Adam Kenley is a financial advisor with PNC Wealth Management in Akron, OH, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with PNC Wealth Management since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account currently available as an invitation-only pilot for employees, which uses algorithm-driven risk assessments to select approved investment strategies implemented with mutual funds and ETFs.

Samuel Ramirez is a financial advisor at Fifth Third Securities, Inc. with 13 years of industry experience. He holds the Series 66 designation and has worked at Fifth Third Securities and Fifth Third Bank since 2019. Prior to that, he was with Huntington Investment Company starting in 2014. Outside of his advisory role, Ramirez is involved in music performance and composition through his business, Samuel Ramirez Music. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway Managed Account Platform, combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

Heather Welsh is a CFP® with 19 years of industry experience, currently serving as Vice President of Wealth Planning at Sequoia Financial Group, L.L.C. in Akron, OH. She has been with Sequoia Financial Group since 2014. 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 utilizes a combination of model and custom portfolio management strategies overseen by an Investment Policy Committee and offers access to various investment vehicles and third-party managers.

Kurt Faulhaber is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and 39 years of industry experience. He has been with Benjamin F. Edwards & Co since 2011. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models with oversight from an Investment Strategy Committee.

Edward Mc Gervey is a Series 66-licensed advisor with Mariner in Canton, Ohio, bringing 24 years of industry experience. He previously led McGervey Wealth Management, LLC for 13 years before joining Mariner. Outside of advisory work, he serves as treasurer for The Lakes of Kings Creek Homeowners Association and is managing member of McGervey Holdings, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm implements discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions.

Maxwell Cole is a financial advisor at Sequoia Financial Group, L.L.C. with two years of industry experience. He holds a Series 65 designation and has prior experience at RKL LLP and Rischitelli & Poulos, LLC, as well as roles in higher education and secondary education. 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 combines model portfolios and custom solutions using a range of investment vehicles, supported by fundamental, technical, and cyclical research, along with regular due diligence and quarterly portfolio reviews.

Douglas Wells is a financial advisor with CWM, LLC in Akron, Ohio, holding Series 63 and Series 65 credentials and over 43 years of industry experience. His prior roles include positions at Wells Trecaso Financial Group, Cabot Lodge Securities, and Morgan Stanley Smith Barney. He serves on the finance committees of Holy Family Catholic Church and Hope Ignites Northeastern Ohio and is a board member for the Walsh Jesuit High School Endowment. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios governed by an in-house Investment Committee and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Bryan Hummel is a financial advisor at PlanMember Securities Corporation with 21 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at PlanMember since 2012. Bryan also operates a separate business, PC Solutions, providing computer repair and software services. 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 employs a strategic asset allocation approach and manages risk-based mutual fund portfolios, providing education and support services including seminars and personalized retirement planning.

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.

Lindsay Graves is a financial advisor at CWM, LLC with credentials including the Series 65. She has been with CWM and Carson Wealth since 2025 and has prior experience as the owner and partner of Graves & Graves, LLC dba The Graves Law Firm, where she has prepared and executed estate plans since 2013. In addition to her advisory role, she is an active attorney involved in estate planning and also holds a license to sell life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth families, foundations, and institutions. The firm manages portfolios on a discretionary basis using a combination of model portfolios, third-party sub-advisors, and customized investment tools, with a particular focus on retirement-plan services and fiduciary oversight.

Amanda Silfani is a financial advisor with Eagle Strategies (NY Life) in Canton, Ohio, holding the ChFC® and Series 63 credentials and bringing 24 years of industry experience. She previously worked at William A. Hardy Financial Group for 16 years and has been associated with New York Life Insurance Company for 25 years. Outside of her advisory work, she volunteers as a Girl Scouts troop administrator, serves as vice president of the Beta Psi Beta Alumnae Chapter supporting collegiate philanthropy, and co-manages an Etsy shop specializing in art reprints and vintage items. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined 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 advisors, with a focus on tailored recommendations and mostly non-discretionary asset management.

Nicholas Solitario is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Hornor, Townsend & Kent since 2010 and also works with Penn Mutual Life Insurance Company. Outside of his advisory role, Solitario provides educational seminars focused on public pension systems and individual retirement consultations. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms and a client-directed, non-discretionary investment approach.

Emily Sipes is a CFP® and Series 66 licensed advisor with six years of industry experience. She is currently with Mercer Global Advisors Inc. and has previously worked at Valmark Financial Group and Chipotle Mexican Grill. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, using globally diversified, risk-appropriate portfolios implemented through a range of investment vehicles including low-cost ETFs and index funds, separate account managers, and private funds.

Jonathan Mitchen is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Penn Mutual Life Insurance Company, Citizens Securities Inc., and Northwestern Mutual. Outside of his advisory work, he serves as a vice president on the board of the Kaderly Foundation and coaches high school football. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms and emphasizing client-directed implementation and oversight. The firm manages the majority of client assets on a non-discretionary basis and provides services including financial planning, consulting, and retirement plan fiduciary support.

Amanda Blankenship is a CFP® and Series 65 licensed advisor with eight years of industry experience. She currently serves as a Senior Director and Wealth Advisor at Sequoia Financial Group, L.L.C. in Akron, Ohio. 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 portfolios, utilizing a range of investment vehicles and an Investment Policy Committee to support its research-driven approach.

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 financial advisor at Stratos Wealth Partners, Ltd with 22 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. He has been with Stratos Wealth Partners since 2016. Outside of his advisory role, he is involved in life, annuities, and long-term care insurance sales. Stratos Wealth Partners provides advisory services to a diverse client base including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

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.

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.