Benjamin Wooley is a financial advisor with Schwab Wealth Advisory, Inc. He holds a Series 66 designation and has 12 years of industry experience. Prior to his current role, he worked at Charles Schwab & Co., Inc. for eight years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm uses proprietary asset-allocation models and internal research tools to offer tailored recommendations, while trading activities require client authorization.

Gregory Robb is a financial advisor at Sequoia Financial Group, L.L.C. with 10 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at firms including FNB Wealth Management and Wells Fargo Clearing. 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 variety of investment vehicles and conducts research using multiple analytical approaches overseen by an Investment Policy Committee.

Robert Casarona is a CFP® professional with 11 years of experience in financial advising. He is currently with Sequoia Financial Group, L.L.C., where he has worked since 2022. Prior to this, he was with Financial Planners of Cleveland Inc. and Royal Alliance Associates, INC. from 2015 to 2022. Casarona serves as Chair of the Financial Planning Association of Northeast Ohio NexGen committee and is a member of the finance committee for the Northern Ohio Italian Association, a nonprofit organization. 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, and family offices. The firm uses a combination of in-house model portfolios, custom accounts, and third-party managers, supported by regular oversight from an Investment Policy Committee.

Cheryl Lutman is a CFP® professional with eight years of industry experience. She is currently a financial advisor at Sequoia Financial Group, L.L.C., where she has worked since 2021. Prior to joining Sequoia, she spent 24 years at WealthStone, Inc. 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 uses a combination of in-house model allocations, custom portfolios, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Lisa Gillen is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has been with Fifth Third Securities since 2001. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration and affiliation with Fifth Third Bank to provide a range of discretionary managed-account programs, including advisor-directed models, separately managed accounts, and unified portfolios with features such as direct indexing and tax-overlay services.

Brian Beebe is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend risk-based portfolios managed by PNC or third-party strategists.

Adrian Phipps is a financial advisor at PNC Wealth Management with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Bank of America, Merrill, and Fifth Third Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available as an employee pilot. The firm uses algorithm-driven risk assessment and delegates portfolio implementation to third-party strategists.

Anthony Seghy is a financial advisor with Fifth Third Securities, Inc. in Brecksville, Ohio. He holds Series 63, 65, and 66 licenses and has 34 years of industry experience, including 27 years at Fifth Third Securities. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Joseph D'anniballe is a CFP® professional with 35 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and has previously worked at Purshe Kaplan Sterling Investments, 1858 Wealth Management, Wells Fargo Advisors, UBS Financial Services, and Merrill. Outside of investment advisory, he is also an insurance agent. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, bonds, alternative investments, and independent sub-advisers, and offers integrated operational tools and third-party solutions.

Benjamin Taylor is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding a Series 65 credential with two years of industry experience. Prior to joining Sequoia Financial Group, he worked at Youngstown State University and Kennedy Catholic High School. 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 overseen by an Investment Policy Committee.

James Clemens is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding a Series 65 designation with one year of industry experience. Prior to joining Sequoia Financial Group, he worked as an LP Analyst and has an academic background including time at The Ohio State and University School. 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 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 comprehensive research resources.

Brian Heiss is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has held positions within affiliated firms since 2018. Prior to his advisory career, he worked for Redbox from 2007 to 2016. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms and employs affiliated and third-party resources.

David Ionno is a financial advisor with PNC Wealth Management in Akron, OH, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with PNC Bank since 2010 and has worked at PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only discretionary digital offering that uses algorithmic risk assessment and implements investments via approved model strategies executed with mutual funds and ETFs.

Raluca Frangulea is a financial advisor at PNC Wealth Management with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm’s approach relies on algorithmic risk assessment and employs approved model strategies executed via mutual funds and ETFs.

Ryan Koler is a CERTIFIED FINANCIAL PLANNER™ professional with five years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and has previously worked at OSAIC, Sagepoint Financial, Inc., and Northwestern Mutual. Koler also operates Koler Financial Group, which he has been affiliated with since 2020. Sequoia Financial Group, L.L.C. provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm uses a combination of model and custom portfolio management strategies, incorporating a variety of investment vehicles and an Investment Policy Committee to guide decisions.

Mark Malnar is a financial advisor at GWN Securities Inc. with 19 years of industry experience. He holds the Series 66 designation and has been with GWN Securities since 2016. Malnar also serves as president of JKM Financial Inc., a financial advisory service offering life, health, accident insurance, and annuities. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning. The firm employs a mix of affiliated and unaffiliated sub-advisers and uses both model-based and tactical strategies, including market-timing and momentum-based approaches.

Philip Gasser is a financial advisor with GWN Securities Inc. in Copley, OH, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with GWN Securities since 2006 and previously worked at Clearcreek Financial from 1998 to 2024. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning options. The firm employs a variety of portfolio management strategies, including market-timing and momentum-based approaches in certain legacy programs.

Larry Shetler is a CFP® and holds a Series 65 license, with eight years of experience in the financial industry. He has worked at Sequoia Financial Group, L.L.C. since 2018 and was previously employed at Tektronix from 2012 to 2018. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model and custom portfolio management strategies, employing a range of investment vehicles overseen by an Investment Policy Committee.

Ryan Cosgray is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities. Sequoia Financial Advisors, LLC offers wealth planning, investment management, retirement-plan advisory, and consulting to a diverse client base, including individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model and custom portfolio management strategies overseen by an Investment Policy Committee, employing a range of investment vehicles and conducting thorough research and due diligence.

Matthew Ruhl is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds a Series 66 credential and has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only online discretionary model account available to employees. The firm uses algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists.