Ryan Miller is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Independent Advisor Alliance since 2019 and previously spent eight years at Independent Financial Partners and 15 years with LPL Financial. Miller serves as a board member of Glenmoor Country Club. Independent Advisor Alliance works with a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm combines discretionary and non-discretionary portfolio management with technology-driven solutions and a network model of independent advisory representatives, many of whom hold dual registrations with LPL Financial.

Melanie Ross is a CFP® with 23 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. since 2022. She previously worked at Royal Alliance Associates Inc. and Financial Planners of Cleveland, Inc. DBA NCA Financial Planners. In addition to her advisory role, she appears as on-air talent for a local Cleveland TV and radio station. Sequoia Financial Group 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 research and oversight from an Investment Policy Committee.

Karey Edwards is a Certified Financial Planner™ (CFP®) with over 21 years of experience in the financial services industry. She is currently with Sequoia Financial Group, L.L.C. and was previously associated with Royal Alliance Associates and Financial Planners of Cleveland. 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 uses a combination of model allocations and custom portfolios, employing various investment vehicles and a thorough research process overseen by an Investment Policy Committee.

Lucas Klosterman is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities 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 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.

Andrew Hosbach is a financial advisor at Sequoia Financial Group, L.L.C. He holds a Series 65 designation and has recently entered the industry, with experience beginning in 2024. Prior to joining Sequoia, he worked at JP Morgan Chase & Co. and Fidelity Investments. His background also includes roles in education and local business. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse range of clients, including high-net-worth individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm employs a combination of in-house models, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Michael Clayton is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Hornor, Townsend & Kent since 2014 and also works with Penn Mutual Life Insurance Company. Outside of his advisory role, Clayton is involved in insurance brokerage through his own firms and serves as president of a medical office specializing in alternatives to opioid pain management. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory services through third-party asset managers, financial planning, and retirement consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Erika Mutch is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH since 2022. Her prior roles include positions at Petso Financial Consultants, Mutual Securities, Royal Alliance Associates, and NCA Financial Planners. Outside of financial advising, she is involved in supplement sales through Young Living, earning commissions from a consultant network. 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 models, custom portfolios, and third-party manager selection, supported by an Investment Policy Committee and a range of research resources.

Mason Gee Montgomery is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Marcum Wealth, LLC and KeyBanc Capital Markets Inc. Outside of his advisory work, he is the owner of two business entities, Geemo Holdings and Geemoma, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach that combines passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and retirement consulting services.

David Ciccarelli is a financial advisor with Primerica Advisors in Naples, FL, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His career includes long-term roles with Primerica Advisors and Guardian Life Insurance of America. Outside of his advisory work, he is involved with Innovatus Wealth Advisors LLC, a business intended for future use as a DBA. Primerica Advisors serves a broad retail client base with both brokerage and advisory services, employing a range of proprietary and third-party investment strategies and offering financial planning, retirement consulting, and business consulting.

Nikolche Sobevski is a financial advisor at The Huntington Investment Company with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at The Huntington National Bank and its affiliated investment company since 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 investment approach that combines third-party managers with proprietary models, offering a range of wrap-fee programs through the Envestnet MAS platform.

Beth Korth is a CFP® and holds a Series 66 license, currently affiliated with Sequoia Financial Group, L.L.C. She has four years of industry experience, including prior roles at Hightower and Key Private Bank. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base, including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm combines model allocations and custom portfolio solutions, employing a range of investment vehicles and conducting research through fundamental, technical, and cyclical analysis.

Ryan Heider is a financial advisor with Sequoia Financial Group, L.L.C., holding a Series 66 credential and nine years of industry experience. He has worked at several firms, including Triad Advisors LLC and The Boston Consulting Group. Outside of investment advising, he provides interview preparation and coaching to first-year Rice MBA students pursuing management consulting careers. Sequoia Financial Advisors offers wealth planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model portfolios and custom solutions, supported by fundamental, technical, and cyclical research, and it engages in both public and private fund management.

David Kurtz is a financial advisor with Sequoia Financial Group, L.L.C. in Akron, Ohio, holding a Series 66 designation and 22 years of industry experience. He previously worked at Royal Alliance Associates and Financial Planners of Cleveland, Inc. DBA NCA Financial Planners for 19 years. 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.

Christopher Creahan is a financial advisor with Sequoia Financial Group, L.L.C. in Akron, OH, holding a Series 65 credential and eight years of industry experience. His career includes roles at Sequoia Financial Advisors and Huntington Bank. He also serves as Managing Director of Asset Management at Sequoia Financial Group, LLC. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including high-net-worth individuals, family offices, and charitable organizations. The firm combines model and custom portfolio management with a broad range of investment vehicles, supported by an Investment Policy Committee and regular portfolio reviews.

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.

Kevin Krakora is a financial advisor at MAI Capital Management, LLC with 10 years of industry experience. He holds a Series 65 credential and previously worked at Storey & Associates for six years before joining MAI Capital in 2021. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio strategies across multiple asset classes and integrates financial planning and tax services into its client relationships.

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® with 38 years of industry experience. He is currently with Stratos Wealth Partners, Ltd and has also been running Marvin Wealth Management since 2015. He has been associated with LPL Financial since 1997. Stratos Wealth Partners is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers a range of investment and financial planning services through a network of independent advisor representatives, employing an open-architecture approach that includes both advisor-managed and model-based strategies.

Jenna Oriani is a financial advisor at Sequoia Financial Group, L.L.C. She holds a Series 65 designation and has been with Sequoia since 2025. Prior to joining the firm, she worked in the catering industry and held teaching positions at Chardon High School and Chardon Middle School. 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, 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 extensive research resources.