Daniel Tesfaye is a CFP® professional with seven years of industry experience, currently with Sequoia Financial Group, L.L.C. in Akron, OH. His prior experience includes roles at Bank of America, Merrill, and Northwestern Mutual. He also writes educational personal finance articles for SeekingAlpha.com. 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 utilizes a combination of in-house model portfolios, custom accounts, and third-party managers, supported by an Investment Policy Committee and extensive research resources.

Sergio Diaz is a financial advisor at Schwab Wealth Advisory with 24 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab since 2008. Outside of his advisory role, he is involved in the resale of sporting event tickets as a sole proprietor. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Charles Schwab’s asset-allocation models and internal research, offering tailored recommendations with client authorization required for trades.

Alexa Fronk is a financial advisor with Eagle Strategies (NY Life) based in Medina, OH. She holds Series 63 and Series 66 designations and has five years of industry experience. Her work history includes roles at Eagle Strategies LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of her advisory work, she serves as a committee member for the Village of Gloria Glens Association, a maintenance association for a lake property. Eagle Strategies serves a broad range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides advice and solutions through multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria, managing a substantial portion of its assets on a non-discretionary basis.

Sean Kriak is a CFP®-credentialed financial advisor at MAI Capital Management, LLC with 25 years of industry experience. He worked at McDonald Partners LLC for 11 years before joining MAI Capital Management in 2022. Outside of his advisory role, he serves on the boards of several nonprofit organizations, including Cathy’s House, The Society Foundation, and the Jack Mulhull Center. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base that includes individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning and tax services into many client relationships.

Theodore Mihuta is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation, Legend Equities Corporation, VOYA Financial Advisors, Inc., and Voya Financial Partners, LLC. Outside of his advisory work, he is involved in the sales and service of fixed insurance products through JL Thomas Company. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm employs an in-house Investment Management & Research team that constructs strategic model portfolios and supports advisor-led consulting and portfolio management with both discretionary and non-discretionary options.

Emmanuel Dela Cerna Jr. is a CFP® with four years of experience in the financial industry. He is currently with MAI Capital Management, LLC and has prior experience at Commonwealth Financial Network, Davenport Wealth Management, and Northwestern Mutual. Outside of finance, he has past work experience that includes time at The University of Akron and Master Pizza. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages over $72 billion in assets and customizes portfolio management across various strategies using both in-house and third-party resources.

John Marchand is a CFP® professional with 24 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. in Akron, OH. His career includes previous roles at Wells Fargo Clearing and Prudential Equity Group, LLC. He also holds a director position in private client services at Sequoia Financial Group. Sequoia Financial Advisors, LLC offers wealth planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm combines model allocations with custom portfolio solutions overseen by an Investment Policy Committee and utilizes a wide range of investment vehicles and research approaches.

Thomas Haught is a CFP® and ChFC® with 29 years of experience in financial advising. He has worked at Sequoia Financial Group, L.L.C. since 1990 and currently serves as president of Sequoia Financial Group. Haught is a member of several boards, including Buckeye Corrugated, Inc., Trico, the Garrett Foundation, and Fidelity National. 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 supported by fundamental, technical, and cyclical research, and offers unique services such as trustee support and private fund management.

Greydon Casalinova is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with VALIC Financial Advisors, Inc. and previously worked at Charles Schwab and Equitable Advisors. VALIC Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services through a large network of investment advisor representatives. The firm utilizes discretionary unified managed accounts and overlays for taxable equity sleeves, managing approximately $29.2 billion and serving close to 300,000 clients.

Heather Welsh is a CFP® with 19 years of industry experience, currently serving as Vice President of Wealth Planning at Sequoia Financial Group, L.L.C. in Akron, OH. She has been with Sequoia Financial Group since 2014. 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 utilizes a combination of model and custom portfolio management strategies overseen by an Investment Policy Committee and offers access to various investment vehicles and third-party managers.

Katherine Kelly is a financial advisor at MAI Capital Management, LLC in Cleveland, OH, holding a Series 65 designation with three years of industry experience. She has worked at MAI Capital Management since 2019 and previously held positions at ValMark Securities, Inc. and Applied Financial Concepts, Inc. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning, tax, and administrative services into client relationships.

Maxwell Cole is a financial advisor at Sequoia Financial Group, L.L.C. with two years of industry experience. He holds a Series 65 designation and has prior experience at RKL LLP and Rischitelli & Poulos, LLC, as well as roles in higher education and secondary education. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm combines model portfolios and custom solutions using a range of investment vehicles, supported by fundamental, technical, and cyclical research, along with regular due diligence and quarterly portfolio reviews.

Douglas Wells is a financial advisor at Carson Wealth with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Smith Barney, UBS Financial Services, and Cabot Lodge Securities. Wells serves on the finance committees of Holy Family Catholic Church and Hope Ignites Northeastern Ohio, and is a board member overseeing investment allocation for Walsh Jesuit High School’s endowment. CWM, LLC is an SEC-registered investment adviser with a network of more than 650 advisors managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and tailored investment solutions supported by an Investment Committee that constructs and monitors model portfolios using fundamental and technical analysis.

Luka Matic is a CFP® professional with two years of industry experience, currently affiliated with MAI Capital Management, LLC. His prior roles include positions at Crown Point Financial Services, Ranpack, and John Carroll University. Outside of finance, he has experience related to Matic Farms. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies through both in-house and third-party portfolio managers and offers additional services such as trust administration and insurance.

Caroline Lukez Byrne is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. She has 20 years of industry experience, including roles at Eagle Strategies since 2014 and New York Life Insurance Co. since 2010. Outside of advisory work, she is also involved in insurance brokering with outside carriers for non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a range of programs tailored to client objectives, with a focus on non-discretionary assets and fiduciary responsibilities to retirement investors.

Bryan Hummel is a financial advisor at Planmember Securities Corporation with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Planmember since 2012. Outside of his advisory role, he owns a PC repair and networking business. Planmember Securities Corporation provides retirement-plan advisory services to employers and participants, offering fiduciary services and participant-level investment options supported by education and personalized retirement planning. The firm employs a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios ranging from conservative to aggressive.

Brian Grossman is a financial advisor with Sequoia Financial Group, L.L.C. in Akron, OH, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at The Huntington Investment Company, LPL Financial, and Firstmerit Private Bank. Outside of his advisory work, he is a partner in Roads Farm LLC, an operating soybean and corn farm in Southern Ohio. 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, and family offices. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection overseen by an Investment Policy Committee.

James Guy Jr. is a financial advisor with Lincoln Investment, holding a Series 63 designation and over 21 years of industry experience. He has worked at Lincoln Investment since 2017 and previously at Legend Equities Corporation and Capital Analysts, LLC. Outside of his advisory role, he is involved in several community and nonprofit activities, including serving as board member and treasurer for multiple organizations, hosting a local podcast focused on the history and promotion of Warren, Ohio, and coaching youth track and field. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and employs third-party managers.

Eugene Gillmor is a financial advisor with Eagle Strategies (NY Life) based in Medina, Ohio. He holds Series 63 and Series 66 designations and has 24 years of industry experience. His career includes longstanding roles with New York Life Insurance Company, Nylife Securities Inc., and Bankers Life & Casualty Co. He is also involved in insurance brokering with outside carriers for non-registered products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers, focusing primarily on non-discretionary asset management and tailored recommendations in an integrated insurance and advisory framework.

James Broderick is a financial advisor with Stratos Wealth Partners, Ltd. He holds Series 63 and Series 66 designations and has 17 years of industry experience. His prior roles include positions at AllianceBernstein, Merrill, and Omega Pensions Inc. Broderick serves as a board member and co-chair of the donor development team for the Rocky River Education Foundation in Ohio. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and other institutional clients, utilizing an open-architecture investment approach with access to multiple third-party platforms and strategies.