Ryan Carlson is a financial advisor at Capital Analysts with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Eagle Strategies and New York Life. Outside of his advisory role, Carlson serves on the boards of the Medina County District Library and Community Assessment & Treatment Services, Inc. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of advisors, utilizing both discretionary and non-discretionary investment approaches supported by an in-house Investment Management & Research team.

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.

Anthony Lopresti is a financial advisor at Trek Financial in Medina, OH, holding a Series 65 designation with five years of industry experience. He has been with Trek Financial since 2018 and previously worked at the Medina Community Recreation Center. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm uses a blend of strategic and tactical portfolio construction, incorporating evidence-based models, fundamental and technical analysis, and artificial intelligence tools under human oversight.

Ryan Vollweiler is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. His career includes roles at Schwab Wealth Advisory Inc., Charles Schwab & Co., Schwab Retirement Plan Services, Voya Financial Advisor, Cetera Advisors, Equitable Advisors, and Valic Financial Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program. The firm’s advice relies on Charles Schwab & Co.’s asset allocation models and internal research, with trade execution requiring 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® with 12 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. He has previously worked at Fidelity Brokerage Services, LLC, Facet, and The Vanguard Group, Inc. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, family offices, charitable organizations, corporations, trusts, and retirement plans. The firm employs both model and custom portfolio management strategies using a range of investment vehicles 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.

Dan Romano is a financial advisor at Fifth Third Securities, Inc. with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked with Fifth Third Securities and Fifth Third Bank since 2005. Outside of his advisory role, he is an owner and landlord of a rental property through PAMJ Group LLC. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers with advisor-managed options, supported by a platform that includes direct indexing and tax-overlay services.

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.

Matthew Mowchan is a financial advisor at Fifth Third Securities, Inc. with 31 years of industry experience. He has been with Fifth Third Securities since 1999 and holds Series 63 and Series 66 licenses. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers multiple managed account programs and portfolio management options via the Passageway platform, combining direct indexing, tax overlay services, and other strategies.

Richard Dyson is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab, Ameriprise Financial Services, PNC Investments, and J.P. Morgan Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services aligned with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

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.

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.