Andrew Siciliano is a CFP® professional at Wellspring Family Office in Cleveland, OH, with five years of experience at the firm following five years as a student. He has been with Wellspring Family Office since 2021. Wellspring Family Office is an independent multi-family office serving high-net-worth individuals, families, trusts, estates, and related entities. The firm offers a comprehensive range of services including investment advisory, financial and estate planning, income tax planning, risk management, and business succession planning, employing an open-architecture investment approach that combines passive and active strategies.

Frank Preziuso is a Certified Financial Planner (CFP®) with 21 years of industry experience. He currently works at Capital Analysts and Lincoln Investment, having previously been with Agia and Valic Financial Advisors. He serves as a volunteer board member for Akron Children’s Roundtable, a hospital fundraising organization. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and its in-house investment management team.

William Glubiak is a financial advisor at SEIA with 31 years of industry experience. He holds a Series 63 designation and has worked at firms including Cadaret Grant & Co., Inc., Cedar Brook Financial Partners, and Securities America Advisors Inc. In addition to his advisory role, he is licensed to sell insurance consistent with financial planning. 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, comprehensive financial planning, and consulting services, employing a strategic investment process that blends quantitative and qualitative research, with a majority of assets managed on a non-discretionary basis.

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.

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.

William Caster is a financial advisor with Arax Advisory Partners in Cleveland, OH, holding Series 63, 65, and 66 licenses and seven years of industry experience. His prior roles include positions at Gries Financial, Fifth Third Bank, PNC Bank, BNY Mellon Securities Corporation, and KeyBanc Capital Markets Inc. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets across more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal portfolio management, third-party models, and tailored asset allocation strategies.

Linda Tekavec is a financial advisor at Stratos Wealth Advisors LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Beacon Financial Partners, Lincoln Investment, Ameriprise, and PNC Wealth Management. Outside of her advisory role, she has served as a practice manager for Pistone Wealth Advisors and has experience working in the restaurant industry. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, and third-party manager programs tailored to individual goals.

Ryan Bartels is a financial advisor at Ancora Private Wealth Advisors, LLC in Cleveland, OH, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Morgan Stanley and Fidelity Investments. Bartels is a co-founder and shareholder of a smartphone application company, Circuit Technologies, though he has no active duties there. Ancora Private Wealth Advisors provides customized portfolio management and lifetime wealth planning primarily for high-net-worth individuals and families, as well as pension and retirement plans. The firm employs a combination of top-down macro assessment and fundamental analysis across various investment vehicles, and operates within the Focus Financial Partners platform alongside affiliated entities that extend its service capabilities.

William Ambrogio is a CFP® professional at Wellspring Family Office in Cleveland, OH, with eight years of industry experience. He has been with Wellspring Financial Advisors since 2016. Wellspring Family Office is an independent multi-family office serving high-net-worth individuals, families, trusts, and estates. The firm offers comprehensive financial, estate, and tax planning services alongside investment advisory, employing an open-architecture approach that blends passive and active strategies with a focus on strategic asset allocation and tax efficiency.

Parker Kaesgen is an advisor at OneSeven with Series 63 and Series 65 licenses and four years of industry experience. He has worked at MGO Inc. since 2020 and was previously a student from 2012 to 2019. 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 mutual funds, ETFs, individual stocks and bonds, and access to alternative investments and private placements when appropriate.

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 at Stratos Wealth Advisors LLC with 29 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC for ten years. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives across multiple teams. The firm offers customized financial planning and portfolio management services, utilizing a combination of in-house advisors, third-party managers, and platform solutions.

Chad Kreilick is a financial advisor at TFO Wealth Partners with four years of industry experience. He holds a Series 65 designation and has been associated with Tfo Tdc, LLC since 2010. TFO Wealth Partners manages approximately $4.85 billion in client assets for a diverse client base, including high-net-worth individuals, family offices, retirement plans, and charitable organizations. The firm employs a long-term, asset-allocation driven investment approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by third-party managers.

Mordechai Khaimov is a CFP® and Series 66 licensed advisor with four years of industry experience, currently with SEIA. He previously worked at Cedar Brook Group and Cadaret Grant & Co., Inc., among other firms. Khaimov is a licensed CPA and serves as a guest lecturer teaching financial literacy at a local high school. He is also involved in community organizations including the Jewish Federation of Cleveland and Anshei Lubavitch of Cleveland, where he holds board roles, and he owns a business focused on career coaching. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm’s investment process integrates strategic macro asset allocation with tactical adjustments supported by quantitative and qualitative research, offering both discretionary and primarily non-discretionary management.

Gregory Markus is a financial advisor at Portfolio Medics, LLC with one year of industry experience and holds a Series 65 designation. He has a background in tax and accounting services as the managing partner of taxSmarty Tax and Accounting Services and serves as treasurer/CFO for the Rocky River City School District. Additionally, he manages rental property businesses through Markus Properties U.P. North LLC and Markus Properties of Ohio LLC. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a mix of strategic and tactical investment approaches including model portfolios with mutual funds, ETFs, individual stocks and bonds, and alternative strategies.

Arcie Petty is a financial advisor at Simplicity Wealth with four years of industry experience. She holds Series 65 and Series 66 licenses and has worked previously at Edward Jones and Huntington National Bank. Outside of her advisory role, she is a member of The Dawson LLC, a business focused on coaching. Simplicity Wealth serves a diverse client base that includes individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm uses a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, and offers technology-driven advisory and operational services including a managed account platform for advisers.

Eugene Welsh Jr. is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 32 years of industry experience. He holds the PFS™ designation and Series 63 license. Prior to his current role, he worked at Ameriprise Financial Services, Inc. from 2014 to 2019 and has been involved with Professional Management Inc. since 1980, providing tax preparation services for corporate and personal returns. He is also a partner at Strophic, Inc., which manages operations for Aria Financial Group. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs and is notable for its predominance of non-discretionary assets under management.

David Ptacek is a financial advisor with intrua Financial, holding a Series 63 designation and 31 years of industry experience. His prior roles include positions at LPL Financial, SII Investments, FSC Securities Corporation, and ownership of TA-Check Financial Ltd, where he also provides tax preparation services. Outside of his advisory work, he owns a senior living franchise and a document storage business. Intrua Financial is a multi-team SEC-registered investment advisory firm serving individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans. The firm employs a blend of fundamental, technical, and cyclical analysis to develop customized asset allocations and investment policy statements, implementing strategies via direct management, model portfolios, and third-party managers.

Nicholas Guidos is a CFP® professional with one year of industry experience, currently serving as an Associate Advisor at SEIA. Prior to joining SEIA, he worked at Summit Financial Strategies, Cetera, and VLP Financial. He also serves as a Nextgen Committee Member on the George Mason University Financial Planning & Wealth Management Advisory Board. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm’s investment approach combines strategic macro asset-allocation with tactical adjustments, employing both discretionary and non-discretionary management, with a majority of assets managed on a non-discretionary basis.

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.