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.

Eugene Gillmor is a financial advisor with Eagle Strategies (NY Life) based in Medina, Ohio. He holds Series 63 and Series 66 designations and has 24 years of industry experience. His career includes longstanding roles with New York Life Insurance Company, Nylife Securities Inc., and Bankers Life & Casualty Co. He is also involved in insurance brokering with outside carriers for non-registered products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and 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 advisers, focusing primarily on non-discretionary asset management and tailored recommendations in an integrated insurance and advisory framework.

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.

Floyd Stroup is a financial advisor with PlanMember Securities Corporation, holding a Series 63 designation and over 34 years of industry experience. His prior roles include fourteen years at Nationwide Insurance and Nationwide Securities, and he serves as Chairman of the Sharon Township Zoning Commission. He is also involved with the Fehlan Insurance Agency and a self-employed insurance practice focused on life and fixed annuities. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering education, support, and participant-level investment options through risk-based mutual fund portfolios.

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 at Hornor, Townsend & Kent, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2010. In addition to his advisory role, Solitario provides educational seminars on public pension systems through Public Pension Consultants, LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, offering both discretionary and non-discretionary account management supported by third-party asset managers.

Emily Sipes is a CFP® with six years of industry experience currently based in Akron, OH. She has been with Mercer Global Advisors Inc. since 2023, following prior roles at Valmark Financial Group. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments, providing investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach uses Modern Portfolio Theory to build diversified, risk-appropriate portfolios implemented through ETFs, index funds, separate account managers, and private funds, with additional specialized services and client education offerings.

Jonathan Mitchen is a financial advisor at Hornor, Townsend & Kent, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Penn Mutual Life Insurance Company, Northwestern Mutual, Citizens Securities, and Chippewa Local Schools. Outside of his advisory role, Mitchen serves as a board officer for the Kaderly Foundation and is an assistant high school football coach. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering financial planning, advisory programs, and retirement plan consulting. The firm functions as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

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 23 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is also involved in life insurance, annuities, and long-term care insurance sales. Stratos Wealth Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, model portfolios, sub-advisory services, and retirement plan consulting. The firm combines individualized asset allocation with active monitoring and access to proprietary and third-party strategies through a large network of investment adviser representatives.

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.

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.