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 at Zacks Investment Management, Inc. with 11 years of industry experience. He holds the Series 66 designation and has worked at TD Ameritrade Investment Management, Scottrade, and PNC Investments during his career. Outside of finance, he is co-owner of Couture By Sadie and LLC manager of ABB All Brides Beautiful, both retail businesses in Hudson, Ohio. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm uses proprietary quantitative and qualitative models focused on earnings-estimate revisions and offers a range of investment strategies and vehicles across retail, institutional, and third-party distribution channels.

Kimball Kistler is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Royal Fund Management and Regal Investment Advisors since 2013 and has operated Kistler Capital Management since 1999. In addition to his advisory roles, he works as an independent insurance agent. Royal Fund Management serves individuals, corporations, pension plans, and charitable organizations with portfolio management, financial planning, and pension consulting. The firm develops customized Investment Policy Statements and employs fundamental, technical, and cyclical analysis to implement a range of strategies, including options writing, with regular portfolio monitoring aligned to client risk tolerances.

Luis Camacho is a financial advisor at Stratos Wealth Advisors LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at Stratos since 2018. His prior experience includes roles at Fidelity Investments and Morgan Stanley DW Inc. Stratos Wealth Advisors is a multi-team SEC-registered firm with approximately 71 advisors and $5.57 billion in assets under management. The firm serves individuals, trusts, retirement plans, and institutional accounts through customized asset allocations and portfolio management, offering access to various custodial platforms and affiliated investment products.

Mitchell Kotheimer is a CFP® and Series 66-registered financial advisor with five years of industry experience. He is currently with Brighton Jones LLC and has previously worked at several firms, including Independence Wealth Advisors, Domain Money Advisors, and Sequoia Financial Group. Brighton Jones LLC provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm offers discretionary portfolio management, financial planning, tax preparation, and family office support, using a whole-balance-sheet approach and recommending a mix of public and private investments.

Andrew Elsoffer is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He worked at Stifel Nicolaus & Co., Inc. for seven years before joining International Assets Investment Management in 2018. Elsoffer is also a member-owner of ABE Wealth Management, LLC, a private label entity for financial business. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm focuses on customized, long-term portfolio construction using a variety of investment vehicles and offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party wrap and manager programs.

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.

Louis Mucci is a financial advisor with Advisory Services Network who holds Series 63 and Series 65 credentials and has 45 years of industry experience. He has been with Advisory Services Network since 2016. Outside of his advisory work, he is an independent insurance agent offering insurance products through unaffiliated companies. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent representatives. The firm offers a range of services including portfolio management, financial planning, and retirement consulting, employing various investment strategies tailored to client objectives and risk tolerances.

Michael Ciccone is a financial advisor with Stonex Advisors Inc. in Hudson, OH, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at several firms, including StoneX Securities Inc. since 2014 and Wrp Investments, Inc. from 2012 to 2015. Ciccone also owns DCP Asset Management, LLC, a financial services business. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA plan consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm uses multiple platforms and investment models, supporting various account structures and periodic due diligence on third-party managers.

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.

Zachary Campbell is a financial advisor at RFG Advisory, LLC with 13 years of industry experience. He holds the ChFC® designation and the Series 66 license. Prior to joining RFG Advisory, he worked at Equitable Advisors and Axa Advisors. He serves on the Board of Directors for Hopebridge. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm combines actively managed and passive strategies, direct indexing, and tax-aware approaches, offering portfolio management, financial planning, retirement plan consulting, and access to alternative investments and annuity 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.

Karyn Pistone is a financial advisor at Stratos Wealth Advisors LLC with 44 years of industry experience. She holds the Series 63 designation and has worked at multiple firms including Beacon Financial Advisory LLC and Capital Analysts, Inc. In addition to her advisory role, she is also a licensed insurance agent providing life, long-term care, and disability insurance. Stratos Wealth Advisors is a multi-team SEC-registered advisory firm with about 71 advisors managing roughly $5.57 billion in assets. The firm serves individuals, trusts, retirement plans, and institutional accounts, offering a range of services including financial planning, portfolio management, third-party manager programs, and insurance consulting.

Charles Corsillo Sr. is a financial advisor with ValMark Advisers, Inc. holding a Series 63 designation and bringing 25 years of industry experience. He has been with ValMark Advisers since 2011 and has over four decades of experience through his long-standing role at Ricci & Corsillo, a tax accounting services firm he owns. Corsillo also serves as a board member of the Eternal Housing Fund, a nonprofit organization. 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 advisors. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and approved third-party managers, along with proprietary platforms and a range of advisory and sub-advisory services.

Mary Harvey is a financial advisor with ValMark Advisers, Inc. She holds the ChFC® designation and Series 63 license and has 33 years of industry experience. Her career includes roles at River Financial Group, Paramount Financial Services, and Minnesota Mutual. She also operates MH Planning. 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 advisors. The firm emphasizes multi-asset allocation using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment programs.

Louis Mantush is a financial advisor at McAdam LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including Purshe Kaplan Sterling Investments and The Lovich Agency. Outside of his advisory role, he is involved in vending machine sales. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm manages client portfolios on a discretionary basis, employing fundamental analysis and incorporating a range of investment options including mutual funds, ETFs, alternative assets, and cryptocurrency exposure.

Arthur Merriman III is a financial advisor at Carnegie Investment Counsel with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Carnegie Investment Counsel since 2014. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a varied client base, including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a multifaceted investment approach incorporating fundamental, technical, cyclical, and ESG analysis and offers both discretionary and non-discretionary portfolio management.

Henry Spain is a financial advisor at Stratos Wealth Advisors LLC with over 52 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Stratos in 2024, he worked at Carnegie Investment Counsel from 2021 to 2024 and Wells Fargo Clearing for 22 years. Spain also operates Spain & Smith Wealth Advisors, a registered investment advisor focused on investment advisory and financial planning. Stratos Wealth Advisors is a multi-team SEC-registered firm with approximately 71 advisors managing about $5.57 billion in assets for nearly 5,000 clients across 31 offices. The firm serves individuals, trusts, retirement plans, and institutional accounts with services including financial planning, portfolio management, third-party manager programs, OCIO solutions, and insurance consulting.

Keith Vargo is a CFA® charterholder with 11 years of experience in the financial industry. He has been with Carnegie Investment Counsel since 2017, following six years at Midwest Investment Management LLC. Vargo holds a Series 63 license and is based in Cleveland, OH. 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 comprehensive investment process incorporating fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.