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 CFP® certificant with 38 years of industry experience. He is currently with Stratos Wealth Partners, Ltd., where he has worked since 2026, and also operates Marvin Wealth Management. His prior experience includes a long tenure at LPL Financial beginning in 1997. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, providing financial planning, advisor-managed programs, and retirement consulting through a broad network of investment adviser representatives. The firm employs a combination of proprietary and third-party strategies alongside active portfolio management across multiple custodians.

Joseph Watters III is a financial advisor with The Huntington Investment Company in Wadsworth, OH. He holds a Series 66 designation and has 18 years of industry experience. He has worked at The Huntington Investment Company since 2008 and previously at The Huntington National Bank from 2007 to 2017. 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 model combining third-party sub-managers and internal private bank strategies, offering a range of wrap-fee programs on the Envestnet MAS platform.

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.

Jennifer Zorman is a Series 66-licensed financial advisor with PNC Wealth Management, where she has worked since 2015. She has 21 years of industry experience and is based in Strongsville, Ohio. Outside of her advisory role, she serves as Treasurer of the Still Meadow Home Owners Association. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot discretionary model account that uses algorithm-driven risk assessments and approved third-party strategies for portfolio implementation.

Codi Pizer is a financial advisor at The Huntington Investment Company with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at The Huntington Investment Company since 2013, including roles at Huntington National Bank. Prior to this, she was with Ameriprise Financial Services, LLC. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities. The firm uses an open-architecture investment model that combines third-party and proprietary offerings, with advisory programs featuring wrap fees covering portfolio management and related services.

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.

Samuel Gondek is a financial advisor with Fifth Third Securities, Inc. in Akron, OH, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has been with Fifth Third Securities since 2014 and has worked at Fifth Third Bank since 2013. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration and integrated corporate relationships.

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.

Christian Mc Entire is a CFP® professional with 11 years of experience in the financial services industry. He has worked at Schwab Wealth Advisory Inc., Charles Schwab, J.P. Morgan Securities, JP Morgan Chase Bank, and Fidelity in various advisory roles. Mc Entire is currently based in Richfield, Ohio. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research tools, with final trading decisions made by clients.

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.

David Brown is a financial advisor at PNC Wealth Management with 10 years of industry experience. He held previous roles at Robert Baird & Co. before joining PNC Investments in 2020. Outside of his advisory work, he serves as an Assistant Tackle Director for youth football and cheerleading programs. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm uses algorithmic risk assessment to guide investment strategy implementation through mutual funds and ETFs, with portfolio management delegated to third parties.

Christopher Walters is a financial advisor with CWM, LLC, holding a Series 66 designation and over 26 years of industry experience. His career includes positions at Morgan Stanley Smith Barney, Wells Trecaso Financial Group, Cabot Lodge Securities LLC, and other firms. He is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages accounts using discretionary model portfolios and combines fundamental and technical analysis with third-party sub-advisors, offering a range of services including portfolio management, financial planning, and retirement plan solutions.

James Gaydosh is a financial advisor with Lincoln Investment and holds CFP® and Series 66 designations. He has 39 years of industry experience and has worked with Lincoln Investment since 2012. He is also the owner of Capital Analysts, Incorporated, a client support and office administration business, and serves as Vice Chair of Beat the Streets Cleveland, a nonprofit youth organization. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of investment programs that combine in-house and third-party strategies overseen by an Investment Management & Research team using both strategic and tactical approaches.

Leeanne Mccabe is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. She has worked at Ameritas since 2023 and has been involved with Wallstreet Money Managers, Inc. since 2014, where she also provides notary services for legal and investment documents. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients, utilizing a range of managed account programs and third-party solutions to support portfolio construction and management.

Michael Erdelyi is a financial advisor with The Huntington Investment Company, holding a Series 66 credential and 14 years of industry experience. His career includes roles at PNC Investments and Ameriprise Financial Services, LLC. Outside of his advisory work, he serves as Director of Flag Football for the St. Ambrose Athletic Boosters. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and businesses. The firm employs an open-architecture model that combines third-party managers with affiliate offerings, serving clients through wrap-fee programs on the Envestnet MAS platform.