Anthony Lopresti is a financial advisor at Trek Financial in Medina, OH, holding a Series 65 designation with five years of industry experience. He has been with Trek Financial since 2018 and previously worked at the Medina Community Recreation Center. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm uses a blend of strategic and tactical portfolio construction, incorporating evidence-based models, fundamental and technical analysis, and artificial intelligence tools under human oversight.

Thomas Trefzger is a financial advisor at Hantz Financial Services, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at Hantz Financial Services since 2018. Prior to his advisory role, he was employed at Sprint and also spent time at Cleveland State University. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies along with managed account solutions and offers a broad range of financial planning, wealth management, and fiduciary services supported by affiliated entities such as a trust company and in-house tax and business consulting.

Ryan Vollweiler is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2021. He has held prior roles within the Schwab organization dating back to 2017 and briefly worked at Voya Financial Advisor, Inc. in 2015-2016. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering services such as annual financial reviews and investment recommendations using Schwab’s proprietary research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., Inc., distinguishing itself by not charging clients directly and by limiting discretionary management to affiliated or third-party money managers.

Jason Borrasso is a financial advisor with Stratos Wealth Partners, Ltd in Broadview Heights, OH. He holds a Series 66 designation and has 16 years of industry experience. His prior work includes roles at Massachusetts Mutual Life Insurance Company and Metlife Securities Inc. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform supports both advisor-managed and model-based portfolios across multiple custodians and sub-advisors.

Brandon Deckert is a CFP® with 12 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. He previously held roles at Fidelity Brokerage Services, LLC and The Vanguard Group, Inc. Brandon is based in Akron, OH. 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 uses a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Daniela Savova Truver is a CFP® and holds a Series 65 license with four years of industry experience. She currently works at Sequoia Financial Group, L.L.C. and has prior experience at Sun Trust and Ballentine Partners, LLC. 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 models, custom portfolios, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Kimberly Bish is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 25 years of industry experience. She has worked at Key Investment Services since 2015 and has been affiliated with KeyBank since 2006. Bish also volunteers as a speaker for the Ohio Department of Education. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and brokerage products. The firm emphasizes client-directed model selection and ongoing monitoring, with a focus on due diligence and supervisory oversight across its offerings.

James Matthews is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at KeyBank, W&S Brokerage Services, Western Southern Life, and Empower Behavioral Health. Key Investment Services LLC provides investment advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment profile questionnaires and model selection, with oversight provided by a Product Due Diligence Committee and supervisory reviews.

Dan Romano is a financial advisor at Fifth Third Securities, Inc. with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked with Fifth Third Securities and Fifth Third Bank since 2005. Outside of his advisory role, he is an owner and landlord of a rental property through PAMJ Group LLC. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers with advisor-managed options, supported by a platform that includes direct indexing and tax-overlay services.

Paul Evanoff is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 22 years of industry experience. He has been with Charles Schwab since 2008 and joined Schwab Wealth Advisory in 2025. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools, while clients retain final trading decisions.

Gabriel Sauvinsky is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Bank of America, Merrill, and MassMutual. Outside of his advisory work, he serves as Chapter Counsel Advisor for the Alpha Sigma Phi Fraternity, providing leadership guidance on weekends. Sequoia Financial Group offers 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 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.

Matthew Mowchan is a financial advisor with Fifth Third Securities, Inc. in Brooklyn, Ohio, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with Fifth Third Securities since 1999. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Joel Larson is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and two years of industry experience. He has previously worked at KeyBank and Equitable Advisors, and is the sole owner of JRL Homes LLC, a company managing rental properties. 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 investment profile questionnaires and model strategy selection, while providing non-binding recommendations and ongoing monitoring.

Robert Miller is a financial advisor at Key Investment Services LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. from 2015 to 2023. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs and separately managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Hugo Vazquez Alcala is a financial advisor at Key Investment Services LLC with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has prior experience at J.P. Morgan Securities and JPMorgan Chase Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee and separately managed accounts. The firm emphasizes client-directed investment profiles and model selection while providing ongoing monitoring, third-party product due diligence, and access to discretionary managers.

Richard Dyson is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab, Ameriprise Financial Services, PNC Investments, and J.P. Morgan Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services aligned with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Justine Harvey is a financial advisor with Stratos Wealth Partners, Ltd. She holds a Series 66 designation and has 14 years of industry experience. Her prior firms include UBS Financial Services, Morgan Stanley Smith Barney LLC, and LPL Financial. Outside of her advisory work, she serves as a board member of the Norton Baseball Association, a nonprofit organization in Norton, Ohio. Stratos Wealth Partners, Ltd. is an enterprise wealth management firm with approximately $18.6 billion in assets under management, serving over 24,000 clients through about 366 advisors. The firm offers a range of investment and financial planning services using an open-architecture approach that integrates external platforms and provides both advisor-managed and model-based strategies.

Angela Cosgray is a CFP® professional with 23 years of experience in the financial services industry. She is currently a financial advisor and vice president at Sequoia Financial Group, L.L.C., where she has worked since 2021. Her prior experience includes roles at Wealthstone and JPMorgan Chase in various capacities. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base that includes 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 ongoing research and oversight from an Investment Policy Committee.

Mary Lynn Thornton is a Series 66 licensed financial advisor with 29 years of industry experience. She has been with PNC Wealth Management since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithm-driven risk assessments and approved third-party strategists to manage portfolios primarily with mutual funds and ETFs.

Nathan Schultz is a Series 66-licensed financial advisor with The Huntington Investment Company, bringing 21 years of industry experience. His prior roles include positions at Sterne Agee Financial Services and Ameriprise Financial Services. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform, combining third-party and proprietary portfolio management strategies within an open-architecture model.