Gregory Mcdermott is a financial advisor at ValMark Advisers, Inc. with 40 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Kohmann Bosshard Financial Services, ValMark Securities, and Minnesota Mutual Life Insurance Company. Outside of his advisory role, he operates GAMcDermott, LLC, providing consulting services and life insurance sales. ValMark Advisers offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing proprietary and third-party platforms to implement investment strategies.

Cathy Jacobs is a financial advisor at ValMark Advisers, Inc. with 30 years of industry experience. She holds a Series 63 designation and has been with ValMark Advisers and Valmark Securities since 2015. Outside of her advisory role, she is the president and owner of Hydro-Lawn Landscaping & Design, Inc., and serves as treasurer for New Beginnings of Akron, a nonprofit focused on mentoring and workforce development for underserved youth. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm employs diversified, goal-based model portfolios utilizing mutual funds, ETFs, and third-party managers, and offers fee-based planning and sub-advisory services.

John Francis is a financial advisor with ValMark Advisers, Inc. in Akron, Ohio, holding 24 years of industry experience. He has been with Valmark Securities, Inc. since 2013. Outside of his advisory work, he owns and operates a livestock farm where he raises cattle and sheep. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 representatives. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and a range of investment platforms.

Eric Van Meter is a financial advisor at ValMark Advisers, Inc. with six years of industry experience. He holds the Series 66 designation and has worked at Valmark Financial Group since 2018. Prior to that, he held positions at Sikich and Eddie Bauer LLC. Van Meter has been involved with the U.S. Soccer Federation since 2011. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive back-office services.

Lawrence Rybka is a financial advisor with ValMark Advisers, Inc., holding a Series 63 designation and bringing 31 years of industry experience. He has been with ValMark Advisers since 2001 and has a career background that includes roles at Valmark Securities, Minnesota Mutual Life, and Executive Insurance Agency. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisory representatives. The firm offers diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, and operates notable programs such as the ACCESS wrap platform and the TOPS® ETF portfolios.

Edward Giaco is a financial advisor at intrua Financial with 30 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 2018 and previously spent 12 years at SII Investment, Inc. He is also the owner of Taxcheck USA LLC, a tax preparation and accounting business. Intrua Financial is a multi-team advisory firm serving individuals, high-net-worth clients, trusts, foundations, and retirement plans. The firm combines fundamental, technical, and cyclical analysis to construct custom asset allocations and offers both discretionary and non-discretionary asset management alongside comprehensive financial planning and retirement plan consulting.

Alex Mayes is a CFP® with five years of industry experience, currently serving at ValMark Advisers, Inc. since 2024. He has worked with several firms including Wealth Impact Advisors, LLC, where he is also involved in preparing retirement plan reviews. ValMark Advisers provides investment advisory and financial planning services to individual, high-net-worth, and institutional clients. The firm employs a diversified, goal-based investment approach utilizing proprietary and third-party platforms and offers specialized products such as the TOPS® ETF Portfolios and related index licensing.

James Dawson is a financial advisor with ValMark Advisers, Inc. in Akron, OH, holding a Series 66 designation and 11 years of industry experience. He has been with ValMark Advisers and Valmark Securities since 2016 and has also worked at the University of Akron since 2013. Outside of his advisory role, Dawson is involved in several home-building and construction businesses where he holds ownership and management positions. ValMark Advisers provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm utilizes diversified, goal-based model portfolios and an asset allocation approach implemented through mutual funds, ETFs, and separate-account managers, supported by proprietary and third-party platforms.

Jeffrey Stenroos is a CFP® with 43 years of industry experience, currently affiliated with Geneos Wealth Management, Inc. in Akron, OH. He has worked at Geneos since 2005 and also operates Integrated Capital Planning Inc. Additionally, he serves on the board of the Tuesday Musical Association. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, and corporations, offering financial planning, investment advisory, and brokerage services with a range of investment strategies and third-party manager referrals.

Ryan Vollweiler is a CFP® professional with 22 years of industry experience. He is currently with Schwab Wealth Advisory Inc., having worked there since 2021, and has been affiliated with Charles Schwab & Co., Inc. since 2017. His prior experience includes roles at VOYA Financial Advisors, Cetera Advisors LLC, Equitable Advisors, and Valic Financial Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses proprietary asset-allocation models and internal research tools to tailor recommendations to client goals and risk tolerance, while trades are executed only with client authorization.

Jason Borrasso is a financial advisor with Stratos Wealth Partners, Ltd., holding the Series 66 designation and bringing 16 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2017 and previously held positions at Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Edward Jones. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser managing approximately $18.6 billion in assets for a diverse client base, including individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an advisor-driven model with an open-architecture investment approach that integrates multiple third-party platforms and sub-advisors, offering discretionary and non-discretionary portfolio management alongside financial planning and outsourced CIO solutions.

Brandon Deckert is a CFP® licensed financial advisor with 13 years of industry experience, currently with Sequoia Financial Group, L.L.C. in Akron, OH. His prior experience includes roles at Fidelity Brokerage Services and The Vanguard Group. 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, charitable organizations, trusts, and retirement plans. The firm employs a combination of model and custom portfolio management strategies, utilizing a range of investment vehicles and research methods overseen by an Investment Policy Committee.

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.

Paul Evanoff is a financial advisor at Schwab Wealth Advisory with 22 years of industry experience. He holds the Series 66 designation and has worked at Schwab Wealth Advisory since 2025, with prior experience at Charles Schwab beginning in 2008, Natcity Investments, Inc., and Ameriprise. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses Charles Schwab’s asset-allocation models and research tools to offer tailored recommendations, focusing on client authorization for trades and annual reviews.

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.

Heather Pollack is a Series 63 licensed financial advisor with 33 years of industry experience. She currently works at Osaic Advisory Services, LLC and previously spent significant portions of her career at Lincoln National Life Insurance Company and Lincoln Financial Advisors Corporation. Heather has been with Osaic Advisory Services since 2026. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a variety of investment programs and financial planning services, utilizing a range of strategies and partnerships to provide access to alternative investments and retirement solutions.

Justine Harvey is a financial advisor at Stratos Wealth Partners, Ltd with 14 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC and UBS Financial Services. She serves on the board of the Norton Baseball Association, a nonprofit organization in Norton, Ohio. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisor 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 financial planning and investment management solutions through an open-architecture platform.

Angela Cosgray is a CFP® professional with 24 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 roles include positions at Wealthstone, JPMorgan Chase, and Fifth Third Securities. 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 offers both model and custom portfolio management, utilizing a range of investment vehicles and informed by research and due diligence overseen by an Investment Policy Committee.

Matthew Kulla is a financial advisor with Principal Financial Services in Stow, OH, holding a Series 63 designation and six years of industry experience. His prior work includes roles at Northwestern Mutual and Principal Life Insurance Company. Outside of advising, he owns Kulla Industries LLC, a business involved in buying and reselling clothing online. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers various advisory programs with direct financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed accounts.

Richard Ganim Jr. is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at Metlife Securities, Grove Point Investments, Cetera Advisors, and Legacy Advisory Services. He has worked with Stratos Wealth Partners and LPL Financial since 2017. Stratos Wealth Partners is an SEC-registered enterprise with approximately 379 advisors managing about $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as portfolio management, financial planning, and outsourced CIO solutions through an open-architecture platform integrating multiple third-party managers.