Patricia Finch is a Series 66-licensed financial advisor with Mariner Wealth Advisors, bringing 17 years of industry experience. She worked at Mcgervey Wealth Management, LLC for 12 years before joining Mariner in 2022. Outside of her advisory role, she is a breeder of Labrador Retrievers and serves as a UKC conformation apprentice judge. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an Investment Committee and integrates tax and accounting services uncommon for firms of its size.

Matthew Reghetti is a Series 65 credentialed financial advisor with 15 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2025. His prior experience includes roles at Aurum Wealth Management Group and Wunderlich Securities, Inc. Wealth Enhancement Advisory Services is an enterprise-scale firm managing over $122 billion in regulatory assets under management. The firm offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans, utilizing a diversified investment approach that blends passive and active managers and incorporates quantitative, momentum, and fundamental analysis.

Hunter Boardwine is a financial advisor with PNC Wealth Management in Stow, Ohio, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining PNC, he worked at Empower Advisory Group, J.P. Morgan Securities, and JPMorgan Chase Bank among other firms. Outside of financial services, he owns Trash Ease LLC, a waste collection business registered in Ohio. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio offering available as an invitation-only pilot for employees. The firm uses algorithm-driven model selection and delegates portfolio management and proxy voting to third-party specialists.

Tyler Smith is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Wealth Enhancement, he worked at Marcum Wealth for two years. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active management with oversight from an internal Investment Committee.

Shawn Cohen is a financial advisor with Empower Advisory Group holding Series 66 and Series 63 designations and has three years of industry experience. He has worked at several financial institutions, including Fifth Third Bank and Wells Fargo Bank, prior to his current role. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates through point-in-time financial plans and managed account solutions.

Michael Erdelyi is a financial advisor with The Huntington Investment Company, holding a Series 66 credential and 14 years of industry experience. His career includes roles at PNC Investments and Ameriprise Financial Services, LLC. Outside of his advisory work, he serves as Director of Flag Football for the St. Ambrose Athletic Boosters. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and businesses. The firm employs an open-architecture model that combines third-party managers with affiliate offerings, serving clients through wrap-fee programs on the Envestnet MAS platform.

Christopher Peck is a financial advisor with Sequoia Financial Group, L.L.C. He holds a Series 66 designation and has 10 years of industry experience. His prior roles include positions at Cirrus Wealth Management, Triad Advisors, Edward Jones, and Sanford C Bernstein & Co LLC. Outside of his advisory work, he serves as director of finance for Young Catholic Professionals, a nonprofit professional networking organization. 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 research from various external providers.

Paul Miller Jr. is a CFP® professional with 38 years of industry experience. He is currently with Commonwealth Financial Network, where he has worked since 2016. His prior experience includes positions at Raymond James & Associates, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. In addition to his advisory role, he is president and owner of Basis Point, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Karla Kaforey is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and bringing 18 years of industry experience. She has been with The Huntington Investment Company since 2017, previously working at LPL Financial, LLC from 2014 to 2017. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, high-net-worth clients, charitable organizations, corporations, and other business entities. The firm employs an open-architecture model with a range of wrap-fee programs on the Envestnet MAS platform, combining third-party and proprietary investment offerings.

Michael Sidoti is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 63 designation and 27 years of industry experience. He has worked at Hornor Townsend and Kent since 2007 and has been associated with Penn Mutual Life Insurance Company in two separate periods totaling 18 years. Outside of his advisory role, Sidoti serves as president of the Sand Court Condo Association in Fairlawn, OH. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, combining custody, execution, and brokerage capabilities with investment advice through a platform that includes third-party asset manager relationships and discretionary and non-discretionary account options.

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.

Russell Plent is a CFP® professional with 20 years of experience, currently serving at Fifth Third Securities, Inc. since 2005. He holds the Series 66 designation and has been associated with Fifth Third Bank during the same period. Outside of his advisory role, he is involved in several business ventures including ownership of a laundromat and a hardscape design and installation company. 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 combines third-party portfolio managers with advisor-managed sleeves, featuring services such as direct indexing and tax-overlay strategies.

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.

David Polly is a financial advisor with Key Investment Services LLC in Medina, OH, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked with Key Investment Services LLC since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection combined with ongoing monitoring and due diligence, and it operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

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.

Nate Holley is a financial advisor with PNC Wealth Management in Medina, OH, holding a Series 66 designation and 13 years of industry experience. He has been with PNC in various roles since 2016, including positions at PNC Investments and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that employs algorithm-driven risk assessment and uses mutual funds and ETFs with annual rebalancing.

James Stein is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Stein has been with Benjamin F. Edwards & Company since 2014. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, institutions, and charitable organizations. The firm offers fee-based wrap programs, financial planning, retirement consulting, and investment management, utilizing a range of discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.