Joseph Coyne is a CFP® professional with four years of industry experience, currently serving at Sequoia Financial Group, L.L.C. in Akron, OH. His prior experience includes roles at Hightower and NRP Group LLC. Outside of his advisory work, he is involved in real estate investment activities on a limited basis. 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, with additional offerings such as trustee support and retirement-plan participant education.

Brian Petras is a financial advisor with Sequoia Financial Group, L.L.C. in Troy, MI, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Secure Investors Group, McQueen Financial Advisors, World Asset Management, and Comerica Securities. Outside of finance, he is a part owner of Portraits By Little Lulu. Sequoia Financial Advisors, LLC offers 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 combination of model and custom portfolio management strategies, incorporating various investment vehicles and oversight by an Investment Policy Committee.

Brady Marlow is a CFP® professional with 22 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. since 2025. His prior experience includes roles at CWM, LLC, Northwestern Mutual Wealth Management Company, and Ameriprise, among others. Outside of advisory work, he is the owner of Scopious Coaching, a life coaching business, and serves as Vice Chair of the Omaha Venture Group, a community foundation. 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 management strategies and incorporates various investment vehicles such as mutual funds, ETFs, and private investments, with oversight by an Investment Policy Committee.

Carson Busch is a financial advisor with Sequoia Financial Group, L.L.C. in Phoenix, AZ. He holds a Series 65 designation and has one year of industry experience. Prior to joining Sequoia, he worked at Focus Partners Wealth and The Gellman Team Real Estate. 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 combination of model allocations and custom portfolio solutions overseen by an Investment Policy Committee.

Andrew Hogan is a Series 65 licensed financial advisor with five years of industry experience. He is currently with Sequoia Financial Group, L.L.C., where he has worked since 2023, following prior roles at Zeke Capital Advisors and Veritable LP. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base that includes 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.

Kody Brown is a CFP® professional with seven years of industry experience, currently serving at Sterling Financial Group, Inc. in Pasadena, CA. His work history includes roles at The Sterling Group and LPL Financial, and he has experience outside finance with Servpro of South Pasadena & San Marino and the University of La Verne. Sterling Financial Group serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses by providing written financial planning, ongoing consulting, retirement plan consulting, and fee-based investment management. The firm emphasizes customized asset allocation aligned with clients’ risk tolerances and goals, using diversified portfolios and regular monitoring.

Kristan Preston is a CFP® professional with 17 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. since 2012. She holds the position of Director of Private Client Services at Sequoia Financial Group, 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, and family offices. 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.

Phillip Friedman is a financial advisor at Sequoia Financial Group, L.L.C. with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Stratos Wealth Partners, Wells Fargo Clearing, Strategic Wealth Partners, Voya Financial Advisors, and Equitable Advisors. 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 utilizes a combination of model and custom portfolio management, including private and alternative investments, with research and allocation decisions supported by fundamental, technical, and cyclical analysis.

Tiffany Stover is a Certified Financial Planner® with four years of industry experience. She has worked at Sequoia Financial Group, L.L.C. since 2021 and previously spent five years at Summit Financial Strategies. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a broad range of clients, including individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model allocations and custom solutions, employing a variety of investment types overseen by an Investment Policy Committee.

Andrew Smith is a financial advisor at Sequoia Financial Group, L.L.C. with five years of industry experience. He holds a Series 65 designation and previously worked at Zeke Capital Advisors for eight years before joining Sequoia Financial Group in 2023. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, family offices, corporations, charitable organizations, and retirement plans. The firm utilizes a combination of model allocations and custom portfolio solutions, employing various investment vehicles and a research-driven approach overseen by an Investment Policy Committee.

Christopher Rule is a CFP® professional with seven years of industry experience. He is currently with Sequoia Financial Group, L.L.C., where he has worked since 2021. Prior to joining Sequoia, he was employed at Wealthstone Inc. from 2014 to 2021. 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 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 Fox is a CFP® professional with 18 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. in Tampa, FL. He was previously employed at Merrill and Bank of America, N.A., each for ten years. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse clientele that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm utilizes both model and custom portfolio management strategies overseen by an Investment Policy Committee, employing a range of investment vehicles and research methodologies.

Jeffrey Tudor is a financial advisor at Sequoia Financial Group, L.L.C. with 23 years of industry experience. He holds the Series 66 designation and has previously worked at The Joseph Group and JPMorgan. 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 portfolios and custom solutions supported by thorough research and due diligence.

Anthony Labrake is a CFP® professional with 10 years of experience in the financial advisory industry. He currently works at Sequoia Financial Group, L.L.C. and has held previous roles at several firms including Q3 Advisors, Fiduciary Family Office, Element Pointe Family Office, and Facet Wealth. Labrake is based in Miami, FL. Sequoia Financial Group, L.L.C. 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 combination of model and custom portfolio management strategies overseen by an Investment Policy Committee and utilizes a broad range of investment vehicles including mutual funds, ETFs, private and alternative investments.

Jill Branthoover is a CFP® with 27 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. in Akron, OH. Her prior roles include positions at RSM US Wealth Management and UBS Financial Services. Outside of her advisory work, she is president of Integrity Excavating, LLC, a construction contracting business. 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 combines in-house model portfolios, custom accounts, and third-party manager selection with oversight from an Investment Policy Committee.

Daniel Russler Jr. is a financial advisor at Sequoia Financial Group, L.L.C. with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously served as Chief Investment Officer at Family Asset Management, LLC. Sequoia Financial Advisors offers 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 combines model portfolios and custom solutions, utilizing a range of investment vehicles and regular portfolio reviews conducted by an Investment Policy Committee.

Michael Wasylyshyn is a financial advisor at Sequoia Financial Group, L.L.C. with 36 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for over three decades at Royal Alliance Associates, Inc. and Financial Planners of Cleveland, Inc. 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 combines in-house model portfolios, custom accounts, and third-party manager selection with ongoing oversight from an Investment Policy Committee.

William Venter III is a CFP® with 32 years of experience in financial advising. He has been with Sequoia Financial Group, L.L.C. since 2012 and with Sequoia Financial Advisors, LLC since 2003. His prior brokerage activities include residual commissions from past life and disability insurance cases. Sequoia Financial Advisors, LLC offers wealth planning, investment management, and retirement-plan and business-consulting services to 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 regular Investment Policy Committee oversight and external research.

Kevin Koski is a financial advisor at Sequoia Financial Group, L.L.C. He holds a Series 63 designation and has 12 years of industry experience. Prior to joining Sequoia Financial Group in 2025, he spent 16 years with Carlson Capital Management, LLC. 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 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.

Christopher Fencl is a CFP® and Series 65 credentialed advisor with six 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, Robert Half Management, and Protiviti. 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 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 comprehensive research resources.