Benjamin Brenneman is a financial advisor at The Huntington Investment Company with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise, Fifth Third Securities, and PNC Bank. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture model that integrates third-party sub-managers and proprietary Private Bank portfolios, offering a variety of wrap-fee programs through the Envestnet platform.

Jeffrey Tudor is a financial advisor at Sequoia Financial Group, L.L.C. with 23 years of industry experience. He holds the Series 66 designation and has previously worked at The Joseph Group and JPMorgan. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model portfolios and custom solutions supported by thorough research and due diligence.

Jennifer Yeater is a financial advisor at Commonwealth Financial Network with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Commonwealth since 2016. Her prior roles include 15 years at My Financial Group, Ltd. and over 29 years at King Financial Services. She is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and various investment product options.

Jill Branthoover is a CFP® with 27 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. in Akron, OH. Her prior roles include positions at RSM US Wealth Management and UBS Financial Services. Outside of her advisory work, she is president of Integrity Excavating, LLC, a construction contracting business. 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, and family offices. The firm combines in-house model portfolios, custom accounts, and third-party manager selection with oversight from an Investment Policy Committee.

Michael Bryan is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2016. Outside of his advisory role, he owns a commercial and residential pressure washing business. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within Charles Schwab and does not directly charge clients fees.

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.

Jonathon Mahilo is a financial advisor with Schwab Wealth Advisory in Richfield, OH, holding a Series 66 designation and 12 years of industry experience. He has been with Charles Schwab and its affiliated Schwab Wealth Advisory unit since 2014. Outside of his advisory role, he is a co-founder of Pocket Eight LLC, a graphic design services business. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice as part of the Schwab Wealth Advisory program, offering clients annual financial reviews, retirement planning, and investment recommendations using Charles Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority.

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.

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.

Blake Rawson is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd since 2010. He previously worked at Merrill from 1999 to 2010. Outside of his advisory role, he is involved with Bourbon-Tracker.com, a website he operates. 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 individualized asset allocation with access to proprietary and third-party strategies.

Andrew Maimona is a CFP®-certified financial advisor with 27 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Hudson Wealth Management, and previously worked at Stratos Wealth Partners, LTD and LPL Financial. Outside of his advisory work, he is co-owner and president of a family restaurant, The Basement in Brimfield, Ohio. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a variety of advisory programs and model portfolios, serving both retail and institutional clients.

William Sanders Jr. is a financial advisor at Hornor, Townsend & Kent, LLC with 28 years of industry experience. He holds a Series 63 designation and has previously worked with firms including Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual. Sanders is also active as a life insurance agent through separate brokerages. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with 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.

Teresa Cotman is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. She holds Series 65 and Series 63 licenses and previously worked for Eaglehead Manufacturing for ten years, where she remains a co-owner. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple managed account programs on the Passageway platform, combining third-party portfolio managers and advisor-directed strategies.

Christian Moyer is a financial advisor at Hornor, Townsend & Kent, LLC with credentials including Series 63 and Series 65 licenses. He has been with Hornor, Townsend & Kent since 2024 and has prior experience working at Blu Dot Services and several educational institutions including the University of Akron and Chippewa schools. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a large network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing a broad range of custody, execution, and brokerage services alongside investment advice.

Michael Dempsey is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has been with Schwab Wealth Advisory since 2021 and has worked at Charles Schwab & Co., Inc. since 2006. Outside of his advisory role, he owns and manages rental property in Ohio. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering services such as financial reviews, retirement planning, and investment recommendations. The firm uses Schwab’s asset allocation models and research tools, with clients maintaining final trading decisions and SWAI conducting annual account reviews.

Gregory Osterland is a ChFC® credentialed financial advisor with 18 years of industry experience. He has been with Hornor, Townsend & Kent, LLC and Penn Mutual Life Insurance Company since 2007. Osterland also has a longstanding role at the University of Akron since 1999. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a large network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities 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.