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.

Fady Chaccour is a financial advisor at First Heartland Consultants, Inc. with 33 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Massachusetts Mutual Life Insurance Co. since 1994 and First Heartland Capital Inc. since 2016. Outside of his advisory work, he owns F&R Ventures LLC, a financial holding company. First Heartland Consultants serves a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and a variety of asset management solutions delivered through a network of independent investment adviser representatives.

Michael Amoia is a financial advisor at ValMark Advisers, Inc. with 12 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining ValMark Financial Group in 2022, he worked at Truist Bank for 17 years. 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 third-party managers, with a focus on multi-asset allocation and ongoing portfolio monitoring.

Caleb Callahan is a CFP® with 21 years of industry experience, currently serving as a financial advisor at ValMark Advisers, Inc. since 2007. He has held roles at Valmark Securities, Inc. since 2005. Caleb is a volunteer board member and treasurer for Chapel Wadsworth, a nonprofit organization. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based model portfolios and asset allocation, using proprietary and third-party platforms to deliver tailored advisory solutions.

Aileen Bost is a CFP® professional with six years of industry experience, currently serving as an advisor at CM Wealth Advisors LLC since 2014. She is based in Beachwood, OH, and has worked exclusively with CM Wealth Advisors throughout her career. CM Wealth Advisors serves individual clients, including high-net-worth households, providing portfolio management, financial planning, and wealth-management services. The firm employs a multi-disciplinary team and an internal investment committee, combining investment research with accounting and tax expertise, and engages with both individual accounts and certain client entities through pooled investment vehicles and private funds.

Zachary Hurst is a CFP® with 11 years of industry experience, currently serving at ValMark Advisers, Inc. since 2015. He has also been affiliated with the University of Akron since 2011. 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 utilizes diversified, goal-based model portfolios with a focus on multi-asset allocation implemented via mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment programs.

John Toth is a financial advisor at Stratos Wealth Advisors LLC in Beachwood, OH, with 20 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Financial Engines Advisors L.L.C., TMFS Advisors, and The Mutual Fund Store. In addition to his advisory role, he is an agent involved in the sale and service of life insurance and fixed annuities. Stratos Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, retirement plans, and institutional accounts through financial planning and portfolio management. The firm operates with about 71 advisors and approximately $5.57 billion in assets under management across 31 offices.

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 Salera is a financial advisor at Stephens with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked primarily at Stephens since 2021 after roles at Northcoast Research, Cetera, and First National Bank of PA. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm offers a range of financial planning and portfolio management solutions, supported by integrated broker-dealer and investment banking capabilities as well as in-house equity research.

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 with CM Wealth Advisors LLC in Beachwood, OH, holding the PFS™ designation and Series 65 license. He has 23 years of industry experience, including 28 years with Clanco Management/CM Wealth Advisors. CM Wealth Advisors serves individual clients, including high-net-worth households, through portfolio management, financial planning, and related wealth-management services. The firm’s team includes credentialed accounting and investment professionals and provides investment strategy and oversight via an internal committee, with a focus on complex client relationships and involvement in private pooled investment vehicles.

Andrew Lamb is a financial advisor at ValMark Advisers, Inc. in Akron, Ohio, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at Wells Fargo Advisors, LLC, and Wells Fargo Clearing. Outside of his advisory work, Lamb serves as chairman and volunteer for pediatric palliative care organizations, including the Akron Children's Hospital Pediatric Palliative Care Center and the Victory Gallop nonprofit. 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 employs diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and offers proprietary platforms such as ACCESS and ACCESS Direct.

Teddy Milbrandt is a financial advisor at ValMark Advisers, Inc. based in Richfield, OH, holding a Series 66 designation with one year of industry experience. His prior work includes roles at ValMark Securities, Applied Financial Concepts, New York Life Insurance Company, and the Army National Guard. Outside of financial services, he has been employed with Doordash. 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 focuses on diversified, goal-based model portfolios and asset allocation using mutual funds, ETFs, and separate-account managers, supported by ongoing monitoring and rebalancing by its investment advisory representatives.

William Walker is a financial advisor at StoneX Advisors Inc. with 24 years of industry experience. He holds a Series 63 designation and has worked at StoneX Advisors since 2020, with prior experience at StoneX Securities Inc. and WRP Investments, Inc. Outside of his advisory role, he operates a sole proprietorship providing insurance sales and tax consulting services. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA plan consulting, and related services. The firm delivers these through independent advisors and an in-house Private Client Group, utilizing a variety of managed portfolios and model-based solutions.

Manuel Gonzalez II is a financial advisor with Signature Equity Partners, LLC, holding a Series 63 designation and 19 years of industry experience. His career includes roles at Osaic Wealth, Inc., The Prudential Insurance Company of America, and PRUCO Securities, LLC. He is involved in investment and insurance business through his ownership of MM Financial Group, which provides home and auto insurance. Signature Equity Partners serves individuals, retirement plans, corporations, and other entities with portfolio management, financial planning, and retirement-plan consulting. The firm operates a multi-team structure and utilizes the Vision2020 Wealth Management Platform to deliver tailored investment solutions, including model portfolios and socially responsible investing options.

Linda Tekavec is a financial advisor with Stratos Wealth Advisors LLC in Pepper Pike, OH, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her prior firms include Beacon Financial Partners, Lincoln Investment, Ameriprise, and PNC Wealth Management. Outside of her advisory role, she has worked in the restaurant industry as a server. Stratos Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, retirement plans, and institutional clients with customized financial planning and portfolio management services. The firm has approximately 71 advisors, manages about $5.57 billion in assets, and offers access to proprietary SEI products through a strategic affiliation.

Patrick Hahn is a CFP® with 14 years of industry experience and is currently with Dakota Wealth, LLC. He has previously worked at Springside Partners LLC, Cetera ADVISORS LLC, and SS&G Wealth Management. Hahn serves on the Board of Trustees and Finance Committee for the Medina County Society for the Protection of Animals, where he analyzes and reports on the organization’s investment portfolio. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, and business enterprises. The firm constructs customized portfolios using diversified allocations including mutual funds, ETFs, equities, fixed income, and other instruments, employing a combination of fundamental, technical, and cyclical research while offering access to affiliated tax preparation services.

Parker Kaesgen is a financial advisor with OneSeven in Beachwood, OH, holding Series 65 and Series 63 licenses and four years of industry experience. He has been with MGO Inc. since 2020. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, using a primarily long-term investment approach that incorporates diversified mutual funds, ETFs, individual securities, and access to alternative investments. The firm offers both discretionary and non-discretionary portfolio management and is affiliated with MGO Inc., enhancing its retirement-plan consulting capabilities.

Daniel Klusty is a financial advisor at OneSeven in Beachwood, OH, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Shelton Capital Management and Roundtable on the Square. Outside of finance, he has experience working with March First Brewing and Klusty Sign Associates. 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 consulting, employing a primarily long-term investment approach that incorporates diversified funds, individual securities, and alternative strategies.

Richard Geiger is a financial advisor with Stratos Wealth Advisors LLC and holds Series 63 and Series 65 credentials. He has 29 years of industry experience, including a decade at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He joined Stratos Wealth Advisors in 2026. Stratos Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, retirement plans, and institutional clients. The firm offers a range of financial planning and portfolio management services and is notable for its strategic investment relationship with SEI entities, providing access to proprietary products and platforms.