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 the Series 63 and Series 66 designations and has worked with Charles Schwab & Co., Inc. since 2016. Outside of finance, 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. The firm uses standard asset allocation models and Schwab research tools to guide clients, with final trading decisions made by clients themselves.

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® professional with 29 years of industry experience, currently affiliated with Stratos Wealth Partners, Ltd. He has been with Stratos and LPL Financial since 2010. Outside of his advisory work, he owns an aircraft which he rents or leases to flight schools and operates Bourbon-Tracker.com, a website unrelated to investment services. Stratos Wealth Partners serves a diverse client base including individuals, trusts, charitable organizations, corporations, and institutional clients, offering portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform supports both advisor-managed and model-based portfolios with an open-architecture approach.

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 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.

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 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.

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.

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.

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.

Jessica Palmer is a financial advisor with LPL Financial and Stratos Wealth Partners, holding a Series 66 designation and 25 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined total of 18 years. Palmer provides investment advisory services through Stratos Wealth Partners, an independent registered investment advisor. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with an in-house research team and a broad range of investment solutions, combining large-scale advisory operations with insurance, lending, and product distribution capabilities.

William Matthews is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory since 2021. He has been with Charles Schwab and its affiliated entities since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm focuses on annual financial reviews and investment recommendations, leaving final trading decisions to clients while collaborating with affiliated or third-party money managers for discretionary management.