Christopher Allen is a financial advisor with Ausdal Financial Partners, Inc. in North Canton, OH, holding a Series 63 designation and 18 years of industry experience. His prior work includes roles at Fortune Financial Services, Prosperity Wealth Management, CoreCap Advisors, and Investment Network, Inc. Outside of advisory services, he serves on the boards of nonprofit organizations supporting veterans and first responders and is involved in tax preparation and memorial services businesses. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, delivering strategies through discretionary and non-discretionary accounts with a range of investment options and custodial services.

Amy Roma is a financial advisor with The Huntington Investment Company in Canton, Ohio, holding a Series 66 designation and 13 years of industry experience. She previously worked at PNC Investments for eight years before joining Huntington in 2022. Roma serves as a board member and volunteer fundraiser for the Eric Snow YMCA. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment approach that combines third-party sub-managers and proprietary models through various wrap-fee programs.

Brandon Deckert is a CFP® with 12 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. He previously held roles at Fidelity Brokerage Services, LLC and The Vanguard Group, Inc. Brandon is based in Akron, OH. 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 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.

Daniela Savova Truver is a CFP® and holds a Series 65 license with four years of industry experience. She currently works at Sequoia Financial Group, L.L.C. and has prior experience at Sun Trust and Ballentine Partners, LLC. 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 models, custom portfolios, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Gary Sirak is a ChFC® with over 42 years of experience in the financial services industry, currently serving as an advisor at Primerica Advisors since 1999. Prior to this, he worked with Guardian Life Insurance Company of America starting in 1986. He is an author of multiple books, including *If Your Money Talked…* and *How To Retire and Not Die.* Sirak is also a board member of the Stark Community Foundation and has participated in local business development through the Impact Angel Fund in Canton, Ohio. Primerica Advisors operates as part of a larger enterprise, serving a diverse client base with brokerage and advisory services. The firm offers a mix of proprietary and third-party investment solutions, including model-based strategies and fee-based managed accounts, addressing individual investors, businesses, and retirement plans.

Gabriel Sauvinsky 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 Bank of America, Merrill, and MassMutual. Outside of his advisory work, he serves as Chapter Counsel Advisor for the Alpha Sigma Phi Fraternity, providing leadership guidance on weekends. Sequoia Financial Group offers 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.

Wayne E. S. Arnold is a financial advisor with Primerica Advisors in Canton, OH, holding the ChFC® designation and Series 63 license. He has 36 years of industry experience, including over 27 years with Primerica Advisors and a concurrent role at Guardian Life Insurance Company of America since 1989. Outside of advising, he is writing a book on theoretical physics and serves as a panelist for FINRA arbitration cases. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement-plan consulting. The firm uses a combination of proprietary and third-party investment strategies and supports both discretionary and non-discretionary account management.

Justine Harvey is a financial advisor with Stratos Wealth Partners, Ltd. She holds a Series 66 designation and has 14 years of industry experience. Her prior firms include UBS Financial Services, Morgan Stanley Smith Barney LLC, and LPL Financial. Outside of her advisory work, she serves as a board member of the Norton Baseball Association, a nonprofit organization in Norton, Ohio. Stratos Wealth Partners, Ltd. is an enterprise wealth management firm with approximately $18.6 billion in assets under management, serving over 24,000 clients through about 366 advisors. The firm offers a range of investment and financial planning services using an open-architecture approach that integrates external platforms and provides both advisor-managed and model-based strategies.

Angela Cosgray is a CFP® professional with 23 years of experience in the financial services industry. She is currently a financial advisor and vice president at Sequoia Financial Group, L.L.C., where she has worked since 2021. Her prior experience includes roles at Wealthstone and JPMorgan Chase in various capacities. 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, 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 oversight from an Investment Policy Committee.

Autumn Taylor is a financial advisor with Primerica Advisors, holding a Series 63 designation and 37 years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance Company since 2018 and has prior experience at Cetera Advisor Networks, Vantage Financial Group, and Vicus Capital. In addition to her advisory role, she is also an insurance broker for products other than Guardian. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services with a range of proprietary and third-party investment programs.

Halle Chelko is a financial advisor at Sequoia Financial Group, L.L.C. with three years of industry experience. Prior to joining Sequoia Financial Group in 2025, she worked at Wellspring Financial Advisors, LLC for seven years and at MAI Capital Management for three years. Sequoia Financial Advisors, LLC 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, and charitable organizations. The firm employs a mix of model and custom portfolio solutions overseen by an Investment Policy Committee and utilizes a range of investment vehicles, supported by regular research, due diligence, and portfolio monitoring.

Benjamin Schwarz is a financial advisor with TLG Advisors, Inc. in Cuyahoga Falls, Ohio, holding a Series 66 designation and eight years of industry experience. He has previously worked with ValMark Securities, Inc. and currently has additional roles in insurance strategy and production. Outside of finance, he engages in automotive photography as a hobby and occasional source of income. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services and portfolio management using manager selection and Modern Portfolio Theory, and it offers a direct-to-consumer digital platform called Starlight Portfolios.

Gregory Robb is a financial advisor with Sequoia Financial Group, L.L.C. in Akron, Ohio, holding Series 63, 65, and 66 licenses and bringing 10 years of industry experience. He previously worked at FNB Wealth Management for eight years before joining Sequoia Financial Advisors, LLC and Sequoia Financial Group, LLC in 2021. Sequoia Financial Advisors, LLC offers 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 portfolios, utilizing various investment vehicles and conducting regular portfolio reviews supported by an Investment Policy Committee.

Robert Casarona 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 2022. Prior to this, he was with Financial Planners of Cleveland Inc. and Royal Alliance Associates, INC. from 2015 to 2022. Casarona serves as Chair of the Financial Planning Association of Northeast Ohio NexGen committee and is a member of the finance committee for the Northern Ohio Italian Association, a nonprofit organization. Sequoia Financial Group 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 managers, supported by regular oversight from an Investment Policy Committee.

Cheryl Lutman is a CFP® professional with eight years of industry experience. She is currently a financial advisor at Sequoia Financial Group, L.L.C., where she has worked since 2021. Prior to joining Sequoia, she spent 24 years at WealthStone, Inc. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to individuals, charitable organizations, corporations, trusts, family offices, and other institutional clients. The firm uses a combination of in-house model allocations, custom portfolios, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Michael Erchick Sr. is a financial advisor with Primerica Advisors in Canton, OH, holding the ChFC® and Series 63 designations and bringing 38 years of industry experience. He has been with Primerica Advisors since 1999 and has also worked with Guardian Life Insurance Company of America since 1990. In addition to his advisory role, he is involved in other insurance activities including property and casualty, individual, and group health insurance. Primerica Advisors serves a broad retail client base, offering both brokerage and advisory services along with financial planning and consulting. The firm utilizes a range of investment strategies through proprietary and third-party portfolios and supports various account-level features including lending solutions and tax-harvesting.

Neven Zelich is a financial advisor at Steward Partners Investment Advisory, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and Mid Atlantic Capital Corporation among other firms. He is a co-owner of Jenz, LLC, which manages his Ameriprise advisory business. Steward Partners Investment Advisory, LLC is an SEC-registered firm managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account solutions.

Lisa Gillen is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has been with Fifth Third Securities since 2001. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration and affiliation with Fifth Third Bank to provide a range of discretionary managed-account programs, including advisor-directed models, separately managed accounts, and unified portfolios with features such as direct indexing and tax-overlay services.

Benjamin Taylor is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding a Series 65 credential with two years of industry experience. Prior to joining Sequoia Financial Group, he worked at Youngstown State University and Kennedy Catholic High School. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to 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 overseen by an Investment Policy Committee.

Brandon Lancaster is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. His career includes roles at LPL Financial and Independent Financial Partners, among other firms. He operates New Market Financial Advisors, a business entity used for investment and tax purposes. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm combines independent advisory representatives with access to multiple investment strategies and technology platforms, providing both discretionary and non-discretionary portfolio management.