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 nine years of industry experience. He is currently a financial advisor at Sequoia Financial Group, L.L.C., where he has worked since 2021, and previously held roles at WealthStone Inc., Halite Partners, LLC, and SCS Financial. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse clientele including individuals, family offices, corporations, charitable organizations, and retirement plans. The firm uses a combination of model and custom portfolios, employing various investment vehicles, and supports its strategies with fundamental, technical, and cyclical analysis alongside third-party research.

Jessica Palmer is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 designation and over 25 years of industry experience. She previously worked at Morgan Stanley Private Bank and Morgan Stanley for a combined 18 years, and at Merrill for 11 years. Stratos Wealth Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, and retirement plan consulting through a large network of investment adviser representatives, combining individualized asset allocation with access to proprietary and third-party strategies.

Ryan Greenhill is a Series 66-licensed advisor with The Huntington Investment Company, bringing 13 years of industry experience. His prior roles include positions at PNC Investments and Ameriprise Financial Services. Outside of his advisory work, Greenhill is involved in local real estate ventures through partnerships in several LLCs focused on hospitality renovations and short-term rental management. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture model that integrates third-party sub-managers and proprietary Private Bank strategies, offering a range of wrap-fee investment programs delivered through National Financial Services.

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.

Thomas Moughan is a financial advisor with Sequoia Financial Group, L.L.C. in Akron, OH, holding 20 years of industry experience. He has been with Sequoia Financial Advisors, LLC and Sequoia Financial Group, LLC since 2016 and currently serves as Director of Asset Management. 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, and trusts. The firm employs a combination of model and custom portfolio management strategies, supported by an Investment Policy Committee and a mix of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments.

Frederick Cook is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and 26 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2013 and previously worked at KeyBanc Capital Markets Inc. from 2005 to 2007. He is also a notary in the state of Ohio. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, access to model portfolios and third-party managers, and retirement plan consulting through a large network of investment adviser representatives.

Laura Sternheimer is a CFP® with 29 years of industry experience currently serving at Sequoia Financial Group, L.L.C. She has worked with Cirrus Wealth Management since 2016 and was previously with Triad Advisors LLC. Sternheimer also holds a senior client relationship manager role at Cirrus Wealth Management, where she assists high-net-worth clients and serves as Chief Compliance Officer. 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 employs a combination of model and custom portfolio management strategies overseen by an Investment Policy Committee and offers services such as trustee support and retirement-plan consulting.

Brittanie Mandich is a financial advisor at Sequoia Financial Group, L.L.C. She holds a Series 65 designation and has four years of industry experience. Her prior work includes roles at Presper Financial Architects, LLC, Demming Financial Services Corp., and Hudson Extrusions Inc. 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 uses a combination of model and custom portfolio management with various investment vehicles, supported by an Investment Policy Committee and regular research and due diligence.

Michele Johns is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 25 years of industry experience. Her work history includes roles at Infinex Investments, Inc., Portage Community Bank, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of financial advising, she is a part owner of a drive-thru carryout business. OSAIC Institutions, Inc. serves 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, operating a hybrid advisor/broker-dealer model with both discretionary and non-discretionary asset management.

Melanie Ross is a CFP® with 23 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. since 2022. She previously worked at Royal Alliance Associates Inc. and Financial Planners of Cleveland, Inc. DBA NCA Financial Planners. In addition to her advisory role, she appears as on-air talent for a local Cleveland TV and radio station. Sequoia Financial Group 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 research and oversight from an Investment Policy Committee.

Karey Edwards is a Certified Financial Planner™ (CFP®) with over 21 years of experience in the financial services industry. She is currently with Sequoia Financial Group, L.L.C. and was previously associated with Royal Alliance Associates and Financial Planners of Cleveland. 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 uses a combination of model allocations and custom portfolios, employing various investment vehicles and a thorough research process overseen by an Investment Policy Committee.

Lucas Klosterman is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. 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 utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Tristan Morgan is a financial advisor at Lincoln Investment with five years of industry experience. He holds a Series 66 designation and has worked at Capital Analysts and Equitable Advisors. Outside of his advisory role, he is the owner and operator of Tree City Tax Service, LLC, providing federal, state, and local income tax preparation services. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, model portfolios, and ERISA retirement plan advice, employing a mix of strategic and dynamic investment approaches overseen by an Investment Management & Research team.

Adam Baker is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Citizens Securities, Inc. and Prudential Insurance Company of America. FIFTH THIRD SECURITIES, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank with a unique combination of bank affiliation and municipal-advisor registration.

Andrew Hosbach is a financial advisor at Sequoia Financial Group, L.L.C. He holds a Series 65 designation and has recently entered the industry, with experience beginning in 2024. Prior to joining Sequoia, he worked at JP Morgan Chase & Co. and Fidelity Investments. His background also includes roles in education and local business. 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, family offices, and institutional clients. The firm employs a combination of in-house models, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Callan Templeton is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 designation and two years of industry experience. His prior work includes positions at LPL Financial and Marcum LLP, as well as completing studies at Case Western Reserve University. Stratos Wealth Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Michael Clayton is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and with 18 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2014. Outside of his advisory role, Clayton serves as president of ClayBro LLC, which operates a medical office specializing in alternatives to opioid pain management. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, utilizing third-party asset managers to provide both discretionary and non-discretionary investment management.

Erika Mutch is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH since 2022. Her prior roles include positions at Petso Financial Consultants, Mutual Securities, Royal Alliance Associates, and NCA Financial Planners. Outside of financial advising, she is involved in supplement sales through Young Living, earning commissions from a consultant network. 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 models, custom portfolios, and third-party manager selection, supported by an Investment Policy Committee and a range of research resources.