Patrick Snell is a CFA® charterholder with 13 years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and has served as Chief Investment Officer at M Capital Advisors since 2007. 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, charities, 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.

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.

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.