Renee Brandes is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and bringing nine years of industry experience. She has worked at Charles Schwab & Co., Inc. since 2016 and joined Schwab Wealth Advisory Inc. in 2025. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in its wealth advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Chad Schleh is a CFP® professional with five years of experience in financial advising, currently working at Sequoia Financial Group, L.L.C. in Akron, OH since 2024. Prior to joining Sequoia, he held roles at PNC Bank and its investments division, as well as Citizens Securities Inc. and Citizens Bank, N.A. Sequoia Financial Advisors, LLC offers wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm combines model and custom portfolio management overseen by an Investment Policy Committee and uses a variety of investment vehicles, supported by regular research, due diligence, and quarterly portfolio reviews.

Tyrone Grady is a financial advisor at GWN Securities Inc. in Akron, OH, with 33 years of industry experience. He holds a Series 63 designation and has been with GWN Securities since 2014. Grady serves on the board of the Tyrone Paul Grady Memorial Foundation, which supports bereaved families and provides scholarships for higher education. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs that include both traditional asset-allocation and legacy market-timing strategies.

Zachary Gerber is a CFP® and holds a Series 65 license, with three years of experience in financial advising. He has worked at Sequoia Financial Group, L.L.C. since 2022 and was previously employed at NCA Financial Planners. Prior to his advisory career, he spent six years in full-time education and three years at John Carroll University. 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 model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

James Weaver is a financial advisor with Sequoia Financial Group, L.L.C. in Akron, Ohio. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Sequoia Financial Advisors and Sequoia Financial Group in 2021, he worked at Key Bank for 11 years. 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 model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Kathryn Senn is a CFP® with seven years of industry experience, currently serving at Sequoia Financial Group, L.L.C. She has worked at Sequoia Financial Advisors, LLC and Sikich Capital Management, and has a background that includes experience at Waite & Son Funeral Home and the University of Akron. 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, 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.

Annelise Mccauley is a CFP® with 20 years of experience in financial advising, currently serving as Managing Director of Family Wealth at Sequoia Financial Group, L.L.C. She has been with Sequoia in various capacities since 2005. Sequoia Financial Advisors, LLC offers wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base that includes high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm utilizes a combination of in-house and third-party investment strategies, supported by an Investment Policy Committee and extensive research resources.

James Sciortino is a financial advisor at PNC Wealth Management with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at PNC Investments since 2017, following prior roles at Mass Mutual Investors Services and MSI Financial Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio strategy available by invitation to employees with PNC Bank online credentials. The firm uses algorithmic risk assessment and third-party managers to implement investment strategies focused on mutual funds and ETFs.

Mei Chen Goodson is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. She holds the Series 66 designation and previously worked for UBS Financial Services Inc. for 16 years before joining Janney Montgomery Scott in 2025. Janney Montgomery Scott LLC 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, corporate sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.

Melissa Hamilton is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and eight years of industry experience. Her work history includes roles at Charles Schwab and Werab Enterprises LLC, as well as a six-year period at Kent State University. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model, combining third-party sub-managers with affiliate private bank models, and provides portfolio management supported by institutional broker-dealer and municipal advisor affiliations.

Christine Boehnlein is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, Ohio, with 19 years of industry experience. She has been with Sequoia Financial Advisors, LLC and Sequoia Financial Group, LLC since 2016. Boehnlein also serves as Director of Private Client Services at Sequoia Financial Group. 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 uses a combination of model and custom portfolio management strategies overseen by an Investment Policy Committee, employing a range of investment vehicles from mutual funds and ETFs to private and alternative investments.

Evan Pinney is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding a Series 66 designation with two years of industry experience. Prior to joining Sequoia Financial Group in 2024, he worked at Capital Analysts and Lincoln Investment. Outside of his advisory role, he coaches lacrosse for high school and youth teams, including serving as head coach at Revere High School. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a wide range of clients, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party managers, supported by an Investment Policy Committee and extensive research resources.

Angela Bateman is a financial advisor with Thrivent Investment Management in Stow, Ohio. She holds a Series 66 designation and has three years of industry experience. Prior to her advisory career, she was a homemaker for 14 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning and allows clients to combine these planning services with managed accounts under a consolidated billing option called “WealthPlan.”

Ted Smola is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brian Cline is a financial advisor at Edward Jones in Hudson, OH with 24 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at firms including Cookson Peirce & Co., Inc., Citizens Securities Inc., The Leaders Group Inc., and Allstate Insurance Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Patricia Orantek is a financial advisor at Merrill with 20 years of industry experience. She has held her current role at Merrill since 2009 and holds Series 63 and Series 66 designations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Keith Lucas is a CFP® with 30 years of industry experience, currently advising at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 15 years. He serves as a trustee on the board of the Tallmadge Foundation. Ameriprise is a large institutional firm offering retirement-income planning services targeted to individuals approaching or in retirement with substantial investable assets. Its approach combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team in partnership with financial advisors.

Kyle Garra is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2022 to 2024. Before joining Fidelity, Kyle was an Assistant Manager at Huntington National Bank from 2015 to 2022. Kyle's professional experience spans various roles within the financial services industry, focusing on investment consulting and financial planning. He aims to understand clients' unique circumstances, priorities, and goals to collaborate on creating personalized financial plans. His approach considers the complete financial picture and caters to individual preferences to develop effective strategies. Further details regarding Kyle's education, credentials, personal interests, and community involvement have not been provided.

Todd Rohrer is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 35 years of industry experience. His prior roles include positions at Valic Financial Advisors, Peak Brokerage Services, Blackridge Asset Management, and Prudential. He is also an independent insurance agent for various companies through HFS Wealth Advisors LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual clients, pension plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals with a range of discretionary and non-discretionary investment solutions.

William Zufall III is a Series 66-registered advisor with Raymond James Financial, based in Medina, Ohio, and has 26 years of industry experience. He has been affiliated with Raymond James Financial Services Advisors since 2009 and also operates Zufall Financial Services. Outside of his advisory role, Zufall serves as the Head Girls Soccer Coach at Highland Local Schools. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports municipal and public finance through unique affiliations and specialized advisory programs.