OneSeven

Bohdan (Bo) Hall is a financial advisor at OneSeven with a Series 65 designation and two years of industry experience. His prior work includes roles at the University of Cincinnati and Kent State University. He is also the managing member of 614 Wealth Architects, LLC, an investment-related business. OneSeven provides advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and consulting with a primarily long-term investment approach that includes diversified funds, ETFs, individual securities, and access to alternative investments.

Brian Marino is a financial advisor with OneSeven in Beachwood, OH, holding a Series 63 designation and over 20 years of industry experience. His career includes roles at Raymond James Financial Services, Boston Harbor Wealth Advisors, and Mass Mutual Life. Marino serves on the Board of Directors for the Finance Department at Kent State University, contributing to student engagement and the college's mission. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach is primarily long-term focused and utilizes diversified portfolios including mutual funds, ETFs, individual securities, and alternative investments, supported by internal due diligence and access to various independent managers and platforms.

Craig Sutherland is a financial advisor with OneSeven in Dayton, OH, holding Series 63 and Series 66 designations and 27 years of industry experience. His prior work includes roles at Ameriprise Financial Services, Inc. and Purshe Kaplan Sterling Investments, Inc. He is also associated with MGO One Seven dba Feldmeyer Financial Group. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach with diversified portfolios and utilizes third-party managers and platforms to implement strategies.

Tami Aloisa is a CFP® professional with 29 years of industry experience, currently with OneSeven. Her prior roles include positions at Zeiders, Hayden Royal, Spire Investment Partners, and UBS Financial Services. She is also the secretary of Collaborative Divorce Solutions of Tidewater, a local networking group. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management and financial planning, employing a primarily long-term investment approach with access to a range of investment vehicles and third-party managers.

Jason Dilauro is a financial advisor with OneSeven, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. His prior work includes roles at The Wealth Advisory Group of DiLauro Wracher & Thomas and Raymond James Financial Services. He serves on the board of the University of Akron College of Business, assisting students with job placement and curriculum discussions. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a primarily long-term investment approach with diversified portfolios and access to alternative investments, using both internal due diligence and third-party managers.

Alyssa Miller is a financial advisor with OneSeven in Beachwood, OH, holding a Series 66 credential and six years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Inc. and Purshe Kaplan Sterling Investments, Inc. She serves as a national board member for the Institute of Divorce Financial Analysis and is a board member of the Women's Board of Dayton Children's Hospital. Additionally, she provides consulting services related to divorce financial planning through Alternative Divorce Solutions. OneSeven offers investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, utilizing diversified portfolios with a primarily long-term focus. The firm employs both discretionary and non-discretionary arrangements and integrates third-party platforms and independent managers in its investment approach.

Paul Orchosky is a financial advisor with OneSeven, holding the CFP® and ChFC® designations and over 33 years of industry experience. His prior work includes long tenures at Mgo Securities Corp and Moskal Gross Orchosky, Inc. In addition to his advisory role, he is an independent licensed insurance agent across multiple states, focusing on fixed and variable annuities. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using diversified portfolios that include mutual funds, ETFs, individual securities, alternatives, and private placements, offering both discretionary and non-discretionary management options.

Emme Phillips is a financial advisor at OneSeven with two years of industry experience. She holds the Series 63 and Series 66 designations. Her prior roles include positions at Fidelity Personal & Workplace Advisors and Equitable Advisors. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a primarily long-term investment approach, utilizing diversified mutual funds, ETFs, individual securities, alternatives, and private placements, and supports both discretionary and non-discretionary arrangements.

Stanley Katz is a financial advisor at OneSeven with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fortune Financial Services, Inc., MGO ONE SEVEN LLC dba ClientFirst Financial Strategies, Inc., and Ross, Sinclaire & Associates, LLC. Katz serves as a marketing committee member for The Dayton Foundation, a community foundation. 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 consulting. The firm employs a primarily long-term investment approach with diversified portfolios and access to alternatives, utilizing unaffiliated independent managers and third-party platforms.

Kim Dyson is a financial advisor with OneSeven in Las Vegas, NV, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Red Oak Capital Management, Inc., Comprehensive Asset Management and Servicing, Inc., and Axa. Outside of advisory work, he is also licensed as an insurance broker, offering life and health insurance, long-term care insurance, and fixed annuities. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, focusing on diversified portfolios that include mutual funds, ETFs, stocks, bonds, and access to alternative investments. The firm employs a primarily long-term investment approach with flexibility for shorter-term trading and offers both discretionary and non-discretionary arrangements.

Patricia Redd is a financial advisor at OneSeven with a Series 65 credential. She has experience with Raymond James, BBVA in the USA, and other roles prior to joining OneSeven. Outside of her advisory work, she is also an independent insurance agent. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, using diversified portfolios that include mutual funds, ETFs, individual stocks and bonds, and access to alternatives when appropriate. The firm employs a primarily long-term investment approach with some shorter-term trading and offers both discretionary and non-discretionary arrangements.

Matthew Williams is a CFP® certificant with 16 years of industry experience. He is currently with OneSeven, where he has worked since 2023, following an eight-year tenure at Ameriprise Financial Services, Inc. Williams serves on the boards of the Old Town Greens Townhome Association and the West Virginia University Alumni Board in the National Capitol Area. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, typically employing a long-term investment approach with diversified portfolios that may include mutual funds, ETFs, individual securities, alternatives, and private placements.

Timothy Valentine is a CFP® and Series 66 licensed financial advisor with seven years of industry experience. He is currently with OneSeven and previously worked at Ameriprise Financial Services, Inc. and Balanced Wealth Group LLC. Outside of financial advising, he co-founded Dirty Outdoors LLC, a business focused on hunting apparel and guided hunts. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, utilizing diversified portfolios with access to alternatives and private placements. The firm offers both discretionary and non-discretionary management, with a long-term investment focus combined with internal due diligence and multiple third-party implementation platforms.

Eugen Craciun is a financial advisor at OneSeven with 24 years of industry experience. He holds a Series 63 designation and has a background that includes roles at MML Investor Services, MassMutual, Raymond James Financial Services, and Boston Harbor Wealth Advisors. Craciun also works as an insurance agent focusing on non-variable insurance and annuities. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach emphasizes long-term portfolio management using diversified mutual funds, ETFs, stocks, and bonds, with access to alternative investments and third-party platforms.

Nathan Cope is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with OneSeven and has previously worked at Dilauro Wracher & Thomas, and Raymond James Financial Services. Cope serves as a board member for MS Respit Care & MS Research Funding, a nonprofit organization. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering diversified portfolio management and financial planning. The firm employs a primarily long-term investment approach with flexibility for shorter-term trading and utilizes both discretionary and non-discretionary arrangements.