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.

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.

Benjamin Wooley is a financial advisor with Schwab Wealth Advisory and holds a Series 66 designation. He has 12 years of industry experience, having worked at Charles Schwab since 2012 and joining Schwab Wealth Advisory in 2025. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations. The firm operates as an internal advisory unit within the Schwab ecosystem and emphasizes client-directed trading decisions supported by Schwab’s asset allocation models and research tools.

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.

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.

Brian Beebe is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend risk-based portfolios managed by PNC or third-party strategists.

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.

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 15 years of industry experience. His career includes roles at Ameritas Investment Corp, Private Client Services, Investment Centers of America, SII Investments, and Redbox. Heiss has been with Ameritas Advisory Services since 2021. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, retirement plans, charitable organizations, and corporations. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and third-party partners.

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.

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.

Francis Factora is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Merrill and JPMorgan Chase Bank. Since 2009, he has been a partner at Eldora Innovations, Ltd., a non-investment business. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessment and implements investments via mutual funds and ETFs.