Gary Hannah is a CFP® professional with 17 years of experience in the financial services industry. He is currently an advisor with Stratos Wealth Partners, Ltd and LPL Financial LLC, having previously worked at firms including American Portfolio Financial Services, Inc., Peak Wealth Solutions, and Mass Mutual. Hannah is based in Akron, OH. Stratos Wealth Partners serves a broad range of clients including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Lane Christensen is a CFP® professional with one year of industry experience, currently affiliated with Sequoia Financial Group, L.L.C. He previously held roles at Carlson Capital Management, Jack Link's, Jacob Leinenkugel Brewing Company, Meyer Landscaping, and Slumberland Furniture. 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 employs a combination of in-house model portfolios, custom accounts, and third-party manager selection with oversight from an Investment Policy Committee.

Jennifer Thorne is a financial advisor with Osaic Advisory Services, LLC and holds Series 63 and Series 65 licenses. She has 27 years of industry experience, including previous roles at Beacon Financial Group, Cambridge Investment Research, and Wells Fargo Advisors. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers various advisory services through multiple program models, combining proprietary guidance with third-party platforms and managers.

Gavin Judge is a financial advisor with Commonwealth Financial Network based in Hudson, Ohio. He holds the Series 66 designation and has one year of industry experience, including prior roles at Valmark Securities, Applied Financial Concepts, and FinTeam Business Consulting. Before entering the financial industry, he operated a painting and repair business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors. The firm manages around $212.7 billion in client assets and provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Elizabeth Sharp is a financial advisor with FIFTH THIRD SECURITIES, Inc. She holds the Series 63 and Series 66 licenses and has 15 years of industry experience. Her work history is primarily with Fifth Third Securities and Fifth Third Bank. Outside of her advisory role, she owns and operates two small businesses, Depot No. 19, a seasonal baking venture, and Sharp's Cleaning Company, a residential and commercial cleaning service. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering multiple program types and third-party portfolio managers via the Passageway Managed Account Program. The firm is a wholly owned subsidiary of Fifth Third Bank and provides a range of strategies including mutual fund and ETF models, separately managed accounts, and tax-overlay services.

Sue Bigley is a financial advisor with J. W. Cole Advisors, Inc. She holds a Series 66 designation and has 27 years of industry experience. Her prior work includes roles at Cco Investment Services Corp and Cornerstone Asset Management Services, Inc. Outside of advisory work, she is involved in fixed insurance products under the DBA Kruger Consulting. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party investment managers, and multiple managed account solutions, including digital advice and variable-annuity sub-account management.

Jennifer Collins is a financial advisor with Sequoia Financial Group, L.L.C. in Akron, OH. She holds a Series 63 designation and has 32 years of industry experience. Her prior work includes roles at Stratos Wealth Securities, LPL Financial, and Raymond James Financial Services. Sequoia Financial Advisors, LLC offers 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 portfolios overseen by an Investment Policy Committee and employs a variety of investment vehicles supported by fundamental, technical, and cyclical research.

Michele Ferrara is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc for 16 years. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse range of clients including individuals, families, trusts, estates, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Ian Mccloud is a financial advisor with PNC Wealth Management in Tallmadge, Ohio, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at PNC Investments since 2014 and held roles at PNC Bank between 2014 and 2018. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy pilot for employees that uses algorithm-driven risk assessments and invests primarily in mutual funds and ETFs with annual rebalancing.

Joseph Dazey is a CFP® with 28 years of industry experience, currently affiliated with Hornor, Townsend & Kent, LLC in Akron, Ohio. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc since 2008. Outside of his advisory role, he serves as a board member for a homeowners association in Hilton Head Island, South Carolina. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing 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.

Norman Cook is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding Series 63, 65, and 66 licenses with 12 years of industry experience. His career includes roles at Morgan Stanley Smith Barney and Wealthstone Inc. He serves as Executive Vice President of Corporate Development at Sequoia Financial Group. 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 mix of mutual funds, ETFs, individual securities, private and alternative investments, and third-party managers, with decisions guided by fundamental, technical, and cyclical research.

John Ciocca is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has 19 years of industry experience. His prior roles include eight years at Citizens Securities, Inc. and a brief tenure at Fred Martin Superstore. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment process focuses on customized asset allocation, periodic rebalancing, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.

Stephen Cribley is a CFP® professional with 23 years of industry experience. He is currently with Osaic Advisory Services, LLC and has previously worked at Private Client Services, Beacon Financial Group, Inc., and Lincoln Financial Advisors. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a combination of proprietary and third-party platforms.

Craig Anderson is a financial advisor with Commonwealth Financial Network in Hudson, Ohio. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Kingdom Title Company and University Hospitals. Anderson is also co-owner of RCCA Development Group, LLC. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, compliance, and operational support, while offering a range of investment solutions including discretionary model portfolios and personalized indexing options.

James Thompson is a financial advisor at Sequoia Financial Group, L.L.C. in Beachwood, Ohio, holding a Series 66 designation with 20 years of industry experience. His prior roles include positions at CBIC Private Wealth Management, Citizens Securities, Inc., and Citizens Bank. Thompson serves as Vice President of Family Wealth at Sequoia Financial Group. 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 selection, supported by an Investment Policy Committee and extensive research resources.

Cassandra Oliver is a CFP® and holds a Series 66 license with five years of industry experience. She is currently with Sequoia Financial Group, L.L.C. and previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and PNC. Outside of her advisory role, she is an independent consultant for Rodan + Fields, marketing skincare and cosmetic products. 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 combines in-house model portfolios, custom accounts, and third-party manager selection with oversight from an Investment Policy Committee to guide portfolio construction and rebalancing.

Ronald Moss is a CFA® charterholder and holds a Series 66 license with three years of industry experience. He has worked at several firms, including Huntington Private Bank, Buttonwood Corp Finance, LPL Financial LLC, Global Retirement Partners, and Charles Schwab & Co., Inc. Prior to entering the financial services industry, he was employed at Uber Technologies Inc and Northern Kentucky University. Sequoia Financial Advisors, LLC 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 utilizes model and custom portfolios overseen by an Investment Policy Committee and incorporates a range of investment vehicles alongside detailed research and due diligence processes.

Heather Katzenmeyer is a financial advisor at The Huntington Investment Company with 26 years of industry experience. She holds a Series 66 credential and has previously worked at Raymond James Financial Advisors and Wells Fargo Advisors. The Huntington Investment Company serves individuals, charitable organizations, corporations, and business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and affiliate private bank portfolios.

James Lupica is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and over 50 years of industry experience. He has worked at Stratos Wealth Partners since 2010 and concurrently at LPL Financial since 2008, with prior experience at Wells Fargo Clearing. Lupica is also president of Lupica Enterprises, a company involved in condominium ownership and management. Stratos Wealth Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, charities, and corporations. The firm offers a broad range of financial planning and investment services through a large network of advisers, combining personalized asset allocation with access to proprietary and third-party strategies across multiple custodians.

Joseph Coyne is a CFP® professional with four years of industry experience, currently serving at Sequoia Financial Group, L.L.C. in Akron, OH. His prior experience includes roles at Hightower and NRP Group LLC. Outside of his advisory work, he is involved in real estate investment activities on a limited basis. 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 employs a combination of model and custom portfolio management strategies supported by fundamental, technical, and cyclical research, with additional offerings such as trustee support and retirement-plan participant education.