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.

Blake Castaldo is a financial advisor with Eagle Strategies (New York Life) based in Canton, Ohio, holding Series 63 and Series 65 licenses and with 14 years of industry experience. He has worked with various New York Life entities since 2009 and is the owner of Eagle Wealth Partners LLC d/b/a Lifetime Wealth Partners, which brokers non-registered insurance products and sells New York Life products and services. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

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 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.

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.

Michael Oberholzer is a financial advisor with Primerica Advisors, holding a Series 63 designation and 28 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company of America since 2019, with prior roles at Pruco Securities, The Prudential Insurance Company of America, and The Romig Agency. He serves on the Tuscarawas Central Catholic High School Finance Committee. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services alongside financial and business consulting. The firm employs a variety of investment strategies through proprietary and third-party platforms and supports a range of account services including lending and donor-advised funds.

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.

Jason Slates is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with Huntington since 2010 and has also been associated with Ameriprise Financial Services, LLC since 2026. Outside of his advisory work, he owns rental properties. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform, combining third-party sub-managers and proprietary Private Bank models in an open-architecture investment approach.

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.

Joseph Wagner is a financial advisor with NewEdge Advisors holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at NewEdge Advisors since 2021 and has also been with Mid Atlantic Financial Management, Inc. since 2015. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support advisor and client needs.

James Kampetis is a CFP® with six years of industry experience, currently serving as a financial advisor at CWM, LLC. His prior roles include positions at Carson Wealth, Aptus Wealth Management, and E.E. Powell & Company, Inc., as well as experience as a self-employed advisor. CWM, LLC is an SEC-registered investment adviser with over 600 advisors, serving a diverse clientele that includes individuals, high-net-worth families, foundations, and institutional clients. The firm employs a discretionary management approach using model portfolios and integrates multiple investment strategies, offering a range of services including portfolio management, financial planning, and retirement-plan solutions.

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.

Joseph Nicholson is a financial advisor with The Huntington Investment Company in Stow, Ohio. He holds the Series 66 credential and has five years of industry experience. Prior to joining Huntington, he worked at Edward Jones and DoorDash, and he has also served as a substitute teacher in K-12 classrooms. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services through a range of wrap-fee programs on the Envestnet MAS platform. The firm uses an open-architecture model combining third-party and affiliate portfolio strategies, offering discretionary account management and overlay services.

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.