Jeffrey Daniels is a ChFC® with 23 years of experience in the financial services industry. He has worked at Stratos Wealth Partners, Ltd since 2016 and previously held roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is also involved in life, annuities, and long-term care insurance sales through a separate business entity. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser 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 services such as advisor-managed programs, financial planning, and outsourced CIO solutions, utilizing an open-architecture investment approach.

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.

Kent Spotts is a CFP® professional with 33 years of experience in the financial services industry. He has worked at SPC and Parkland Securities, LLC since 2016 and previously spent seven years at Ameriprise Financial Services, Inc. In addition to his advisory role, he teaches skiing to beginners at Brandywine Resort in Sagamore Hills, OH. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 investment adviser representatives managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, providing both discretionary and nondiscretionary management options tailored to client suitability.

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.

Michael Karder is a financial advisor at Stratos Wealth Partners, Ltd with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Candlewood Securities, Headwaters Investment Counsel, and LPL Financial. 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 broad range of clients including individuals, retirement plans, corporations, nonprofits, and institutional investors, using an open-architecture investment approach and offering both discretionary and non-discretionary portfolio management.

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.

Steven Brooks is a financial advisor with Schwab Wealth Advisory Inc., holding a Series 66 designation and 10 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2016, including roles at Charles Schwab Bank and Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on standard asset-allocation models and internal research tools, offering guidance on diversified investment options tailored to clients’ goals and risk tolerance.

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.

Brian Adams is a financial advisor at Fifth Third Securities, Inc. with 12 years of industry experience. He holds the Series 66 designation and has worked previously at PNC Investments LLC and Huntington Investment Company. Adams has been with Fifth Third Securities and Fifth Third Bank since 2019. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers a range of investment programs on the Passageway Managed Account Platform, incorporating various portfolio management strategies and tax-efficient options.

David Harry is a Series 66-licensed financial advisor with Schwab Wealth Advisory Inc. in Richfield, Ohio, bringing seven years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., J.B. Harry and Associates, and a brief tenure with Missing Mountain Brewing Co. He also worked with Habitat for Humanity East Central Ohio. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm focuses on asset allocation and investment selection based on internal research tools and standard asset-allocation models, with recommendations tailored to clients’ goals and risk tolerance.

Jeffrey Forcina is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with PNC investments since 2014, including a role at PNC Bank from 2014 to 2017. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

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.

Matthew Pullar is a financial advisor with Sequoia Financial Group, L.L.C., holding a Series 66 designation and 20 years of industry experience. He has worked with several firms, including The Huntington Investment Company, LPL Financial, and Morgan Stanley DW Inc. He is based in Akron, OH. 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 uses a combination of model and custom portfolio management strategies, employing various investment vehicles overseen by an Investment Policy Committee.

Edward Wilson is a financial advisor at Stratos Wealth Partners, Ltd with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. He is also involved in a home-based settlement consulting business. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and other institutional clients. The firm operates an IAR-driven model with an open-architecture investment approach, integrating multiple third-party platforms and managers to provide customized portfolio management and a range of financial planning and outsourced CIO solutions.

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.

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.