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.

Leeanne Mccabe is a Series 66-credentialed advisor with Ameritas Advisory Services, LLC, where she has worked since 2024. She has three years of industry experience and concurrently works with Wallstreet Money Managers, Inc., where she has been involved in financial services since 2014. Additionally, she serves as a Notary Public, providing notarization of legal and investment documents for clients. Ameritas Advisory Services, LLC delivers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of model portfolios and third-party technology to build customized investment solutions across discretionary and non-discretionary programs.

Tyler Smith is an investment advisor representative with Wealth Enhancement Advisory Services, LLC in Akron, OH, holding Series 63 and Series 65 licenses. He has three years of industry experience, including two years at Marcum Wealth prior to joining Wealth Enhancement Advisory Services. Wealth Enhancement Advisory Services manages over $122 billion in assets through a broad advisor network, offering financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm’s investment approach combines diversified, risk-class based allocations with both passive and active management, supported by an internal Investment Committee overseeing portfolio construction and rebalancing.

Shawn Cohen is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 licenses and has three years of industry experience. His prior roles include positions at Fifth Third Securities, Fifth Third Bank, and Wells Fargo Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates rather than short-term forecasts.

Christopher Peck is a financial advisor at Sequoia Financial Group, L.L.C. with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Sanford C Bernstein & Co LLC, Edward Jones, Triad Advisors, and Cirrus Wealth Management. Outside of his advisory work, Peck serves as the director of finance for Young Catholic Professionals, a nonprofit professional networking organization. Sequoia Financial Advisors provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base that includes individuals, family offices, corporations, and charitable organizations. The firm employs a combination of model and custom portfolio management strategies, utilizing various investment vehicles and a research-driven approach overseen by an Investment Policy Committee.

Candace Kyer is a financial advisor with Janney Montgomery Scott in Hudson, Ohio, holding Series 63 and Series 66 designations and having 11 years of industry experience. She previously worked at UBS Financial Services for 14 years before joining Janney Montgomery Scott. Candace also serves as a Notary Public in Ohio, performing notary services for clients on a volunteer basis. 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, and institutional clients, offering a range of brokerage, financial planning, and advisory services.

Curtis Aiken is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and Series 65 licenses, with 22 years of industry experience. He previously worked at MSI Financial Services, Inc. from 2008 to 2016 before joining Commonwealth, where he has been since 2016. He also spends a small portion of his time engaged in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients, managing around $212.7 billion in assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services, with portfolios implemented through either internally managed models or outsourced platforms.

Nicholas Mcrandal is a financial advisor at Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has been in the industry since 2023. His prior experience includes roles at Snap Medical Industries LLC and teaching positions at Mercyhurst University and Fox Chapel School District. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank to provide a range of managed-account programs with features such as direct indexing and tax-overlay services.

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.

Renee Brandes is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. She holds the Series 66 designation and has been part of the Charles Schwab organization since 2016. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations. The firm’s advice is based on Schwab’s asset-allocation models and internal research, with tailored reviews at least annually.

Nicholas Brossard is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding a Series 65 designation. He has experience working at Sequoia Financial Group since 2024 and previously spent seven years at Fifth Third 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 uses a combination of model portfolios and custom solutions, incorporating various investment vehicles and research methodologies, overseen by an Investment Policy Committee.

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.

Shawn Berthelot is a financial advisor with Cetera Planning Partners and holds a Series 66 designation. He has 22 years of industry experience, with prior roles at firms including TD Ameritrade and Avantax Planning Partners. In addition to his advisory work, he serves as president of Western Reserve Business Consulting, a small business consulting firm. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, financial planning, Social Security optimization, and retirement advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, utilizing diversified investment strategies aligned with client objectives and risk tolerance.

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 in Ravenna, Ohio, with nine years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Mass Mutual Investors Services and MSI Financial Services Inc. since beginning his career in 2016. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees that utilizes algorithmic risk assessment and invests in approved mutual funds and ETFs with annual rebalancing.

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.