Gavin Reaser is an advisor at OSAIC Institutions, Inc. with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Portage Community Bank and Infinex Investments, Inc. since 2021. Prior to that, he was employed by Tarkett and UH Portage Medical Center. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure.

John Marchand is a CFP® with 23 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. in Akron, OH. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing. He holds a director position in private client services at Sequoia Financial Group. 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 selection, supported by an Investment Policy Committee and extensive research resources.

Thomas Haught is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding the CFP® and ChFC® designations with 28 years of industry experience. He has been with Sequoia Financial Advisors, LLC since 2002 and with Sequoia Financial Group, LLC since 1990. Outside of his advisory role, he serves on several boards including Buckeye Corrugated, Garrett Foundation, and Fidelity National, among others. 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 comprehensive research resources.

Rose Beisner is a financial advisor at Fifth Third Securities, Inc. in Aurora, Ohio, holding Series 63 and Series 65 designations with one year of industry experience. Her prior work includes roles at Fifth Third Bank, as well as positions at Mad Batter Bake Shop, Mission BBQ, and Caterology. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering programs ranging from advisor-directed mutual fund and ETF models to separately managed accounts and tax-overlay options, supported by the Passageway Managed Account platform.

Deborah Anzelc is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC. She is also the owner of Anzelc & Associates, Inc., a CPA practice specializing in tax preparation, accounting, and consulting, which she has operated since 1995. Outside of finance, she is an officer of All 4 One Inc. LLC, which runs the Peninsula Coffee House and Market, and serves as a board member for the Zanes Foundation, Inc. Independent Financial Group provides advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs a mix of active and passive investment strategies through multiple platforms and third-party managers, focusing on personalized portfolio management aligned with client risk profiles.

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.

Jason Rodgers is a CFA® charterholder with 26 years of industry experience. He is currently with Osaic Advisory Services, LLC and has previously worked at Beacon Financial Group, Lincoln Financial Advisors, Wellington Shields & Co. LLC, and Soleil Securities. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm provides a variety of advisory services through multiple program models, utilizing proprietary and third-party platforms, and offers access to alternative investments and affiliated capabilities.

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.

Caroline Lukez Byrne is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. She has 20 years of industry experience, including roles at Eagle Strategies since 2014 and New York Life Insurance Co. since 2010. Outside of advisory work, she is also involved in insurance brokering with outside carriers for non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a range of programs tailored to client objectives, with a focus on non-discretionary assets and fiduciary responsibilities to retirement investors.

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.

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.

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.

Garret Ferrara is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 16 years before joining Janney Montgomery Scott in 2025. Janney Montgomery Scott is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plans, charities, and municipal clients, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.