Justin Stets is a financial advisor at Sequoia Financial Group, L.L.C. with 12 years of industry experience. He previously worked at Carlson Capital Management, LLC for 10 years before joining Sequoia in 2025. Outside of his advisory role, he is a shareholder and partner in Madison MN, LLC. 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 other institutional clients. 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.

Daniel Tesfaye is a CFP® professional with seven years of industry experience, currently with Sequoia Financial Group, L.L.C. in Akron, OH. His prior experience includes roles at Bank of America, Merrill, and Northwestern Mutual. He also writes educational personal finance articles for SeekingAlpha.com. 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 managers, supported by an Investment Policy Committee and extensive research resources.

Anthony Rome is a CFP® professional with 11 years of experience in financial advising. He is currently with Sequoia Financial Group, L.L.C., where he has worked since 2020, and has held various roles within affiliated Sequoia entities since 2018. Prior to that, he was affiliated with PNC Investments, Harwood Advisory Group, and AXA Advisors. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm uses a mix of model and custom portfolio management strategies, incorporating a range of investment vehicles overseen by an Investment Policy Committee.

Kelley Grace is a financial advisor at Sequoia Financial Group, L.L.C. with four years of industry experience. She holds a Series 65 designation and has previously worked at Eide Bailly Advisors, LLC and Eide Bailly LLP, where she has been employed since 2001. Sequoia Financial Advisors 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 allocations and custom portfolio solutions and offers access to various investment vehicles, with decisions supported by fundamental, technical, and cyclical analysis.

Berkeley Harrison is a CFA® charterholder with 13 years of industry experience. He currently works at Sequoia Financial Group, L.L.C. and previously held positions at LPL Financial LLC, Sterling Financial Group, and Citibank, N.A. / Citigroup Global Markets Inc. 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 combines model portfolios and custom investment solutions overseen by an Investment Policy Committee and utilizes a range of investment vehicles including mutual funds, ETFs, individual securities, private funds, and third-party managers.

John Marchand is a CFP® with 23 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. in Akron, OH. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing. He holds a director position in private client services at Sequoia Financial Group. 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.

Thomas Haught is a CFP® and ChFC® with 29 years of experience in financial advising. He has worked at Sequoia Financial Group, L.L.C. since 1990 and currently serves as president of Sequoia Financial Group. Haught is a member of several boards, including Buckeye Corrugated, Inc., Trico, the Garrett Foundation, and Fidelity National. 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, and charitable organizations. The firm uses a combination of model and custom portfolios supported by fundamental, technical, and cyclical research, and offers unique services such as trustee support and private fund management.

Heather Welsh is a CFP® with 19 years of industry experience, currently serving as Vice President of Wealth Planning at Sequoia Financial Group, L.L.C. in Akron, OH. She has been with Sequoia Financial Group since 2014. 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 utilizes a combination of model and custom portfolio management strategies overseen by an Investment Policy Committee and offers access to various investment vehicles and third-party managers.

Maxwell Cole is a financial advisor at Sequoia Financial Group, L.L.C. with two years of industry experience. He holds a Series 65 designation and has prior experience at RKL LLP and Rischitelli & Poulos, LLC, as well as roles in higher education and secondary education. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm combines model portfolios and custom solutions using a range of investment vehicles, supported by fundamental, technical, and cyclical research, along with regular due diligence and quarterly portfolio reviews.

David Berry is a CFA® charterholder with 22 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. He has been with the Sequoia organization in various capacities since 2016. Berry holds the position of Director of Private Client Services at Sequoia Financial Group. 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 employs a combination of model and custom portfolio management strategies, supported by an Investment Policy Committee, and incorporates a range of investment vehicles such as mutual funds, ETFs, individual securities, private and alternative investments.

Jared Mason is a financial advisor with Sequoia Financial Group, L.L.C., holding a Series 66 designation and four years of industry experience. Prior to joining Sequoia Financial Group in 2026, he worked at LPL Financial and NEXT Financial Group, Inc., among other roles. 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 uses both model and custom portfolio management strategies, incorporating a range of investment vehicles and research methods, with oversight from an Investment Policy Committee.

Brian Grossman is a financial advisor with Sequoia Financial Group, L.L.C. in Akron, OH, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at The Huntington Investment Company, LPL Financial, and Firstmerit Private Bank. Outside of his advisory work, he is a partner in Roads Farm LLC, an operating soybean and corn farm in Southern Ohio. 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, and family offices. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection overseen by an Investment Policy Committee.

Richard Kallmeyer is a financial advisor at Sequoia Financial Group, L.L.C. with four years of industry experience. He holds a Series 65 designation and has worked at Sequoia Financial Group since 2023, following roles at Barlas O'Reilly Wealth Management, LLC and Megastar Advisora. 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 employs a combination of model allocations and customized portfolios using a range of investment vehicles, supported by an Investment Policy Committee and regular portfolio reviews.

June Lonnquist is a financial advisor with Sequoia Financial Group, L.L.C. She holds the Series 66 designation and has 20 years of industry experience. Prior to joining Sequoia Financial Group in 2024, she worked at United Planners' Financial Services and Eide Bailly-affiliated firms. Lonnquist has also served as a board member and chair for South Bend Township since 2015, overseeing local government policies and township activities. Sequoia Financial Advisors 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 employs a mix of model allocations and custom solutions, utilizing a variety of investment vehicles and conducting regular research and due diligence to meet client objectives.

Michael Kruse is a CFP® professional with experience spanning multiple firms including Aspiriant, Hightower, and Transcend Wealth. He has worked in the financial advisory field since at least 2014 and joined Sequoia Financial Group, L.L.C. 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 extensive research resources.

Albert Yambor is a CFP® professional with 14 years of industry experience. He is currently with Sequoia Financial Group, L.L.C., where he has worked in various capacities since 2019. Prior to joining Sequoia, he was with PNC Investments and PNC Bank for five 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, 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.

Carlos Gonzalez is a financial advisor with Sequoia Financial Group, L.L.C., holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior roles include positions at Morgan Stanley and SG Americas Securities. Outside of his advisory work, he is the sole proprietor and partner of KCG Capital LLC, a real estate business based in Dallas, TX. 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, 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.

Jared Waldrup is a CFP® professional with four years of industry experience, currently serving at Sequoia Financial Group, L.L.C. since 2024. He previously worked at AltruVista, LLC for five years and at Texas A&M University for five 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 ongoing research and an Investment Policy Committee.

Nathan Marcus is a CFP® and Series 65-registered financial advisor with three years of industry experience. He currently works at Sequoia Financial Group, L.L.C. in Akron, OH. Prior to joining Sequoia, he spent two years at Robert W Baird. 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 mutual funds, ETFs, individual securities, private and alternative investments, and independent third-party managers.

Jackson Wegner is a CFP® professional with seven years of experience in financial advising. He has worked at Sequoia Financial Group since 2026 and previously held roles at Moneta Group Investment Advisors, Valeo Financial Advisors, and PNC. Jackson is based in Denver, CO. 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 allocations and custom portfolio solutions, utilizing various investment vehicles and research methods overseen by an Investment Policy Committee.