Michael Coyne is a CFP® and CFA® with 11 years of industry experience. He is currently with Sequoia Financial Group, L.L.C., where he has worked since 2023. His prior roles include positions at Sageworth Trust Company and Charles Schwab Bank SSB. 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 combines model portfolios and custom solutions overseen by an Investment Policy Committee, utilizing various investment vehicles and incorporating fundamental, technical, and cyclical analysis supported by third-party research.

Andrew Hosbach is a financial advisor at Sequoia Financial Group, L.L.C. He holds a Series 65 designation and has recently entered the industry, with experience beginning in 2024. Prior to joining Sequoia, he worked at JP Morgan Chase & Co. and Fidelity Investments. His background also includes roles in education and local business. 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, family offices, and institutional clients. The firm employs a combination of in-house models, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Avery Slotsve is a CFP® professional with one year of industry experience, currently serving at Sequoia Financial Group, L.L.C. Prior to joining Sequoia, Slotsve worked at Carlson Capital Management for two years and held positions at the University of Minnesota - Duluth and HINCKLEY - FINLAYSON High School. 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 combines in-house model portfolios, custom accounts, and third-party manager selection with research-driven portfolio construction and oversight from an Investment Policy Committee.

Tyler Purdy is a financial advisor with Sequoia Financial Group, L.L.C. in Fargo, ND. He holds a Series 65 designation and has previously worked at Eide Bailly, LLP. Tyler began his career at Sequoia Financial Group after completing five years as a full-time student. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including high-net-worth individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model and custom portfolios, employing mutual funds, ETFs, individual securities, and alternative investments, with investment decisions supported by fundamental, technical, and cyclical analysis.

Erika Mutch is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH since 2022. Her prior roles include positions at Petso Financial Consultants, Mutual Securities, Royal Alliance Associates, and NCA Financial Planners. Outside of financial advising, she is involved in supplement sales through Young Living, earning commissions from a consultant network. 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 models, custom portfolios, and third-party manager selection, supported by an Investment Policy Committee and a range of research resources.

Dylan Greene is a CFP® with nine years of experience in financial advising. He is currently with Sequoia Financial Group, L.L.C. and has prior experience at Purshe Kaplan Sterling Investments, Affinia Financial Group, Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. 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 oversight from an Investment Policy Committee, utilizing a range of investment vehicles and research approaches to meet client objectives.

Cody Pittman is a financial advisor with Sequoia Financial Group, L.L.C., holding Series 65 and Series 66 licenses and totaling six years of industry experience. His career includes roles at Sequoia Financial Advisors since 2023, Zeke Capital Advisors since 2017, and a prior position at Morgan Stanley from 2016 to 2017. Sequoia Financial Advisors, LLC offers 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 mix of model and custom portfolio strategies utilizing mutual funds, ETFs, individual securities, private and alternative investments, supported by fundamental, technical, and cyclical research alongside third-party due diligence.

Steven Tecker is a Certified Financial Planner® (CFP®) with nine years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and has previously worked at Carlson Capital Management and Fidelity Investments. 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 utilizes a combination of model portfolios and custom solutions overseen by an Investment Policy Committee and incorporates various investment vehicles including mutual funds, ETFs, private funds, and third-party managers.

Thomas Nowariak is a Certified Financial Planner® with 10 years of industry experience. He is currently affiliated with Sequoia Financial Group, L.L.C. and has worked at Carlson Capital Management LLC since 2016. Sequoia Financial Advisors, LLC serves a diverse clientele including individuals, family offices, corporations, and charitable organizations, providing wealth planning, investment management, and retirement-plan advisory services. The firm uses a combination of model and custom portfolios supported by an Investment Policy Committee, employing a variety of investment vehicles and regular due diligence in its approach.

Jeffrey Carlson is a CFP® with 12 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. He previously spent over three decades at Carlson Capital Management. Outside of his advisory work, he owns Viaforte, Inc., a company providing insurance solutions to individuals and businesses. Sequoia Financial Advisors offers wealth planning, investment management, and retirement-plan consulting to a diverse client base, including high-net-worth individuals, family offices, corporations, and charitable organizations. The firm employs a combination of model and custom portfolios using a range of investment types, with decisions supported by multiple research methods and regular portfolio reviews.

Camila Peterson is a financial advisor at Sequoia Financial Group, L.L.C. with 20 years of industry experience. She holds a Series 63 designation and previously worked at Carlson Capital Management, LLC, Valmark Securities, Inc., and KDV Wealth Management. 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.

John Kemmerer is a financial advisor at Sequoia Financial Group, L.L.C. with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Zeke Capital Advisors, LLC and Citigroup Global Markets. 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 and custom portfolio management supported by an Investment Policy Committee, incorporating a variety of investment vehicles and research methods.

Aaron Klein is a CFP® with four years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. He has previously worked at Carlson Capital Management LLC, Brighton Jones, the State of Wisconsin Investment Board, and TIAA. 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 combines in-house model portfolios, custom accounts, and third-party manager selection, supported by a research-driven approach and oversight from an Investment Policy Committee.

Beth Korth is a CFP® and holds a Series 66 license, currently affiliated with Sequoia Financial Group, L.L.C. She has four years of industry experience, including prior roles at Hightower and Key Private 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 combines model allocations and custom portfolio solutions, employing a range of investment vehicles and conducting research through fundamental, technical, and cyclical analysis.

Ryan Heider is a financial advisor at Sequoia Financial Group, L.L.C. with nine years of industry experience. He holds a Series 66 designation and has worked previously at The Boston Consulting Group and Cirrus Wealth Management. He also provides interview preparation and coaching to first-year Rice MBA students interested in management consulting. Sequoia Financial Advisors offers wealth planning, investment management, and retirement-plan advisory services to a diverse range of clients, including individuals, family offices, corporations, and charitable organizations. The firm combines model portfolios and custom solutions, using various investment vehicles and conducting ongoing research and due diligence.

Raymond Frueboes is a CFP® professional with 10 years of experience in the financial industry. He currently works at Sequoia Financial Group, L.L.C. and has previously held positions at TIAA, Citigroup Global Markets, Charles Schwab, and Fidelity Brokerage 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 portfolios and custom solutions overseen by an Investment Policy Committee and employs a variety of investment vehicles such as mutual funds, ETFs, individual securities, and private investments.

David Kurtz is a financial advisor with Sequoia Financial Group, L.L.C. in Akron, Ohio, holding a Series 66 designation and 22 years of industry experience. He previously worked at Royal Alliance Associates and Financial Planners of Cleveland, Inc. DBA NCA Financial Planners for 19 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.

Leslie Nettles Zamora is a financial advisor with Sequoia Financial Group, L.L.C. in San Antonio, TX, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. Prior to joining Sequoia in 2025, she worked for six years at Raymond James & Associates Inc. Her background also includes roles in education within the Comal and North East Independent School Districts. 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 mix of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Cuyler Costanzo is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. Prior to joining Sequoia in 2025, he held roles at JP Morgan Investment Management Inc. and its affiliates from 2020 to 2025. 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 uses a combination of model and custom portfolios, employing mutual funds, ETFs, individual securities, private and alternative investments, with research supported by fundamental, technical, and cyclical analysis.

Christopher Creahan is a financial advisor with Sequoia Financial Group, L.L.C. in Akron, OH, holding a Series 65 credential and eight years of industry experience. His career includes roles at Sequoia Financial Advisors and Huntington Bank. He also serves as Managing Director of Asset Management at Sequoia Financial Group, LLC. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including high-net-worth individuals, family offices, and charitable organizations. The firm combines model and custom portfolio management with a broad range of investment vehicles, supported by an Investment Policy Committee and regular portfolio reviews.