Matthew Zepp is a CFP® professional affiliated with Schwab Wealth Advisory, bringing 29 years of industry experience. He has worked with Charles Schwab in various capacities since 2007, including a 15-year tenure at Charles Schwab Bank before joining Schwab Wealth Advisory in 2023. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses Schwab's asset allocation models and research tools to recommend investments while clients retain final trading decisions, focusing on annual reviews and wealth management education.

Benjamin Caplinger is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at J.P. Morgan Securities, LLC, JPMorgan Chase Bank, N.A., and Equitable Advisors LLC. Prior to his advisory roles, he spent over a decade at Sodexo. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs along with brokerage and insurance services. The firm provides a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios and manages a separate Managed Account program, while also functioning as a broker-dealer and insurance agency.

Bruce Koellner is a financial advisor with PlanMember Securities Corporation, holding a Series 66 designation and bringing 33 years of industry experience. He has worked at PlanMember since 2014 and also owns First Responders Financial Advisors, a financial and investment services firm. Additionally, Koellner serves as a Co-Trustee for Copley Township, where he consults on township fiscal matters. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as a fiduciary for many plans and offering participant-level investment options. The firm’s investment approach centers on a strategic asset allocation framework and risk-based mutual fund portfolios, supplemented by education and support services for plan sponsors and participants.

Kristan Preston is a CFP® professional with 17 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. since 2012. She holds the position of Director of Private Client Services at Sequoia Financial Group, LLC. 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 uses a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Phillip Friedman is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding the Series 66 designation with 11 years of industry experience. His prior roles include positions at Stratos Wealth Partners, Wells Fargo Clearing, Strategic Wealth Partners, VOYA Financial Advisors, and Equitable Advisors. Sequoia Financial Advisors, LLC offers wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including high-net-worth individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model and custom portfolio management, incorporating mutual funds, ETFs, individual securities, private and alternative investments, and third-party managers to meet client objectives.

Tiffany Stover is a Certified Financial Planner® with four years of industry experience. She has worked at Sequoia Financial Group, L.L.C. since 2021 and previously spent five years at Summit Financial Strategies. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a broad range of clients, including individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model allocations and custom solutions, employing a variety of investment types overseen by an Investment Policy Committee.

Seth Jentner is a CFP® professional at Beacon Pointe Advisors, LLC with 13 years of industry experience. He previously worked at The Jentner Corporation for 17 years before joining Beacon Pointe Advisors in 2025. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-of-managers approach, utilizing third-party independent managers selected through a formal due-diligence process, and offers services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Fredi Ng is a financial advisor with Fifth Third Securities, Inc., holding a Series 66 designation and 24 years of industry experience. He has been with Fifth Third Securities since 2002. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Michael Storm is a financial advisor with Schwab Wealth Advisory, holding a Series 66 credential and three years of industry experience. He has worked at various Charles Schwab entities since 2020 and previously at Robert Half International. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, focusing on annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for advisory services.

Daniel Bloom is a CFP® professional with 20 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2025. He previously worked at The Jentner Corporation from 2014 to 2025. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach using asset-allocation modeling and proprietary due-diligence processes, and it sponsors proprietary investment vehicles along with serving as an operating general partner for multiple private funds.

Christopher Rule is a CFP® professional with seven years of industry experience. He is currently with Sequoia Financial Group, L.L.C., where he has worked since 2021. Prior to joining Sequoia, he was employed at Wealthstone Inc. from 2014 to 2021. 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.

Andrea Blacklock is a financial advisor with Citizens Securities, Inc. in Fairlawn, Ohio. She holds the Series 66 designation and has been with Citizens Securities and Citizens Bank since 2010. Her career includes roles at both entities, currently serving as an advisor since 2026. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory program and a Managed Account program.

Michael Simmons is a financial advisor at The Huntington Investment Company in Akron, OH, holding a Series 66 credential with 12 years of industry experience. He has been with Huntington since 2015 and previously worked at Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services, offering multiple wrap-fee programs through an open-architecture model that combines third-party sub-managers and proprietary Private Bank strategies.

Logan Jones is an investment advisor at Fifth Third Securities, Inc. with four years of industry experience. He holds Series 65 and Series 63 licenses and has been with Fifth Third Securities since 2021, previously working at Fifth Third Bank since 2016. Fifth Third Securities serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, and retirement accounts, offering investment advisory and brokerage services. The firm provides multiple investment programs through the Passageway Managed Account Platform, featuring a range of portfolio management options, including mutual fund and ETF models, separately managed accounts, and direct indexing.

Erik Johnson is a financial advisor with PNC Wealth Management in Akron, OH, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Citizens Securities, Inc. and Edward Jones prior to joining PNC investments in 2019. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital Portfolio Solutions Strategist account for employees. The program uses algorithm-driven risk assessments and implements approved model strategies via mutual funds and ETFs, with portfolio management delegated to third parties.

Joyce Thomas is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 66 designations and 12 years of industry experience. Her prior experience includes roles at PNC Investments, Citizens Securities, and J.P. Morgan Securities. She is also a public notary. FIFTH THIRD SECURITIES serves individual and institutional clients through investment advisory and brokerage services, offering a range of managed account programs via the Passageway platform, which includes advisor-directed mutual fund and ETF models, separately managed accounts, and direct indexing options.

Liam Guiney is a CFP® professional with 28 years of experience in the financial services industry. He is currently with Stratos Wealth Partners, Ltd, where he has worked since 2016, and previously held roles at Wells Fargo Clearing and Prudential Equity Group, LLC. Guiney operates through Stratos Wealth Partners, an independent investment advisor firm. 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, and retirement plan consulting through a large network of investment adviser representatives, combining active asset allocation with access to proprietary and third-party strategies.

Chelsea Haswell is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at Ameriprise Financial Services, J.P. Morgan Securities LLC, and JPMorgan Chase Bank N.A. She is based in Akron, OH. 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 model that integrates third-party and proprietary strategies, offering various wrap-fee programs through the Envestnet platform.

Sandra Stack Potjunas is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Fifth Third Securities since 2007. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm combines multiple discretionary managed-account programs with features like direct indexing and a tax-overlay service, operating as a subsidiary of Fifth Third Bank with a unique municipal-advisor registration.

Nicholas Kearney is a Series 66-licensed financial advisor with Schwab Wealth Advisory in Richfield, Ohio, bringing eight years of industry experience. He has worked at Schwab Wealth Advisory since 2025 and has been with Charles Schwab & Co., Inc. since 2017. Prior to joining Schwab, he worked at MRI Software for one year. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations. The firm uses Charles Schwab’s asset allocation models and research tools, with advisors recommending allocations while clients make final trading decisions.