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.

Edward Giaco is a financial advisor at intrua Financial with 30 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 2018 and previously spent 12 years at SII Investment, Inc. He is also the owner of Taxcheck USA LLC, a tax preparation and accounting business. Intrua Financial is a multi-team advisory firm serving individuals, high-net-worth clients, trusts, foundations, and retirement plans. The firm combines fundamental, technical, and cyclical analysis to construct custom asset allocations and offers both discretionary and non-discretionary asset management alongside comprehensive financial planning and retirement plan consulting.

Ted Biskind is a financial advisor with StoneX Advisors Inc. in Cleveland, OH, holding a Series 63 designation and bringing 42 years of industry experience. His career includes roles at StoneX Securities Inc., Wrp Investments, Inc., and Equity Services, Inc. He also operates American Benefits Group, an insurance brokerage. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm uses various model-based and third-party manager solutions across multiple platforms to implement client strategies.

Frank Legan is a financial advisor at SEIA with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Cadaret, Grant & Co., Inc., Cedar Brook Financial Partners, and Securities America Advisors. Outside of his advisory work, he serves on the investment committee for the Sisters of Notre Dame and is an author of a financial book. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm employs a disciplined investment process combining strategic macro asset allocation and tactical adjustments, primarily managing assets on a non-discretionary basis.

Ryan Carlson is a financial advisor at Capital Analysts with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Eagle Strategies and New York Life. Outside of his advisory role, Carlson serves on the boards of the Medina County District Library and Community Assessment & Treatment Services, Inc. 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 and retirement-plan advice through a nationwide network of advisors, utilizing both discretionary and non-discretionary investment approaches supported by an in-house Investment Management & Research team.

Dayna Smith is a financial advisor at Stratos Wealth Advisors LLC with five years of industry experience. She holds a Series 66 license and has previously worked at Cadaret, Grant & Co., Inc. and Cedar Brook Group. In addition to her advisory role, she is also involved in insurance sales, providing fixed insurance products and annuities to clients. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through multiple teams of investment advisory representatives. The firm offers customized financial planning and portfolio management services, utilizing a range of sub-advisers and platform solutions.

Christine Sivak is a financial advisor with SEIA in Cleveland, OH, holding a Series 63 designation and bringing 22 years of industry experience. Her prior roles include positions at Cadaret, Grant & Co., Inc., Cedar Brook Financial Partners, and Securities America. She also serves as Co-Chair of the Northeast Ohio chapter of the Women in Pensions Network, organizing networking events for industry professionals. 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 approach combines strategic macro asset allocation with tactical adjustments based on quantitative and qualitative research, primarily managing assets on a non-discretionary basis.

Alexander Sterba is a CFP® with seven years of experience in financial advisory roles. He currently works at Manning & Napier Advisors, LLC and previously held positions at Marcum Wealth, LLC and Aurum Wealth Management Group. He is based in Rocky River, Ohio. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, while also managing discretionary separately managed accounts and offering non-discretionary advice to various proprietary funds. The firm employs 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 license and 14 years of industry experience. His prior positions include roles at Raymond James Financial Services and Mass Mutual Life Insurance Company. OneSeven provides investment advisory services to a range of clients including individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes a primarily long-term investment approach with diversified portfolios and offers both discretionary and non-discretionary management arrangements.

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 and holds Series 63 and Series 66 licenses. He has 41 years of industry experience, including prior roles at Lincoln Investment from 2017 and Legend Equities Corporation between 2003 and 2017. Outside of his advisory work, he serves as president of Diversified Wealth Management Company, Inc., a pass-through entity for tax and accounting purposes, and works as a sales associate in health care benefits. Capital Analysts serves a diverse client base including individuals, 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 its nationwide network of advisors and proprietary investment research team.

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 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, portfolio management, and third-party manager programs tailored to client goals.

Thomas Trefzger is a Series 66-credentialed financial advisor with eight years of industry experience. He has worked at Hantz Financial Services, Inc. since 2018 and previously held roles at Sprint and Cleveland State University. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across five risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities under one platform.

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.

Jason Borrasso is a financial advisor with Stratos Wealth Partners, Ltd., holding the Series 66 designation and bringing 16 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2017 and previously held positions at Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Edward Jones. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser managing approximately $18.6 billion in assets for a diverse client base, including individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an advisor-driven model with an open-architecture investment approach that integrates multiple third-party platforms and sub-advisors, offering discretionary and non-discretionary portfolio management alongside financial planning and outsourced CIO solutions.

Kimberly Bish is a financial advisor with Key Investment Services LLC, holding the Series 66 designation and bringing 25 years of industry experience. She has worked within Key-related entities since 2003, including Key Bank and KeyBanc Capital Markets. Outside of her advisory role, she volunteers as a speaker for the Ohio Department of Education. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional clients. The firm uses a multi-provider model with discretionary and non-discretionary options, integrating services from affiliated KeyCorp entities and offering wrap-fee programs alongside custodial and ancillary insurance products.

James Matthews is a financial advisor at Key Investment Services LLC with Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at KeyBank, W&S Brokerage Services, Western Southern Life, and Empower Behavioral Health. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider model for portfolio management and integrates with KeyCorp affiliates for additional investment and advisory services.

Dan Romano is a financial advisor at Fifth Third Securities, Inc. with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked with Fifth Third Securities and Fifth Third Bank since 2005. Outside of his advisory role, he is an owner and landlord of a rental property through PAMJ Group LLC. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers with advisor-managed options, supported by a platform that includes direct indexing and tax-overlay services.

Ishmael Thomas is a financial advisor at Citizens Securities, Inc. in Rocky River, OH, holding Series 63 and Series 66 credentials with three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Rocket Mortgage, and Enterprise Rent-a-Car. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm provides a digital advisory program with ETF-based portfolios and a Managed Account program, operating as a broker-dealer and insurance agency.