Colin Richards is a financial advisor at Sequoia Financial Group, L.L.C. with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera Wealth Services and New York Life Insurance. Outside of his advisory role, Richards invests in a family-owned S-Corp managing income properties and has experience in wealth management through affiliated firms. 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 combines model and custom portfolio management with a range of investment vehicles, employing fundamental, technical, and cyclical research supplemented by third-party analysis and regular portfolio reviews.

Joshua Lester is a financial advisor at Sequoia Financial Group, L.L.C. in Bloomington, MN, holding a Series 65 designation with two years of industry experience. He previously worked at Carlson Capital Management for three years and has experience connected to Montana State 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 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.

Timothy Landmesser is a financial advisor at Sequoia Financial Group, L.L.C. with one year of industry experience. He holds a Series 65 designation and has previously worked at Sei and JPMorgan. Timothy’s background also includes four years at Pennsylvania State University and five years at Germantown Academy. 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, family offices, and other institutional clients. The firm employs a mix of in-house models, custom portfolios, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Kathryn Senn is a CFP® with seven years of industry experience, currently serving at Sequoia Financial Group, L.L.C. She has worked at Sequoia Financial Advisors, LLC and Sikich Capital Management, and has a background that includes experience at Waite & Son Funeral Home and the University of Akron. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse range of clients, 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.

Annelise Mccauley is a CFP® with 20 years of experience in financial advising, currently serving as Managing Director of Family Wealth at Sequoia Financial Group, L.L.C. She has been with Sequoia in various capacities since 2005. Sequoia Financial Advisors, LLC offers wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base that includes high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm utilizes a combination of in-house and third-party investment strategies, supported by an Investment Policy Committee and extensive research resources.

Edward Antoian is a CFA® charterholder with 29 years of industry experience. He is currently with Sequoia Financial Group, L.L.C., where he has worked since 2023, following a 15-year tenure at Zeke Capital Advisors, LLC. He is also the general partner and portfolio manager of Zeke L.P., a private investment partnership focused on micro-cap and small-cap securities. Sequoia Financial Group provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base, including high-net-worth individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm uses a combination of model and custom portfolios, employing mutual funds, ETFs, individual securities, private and alternative investments, and independent managers, with decisions guided by fundamental, technical, and cyclical analysis.

Matthew Schmidt is a CFA® charterholder with four years of industry experience. He currently works at Sequoia Financial Group, L.L.C. and previously held roles at J.P. Morgan Investment Management Inc. and JP Morgan Chase 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, and charitable organizations. The firm employs a combination of model allocations and custom portfolio solutions supported by an Investment Policy Committee and integrates multiple investment vehicles and research methods to meet client objectives.

Brittney Franklin is a financial advisor with Sequoia Financial Group, L.L.C., holding a Series 66 credential and six years of industry experience. Her prior experience includes roles at ValMark Securities Inc., Koss Olinger & Company, Koss Olinger Consulting, LLC, BNP Paribas, and the University of Oxford. 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 and custom portfolio management strategies, utilizing a range of investment vehicles and drawing on fundamental, technical, and cyclical analysis supplemented by third-party research.

Barry Watson is a CFP® and Series 65 credentialed advisor with 13 years of industry experience. He is currently a wealth advisor at Sequoia Financial Group, L.L.C. and has previously worked at Martin Worley Group and Pittenger & Anderson Inc. Outside of his advisory role, he provides consulting services to small businesses focused on accounting, internal controls, and financial analysis. Sequoia Financial Advisors, LLC offers wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse range of clients, including individuals, family offices, corporations, and charitable organizations. The firm utilizes a mix of model and custom portfolio management strategies, with investment oversight from an Investment Policy Committee and employs a variety of securities and third-party managers to meet client objectives.

Jared Gruszczynski is a CFP® and holds a Series 66 license with nine years of industry experience. He is currently with Sequoia Financial Group, L.L.C., where he has worked since 2023. His prior experience includes roles at Gries Financial Partners, Mariner Wealth Advisors, and ValMark Advisers. Sequoia Financial Group 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 mix of model and custom portfolio management strategies, utilizing various investment vehicles and research methods supported by an Investment Policy Committee.

Paige Van Dusseldorp is a CFP® professional at Sequoia Financial Group, L.L.C. with one year of industry experience. Prior to joining Sequoia, she held positions at First Citizens Bank, Waldorf University, Mercy One North Iowa, and Farmers State Bank. She serves as a board member of United Way, North Central Iowa. 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 regular oversight from an Investment Policy Committee.

Parker Schultz is a financial advisor at Sequoia Financial Group, L.L.C. with two years of industry experience. He previously worked at Fidelity Investments and Pallas Capital 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, and charitable organizations. The firm uses a combination of model and custom portfolio management overseen by an Investment Policy Committee and employs a variety of investment vehicles supported by fundamental, technical, and cyclical analysis.

Ryan Tomer is a CFP® with 25 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. in Tampa, FL. He has held roles at Sequoia Financial Advisors, LLC and Provise Management Group, and previously worked with USAA financial planning services. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse clientele including individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model and custom portfolio management, drawing on fundamental, technical, and cyclical analysis, and offers unique services such as acting as sponsor and sub-advisor to an affiliated ETF as well as administering the American Center for Philanthropy.

Adam Hoffmann is a CFP® professional at Sequoia Financial Group, L.L.C. with 12 years of industry experience. He previously worked at Carlson Capital Management, LLC for seven years before joining Sequoia in 2025. 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 informed by extensive research and due diligence.

Bennett Nadworny is a financial advisor at Sequoia Financial Group, L.L.C. with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Affinia Financial Group, LPL Financial, and Special Needs Financial Planning. Outside of advisory work, he has served as a client relationship manager at Affinia Financial Group. Sequoia Financial Advisors 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 uses a combination of model and custom portfolios overseen by an Investment Policy Committee, employing various investment vehicles such as mutual funds, ETFs, and private investments.

Matthew Malone is a financial advisor with Sequoia Financial Group, L.L.C. in Nashville, TN, holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at TBH Global Asset Management, Key Capital Management, US Bank Private Wealth, Bank of America, Merrill, and TIAA-CREF. 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, trusts, and retirement plans. The firm employs a combination of model and custom portfolio management, utilizing mutual funds, ETFs, individual securities, private and alternative investments, and third-party managers, with investment decisions based on fundamental, technical, and cyclical analysis supported by ongoing due diligence.

Michael Redhead is a CFP® professional with 33 years of experience in financial advising, currently serving as Senior Vice President of Private Client Services at Sequoia Financial Group, L.L.C. He has been with Sequoia since 2009. 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 ongoing research and an Investment Policy Committee.

Christine Boehnlein is a financial advisor at Sequoia Financial Group, L.L.C. with 20 years of industry experience. She has worked at Sequoia Financial Advisors, LLC and Sequoia Financial Group, LLC since 2016, and previously at RAV Financial from 2006 to 2016. Boehnlein serves as Director of Private Client Services within Sequoia Financial Group. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model allocations and custom portfolio solutions supported by fundamental, technical, and cyclical analysis, along with third-party research and due diligence.

Evan Pinney is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Capital Analysts and Lincoln Investment. Outside of his advisory work, he coaches high school and youth lacrosse teams. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model and custom portfolio management strategies overseen by an Investment Policy Committee, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments.

Brett Myer is a CFA® charterholder with 17 years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and has previously worked at Eide Bailly Financial Services and The Investment Counsel Company. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting to a diverse client base, including high-net-worth individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model portfolios and custom solutions, incorporating mutual funds, ETFs, private and alternative investments, and independent third-party managers, with a research approach that includes fundamental, technical, and cyclical analysis.