James Clemens is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding a Series 65 designation with one year of industry experience. Prior to joining Sequoia Financial Group, he worked as an LP Analyst and has an academic background including time at The Ohio State and University 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 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 comprehensive research resources.

Brian Heiss is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has been affiliated with Ameritas Investment Corp since 2018. His prior experience includes roles at Private Client Services, Investment Centers of America, SII Investments, and Redbox. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as charitable and corporate entities and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary advice through a combination of model portfolios, third-party sub-advisers, and custom strategies.

David Ionno is a financial advisor with PNC Wealth Management in Akron, OH, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with PNC Bank since 2010 and has worked at PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only discretionary digital offering that uses algorithmic risk assessment and implements investments via approved model strategies executed with mutual funds and ETFs.

Ryan Koler is a CERTIFIED FINANCIAL PLANNER™ professional with five years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and has previously worked at OSAIC, Sagepoint Financial, Inc., and Northwestern Mutual. Koler also operates Koler Financial Group, which he has been affiliated with since 2020. 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 uses a combination of model and custom portfolio management strategies, incorporating a variety of investment vehicles and an Investment Policy Committee to guide decisions.

Philip Gasser is a financial advisor with GWN Securities Inc. in Copley, Ohio, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked at GWN Securities since 2006 and previously at Clearcreek Financial from 1998. Outside of his advisory role, Gasser is involved in fixed and indexed annuities and life insurance sales through Hudson Retirement Group. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies.

Clinton Miller is a CFP® with 12 years of industry experience and currently serves as an Investment Advisory Representative at Kestra Advisory. He has worked at Kestra Advisory and affiliated entities since 2019 and previously held roles at Hummel Wealth Management and The O. N. Equity Sales Company. In addition to his advisory work, he is a registered field assistant and practice manager at Pleasant Wealth LLC and holds a position as an insurance agent with Business Underwriters Associates. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and discretionary investment services, managing approximately $79.8 billion in assets and serving clients ranging from individual investors to sovereign wealth funds.

Larry Shetler is a CFP® and holds a Series 65 license, with eight years of experience in the financial industry. He has worked at Sequoia Financial Group, L.L.C. since 2018 and was previously employed at Tektronix from 2012 to 2018. 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 portfolio management strategies, employing a range of investment vehicles overseen by an Investment Policy Committee.

Ryan Cosgray is a financial advisor with Sequoia Financial Group, L.L.C. in Akron, OH, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at J.P. Morgan Chase Bank, NA and J.P. Morgan Securities since 2014. 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 oversight from an Investment Policy Committee.

Emily Kromalic is a financial advisor with PlanMember Securities Corporation and holds Series 63 and Series 66 licenses. She has one year of industry experience, including prior roles at Edward Jones and Empower Financial Services. Outside of her advisory work, she provides administrative and trade support for First Responders Financial Advisors. PlanMember Securities Corporation offers retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a strategic asset allocation framework to manage risk-based mutual fund portfolios and provides education and support services to plan sponsors and participants.

Matthew Jentner is a CFP® practitioner with 13 years of industry experience. He has worked at Beacon Pointe Advisors, LLC since 2025 and previously spent 15 years at The Jentner Corporation. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, employing a manager-driven, asset-allocation approach with both active and passive strategies. The firm is also involved in sponsoring proprietary investment vehicles and serves as an operating general partner for multiple private funds.

Michael Spangler is a CFP® with 15 years of experience in financial advising. He is currently affiliated with Kohmann Bosshard Financial Services, LLC and previously worked at Sequoia Financial Group and U.S. Bancorp Investments. 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 combines in-house model portfolios, custom accounts, and third-party manager selection with oversight from an Investment Policy Committee and offers affiliated business lines including tax services and philanthropic administration.

Trevor Chuna is a CFP® with 20 years of industry experience, currently serving as Chief Technology Officer at Sequoia Financial Group, L.L.C. in Akron, OH. He has been with Sequoia and its related entities since 2007. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a wide range of clients, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm combines in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Alexander Rupert is a CFP® and holds the Series 65 designation, with 11 years of industry experience. He has worked at Sequoia Financial Group, L.L.C. since 2018 and previously was with Laurel Tree Advisors LLC from 2014 to 2018. Rupert 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 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.

Samuel Lupica is a financial advisor with Stratos Wealth Partners, Ltd in Akron, OH, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with Stratos Wealth Partners since 2010 and has also been affiliated with LPL Financial since 2008. Outside of his advisory role, he is involved in an e-commerce business operating on eBay and Amazon with his spouse. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients through portfolio management, financial planning, and access to various third-party advisory solutions. The firm’s Strategic Wealth Management platform offers an open-architecture approach that supports both advisor-managed and model-based portfolios with active monitoring and asset allocation across multiple custodians.

Amanda Gehres is a CFP® professional with over a decade of experience in financial planning. She has worked at Sequoia Financial Group since 2025 and previously operated Gehres Financial Planning for 13 years. Her prior roles include positions at Nye Financial Group and Prudential. 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 managers, supported by an Investment Policy Committee and comprehensive research resources.

Kevin Friday is a Certified Financial Planner (CFP®) with 26 years of industry experience. He is currently with Stratos Wealth Partners, Ltd and has been the president and owner of the Centre for Financial and Retirement Planning since 1993. His work includes financial planning and asset management for approximately 125 clients. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans, using an open-architecture platform that supports both advisor-managed and model-based portfolios. The firm emphasizes active monitoring and asset allocation across multiple custodians and utilizes both affiliated and third-party sub-advisors to implement investment strategies.

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.

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 financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding the CFP® and ChFC® designations with 28 years of industry experience. He has been with Sequoia Financial Advisors, LLC since 2002 and with Sequoia Financial Group, LLC since 1990. Outside of his advisory role, he serves on several boards including Buckeye Corrugated, Garrett Foundation, and Fidelity National, among others. 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 comprehensive research resources.

Christopher Labbe is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 27 years of industry experience. His work history includes multiple roles at Huntington National Bank and The Huntington Investment Company since 2010. The Huntington Investment Company serves individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities, offering advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm employs an open-architecture investment model that integrates third-party sub-managers and proprietary Private Bank models.