Jeremy Saham is a CFP® professional with 10 years of industry experience currently with Silver Oak Securities, Inc. He has held roles at Cadaret, Grant & Co., Inc., Cedar Brook Financial Partners, LLC, and Securities America Advisors, Inc. Outside of his advisory work, he volunteers with the American Jewish Committee and serves on the board of Jewish Big Brothers Big Sisters. He also teaches group fitness cycle classes. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, as well as institutional clients such as pension plans and trusts. The firm offers a range of advisory programs focused on discretionary investment management tailored to client objectives and risk tolerances, combining individual securities selection and model portfolio strategies through a platform that integrates financial planning, retirement consulting, and third-party manager referrals.

Thomas Strauchon is a CFP® with 42 years of industry experience. He has worked at Valmark Advisers, Inc. since 2018 and has been with Valmark Securities, Inc. since 1997. He receives non-variable life insurance commissions from other general agencies. Valmark Advisers, Inc. provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm emphasizes diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and approved third-party managers, and offers proprietary platforms including ACCESS and Charles Schwab managed accounts.

Andrew Doepker is a CFP® professional currently with Wellspring Family Office, bringing four years of prior experience at Summit Financial Strategies and graduate-level education completed in 2022. He has been with Wellspring since 2026. Wellspring Family Office serves high-net-worth individuals, families, trusts, and estates with a range of services including investment advisory, financial and estate planning, income tax planning, and business succession planning. The firm employs an open-architecture investment approach that combines passive and active strategies, emphasizing tax efficiency and long-term asset allocation.

Rebecca Bar Shain is a CFP® professional with 19 years of industry experience, currently serving as a partner at SEIA. She has previously worked at Cadaret Grant & Co., Inc., Cedar Brook Financial Partners, and Securities America. Outside of her advisory role, she is active in several nonprofit organizations in the Cleveland area, including serving on the board of the Jewish National Fund of Northern Ohio and volunteering with Jewish Family Services Association Cleveland. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving retail, high-net-worth individuals, trusts, retirement plans, and institutional clients. The firm combines strategic asset allocation with tactical decision-making through a structured investment process and offers a range of non-discretionary and discretionary portfolio management and financial planning services.

Mark Munday is a CFP® professional with 30 years of industry experience, currently serving as an advisor at SEIA. His prior roles include positions at Cadaret, Grant & Co., Inc., Cedar Brook Financial Partners, and Securities America Advisors Inc. He holds an active insurance license related to financial planning. SEIA is an SEC-registered multi-team advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm employs a structured investment process combining strategic asset allocation and tactical security selection, offering a range of services from financial planning to discretionary and non-discretionary portfolio management.

David Robertson is a CFP® professional with over 31 years of industry experience, currently serving as a partner at SEIA. His career includes roles at Cadaret, Grant & Co., Inc., Cedar Brook Financial Partners, and Securities America, Inc. He holds insurance licenses related to financial planning and insurance sales. SEIA is an SEC-registered multi-team advisory firm with approximately 142 advisors serving a diverse client base including individuals, trusts, retirement plans, and institutional entities. The firm employs a combined strategic and tactical investment approach managed by an Investment Solutions Group and Investment Committee, offering primarily non-discretionary portfolio management alongside financial planning and consulting services.

Richard Turgeon is a CFA® charterholder and holds a Series 63 license, with eight years of industry experience. He has worked at Wellspring Financial Advisors since 2014. 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, comprehensive financial and estate planning, income tax planning and preparation, risk management, strategic philanthropy, business succession planning, and bill-payment services, utilizing an open-architecture investment approach that combines passive and active strategies.

James Yurman is a financial advisor with ValMark Advisers, Inc., holding a Series 63 designation and bringing 33 years of industry experience. His career includes roles at Concord Advisors RIA and ValMark Securities, Inc. Outside of advisory work, he is involved as an investor in several restaurant ventures, including Blaze Pizza and local burger and craft beer establishments. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs a diversified, goal-based investment approach that incorporates proprietary and third-party model portfolios, asset allocation, and ongoing account monitoring.

Karen Kleinhenz is a financial advisor at Arax Advisory Partners with 21 years of industry experience. She holds a Series 66 designation and previously led Kleinhenz & Associates, Ltd. for 18 years. She is also Vice President of JEK Analytics, Inc., a firm providing economic and business consulting services to various public and private sector clients. Arax Advisory Partners serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers comprehensive wealth management, portfolio management, financial planning, and retirement consulting, utilizing both traditional and alternative investments supported by AI tools and third-party analytics.

Cassandra Hanke is a financial advisor at Ancora Private Wealth Advisors, LLC in Cleveland, OH. She holds a Series 66 designation and has been with Ancora and its affiliated entities since 2026. Prior to joining Ancora, she held positions at Pimco, Creative Benefits Strategies, and University of Kentucky. Ancora Private Wealth Advisors provides customized portfolio management and lifetime wealth planning primarily for high-net-worth individuals and families, as well as retirement plans. The firm combines top-down macro assessment with fundamental equity analysis and fixed-income structuring to manage portfolios through a mix of custom and model allocations.

Jeffrey Van Fossen is a CFA® charterholder with 24 years of industry experience. He has been with Inverness Investment Group, LLC since 2006 and is a minority owner of Inverness Holdings LLC, a parent company of several affiliated entities. He is based in Cleveland, OH and is affiliated with Ancora Private Wealth Advisors, LLC. 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.

Thomas Kennedy is a financial advisor with Ancora Private Wealth Advisors, LLC in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Inverness Securities, LLC since 2014 and Inverness Investment Group since 2011, with prior experience at First Allied Securities, Inc. and Merrill. Outside of advisory work, he is a 50% owner of Cleveland Tech Ventures and serves as a board member for Global Digital Instrument, LLC in Fairport, NY. 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’s investment approach combines top-down macro assessment with fundamental equity analysis and fixed-income structuring, utilizing a variety of investment vehicles and may employ sub-advisers for specialized strategies.

Paul Mccormack is a CFP® with 25 years of industry experience and is currently with Ancora Private Wealth Advisors, LLC. He has worked at Inverness Investment Group and Inverness Securities, LLC since 2010, following prior roles at UBS Financial Services and Osaic FA, Inc. Additionally, he serves as a portfolio manager with Ancora Advisors. Ancora Private Wealth Advisors offers customized portfolio management and lifetime wealth planning primarily for high-net-worth individuals and families, as well as pension and 401(k) plans. The firm combines macroeconomic analysis with fundamental equity and fixed-income strategies, managing portfolios through a blend of custom and model allocations and utilizing various investment vehicles.

Ashley Brown is a financial advisor with Ancora Private Wealth Advisors, LLC in Cleveland, OH, holding a Series 66 designation and 16 years of industry experience. Brown has worked at several firms, including Inverness Securities LLC and Planned Financial Services. Outside of advisory roles, Brown is involved with Ancora Family Wealth Advisors in a compliance capacity. Ancora Private Wealth Advisors offers customized portfolio management and lifetime wealth planning primarily for high-net-worth individuals and families, as well as pension and 401(k) plans. The firm integrates held-away accounts into client relationships and employs a mix of investment strategies through discretionary management.

John Malarik is a financial advisor at Simplicity Wealth with a Series 65 designation and three years of consulting experience. His prior roles include positions at The Siegfried Group and Preformed Line Products. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers both advisory and technology services such as a managed account platform and back-office support for advisers.

Eric Hanna is a CFP® affiliated with Wellspring Family Office in Cleveland, OH, where he has been employed since 2023. He is new to the financial advisory industry, having no prior experience before joining Wellspring. 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, tax planning, risk management, philanthropy, business succession, and bill-payment services, utilizing an open-architecture investment approach that emphasizes strategic asset allocation and tax efficiency.

John Kleinhenz is a financial advisor at Arax Advisory Partners with 20 years of industry experience. He holds a Series 65 designation and has worked at Kleinhenz & Associates Ltd. for 18 years prior to joining Arax Advisory Partners. Additionally, he serves as President and CEO of JEK Analytics, Inc., a consulting firm providing economic and business services to various organizations and government entities. Arax Advisory Partners offers wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a mix of in-house portfolio teams, independent managers, and alternative investments, supported by AI tools and third-party analytics, serving a broad client base through discretionary and non-discretionary portfolio management and comprehensive financial planning.

Jennifer Staton is a CFP® professional with seven years of experience at Wellspring Family Office and four years previously at PNC - Hawthorn. She is based in Cleveland, OH. Wellspring Family Office is an independent multi-family office serving high-net-worth individuals, families, trusts, estates, and related entities. The firm offers investment advisory, financial and estate planning, income tax planning, risk management, philanthropy, business succession, and bill-payment services, using an open-architecture investment approach combining passive and active strategies.

Jonathan Herbruck is a CFP® with 34 years of industry experience, currently serving at ValMark Advisers, Inc. He has held roles at Grand River Capital, LLC since 2019 and Concord Advisors, Inc. from 2000 to 2019. Outside of advisory work, he serves as treasurer for The Bill and Ruth Mary Service Foundation, a charitable organization supporting the Andover community in Ohio. 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 investment advisory representatives. The firm emphasizes diversified, goal-based model portfolios implemented with mutual funds, ETFs, and third-party managers, and offers a range of proprietary platforms and sub-advisory services.

Mark Kalmeyer is a financial advisor with ValMark Advisers, Inc. He holds a Series 63 designation and has 17 years of industry experience. He has worked at ValMark Advisers since 2016 and previously at Concord Advisors and ValMark Securities, with overlapping roles dating back to 2008. Outside of financial advising, he is a state-certified electrical contractor and performs small residential electrical jobs. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm uses diversified, goal-based portfolios implemented through mutual funds, ETFs, and separate-account managers, with oversight from an investment committee. ValMark also serves as adviser to ETF portfolios and offers annuity-linked advisory options.