Gary Wagner is a financial advisor at Carnegie Investment Counsel with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Carnegie Investment Counsel since 2015. 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 mix of fundamental, technical, cyclical, and ESG analysis in its investment process and offers both discretionary and non-discretionary portfolio management.

Steven Daugherty is a financial advisor at Carnegie Investment Counsel with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at PNC Private Bank, SS&C Market Services, LLC, and Charles Schwab. Carnegie Investment Counsel offers investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base including individuals, high net worth clients, pension and profit-sharing plans, nonprofit organizations, corporations, trust companies, government entities, and other investment advisers. The firm employs a range of analytical approaches and trading strategies, often seeks discretionary authority, and provides specialized services such as ERISA fiduciary reviews and nonprofit governance support.

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.

Douglas Pease is a Series 65-licensed advisor at Carnegie Investment Counsel with 14 years of industry experience. He has been with Carnegie Investment Counsel since 2015. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse range of clients, including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a comprehensive investment process that incorporates fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.

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.

Michael Rinaldi is a financial advisor at TFO Wealth Partners with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Lincoln Financial Distributors and Enza Financial, LLC. Outside of his role at TFO Wealth Partners, he is involved with Enza Financial LLC, providing retirement plan consulting services. TFO Wealth Partners is a multi-team registered investment adviser managing approximately $5.66 billion, offering investment management, family office services, retirement plan consulting, and third-party manager allocations to individuals, high-net-worth clients, family offices, trusts, charitable organizations, and businesses. The firm employs a long-term, allocation-driven investment approach based on Modern Portfolio Theory, using model portfolios with mutual funds and ETFs, and provides access to specialized investment options and digital planning tools.

Christopher Wallack is a financial advisor with Zacks Investment Management, Inc., holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, LLC, TD Ameritrade, Scottrade, and PNC Investments. Outside of advisory work, he is co-owner of Couture By Sadie and serves as an LLC manager for ABB All Brides Beautiful, both retail businesses in Hudson, Ohio. Zacks Investment Management, Inc. provides discretionary investment management to individuals, trusts, estates, retirement plans, and institutional clients, utilizing a blend of proprietary quantitative models and qualitative portfolio management across various strategies. The firm offers retail wealth management, alternative investment strategies, and model portfolios, and acts as portfolio manager for mutual funds and ETFs.

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.

Wendy Eldridge is a CFP® professional with 13 years of industry experience. She joined Carnegie Investment Counsel in 2024 after spending nine years at Aurum Wealth Management Group. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base, including individuals, high net worth clients, pension and profit-sharing plans, charitable organizations, corporations, independent trust companies, government entities, and other investment advisers. The firm uses a range of analytical approaches and offers both discretionary and non-discretionary portfolio management tailored to client goals.

Jodi Cowgill is a CFP® professional with 17 years of experience at Carnegie Investment Counsel. She has been with the firm since 2009. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a wide range of clients including individuals, high net worth clients, pension and profit-sharing plans, nonprofits, corporations, trust companies, government entities, and other advisers. The firm employs a variety of analytical approaches and manages both discretionary and non-discretionary portfolios, offering specialized services such as ERISA fiduciary oversight and nonprofit governance support.

Stuart Miller is a financial advisor at Prospera Financial Services, Inc. with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Cutter & Company Brokerage and Ameriprise Financial Services Inc. Outside of his advisory role, he co-owns Burton Professional Offices, a commercial building in Burton, Ohio. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and portfolio management through a variety of proprietary and third-party advisory platforms.

Peter Vandenbroeck is a financial advisor at Carnegie Investment Counsel with 17 years of industry experience. He has held roles at Carnegie Investment Counsel since 2017 and previously worked at Midwest Investment Management LLC. He serves on the investment committee advisory role at Notre Dame College in South Euclid, Ohio. 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 multi-faceted investment process incorporating fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.

Kevin Arsham is a financial advisor with Simplicity Wealth and has 13 years of industry experience. He previously worked at Advisor Alliance, LLC, Onpointe Advisory and Financial Services, LLC, and Smc Advisory Network, LLC. Arsham is also a registered insurance agent and occasionally sells annuities and life insurance. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering tax optimization and customized portfolio options while combining advisory services with technology and operational support for other advisers.

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.

Keith Clapacs is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation and 14 years of industry experience. He has worked with Skoda, Minotti & Co since 2015 and was previously associated with Proequities Inc. from 2015 to 2019. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, plan sponsors, and institutional users through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and extensive due diligence processes.