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 Series 66-credentialed financial advisor with eight years of industry experience. He has worked at Hantz Financial Services, Inc. since 2018 and previously held roles at Sprint and Cleveland State University. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across five risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities under one platform.

Ryan Vollweiler is a CFP® professional with 22 years of industry experience. He is currently with Schwab Wealth Advisory Inc., having worked there since 2021, and has been affiliated with Charles Schwab & Co., Inc. since 2017. His prior experience includes roles at VOYA Financial Advisors, Cetera Advisors LLC, Equitable Advisors, and Valic Financial Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses proprietary asset-allocation models and internal research tools to tailor recommendations to client goals and risk tolerance, while trades are executed only with client authorization.

Jason Borrasso is a financial advisor with Stratos Wealth Partners, Ltd., holding the Series 66 designation and bringing 16 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2017 and previously held positions at Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Edward Jones. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser managing approximately $18.6 billion in assets for a diverse client base, including individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an advisor-driven model with an open-architecture investment approach that integrates multiple third-party platforms and sub-advisors, offering discretionary and non-discretionary portfolio management alongside financial planning and outsourced CIO solutions.

Brandon Deckert is a CFP® licensed financial advisor with 13 years of industry experience, currently with Sequoia Financial Group, L.L.C. in Akron, OH. His prior experience includes roles at Fidelity Brokerage Services and The Vanguard Group. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model and custom portfolio management strategies, utilizing a range of investment vehicles and research methods overseen by an Investment Policy Committee.

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 at Schwab Wealth Advisory with 22 years of industry experience. He holds the Series 66 designation and has worked at Schwab Wealth Advisory since 2025, with prior experience at Charles Schwab beginning in 2008, Natcity Investments, Inc., and Ameriprise. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses Charles Schwab’s asset-allocation models and research tools to offer tailored recommendations, focusing on client authorization for trades and annual reviews.

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 at Fifth Third Securities, Inc. with 31 years of industry experience. He has been with Fifth Third Securities since 1999 and holds Series 63 and Series 66 licenses. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers multiple managed account programs and portfolio management options via the Passageway platform, combining direct indexing, tax overlay services, and other strategies.

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 at Stratos Wealth Partners, Ltd with 14 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC and UBS Financial Services. She serves on the board of the Norton Baseball Association, a nonprofit organization in Norton, Ohio. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutions, offering a range of financial planning and investment management solutions through an open-architecture platform.

Angela Cosgray is a CFP® professional with 24 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 roles include positions at Wealthstone, JPMorgan Chase, and Fifth Third Securities. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm offers both model and custom portfolio management, utilizing a range of investment vehicles and informed by research and due diligence overseen by an Investment Policy Committee.

Richard Ganim Jr. is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at Metlife Securities, Grove Point Investments, Cetera Advisors, and Legacy Advisory Services. He has worked with Stratos Wealth Partners and LPL Financial since 2017. Stratos Wealth Partners is an SEC-registered enterprise with approximately 379 advisors managing about $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as portfolio management, financial planning, and outsourced CIO solutions through an open-architecture platform integrating multiple third-party managers.

Sean Hesch is a financial advisor with NewEdge Advisors in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Mid Atlantic Financial Management, KMC Wealth Management, and Cambridge Investment Research. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management, financial planning, and consulting services, using multiple program structures and technology tools to support advisor and client needs.

Halle Chelko is a financial advisor at Sequoia Financial Group, L.L.C. with three years of industry experience. Prior to joining Sequoia Financial Group in 2025, she worked at Wellspring Financial Advisors, LLC for seven years and at MAI Capital Management for three years. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base, including high-net-worth individuals, family offices, corporations, and charitable organizations. The firm employs a mix of model and custom portfolio solutions overseen by an Investment Policy Committee and utilizes a range of investment vehicles, supported by regular research, due diligence, and portfolio monitoring.

Adam Aussem is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 credentials, and has two years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Co, as well as academic positions at Ashland University and Cleveland State University. Outside of his advisory career, he has experience as a self-employed professional and worked in gig economy roles with Uber and DoorDash. Eagle Strategies serves a diverse clientele including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client and plan sponsor objectives and manages the majority of its assets on a non-discretionary basis.

Douglas Butler is a CFA® charterholder with 22 years of experience in the financial industry. He has been with MAI Capital Management, LLC since 2014. Outside of his advisory role, he serves on the Investment Committee of the YMCA of Greater Cleveland, participating in the evaluation of investment managers for the organization's endowment fund. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning, tax, and administrative services within many client relationships.

Benjamin Wooley is a financial advisor with Schwab Wealth Advisory, Inc. He holds a Series 66 designation and has 12 years of industry experience. Prior to his current role, he worked at Charles Schwab & Co., Inc. for eight years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm uses proprietary asset-allocation models and internal research tools to offer tailored recommendations, while trading activities require client authorization.

Gregory Robb is a financial advisor at Sequoia Financial Group, L.L.C. with 10 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at firms including FNB Wealth Management and Wells Fargo Clearing. 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 combines model and custom portfolio management with a variety of investment vehicles and conducts research using multiple analytical approaches overseen by an Investment Policy Committee.