Jeffrey Forcina is a financial advisor with PNC Wealth Management in Hudson, OH, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with PNC Investments since 2014, including roles at PNC Bank from 2014 to 2017. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and third-party managed investment models.

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.

John Dipaolo is a Series 66-licensed financial advisor with PNC Wealth Management, based in Medina, Ohio. He has 16 years of industry experience, including 14 years with PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to employees. The firm uses algorithm-driven risk assessments and delegated implementation strategies involving mutual funds and ETFs.

Matthew Pullar is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, Ohio, with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including The Huntington Investment Company and LPL Financial. 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, supported by research and an Investment Policy Committee.

Edward Wilson is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. He is involved in Wilson Settlement Consulting, a home-based non-investment related activity. Stratos Wealth Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, third-party manager solutions, and retirement plan consulting through a broad network of investment adviser representatives.

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.

Jean Phelps is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. She held a position at UBS Financial Services for 19 years prior to joining Janney Montgomery Scott in 2026. Phelps holds a Series 63 designation. 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 that includes individuals, families, trusts, estates, and institutional clients, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Richard Canestraro Jr. is a financial advisor with Money Concepts Capital Corp and holds a Series 63 designation. He has 40 years of industry experience, including 28 years with Nationwide Insurance Company and Nationwide Advisory Services, Inc. He also operates the Canestraro Insurance Agency. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing about $3.33 billion for nearly 14,700 clients. The firm offers portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations, using a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Janice Cackowski is a CFP® professional with 14 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. She previously worked at Century Financial Advisors LLC, Providence Wealth Partners LLC, and Strategic Wealth Partners. Janice is a board member of the Northeast Ohio Association of Financial Professionals. 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, family offices, and institutional clients. The firm uses a combination of in-house model portfolios, custom accounts, and third-party manager selection supported by an Investment Policy Committee and external research.

Brad Marzano is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior work includes roles at Schwab Retirement Plan Services, The Huntington Investment Company, LPL Financial, and Voya Financial Partners. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering a range of managed advice programs that combine proprietary portfolio models and third-party expertise with a focus on asset allocation and retirement guidance.

Joseph Nicholson is a financial advisor with The Huntington Investment Company in Stow, Ohio. He holds the Series 66 credential and has five years of industry experience. Prior to joining Huntington, he worked at Edward Jones and DoorDash, and he has also served as a substitute teacher in K-12 classrooms. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services through a range of wrap-fee programs on the Envestnet MAS platform. The firm uses an open-architecture model combining third-party and affiliate portfolio strategies, offering discretionary account management and overlay services.

Matthew Vegel 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. His prior experience includes roles at ORG Partners, Paragon Estate Planners, and Paragon Tax Planners. 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 extensive research resources.

Morgan Goldthwaite is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 10 years of industry experience. Prior to joining Huntington, Goldthwaite worked at Morgan Stanley Private Bank and Morgan Stanley from 2016 to 2022. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment approach that integrates third-party sub-managers and proprietary Private Bank models, offering multiple wrap-fee programs on the Envestnet MAS platform.

Christopher Uren is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fifth Third Securities since 2023. His prior experience includes roles at Fifth Third Bank, Citizens Bank, Walmart, and Huntington Bank. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering both investment advisory and brokerage services. The firm provides access to a range of managed account programs through the Passageway platform, supporting various investment strategies from mutual funds to separately managed accounts.

Nicholas Rimac is a financial advisor at The Huntington Investment Company with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Ameriprise Financial Services, Equitable Advisors, and KeyBank. Prior to his financial services career, he was involved in the automotive and car wash businesses. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm utilizes an open-architecture investment platform with multiple wrap-fee programs that combine third-party and proprietary models, serving a diverse client base including high-net-worth individuals.

Daniel Grove is a CFP® with two years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH. Prior to joining Sequoia in 2023, he worked at Miami University from 2019 to 2023 and Avon Lake High School from 2015 to 2019. 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 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.

Chris Ferrante is a financial advisor with PNC Wealth Management in Brunswick, OH, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with PNC Investments since 2011. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs. Their Portfolio Solutions Strategist Digital Offering is an invitation-only, discretionary model account pilot for employees, featuring portfolio implementation via approved models managed by PNC or third parties and relying on an algorithmic questionnaire for risk assessment.

David Stribula is a CFP® professional with 11 years of experience in the financial services industry. He is currently with Sequoia Financial Group, L.L.C., where he has worked since 2022. Prior to that, he held roles at MAI Capital Management LLC, Fidato Wealth LLC, and Vanguard Group. 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, family offices, and other institutional clients. The firm combines in-house model portfolios with third-party manager selection and conducts regular oversight through an Investment Policy Committee.

Danny Horn is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His work history includes roles at Brokers International Financial Services, Sterne Agee Investment Advisor Services, Sterne Agee Financial Services, and WRP Investments. He is also the owner of a sole proprietorship, Senior Capital Services. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers a range of investment management and consulting services, utilizing various portfolio approaches and custodial platforms to meet client needs.