Denise Blevins is a financial advisor with OSAIC Institutions, INC. holding Series 63 and Series 65 designations and 22 years of industry experience. She has worked at First Commonwealth Bank and Infinex Investments since 2018, and previously at The Huntington Investment Company and LPL Financial. Blevins is also engaged in banking activities at First Commonwealth Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements. The firm’s approach includes fundamental and technical analysis, asset allocation, and access to alternative investments, with a notable emphasis on non-discretionary asset management.

Perry Reghetti is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Marcum Wealth, LLC, Wunderlich Securities, Inc., and Reghetti & Associates, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic allocation across risk classes with both passive and active managers, supported by quantitative and fundamental research.

Kristina Beers is a financial advisor at OSAIC Institutions, INC. with one year of industry experience. She holds the Series 66 designation and previously worked at First Commonwealth Bank for eight years. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments through a network of investment adviser representatives operating under a hybrid adviser/broker-dealer model.

Michael Wasylyshyn is a financial advisor at Sequoia Financial Group, L.L.C. with 36 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for over three decades at Royal Alliance Associates, Inc. and Financial Planners of Cleveland, Inc. 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 combines in-house model portfolios, custom accounts, and third-party manager selection with ongoing oversight from an Investment Policy Committee.

William Venter III is a CFP® with 32 years of experience in financial advising. He has been with Sequoia Financial Group, L.L.C. since 2012 and with Sequoia Financial Advisors, LLC since 2003. His prior brokerage activities include residual commissions from past life and disability insurance cases. Sequoia Financial Advisors, LLC offers wealth planning, investment management, and retirement-plan and business-consulting services to 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 regular Investment Policy Committee oversight and external research.

Justin Nodo is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Bank since 2017. Prior to his financial career, he worked at Kent State University from 2013 to 2017. Fifth Third Securities, Inc. 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 an optional tax-overlay service, supported by its affiliation with Fifth Third Bank and its registration as a broker-dealer, investment adviser, and municipal advisor.

Benjamin Tegel is a Series 66-licensed financial advisor at Farther with 20 years of industry experience. He previously worked at Auxin Group Wealth Management for ten years before joining Farther Finance Advisors. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

William Sanders Jr. is a financial advisor at Hornor, Townsend & Kent, LLC with 27 years of industry experience. He holds a Series 63 designation and has held prior roles at firms including Penn Mutual Life Insurance Company, Park Avenue Securities, Guardian Life Insurance Company, OneAmerica Securities, and Northwestern Mutual. Sanders is also involved in life insurance brokerage through his roles with 21st Century Financial and 1847Financial, focusing on insurance sales and service. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services through third-party asset manager platforms, financial planning, and retirement consulting. The firm emphasizes client-directed implementation and oversight with a primarily non-discretionary advisory model.

Christian Moyer is an advisor at Hornor, Townsend & Kent, LLC with Series 63 and Series 65 credentials and two years of experience in the financial services industry. Prior to joining Hornor, Townsend & Kent, he worked at Blu Dot Services and held teaching positions at the University of Akron and local schools. Outside of his advisory role, he has experience in education spanning over a decade. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, providing clients with custody, execution, and brokerage services alongside investment advice.

Ashley Mays 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. Prior to joining Sequoia in 2022, she worked at Royal Alliance Associates, INC. and NCA Financial Planners. Before entering the financial industry, she spent nine years at Edinboro University. 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 detailed research processes.

Gerald Knotek is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding the CFP®, PFS™, and Series 63 designations with 26 years of industry experience. He has been associated with various Sequoia entities since 2000 and serves as executive vice president at Sequoia Financial Group. Outside of his advisory role, he owns GKSK, LLC, a consulting firm, and is a board member of Long Road Risk Management Services, which provides life insurance consulting and placement services. Sequoia Financial Advisors, LLC offers wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse clientele including individuals, family offices, corporations, and charitable organizations. The firm combines model and custom portfolio management with oversight from an Investment Policy Committee, employing a range of investment vehicles and research methods in its approach.

Shannon Davis is a financial advisor with PlanMember Securities Corporation and holds Series 63 and Series 65 licenses. With seven years of industry experience, Shannon has worked at several firms including Retirement Plan Advisors, LLC and Transamerica Financial Advisors, Inc. Outside of advising, Shannon volunteers with the American Lung Association and serves on a committee for a local golf outing. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation process with risk-based mutual fund portfolios and offers education and support services such as seminars and personalized retirement planning.

David Donges is a financial advisor with PNC Wealth Management in Canton, OH, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at PNC Investments LLC since 2022 and previously held roles at KeyBank and Key Investment Services from 2016 to 2022. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital offering that uses algorithmic risk assessments and delegated portfolio management with mutual funds and ETFs.

Jerry Hupp is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 registrations and bringing 39 years of industry experience. He has operated Jerry Hupp Financial Services since 2006. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, providing operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Eric Carlon is a financial advisor at Sequoia Financial Group, L.L.C. with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Key Private Bank and KeyBank. 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 utilizes a combination of model allocations and custom solutions overseen by an Investment Policy Committee, employing various investment vehicles such as mutual funds, ETFs, individual securities, and private investments.

Jack Zhang is a CFA® charterholder with eight years of experience in the financial industry. He is currently a financial advisor at Sequoia Financial Group, L.L.C., where he has worked since 2021. Prior to joining Sequoia, he held roles at WealthStone Inc., Halite Partners, LLC, and SCS Financial. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan consulting services to 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, supported by an Investment Policy Committee and research from multiple external providers.

Thomas Moughan is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, with 19 years of industry experience. He has been affiliated with Sequoia Financial Advisors, LLC and Sequoia Financial Group, LLC since 2016. 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 combines model and custom portfolio management with a range of investment types, overseen by an Investment Policy Committee, and offers distinctive services such as sponsoring an affiliated ETF, acting as adviser to private funds, and administering philanthropic initiatives.

Laura Sternheimer is a CFP® with 29 years of industry experience currently serving at Sequoia Financial Group, L.L.C. She has worked with Cirrus Wealth Management since 2016 and was previously with Triad Advisors LLC. Sternheimer also holds a senior client relationship manager role at Cirrus Wealth Management, where she assists high-net-worth clients and serves as Chief Compliance Officer. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, family offices, corporations, and charitable organizations. The firm employs a combination of model and custom portfolio management strategies overseen by an Investment Policy Committee and offers services such as trustee support and retirement-plan consulting.

Brittanie Mandich is a financial advisor at Sequoia Financial Group, L.L.C. She holds a Series 65 designation and has four years of industry experience. Her prior work includes roles at Presper Financial Architects, LLC, Demming Financial Services Corp., and Hudson Extrusions Inc. 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 uses a combination of model and custom portfolio management with various investment vehicles, supported by an Investment Policy Committee and regular research and due diligence.

Thomas Breckenridge is a Chartered Financial Consultant (ChFC®) with 23 years of experience in the financial services industry. He has been with Primerica Advisors and Guardian Life Insurance Company of America since 2006. He also serves on the Malone University Estate Planning Advisory Council, which discusses estate planning topics and strategies for attracting endowment funds. Primerica Advisors is part of Park Avenue Securities LLC, a firm serving a diverse retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm offers a range of investment programs utilizing proprietary and third-party strategies and supports both discretionary and non-discretionary account management.