysts in Independence, OH, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He previously worked at Lincoln Investment from 2017 to 2026 and Legend Equities Corporation from 2003 to 2017. Outside of advisory work, Stout is a sales associate for Health Karma, offering health care benefits to groups. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through various programs, utilizing an in-house Investment Management & Research team to guide investment decisions.

Spencer Dieck is a financial advisor at Stratos Wealth Advisors LLC with 13 years of industry experience. He previously worked at Beacon Financial Advisory LLC and Beacon Financial Partners. In addition to his advisory role, he serves as a financial analyst at Pistone Wealth Advisors, focusing on investment analysis, trading, financial plan design, marketing, and client support. Stratos Wealth Advisors serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and financial institutions, offering investment management, financial planning, and insurance consulting. The firm operates through a network of supervised investment advisory representatives and utilizes both affiliated and third-party subadvisers and platforms to deliver customized and model portfolio strategies.

Thomas Trefzger is a financial advisor at Hantz Financial Services, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at Hantz Financial Services since 2018. Prior to his advisory role, he was employed at Sprint and also spent time at Cleveland State University. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies along with managed account solutions and offers a broad range of financial planning, wealth management, and fiduciary services supported by affiliated entities such as a trust company and in-house tax and business consulting.

Nicholas Schwitzgebel is a financial advisor at Guardian Life with a Series 66 designation. He has been with Guardian Life and its subsidiary, Park Avenue Securities, since 2025 and 2026, respectively. Prior to his current role, he held positions at MyShyft, Butler University, Dartmouth College, Keyfactor, and Saint Ignatius High School. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including brokerage, financial planning, retirement plan consulting, and advisory programs using both proprietary and third-party models.

Kimberly Bish is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 25 years of industry experience. She has worked at Key Investment Services since 2015 and has been affiliated with KeyBank since 2006. Bish also volunteers as a speaker for the Ohio Department of Education. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and brokerage products. The firm emphasizes client-directed model selection and ongoing monitoring, with a focus on due diligence and supervisory oversight across its offerings.

James Matthews is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at KeyBank, W&S Brokerage Services, Western Southern Life, and Empower Behavioral Health. Key Investment Services LLC provides investment advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment profile questionnaires and model selection, with oversight provided by a Product Due Diligence Committee and supervisory reviews.

Matthew Rosner is a financial advisor with Primerica Advisors in Beachwood, OH, holding five years of industry experience. He has worked at Park Avenue Securities since 2021 and has been affiliated with Guardian Life Insurance Company since 2008. Outside of his advisory role, he is involved in property management through Jaylene Development LLC. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement-plan consulting, utilizing a mix of proprietary and third-party investment strategies across various account types.