Kaija Bruveris is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab & Co., Inc., Charles Schwab Bank SSB, Summit Wealth Management LLC, Equitable Advisors, and Merrill. Outside of her advisory role, she owns Nourishing Energy LLC, a small business focused on growing sunflowers and creating handmade crafts such as candles. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s investment approach is based on Charles Schwab’s asset-allocation models and internal research, with services tailored to clients’ goals and risk tolerance.

Mark Wilcox is a CFP® professional with 25 years of experience in the financial services industry. He currently serves as an advisor at Commonwealth Financial Network and is the owner and president of Hudson Wealth Management, LLC. Prior to his current roles, he worked at Stratos Wealth Partners and LPL Financial for nine years. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a comprehensive platform with operations, trading, technology, compliance, and practice-management support while allowing advisors discretion to construct client portfolios from diverse securities and insurance products.

Yaroslav Lisheba is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds the Series 66 designation and has worked at Schwab Wealth Advisory since 2021, following prior roles at Charles Schwab & Co., Northwestern Mutual, and The Ohio State University. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on proprietary asset-allocation models and research tools, offering tailored recommendations with client authorization required for trades.

Mason Gee Montgomery is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Marcum Wealth, LLC and KeyBanc Capital Markets Inc. Outside of his advisory work, he is the owner of two business entities, Geemo Holdings and Geemoma, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach that combines passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and retirement consulting services.

Mark Breen is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked at Kestra Investment Services, LLC and Osaic FA, Inc. He is also the owner of Total Benefits Advisors, providing consulting and advisory services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients, delivering services such as fiduciary consulting, plan design, and investment advice supported by comprehensive due diligence.

Joshua Rymer is a financial advisor at Schwab Wealth Advisory with two years of industry experience. He holds a Series 66 designation and has worked at various Charles Schwab entities since 2021. Prior to his advisory role, he held positions outside the financial industry, including at Penske Truck Leasing and Reality Remodeling. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s advice is based on Charles Schwab’s proprietary asset allocation models and research tools, focusing on client goals and risk tolerance without exercising discretionary trading authority.

Beth Korth is a CFP® and holds a Series 66 license, currently affiliated with Sequoia Financial Group, L.L.C. She has four years of industry experience, including prior roles at Hightower and Key Private Bank. 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 combines model allocations and custom portfolio solutions, employing a range of investment vehicles and conducting research through fundamental, technical, and cyclical analysis.

Ryan Heider is a financial advisor at Sequoia Financial Group, L.L.C. with nine years of industry experience. He holds a Series 66 designation and has worked previously at The Boston Consulting Group and Cirrus Wealth Management. He also provides interview preparation and coaching to first-year Rice MBA students interested in management consulting. Sequoia Financial Advisors offers wealth planning, investment management, and retirement-plan advisory services to a diverse range of clients, including individuals, family offices, corporations, and charitable organizations. The firm combines model portfolios and custom solutions, using various investment vehicles and conducting ongoing research and due diligence.

Scott Payden is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 41 years of industry experience. He has been affiliated with various Ameritas entities since 2006 and is also the president and owner of Wallstreet Money Managers, Inc., an independent insurance agency specializing in fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions utilizing multiple program platforms and a broad investment product set.

Nicholas D'abate is a financial advisor at PNC Wealth Management with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Chase Bank, Key Investment Services, and Progressive Insurance. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including a discretionary online Portfolio Solutions Strategist Digital Offering available by invitation to employees with existing PNC Bank online credentials. The firm uses algorithmic questionnaires to recommend risk bands and implements approved model strategies with mutual funds and ETFs.

David Kurtz is a financial advisor with Sequoia Financial Group, L.L.C. in Akron, Ohio, holding a Series 66 designation and 22 years of industry experience. He previously worked at Royal Alliance Associates and Financial Planners of Cleveland, Inc. DBA NCA Financial Planners for 19 years. 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.

Christopher Creahan is a financial advisor with Sequoia Financial Group, L.L.C. in Akron, OH, holding a Series 65 credential and eight years of industry experience. His career includes roles at Sequoia Financial Advisors and Huntington Bank. He also serves as Managing Director of Asset Management at Sequoia Financial Group, LLC. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including high-net-worth individuals, family offices, and charitable organizations. The firm combines model and custom portfolio management with a broad range of investment vehicles, supported by an Investment Policy Committee and regular portfolio reviews.

Guy Jardine is a financial advisor at Janney Montgomery Scott with 30 years of industry experience. He holds the Series 63 designation and previously worked at Raymond James & Associates for 18 years before joining Janney in 2026. Janney Montgomery Scott 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and various advisory programs.

Jacob Walters is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Corporate Technologies Group and Ohio University, where he also worked alongside Sogeti Capgemini. 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.

Elizabeth De Nitto is a CFP® professional with four years of industry experience. She is currently a Vice President, Family Wealth and Financial Advisor at Sequoia Financial Group, L.L.C., where she has worked since 2021. Prior to joining Sequoia, she spent sixteen years at Paragon Advisors, Inc. 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, family offices, and other institutional clients. The firm combines in-house model portfolios, custom accounts, and third-party manager selection with an Investment Policy Committee that oversees portfolio construction and rebalancing.

Dennis Marvin is a financial advisor at Stratos Wealth Partners, Ltd with 38 years of industry experience. He holds the CFP® and Series 63 designations. Marvin has worked at LPL Financial since 1997 and operates Marvin Wealth Management concurrently since 2015. Stratos Wealth Partners is an SEC-registered enterprise advisory firm with approximately 379 advisors managing about $18.6 billion in assets. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients through an open-architecture model that integrates multiple third-party platforms and managers, offering discretionary and non-discretionary portfolio management tailored to client goals.

Tyson Vines is a financial advisor with Eagle Strategies (NY Life) in Aurora, Ohio, holding a Series 66 designation and 15 years of industry experience. He has been associated with Eagle Strategies and related New York Life entities since 2012 and operates Vines Financial Group, LLC d/b/a V Financial Partners since 2017. Vines serves on the Ohio University Finance Advisory Council, which connects finance professionals with academia to ensure curriculum relevance. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jacinta Pikunas is a CFP® professional at Beacon Pointe Advisors, LLC with experience in wealth management beginning in 2023 after six years at the University of Akron and four years at Boardman High School. She joined Beacon Pointe in 2025. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to a diverse range of clients, including individuals, corporations, and institutional investors, utilizing a combination of active and passive strategies across multiple asset classes.

Jenna Oriani is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, Ohio, holding a Series 65 designation with one year of industry experience. Prior to joining Sequoia, she spent five years at Normandy Catering and several years in educational roles at Chardon High School and Chardon Middle School. 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, and charitable organizations. The firm uses a combination of model and custom portfolios overseen by an Investment Policy Committee and employs various investment vehicles such as mutual funds, ETFs, private funds, and third-party managers.

Matthew Kimberly is a CFP® professional with six years of industry experience, currently serving at PlanMember Securities Corporation. He has also been involved with 1st Responder Financial Advisors and operates a small insurance sales business independently. Kimberly's career includes prior experience at Edward Jones. PlanMember Securities Corporation provides retirement-plan advisory services primarily to employers and plan participants, acting as a fiduciary under ERISA Section 3(38). The firm employs a strategic asset allocation approach, managing risk-based mutual fund portfolios and offering educational and support services to plan sponsors and participants.