Terra Thurgood is a CFP® with 18 years of industry experience and is currently a wealth advisor at Sequoia Financial Group, L.L.C. Prior to joining Sequoia, Terra worked at The Martin Worley Group for over a decade, as well as at Knox Capital Advisors, LLC and UNITED PLANNERS' FINANCIAL SERVICES of AMERICA. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse clientele, including individuals, family offices, corporations, charitable organizations, and retirement plans. The firm employs a combination of model and custom portfolio management strategies and utilizes a range of investment vehicles overseen by an Investment Policy Committee.

Connor Fife is a Series 66 credentialed financial advisor with seven years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and has previously worked at Royal Alliance Associates, Inc. and NCA Financial Planners. His activities have included assistant duties at Financial Planners of Cleveland Inc, involving client meeting coordination and customer service. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse clientele including individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model and custom portfolio management strategies overseen by an Investment Policy Committee and offers a range of investment options and trustee support services.

Kerry Michael Finn is a CFP® professional with three years of industry experience, currently serving as an advisor at Sequoia Financial Group, L.L.C. He previously worked at City National Bank for seven years and Halbert Hargrove Global Advisors, LLC for three years. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Zachery Moore is a financial advisor at Sequoia Financial Group, L.L.C. with a Series 65 designation and experience across several roles including positions at Carlson Capital Management and CTB Financial Services. He has also served in the Minnesota Air National Guard. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, and family offices. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Jared Cutlip is a financial advisor with Sequoia Financial Group, L.L.C. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior roles include positions at Paycom, Thrivent Financial, and Quicken Loans. Outside of finance, he operated a small business called My Pizza Place for three years. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, family offices, corporations, and charitable organizations. The firm employs a combination of model and custom portfolio solutions guided by an Investment Policy Committee and uses a variety of investment vehicles and research methods to meet client objectives.

Pamela Pena is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. She has previously worked at Fisher Investments, U.S. Bancorp Investments, Cetera Advisor Networks, LPL Financial, and Carson Wealth Management. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to individuals, charitable organizations, corporations, trusts, family offices, and other institutional clients. The firm uses a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Cody Warren is a CFP® professional with four years of industry experience, currently serving at Sequoia Financial Group, L.L.C. He previously worked at Carlson Capital Management, Wells Fargo Bank, U.S. Bank, and Accredited Investors, Inc. Outside of advising, he is an adjunct instructor at Minnesota State University, Mankato. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Christopher Peck is a financial advisor at Sequoia Financial Group, L.L.C. with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Sanford C Bernstein & Co LLC, Edward Jones, Triad Advisors, and Cirrus Wealth Management. Outside of his advisory work, Peck serves as the director of finance for Young Catholic Professionals, a nonprofit professional networking organization. Sequoia Financial Advisors provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base that includes individuals, family offices, corporations, and charitable organizations. The firm employs a combination of model and custom portfolio management strategies, utilizing various investment vehicles and a research-driven approach overseen by an Investment Policy Committee.

Jenna Johnson is a financial advisor at Sequoia Financial Group, L.L.C. in Billings, MT, holding Series 63 and Series 65 licenses with nine years of industry experience. She has worked at several firms, including Eide Bailly Financial Services and Horace Mann Companies. Sequoia Financial Group provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm combines model allocations and custom solutions overseen by an Investment Policy Committee, utilizing a range of investment vehicles and research methods to meet client objectives.

Edwin Barton is a financial advisor with Sequoia Financial Group, L.L.C. He holds a Series 65 designation and has 8 years of industry experience. Prior to joining Sequoia in 2023, he has been the Chief Portfolio Strategist at M Capital Advisors since 1999. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm combines model and custom portfolio management with various investment vehicles and employs fundamental, technical, and cyclical analysis in its decision-making process.

Kim Wurl is a CFP® professional with six years of industry experience. She is currently with Sequoia Financial Group, L.L.C. and previously worked at Carlson Capital Management, LLC and White Oaks Wealth Advisors. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model allocations and custom portfolios overseen by an Investment Policy Committee, utilizing a range of investment vehicles and regular portfolio reviews.

James Yaworski Jr. is a CFA® charterholder with 11 years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and previously worked for nine years at Carlson Capital Management, LLC. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting to a diverse client base, including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm combines model allocations and custom solutions overseen by an Investment Policy Committee, utilizing a range of investment vehicles and thorough research methods.

Nazley Wilson is a CFP® with 10 years of industry experience, currently serving as a financial advisor and director at Sequoia Financial Group, L.L.C. in Tampa, FL. Prior to joining Sequoia in 2021, Wilson worked at TD Ameritrade, Inc. for seven years. Sequoia Financial Advisors, LLC offers wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, and institutional clients. The firm employs a combination of in-house and third-party investment strategies, supported by an Investment Policy Committee and extensive research resources.

Nicholas Brossard is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding a Series 65 designation. He has experience working at Sequoia Financial Group since 2024 and previously spent seven years at Fifth Third Bank. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm uses a combination of model portfolios and custom solutions, incorporating various investment vehicles and research methodologies, overseen by an Investment Policy Committee.

Chad Schleh is a CFP® professional with five years of experience in financial advising, currently working at Sequoia Financial Group, L.L.C. in Akron, OH since 2024. Prior to joining Sequoia, he held roles at PNC Bank and its investments division, as well as Citizens Securities Inc. and Citizens Bank, N.A. Sequoia Financial Advisors, LLC offers wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm combines model and custom portfolio management overseen by an Investment Policy Committee and uses a variety of investment vehicles, supported by regular research, due diligence, and quarterly portfolio reviews.

David Sayers is a CFP® and ChFC® with 12 years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and previously worked at Carlson Capital Management LLC, Trunorth Wealth Partners, BGM Wealth Management, and CliftonLarsonAllen Wealth Advisors, LLC. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model and custom portfolio management strategies supported by fundamental, technical, and cyclical research, alongside third-party due diligence.

Caden Boyer is a financial advisor at Sequoia Financial Group, L.L.C. in Bloomington, MN. He holds a Series 65 designation and has been in the industry since 2025. Prior to joining Sequoia, he worked at Saint Mary's University of Minnesota, Pritchard Companies, and HyVee. Sequoia Financial Advisors provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including individuals, charitable organizations, corporations, trusts, and family offices. The firm combines in-house model portfolios, custom accounts, and third-party manager selection with oversight from an Investment Policy Committee.

Zachary Gerber is a CFP® and holds a Series 65 license, with three years of experience in financial advising. He has worked at Sequoia Financial Group, L.L.C. since 2022 and was previously employed at NCA Financial Planners. Prior to his advisory career, he spent six years in full-time education and three years at John Carroll University. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

James Weaver is a financial advisor with Sequoia Financial Group, L.L.C. in Akron, Ohio. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Sequoia Financial Advisors and Sequoia Financial Group in 2021, he worked at Key Bank for 11 years. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Danielle Smith is a CFP® with 10 years of industry experience, currently with Sequoia Financial Group, L.L.C. in Pasadena, CA. She has previously worked at Sterling Financial Group, Inc. and LPL Financial, LLC. Danielle also holds a Notary Public commission. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm utilizes a combination of model and custom portfolio management strategies, supported by an Investment Policy Committee, and employs a range of investment vehicles including mutual funds, ETFs, private funds, and alternative investments.