Edward Giaco is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 29 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 12 years at SII Investment, Inc. He also owns TAXCHECK USA LLC, a tax preparation and accounting business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a broad network of investment adviser representatives.

Ryan Carlson is a financial advisor at Capital Analysts with 14 years of industry experience. He holds a Series 66 designation and has previously worked with Lincoln Investment, Eagle Strategies, and New York Life. In addition to his advisory role, Carlson serves on the Board of Trustees for the Medina County District Library and is a member of the Board of Directors and Finance Committee for Community Assessment & Treatment Services, Inc. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs, employing an in-house Investment Management & Research team that uses proprietary screening tools and delivers customized investment solutions.

Alex Mayes is a CFP® professional with four years of industry experience, currently associated with ValMark Advisers, Inc. in Akron, OH. Prior to joining ValMark, he held positions at Wealth Impact Advisors, LLC and MAI Capital Management, among others. In addition to his advisory role, he is involved with Wealth Impact Advisors as an Associate of Retirement Plans, preparing plan reviews. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s approach focuses on diversified, goal-based portfolios using mutual funds, ETFs, and separate-account managers, supported by proprietary platforms and third-party integrations.

Matthew Hisey is a financial advisor with Foundations Investment Advisors LLC, holding a Series 66 designation and 22 years of industry experience. He previously worked at Virtue Capital Management, LLC for 11 years before joining Foundations in 2026. Outside of his advisory work, Hisey owns The College Funding Connection, LLC, a college financial aid consulting business. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for about 29,615 clients through nearly 300 investment adviser representatives. The firm serves individuals, trusts, estates, and registered investment companies, providing portfolio management, financial planning, retirement-plan support, and sub-advisory services.

James Dawson is a financial advisor with ValMark Advisers, Inc. in Akron, OH, holding a Series 66 designation and 11 years of industry experience. He has been with ValMark Advisers and Valmark Securities since 2016 and has also worked at the University of Akron since 2013. Outside of his advisory role, Dawson is involved in several home-building and construction businesses where he holds ownership and management positions. ValMark Advisers provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm utilizes diversified, goal-based model portfolios and an asset allocation approach implemented through mutual funds, ETFs, and separate-account managers, supported by proprietary and third-party platforms.

Todd Stout is a financial advisor with Capital Analysts in Independence, OH, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He previously worked at Lincoln Investment from 2017 to 2026 and Legend Equities Corporation from 2003 to 2017. Outside of advisory work, Stout is a sales associate for Health Karma, offering health care benefits to groups. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through various programs, utilizing an in-house Investment Management & Research team to guide investment decisions.

Jeffrey Stenroos is a CFP® with 43 years of industry experience, currently affiliated with Geneos Wealth Management, Inc. in Akron, OH. He has worked at Geneos since 2005 and also operates Integrated Capital Planning Inc. Additionally, he serves on the board of the Tuesday Musical Association. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, and corporations, offering financial planning, investment advisory, and brokerage services with a range of investment strategies and third-party manager referrals.

Anthony Lopresti is a financial advisor at Trek Financial in Medina, OH, holding a Series 65 designation with five years of industry experience. He has been with Trek Financial since 2018 and previously worked at the Medina Community Recreation Center. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm uses a blend of strategic and tactical portfolio construction, incorporating evidence-based models, fundamental and technical analysis, and artificial intelligence tools under human oversight.

Thomas Trefzger is a financial advisor at Hantz Financial Services, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at Hantz Financial Services since 2018. Prior to his advisory role, he was employed at Sprint and also spent time at Cleveland State University. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies along with managed account solutions and offers a broad range of financial planning, wealth management, and fiduciary services supported by affiliated entities such as a trust company and in-house tax and business consulting.

Ryan Vollweiler is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2021. He has held prior roles within the Schwab organization dating back to 2017 and briefly worked at Voya Financial Advisor, Inc. in 2015-2016. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering services such as annual financial reviews and investment recommendations using Schwab’s proprietary research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., Inc., distinguishing itself by not charging clients directly and by limiting discretionary management to affiliated or third-party money managers.

Jason Borrasso is a financial advisor with Stratos Wealth Partners, Ltd in Broadview Heights, OH. He holds a Series 66 designation and has 16 years of industry experience. His prior work includes roles at Massachusetts Mutual Life Insurance Company and Metlife Securities Inc. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients through 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 across multiple custodians and sub-advisors.

Brandon Deckert is a CFP® with 12 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. He previously held roles at Fidelity Brokerage Services, LLC and The Vanguard Group, Inc. Brandon is based in Akron, OH. 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 uses a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Daniela Savova Truver is a CFP® and holds a Series 65 license with four years of industry experience. She currently works at Sequoia Financial Group, L.L.C. and has prior experience at Sun Trust and Ballentine Partners, LLC. 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 utilizes a combination of in-house models, custom portfolios, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Dan Romano is a financial advisor at Fifth Third Securities, Inc. with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked with Fifth Third Securities and Fifth Third Bank since 2005. Outside of his advisory role, he is an owner and landlord of a rental property through PAMJ Group LLC. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers with advisor-managed options, supported by a platform that includes direct indexing and tax-overlay services.

Paul Evanoff is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 22 years of industry experience. He has been with Charles Schwab since 2008 and joined Schwab Wealth Advisory in 2025. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools, while clients retain final trading decisions.

Gabriel Sauvinsky is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Bank of America, Merrill, and MassMutual. Outside of his advisory work, he serves as Chapter Counsel Advisor for the Alpha Sigma Phi Fraternity, providing leadership guidance on weekends. Sequoia Financial Group offers 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 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.

Matthew Mowchan is a financial advisor with Fifth Third Securities, Inc. in Brooklyn, Ohio, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with Fifth Third Securities since 1999. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Richard Dyson is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab, Ameriprise Financial Services, PNC Investments, and J.P. Morgan Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services aligned with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Justine Harvey is a financial advisor with Stratos Wealth Partners, Ltd. She holds a Series 66 designation and has 14 years of industry experience. Her prior firms include UBS Financial Services, Morgan Stanley Smith Barney LLC, and LPL Financial. Outside of her advisory work, she serves as a board member of the Norton Baseball Association, a nonprofit organization in Norton, Ohio. Stratos Wealth Partners, Ltd. is an enterprise wealth management firm with approximately $18.6 billion in assets under management, serving over 24,000 clients through about 366 advisors. The firm offers a range of investment and financial planning services using an open-architecture approach that integrates external platforms and provides both advisor-managed and model-based strategies.

Angela Cosgray is a CFP® professional with 23 years of experience in the financial services industry. She is currently a financial advisor and vice president at Sequoia Financial Group, L.L.C., where she has worked since 2021. Her prior experience includes roles at Wealthstone and JPMorgan Chase in various capacities. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base that includes 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 ongoing research and oversight from an Investment Policy Committee.