Jonathon Mahilo is a financial advisor with Schwab Wealth Advisory in Richfield, OH, holding a Series 66 designation and 12 years of industry experience. He has been with Charles Schwab and its affiliated Schwab Wealth Advisory unit since 2014. Outside of his advisory role, he is a co-founder of Pocket Eight LLC, a graphic design services business. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice as part of the Schwab Wealth Advisory program, offering clients annual financial reviews, retirement planning, and investment recommendations using Charles Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority.

Michael Wasylyshyn is a financial advisor at Sequoia Financial Group, L.L.C. with 36 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for over three decades at Royal Alliance Associates, Inc. and Financial Planners of Cleveland, Inc. 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 combines in-house model portfolios, custom accounts, and third-party manager selection with ongoing oversight from an Investment Policy Committee.

William Venter III is a CFP® with 32 years of experience in financial advising. He has been with Sequoia Financial Group, L.L.C. since 2012 and with Sequoia Financial Advisors, LLC since 2003. His prior brokerage activities include residual commissions from past life and disability insurance cases. Sequoia Financial Advisors, LLC offers wealth planning, investment management, and retirement-plan and business-consulting services to individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by regular Investment Policy Committee oversight and external research.

Benjamin Tegel is a Series 66-licensed financial advisor at Farther with 20 years of industry experience. He previously worked at Auxin Group Wealth Management for ten years before joining Farther Finance Advisors. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

William Sanders Jr. is a financial advisor at Hornor, Townsend & Kent, LLC with 28 years of industry experience. He holds a Series 63 designation and has previously worked with firms including Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual. Sanders is also active as a life insurance agent through separate brokerages. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering custody, execution, and brokerage capabilities alongside investment advice.

Teresa Cotman is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. She holds Series 65 and Series 63 licenses and previously worked for Eaglehead Manufacturing for ten years, where she remains a co-owner. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple managed account programs on the Passageway platform, combining third-party portfolio managers and advisor-directed strategies.

Christian Moyer is a financial advisor at Hornor, Townsend & Kent, LLC with credentials including Series 63 and Series 65 licenses. He has been with Hornor, Townsend & Kent since 2024 and has prior experience working at Blu Dot Services and several educational institutions including the University of Akron and Chippewa schools. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a large network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing a broad range of custody, execution, and brokerage services alongside investment advice.

Michael Dempsey is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has been with Schwab Wealth Advisory since 2021 and has worked at Charles Schwab & Co., Inc. since 2006. Outside of his advisory role, he owns and manages rental property in Ohio. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering services such as financial reviews, retirement planning, and investment recommendations. The firm uses Schwab’s asset allocation models and research tools, with clients maintaining final trading decisions and SWAI conducting annual account reviews.

Gregory Osterland is a ChFC® credentialed financial advisor with 18 years of industry experience. He has been with Hornor, Townsend & Kent, LLC and Penn Mutual Life Insurance Company since 2007. Osterland also has a longstanding role at the University of Akron since 1999. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a large network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Ashley Mays is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding a Series 65 designation with three years of industry experience. Prior to joining Sequoia in 2022, she worked at Royal Alliance Associates, INC. and NCA Financial Planners. Before entering the financial industry, she spent nine years at Edinboro University. 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 an Investment Policy Committee and detailed research processes.

Gerald Knotek is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding the CFP®, PFS™, and Series 63 designations with 26 years of industry experience. He has been associated with various Sequoia entities since 2000 and serves as executive vice president at Sequoia Financial Group. Outside of his advisory role, he owns GKSK, LLC, a consulting firm, and is a board member of Long Road Risk Management Services, which provides life insurance consulting and placement services. Sequoia Financial Advisors, LLC offers wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse clientele including individuals, family offices, corporations, and charitable organizations. The firm combines model and custom portfolio management with oversight from an Investment Policy Committee, employing a range of investment vehicles and research methods in its approach.

Shannon Davis is a financial advisor with PlanMember Securities Corporation and holds Series 63 and Series 65 licenses. With seven years of industry experience, Shannon has worked at several firms including Retirement Plan Advisors, LLC and Transamerica Financial Advisors, Inc. Outside of advising, Shannon volunteers with the American Lung Association and serves on a committee for a local golf outing. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation process with risk-based mutual fund portfolios and offers education and support services such as seminars and personalized retirement planning.

Eric Carlon is a financial advisor at Sequoia Financial Group, L.L.C. with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Key Private Bank and KeyBank. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse clientele, including individuals, family offices, corporations, and charitable organizations. The firm utilizes a combination of model allocations and custom solutions overseen by an Investment Policy Committee, employing various investment vehicles such as mutual funds, ETFs, individual securities, and private investments.

Jack Zhang is a CFA® charterholder with nine years of industry experience. He is currently a financial advisor at Sequoia Financial Group, L.L.C., where he has worked since 2021, and previously held roles at WealthStone Inc., Halite Partners, LLC, and SCS Financial. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse clientele including individuals, family offices, corporations, charitable organizations, and retirement plans. The firm uses a combination of model and custom portfolios, employing various investment vehicles, and supports its strategies with fundamental, technical, and cyclical analysis alongside third-party research.

William Matthews is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory since 2021. He has been with Charles Schwab and its affiliated entities since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm focuses on annual financial reviews and investment recommendations, leaving final trading decisions to clients while collaborating with affiliated or third-party money managers for discretionary management.

Thomas Moughan is a financial advisor with Sequoia Financial Group, L.L.C. in Akron, OH, holding 20 years of industry experience. He has been with Sequoia Financial Advisors, LLC and Sequoia Financial Group, LLC since 2016 and currently serves as Director of Asset Management. 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, charitable organizations, and trusts. The firm employs a combination of model and custom portfolio management strategies, supported by an Investment Policy Committee and a mix of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments.

Laura Sternheimer is a CFP® with 29 years of industry experience currently serving at Sequoia Financial Group, L.L.C. She has worked with Cirrus Wealth Management since 2016 and was previously with Triad Advisors LLC. Sternheimer also holds a senior client relationship manager role at Cirrus Wealth Management, where she assists high-net-worth clients and serves as Chief Compliance Officer. 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 employs a combination of model and custom portfolio management strategies overseen by an Investment Policy Committee and offers services such as trustee support and retirement-plan consulting.

Brittanie Mandich is a financial advisor at Sequoia Financial Group, L.L.C. She holds a Series 65 designation and has four years of industry experience. Her prior work includes roles at Presper Financial Architects, LLC, Demming Financial Services Corp., and Hudson Extrusions Inc. 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, charitable organizations, trusts, and retirement plans. The firm uses a combination of model and custom portfolio management with various investment vehicles, supported by an Investment Policy Committee and regular research and due diligence.

Melanie Ross is a CFP® with 23 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. since 2022. She previously worked at Royal Alliance Associates Inc. and Financial Planners of Cleveland, Inc. DBA NCA Financial Planners. In addition to her advisory role, she appears as on-air talent for a local Cleveland TV and radio station. 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 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.

Karey Edwards is a Certified Financial Planner™ (CFP®) with over 21 years of experience in the financial services industry. She is currently with Sequoia Financial Group, L.L.C. and was previously associated with Royal Alliance Associates and Financial Planners of Cleveland. 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 uses a combination of model allocations and custom portfolios, employing various investment vehicles and a thorough research process overseen by an Investment Policy Committee.