Edward Detomaso is a financial advisor at SEIA with 42 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Cadaret, Grant & Co., Inc., Cedar Brook Financial Partners, and Securities America Advisors, Inc. Detomaso also maintains an active insurance license involved in sales and service consistent with financial planning. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving individual, trust, retirement plan, and institutional clients. The firm employs a combination of strategic and tactical asset allocation guided by an Investment Solutions Group and Committee, offering a wide range of portfolio management and financial planning services with a focus on non-discretionary management.

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.

Lisa Rosenthal is a CFP® and CFA® with 17 years of industry experience. She is currently with Ancora Private Wealth Advisors, LLC in Cleveland, OH, where she has worked since 2023. Her prior experience includes roles at Bank of America, Merrill Lynch, McDonald Partners LLC, and Morgan Stanley. 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, combining top-down asset allocation with fundamental and technical security analysis to construct tailored portfolios.

Kevin Vaillancourt is a financial advisor at Ancora Private Wealth Advisors, LLC in Cleveland, Ohio, with 26 years of industry experience. He holds a Series 63 designation and has worked at firms including CBIZ Investment Advisory Services and Sequoia Financial Group. Outside of his advisory work, he is also a seasonal ski instructor at Vail Resorts. 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 profit-sharing plans. The firm integrates held-away accounts into client relationships and employs a disciplined investment process combining macro assessment with fundamental and fixed-income analysis.

Anna Vitale is a CFP®-certified financial advisor at Wellspring Family Office with three years of industry experience. She previously worked at Key Investment Services, LLC and Marcum Wealth, among other positions. 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, income tax planning, risk management, and business succession planning, using an open-architecture investment approach that combines passive and active strategies.

Howard Slater is a financial advisor with SEIA in Cleveland, OH, holding the ChFC® designation and Series 63 license. He has 32 years of industry experience, including roles at Cadaret, Grant & Co., Inc., Cedar Brook Financial Partners, and Securities America Advisors. Outside of his advisory work, Slater is involved in several community and nonprofit activities, including volunteering with Chabad of Solon, serving on the board of the Ohio Senior Olympics, and owning the Wembley Tennis Club. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutions. The firm employs a combined strategic and tactical investment approach and offers a broad range of portfolio management and financial planning services.

Lawrence Koval is a financial advisor with Lifemark Securities Corp. who holds 24 years of industry experience. He previously worked at Berthel Fisher & Company Financial Services Inc. for 11 years and has been involved with Strategic Financial Solutions and Noteworthy Federal Credit Union for over two decades. Outside of finance, he serves as president of Cross Track Music, Inc., a record label and artist management company. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans, using a suitability-driven approach with customizable managed account programs.

Michael Dejohn is a financial advisor with SEIA in Cleveland, OH, holding a Series 63 designation and 15 years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc., Cedar Brook Financial Partners, Securities America Advisors, and his own firm, Dejohn Consulting Group. Outside of finance, he serves as a high school football official and is involved in funeral directing through DeJohn Funeral Homes. SEIA is an SEC-registered, multi-team advisory firm serving approximately 9,500 clients, including individuals, trusts, retirement plans, and institutions. The firm employs a six-step investment process combining strategic asset allocation with tactical adjustments and offers a range of portfolio management and financial planning services, emphasizing non-discretionary management across its various account programs.

Scott Cavell is a financial advisor at Archer Investment Corporation with 11 years of industry experience. He holds a Series 65 designation and has worked at Archer since 2014. In addition to his advisory role, Cavell is involved with Ohio Payroll Plus. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm manages approximately $900 million, offering both discretionary portfolio management and model-based strategies that utilize equities, fixed income, mutual funds, ETFs, and options.

Michael Santelli is a CFA® charterholder with 12 years of industry experience. He has been with Inverness Investment Group since 2014. Outside of his advisory role, he serves as treasurer of Enrico Properties, LLC, a real estate investment entity. 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 to construct tailored portfolios.

Jack Malarik is a financial advisor with Simplicity Wealth, holding 18 years of industry experience. He has worked at Simplicity Wealth since 2023 and previously spent eight years at Summit Wealth Partners, LLC. He is also the owner and president of Malarik Financial Services, Inc., a marketing firm offering financial planning and insurance services. Simplicity Wealth serves a diverse client base including individual investors, high-net-worth clients, retirement plans, corporate and institutional investors, and other financial firms. The firm’s approach involves a fund-of-funds strategy using ETFs, mutual funds, and individual securities, combined with a managed account platform and operational services for advisers.

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.

William Glubiak is a financial advisor with SEIA LLC, holding a Series 63 designation and bringing 31 years of industry experience. He has worked at several firms including Cadaret Grant & Co., Inc., Cedar Brook Financial Partners, and Securities America. Glubiak also holds an active insurance producer license, providing insurance sales and service as part of his financial planning practice. SEIA is an SEC-registered multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a six-step investment process combining strategic asset allocation and tactical micro-allocation, offering a range of portfolio management services including non-discretionary and discretionary programs tailored to client needs.

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.

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.

Anthony Constantine Jr. is a financial advisor at Lifemark Securities Corp. with 32 years of industry experience. He holds a Series 66 designation and has previously worked at Foresters Equity Services, Inc. and operates Constantine National Financial LLC. He has served as a District Deputy Grand Master of the 22nd Masonic District F&AM of Ohio and volunteers weekly in this charitable and fraternal organization. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans, utilizing a variety of managed account programs and tailored risk assessments.

Mordechai Khaimov is a CFP® professional with four years of industry experience, currently serving as an advisor at SEIA. His prior roles include positions at Cedar Brook Group, Cadaret Grant & Co., Inc., and Eaton Corp. He is a licensed CPA and also engages in community service as a board member for the Jewish Federation of Cleveland and Anshei Lubavitch of Cleveland, in addition to providing financial literacy instruction as a guest lecturer at Fuchs Mizrachi School. Khaimov also owns First Generation Millennial, LLC, a business and career coaching venture. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving retail and high-net-worth individuals, trusts, retirement plans, and institutional clients. The firm employs a combined strategic and tactical investment process, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting services.

Nicholas Guidos is a CFP® and Series 66-licensed advisor at SEIA with one year of industry experience. Prior to joining SEIA, he worked at several firms, including Summit Financial Strategies and Cetera. He serves as a Nextgen Committee Member on the George Mason University Financial Planning & Wealth Management Advisory Board. SEIA is a multi-team SEC-registered advisory firm with 142 advisors serving approximately 9,500 clients. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing a structured investment process that combines strategic and tactical allocation across non-discretionary and discretionary account structures.

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.