Brian Grossman is a financial advisor with Sequoia Financial Group, L.L.C. in Akron, OH, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at The Huntington Investment Company, LPL Financial, and Firstmerit Private Bank. Outside of his advisory work, he is a partner in Roads Farm LLC, an operating soybean and corn farm in Southern Ohio. 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 utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection overseen by an Investment Policy Committee.

Eugene Gillmor is a financial advisor with Eagle Strategies (NY Life) based in Medina, Ohio. He holds Series 63 and Series 66 designations and has 24 years of industry experience. His career includes longstanding roles with New York Life Insurance Company, Nylife Securities Inc., and Bankers Life & Casualty Co. He is also involved in insurance brokering with outside carriers for non-registered products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers, focusing primarily on non-discretionary asset management and tailored recommendations in an integrated insurance and advisory framework.

Floyd Stroup is a financial advisor with PlanMember Securities Corporation, holding a Series 63 designation and over 34 years of industry experience. His prior roles include fourteen years at Nationwide Insurance and Nationwide Securities, and he serves as Chairman of the Sharon Township Zoning Commission. He is also involved with the Fehlan Insurance Agency and a self-employed insurance practice focused on life and fixed annuities. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering education, support, and participant-level investment options through risk-based mutual fund portfolios.

Nicholas Solitario is a financial advisor at Hornor, Townsend & Kent, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2010. In addition to his advisory role, Solitario provides educational seminars on public pension systems through Public Pension Consultants, LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, offering both discretionary and non-discretionary account management supported by third-party asset managers.

Emily Sipes is a CFP® with seven years of industry experience, currently affiliated with Mercer Global Advisors Inc. Her career includes roles at Valmark Financial Group and a brief employment at Chipotle Mexican Grill. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using various asset management strategies, and offers specialized programs and client education initiatives.

Jonathan Mitchen is a financial advisor at Hornor, Townsend & Kent, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Penn Mutual Life Insurance Company, Northwestern Mutual, Citizens Securities, and Chippewa Local Schools. Outside of his advisory role, Mitchen serves as a board officer for the Kaderly Foundation and is an assistant high school football coach. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering financial planning, advisory programs, and retirement plan consulting. The firm functions as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

Albert Yambor is a CFP® professional with 14 years of industry experience. He is currently with Sequoia Financial Group, L.L.C., where he has worked in various capacities since 2019. Prior to joining Sequoia, he was with PNC Investments and PNC Bank for five 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.

Jeffrey Daniels is a ChFC® with 23 years of experience in the financial services industry. He has worked at Stratos Wealth Partners, Ltd since 2016 and previously held roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is also involved in life, annuities, and long-term care insurance sales through a separate business entity. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base, including individuals, retirement plans, corporations, nonprofits, and institutions, offering a range of services such as advisor-managed programs, financial planning, and outsourced CIO solutions, utilizing an open-architecture investment approach.

Nathan Marcus is a CFP® and Series 65-registered financial advisor with three years of industry experience. He currently works at Sequoia Financial Group, L.L.C. in Akron, OH. Prior to joining Sequoia, he spent two years at Robert W Baird. 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 employs a combination of model and custom portfolio management strategies, utilizing mutual funds, ETFs, individual securities, private and alternative investments, and independent third-party managers.

Paula Peck is a CFP® professional with 23 years of experience in the financial advisory industry. She is the owner and president of Peck & Associates, LLC, an independent registered investment advisory firm she founded in 2002. Paula has worked with Sequoia Financial Group, LLC since 2024. Peck & Associates provides comprehensive wealth management services to individual clients and trusts, including portfolio management, financial planning, and advice on estate, tax, insurance, and closely held business matters. The firm emphasizes a combination of strategic and tactical asset allocation, employing both fundamental and technical analysis across public and private markets, with a notable focus on non-discretionary assets and alternative investments.

Dolores Alquist is a financial advisor with PNC Wealth Management in Akron, OH, holding Series 63 and Series 66 licenses and 29 years of industry experience. She has been with PNC Investments since 2010. Outside of her advisory role, she owns and operates businesses related to health and wellness, life coaching, and small business coaching. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital discretionary model account offered to eligible employees. The firm uses algorithmic tools to recommend investment risk bands and employs approved model strategies managed by PNC or third-party strategists.

Hannah King is a financial advisor at Commonwealth Financial Network with 12 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. King has worked at Commonwealth since 2016 and also operates King Financial Services, a business focused on fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm offers discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and comprehensive back-office services.

Kenneth Paull is a Certified Financial Planner® with 20 years of industry experience. He is currently a managing director at Sequoia Financial Group, L.L.C., where he has worked since 2016. Prior to that, he spent ten years at RAV Financial. 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 a disciplined research process, and offers trustee support and retirement-plan consulting among its services.

Jeffrey Swartzentruber is a financial advisor at &PARTNERS with 35 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. He owned and managed Swartzentruber Wealth Management LLC during his prior independent business activities. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement consulting services using a combination of proprietary and third-party strategies, supported by the Envestnet platform and NFS brokerage infrastructure.

Heather Walters is a financial advisor at Sequoia Financial Group, L.L.C. with 10 years of industry experience. Her prior roles include positions at WealthStone Inc. and JPMorgan Securities 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 employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by research and oversight from an Investment Policy Committee.

Douglas Haught is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding a Series 65 designation with four years of industry experience. His prior work includes roles at Valmark Financial Group and Graydon Compliance Solutions, as well as positions at Miami University. 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 other 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 extensive research resources.

Samuel Trecaso is a Series 65-licensed financial advisor with Carson Wealth in Akron, OH, and has two years of industry experience. He previously worked at Well Trecaso Financial Group and SupplyOne. He serves as a board member of the Italian American Professional & Business Club, a nonprofit promoting Italian-American community involvement and culture. Carson Wealth is an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm provides discretionary asset management, financial planning, and retirement plan services, using an Investment Committee to construct and monitor model portfolios and offering tailored solutions including custom indexing and alternative investments.

Kevin Myeroff is a CFP® professional with 39 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. since 2022. He previously worked at Royal Alliance Associates, Inc. and Financial Planners of Cleveland, Inc. for over three decades. Outside of his advisory role, he is an on-air talent for local TV and radio in Cleveland and serves as a board member of the Ronald McDonald House. 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, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection with ongoing oversight from an investment committee.

John Dipaolo is a Series 66-licensed financial advisor with PNC Wealth Management in Medina, OH, and has 17 years of industry experience. He has been with PNC Investments since 2012. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, digital discretionary model account pilot for employees that uses algorithmic risk assessment and invests via approved model strategies with mutual funds and ETFs.

Matthew Pullar is a financial advisor with Sequoia Financial Group, L.L.C., holding a Series 66 designation and 20 years of industry experience. He has worked with several firms, including The Huntington Investment Company, LPL Financial, and Morgan Stanley DW Inc. He is based in Akron, OH. 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 strategies, employing various investment vehicles overseen by an Investment Policy Committee.