Brian Hinkle is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 designations and 18 years of industry experience. He has been with Huntington since 2016 and previously worked at Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities, offering advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm uses an open-architecture model that integrates third-party and affiliate portfolio management strategies.

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.

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.

Steven Brooks is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and nine years of industry experience. He has worked within the Charles Schwab organization since 2016, including roles at Charles Schwab Bank and Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, focusing on annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly, differentiating its service and fee structure from many enterprise wealth managers.

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 at CWM, LLC with two years of industry experience. He previously worked at Wells Trecaso Financial Group and has a background in business roles spanning several industries. Trecaso serves as a board member of the Italian American Professional & Business Club, a nonprofit focused on promoting Italian-American community involvement, culture, heritage, and family. CWM, LLC is an SEC-registered investment adviser that serves individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

David Harry is a Series 66-licensed financial advisor with Schwab Wealth Advisory, Inc., bringing seven years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., J.B. Harry and Associates, and a brief tenure at Missing Mountain Brewing Co. He has also been involved with Habitat for Humanity East Central Ohio. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm conducts annual account reviews and offers investment recommendations without exercising discretionary trading authority.

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, based in Medina, Ohio. He has 16 years of industry experience, including 14 years with PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to employees. The firm uses algorithm-driven risk assessments and delegated implementation strategies involving mutual funds and ETFs.

Matthew Pullar is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, Ohio, with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including The Huntington Investment Company and LPL Financial. 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, supported by research and an Investment Policy Committee.

Christopher Thom is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH. His prior roles include positions at Adviser Investments, Financial Engines Advisors, and Charles Schwab. 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 mix of in-house model portfolios, custom accounts, and third-party manager selection, supported by ongoing research and oversight from an Investment Policy Committee.

Kyle Gerber is a financial advisor at Hornor, Townsend & Kent, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Sequent Planning, LLC. Gerber is also involved in offering and selling insurance products through his roles with Gerber & Associates Insurance, Inc. and K.J. Gerber & Company LLC. Hornor, Townsend & Kent serves a diverse clientele including individuals, trusts, businesses, charitable organizations, and retirement plans. The firm provides advisory programs, financial planning, and retirement plan consulting, operating both as an SEC-registered adviser and FINRA-member broker-dealer.

Carl Hendrix is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has 21 years of industry experience, including roles at Principal Securities, Principal Life Insurance Company, Empower, and STANDARD. He also serves as a bank officer at Principal Bank & Trust Company, supporting retirement plan account relationships across insurance, broker-dealer, and bank trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Christian Seybert is a CFP® and holds a Series 65 license, with two years of industry experience. He has been with Sequoia Financial Group, L.L.C. since 2022. 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 oversight, supported by an Investment Policy Committee and extensive research resources.

Richard Canestraro Jr. is a financial advisor with Money Concepts Capital Corp and holds a Series 63 designation. He has 40 years of industry experience, including 28 years with Nationwide Insurance Company and Nationwide Advisory Services, Inc. He also operates the Canestraro Insurance Agency. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing about $3.33 billion for nearly 14,700 clients. The firm offers portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations, using a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Janice Cackowski is a CFP® professional with 14 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. She previously worked at Century Financial Advisors LLC, Providence Wealth Partners LLC, and Strategic Wealth Partners. Janice is a board member of the Northeast Ohio Association of Financial Professionals. 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, family offices, and institutional clients. The firm uses a combination of in-house model portfolios, custom accounts, and third-party manager selection supported by an Investment Policy Committee and external research.

Brad Marzano is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior work includes roles at Schwab Retirement Plan Services, The Huntington Investment Company, LPL Financial, and Voya Financial Partners. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering a range of managed advice programs that combine proprietary portfolio models and third-party expertise with a focus on asset allocation and retirement guidance.

Matthew Vegel is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding a Series 65 designation with three years of industry experience. His prior experience includes roles at ORG Partners, Paragon Estate Planners, and Paragon Tax Planners. 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 an Investment Policy Committee and extensive research resources.

Thomas Biadas is a financial advisor at Kestra Advisory with 38 years of industry experience. He holds a Series 63 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Biadas provides investment advisory services and portfolio management through Kestra Advisory and registered representative activities via Kestra Investment Services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm provides fiduciary consulting, plan-level investment advice, and manages multiple platforms and third-party solutions to serve large institutional investors, including sovereign wealth funds.

Nicholas Rimac is a financial advisor at The Huntington Investment Company with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Ameriprise Financial Services, Equitable Advisors, and KeyBank. Prior to his financial services career, he was involved in the automotive and car wash businesses. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm utilizes an open-architecture investment platform with multiple wrap-fee programs that combine third-party and proprietary models, serving a diverse client base including high-net-worth individuals.