Erika Mutch is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH since 2022. Her prior roles include positions at Petso Financial Consultants, Mutual Securities, Royal Alliance Associates, and NCA Financial Planners. Outside of financial advising, she is involved in supplement sales through Young Living, earning commissions from a consultant network. 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 models, custom portfolios, and third-party manager selection, supported by an Investment Policy Committee and a range of research resources.

Mason Gee Montgomery is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Marcum Wealth, LLC and KeyBanc Capital Markets Inc. Outside of his advisory work, he is the owner of two business entities, Geemo Holdings and Geemoma, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach that combines passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and retirement consulting services.

Beth Korth is a CFP® and holds a Series 66 license, currently affiliated with Sequoia Financial Group, L.L.C. She has four years of industry experience, including prior roles at Hightower and Key Private Bank. 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 combines model allocations and custom portfolio solutions, employing a range of investment vehicles and conducting research through fundamental, technical, and cyclical analysis.

Ryan Heider is a financial advisor at Sequoia Financial Group, L.L.C. with nine years of industry experience. He holds a Series 66 designation and has worked previously at The Boston Consulting Group and Cirrus Wealth Management. He also provides interview preparation and coaching to first-year Rice MBA students interested in management consulting. Sequoia Financial Advisors offers wealth planning, investment management, and retirement-plan advisory services to a diverse range of clients, including individuals, family offices, corporations, and charitable organizations. The firm combines model portfolios and custom solutions, using various investment vehicles and conducting ongoing research and due diligence.

David Kurtz is a financial advisor with Sequoia Financial Group, L.L.C. in Akron, Ohio, holding a Series 66 designation and 22 years of industry experience. He previously worked at Royal Alliance Associates and Financial Planners of Cleveland, Inc. DBA NCA Financial Planners for 19 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.

Logan Swartzentruber is a financial advisor at &PARTNERS with five years of industry experience. He previously worked at Wells Fargo Advisors and Thrivent Investment Management Inc. Outside of his advisory role, he serves as an assistant golf coach at Dalton High School. &PARTNERS serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, ERISA consulting, and brokerage services through both discretionary and non-discretionary approaches.

Christopher Creahan is a financial advisor with Sequoia Financial Group, L.L.C. in Akron, OH, holding a Series 65 credential and eight years of industry experience. His career includes roles at Sequoia Financial Advisors and Huntington Bank. He also serves as Managing Director of Asset Management at Sequoia Financial Group, LLC. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including high-net-worth individuals, family offices, and charitable organizations. The firm combines model and custom portfolio management with a broad range of investment vehicles, supported by an Investment Policy Committee and regular portfolio reviews.

Guy Jardine is a financial advisor at Janney Montgomery Scott with 30 years of industry experience. He holds the Series 63 designation and previously worked at Raymond James & Associates for 18 years before joining Janney in 2026. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and various advisory programs.

Jacob Walters 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. His prior roles include positions at Corporate Technologies Group and Ohio University, where he also worked alongside Sogeti Capgemini. 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.

Elizabeth De Nitto is a CFP® professional with four years of industry experience. She is currently a Vice President, Family Wealth and Financial Advisor at Sequoia Financial Group, L.L.C., where she has worked since 2021. Prior to joining Sequoia, she spent sixteen years at Paragon Advisors, Inc. 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, family offices, and other institutional clients. The firm combines in-house model portfolios, custom accounts, and third-party manager selection with an Investment Policy Committee that oversees portfolio construction and rebalancing.

Dennis Marvin is a financial advisor at Stratos Wealth Partners, Ltd with 38 years of industry experience. He holds the CFP® and Series 63 designations. Marvin has worked at LPL Financial since 1997 and operates Marvin Wealth Management concurrently since 2015. Stratos Wealth Partners is an SEC-registered enterprise advisory firm with approximately 379 advisors managing about $18.6 billion in assets. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients through an open-architecture model that integrates multiple third-party platforms and managers, offering discretionary and non-discretionary portfolio management tailored to client goals.

Jacinta Pikunas is a CFP® professional at Beacon Pointe Advisors, LLC with experience in wealth management beginning in 2023 after six years at the University of Akron and four years at Boardman High School. She joined Beacon Pointe in 2025. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to a diverse range of clients, including individuals, corporations, and institutional investors, utilizing a combination of active and passive strategies across multiple asset classes.

Jenna Oriani is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, Ohio, holding a Series 65 designation with one year of industry experience. Prior to joining Sequoia, she spent five years at Normandy Catering and several years in educational roles at Chardon High School and Chardon Middle School. 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 portfolios overseen by an Investment Policy Committee and employs various investment vehicles such as mutual funds, ETFs, private funds, and third-party managers.

Matthew Kimberly is a CFP® professional with six years of industry experience, currently serving at PlanMember Securities Corporation. He has also been involved with 1st Responder Financial Advisors and operates a small insurance sales business independently. Kimberly's career includes prior experience at Edward Jones. PlanMember Securities Corporation provides retirement-plan advisory services primarily to employers and plan participants, acting as a fiduciary under ERISA Section 3(38). The firm employs a strategic asset allocation approach, managing risk-based mutual fund portfolios and offering educational and support services to plan sponsors and participants.

Jesse Lazar is a CFP® professional with two years of industry experience, currently affiliated with Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe, he worked at The Jentner Corporation for nine years. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, utilizing a mix of third-party independent managers and a proprietary “Focus List” to implement client strategies. The firm offers discretionary wealth management, financial planning, retirement plan consulting, and other fiduciary services.

Ryan Kimberly is a financial advisor with PlanMember Securities Corporation, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Great American Insurance Group and First Responder Financial Advisors. Kimberly has also worked in educational settings and the service industry. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios, offering education and support services tailored to plan sponsors and participants.

Sean Houston is a financial advisor with Concurrent Investment Advisors, LLC and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, having worked previously at 1858 Wealth Management, Wells Fargo Advisors Financial Network, UBS Financial Services, and Merrill. Concurrent Investment Advisors is a multi-team SEC-registered advisory firm that serves 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, and other securities, complemented by strategic asset allocation and operational tools.

Laura Kiick is a CFP® professional with 19 years of experience in the financial services industry, currently serving at Sequoia Financial Group, L.L.C. since 2016. She holds Series 63 and Series 66 licenses and works in Akron, OH. 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, family offices, and institutional clients. 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.

Connor Fife is a Series 66 credentialed financial advisor with seven years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and has previously worked at Royal Alliance Associates, Inc. and NCA Financial Planners. His activities have included assistant duties at Financial Planners of Cleveland Inc, involving client meeting coordination and customer service. 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 uses a combination of model and custom portfolio management strategies overseen by an Investment Policy Committee and offers a range of investment options and trustee support services.

Christopher Walters is a financial advisor with Carson Wealth and holds a Series 66 designation. He has 26 years of industry experience, including previous roles at Morgan Stanley Smith Barney, UBS Financial Services, and Cabot Lodge Securities LLC. Walters also maintains a licensed insurance agent role, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC operates as an SEC-registered enterprise platform managing approximately $50.6 billion through more than 650 advisors. The firm serves corporate, institutional, and high-net-worth clients with services such as discretionary asset management, financial planning, and retirement plan solutions, supported by an Investment Committee that constructs and monitors model portfolios.