Bruce Gilmore is a financial advisor with NewEdge Advisors, holding a Series 63 designation and over 38 years of industry experience. He has worked at NewEdge Advisors since 2021 and concurrently with Mid Atlantic Financial Management and Mid Atlantic Capital Corporation since 2015. Gilmore also has a longstanding role in fixed insurance sales, including life, health, fixed and indexed annuities, long-term care, and disability insurance. Additionally, he has engaged in food delivery work through DoorDash. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers diverse portfolio management and consulting services, utilizing a combination of in-house and third-party investment strategies supported by technology and a centralized due diligence process.

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.

Michele Stuban Peters is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds Series 63 and Series 65 designations and has 44 years of industry experience. She has been with Benjamin F. Edwards since 2015. Benjamin F. Edwards & Company serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, corporations, and institutions. The firm offers a range of investment and financial planning services through fee-based wrap programs, using strategies managed internally and by third-party managers.

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.

Denise Blevins is a financial advisor with OSAIC Institutions, Inc. and holds the Series 63 and Series 65 designations. She has 22 years of industry experience and currently works with First Commonwealth Bank and Infinex Investments, Inc., having previously been with The Huntington Investment Company and LPL Financial. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer model.

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 a Series 66 designation and has previously worked at First Commonwealth Bank for eight years, along with roles in the hospitality sector. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure.

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 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.

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.

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.

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.