Alexander Rupert is a CFP® and holds the Series 65 designation, with 11 years of industry experience. He has worked at Sequoia Financial Group, L.L.C. since 2018 and previously was with Laurel Tree Advisors LLC from 2014 to 2018. Rupert 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 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.

Travis Stapleton is a financial advisor with Lincoln Investment in Independence, Ohio, with 18 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent six years at Legend Equities Corporation. Outside of advisory work, he is a licensed real estate representative involved in the buying and selling of residential property. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning and retirement plan advice, managing a range of in-house and third-party investment strategies that incorporate both strategic and dynamic approaches.

Samuel Lupica is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Stratos Wealth Partners since 2010 and has prior experience at LPL Financial and Wells Fargo Clearing. Outside of advising, he is involved in an e-commerce business operated jointly with his spouse. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, portfolio management, access to model portfolios and third-party managers, and retirement plan consulting through a network of investment adviser representatives using a range of platforms and strategies.

Amanda Gehres is a CFP® professional with over a decade of experience in financial planning. She has worked at Sequoia Financial Group since 2025 and previously operated Gehres Financial Planning for 13 years. Her prior roles include positions at Nye Financial Group and Prudential. 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 uses a combination of in-house model portfolios, custom accounts, and third-party managers, supported by an Investment Policy Committee and comprehensive research resources.

Anthony Trunzo is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with Fifth Third Securities since 2023 and has been affiliated with Fifth Third Bank since 2017. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering a range of program types via the Passageway Managed Account Platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a client base that includes high-net-worth individuals, corporations, trusts, and retirement accounts.

Kevin Friday is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with Stratos Wealth Partners, Ltd and also serves as president and owner of Centre for Financial and Retirement Planning, a financial planning and asset management firm he founded. He has worked in financial planning since 1993. Stratos Wealth Partners serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, portfolio management, and consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies across multiple custodians.

Michael Selzer is a CFP® professional at MAI Capital Management, LLC with seven years of industry experience. Before joining MAI in 2019, he worked at Paragon Advisors and Sterling Jewelers. MAI Capital Management 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, institutional clients, and professional athletes. The firm offers customized portfolio management across multiple strategies and integrates financial planning and other services for clients.

Bradley Turner is a financial advisor at MAI Capital Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining MAI Capital Management in 2022, he worked at Hartland & Co. for ten years. MAI Capital Management 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 offers a range of portfolio management strategies and integrates financial planning, tax, and bill-pay services into client relationships.

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 Series 66 licensed financial advisor at Schwab Wealth Advisory with 24 years of industry experience. He has been with Charles Schwab since 2008 and joined Schwab Wealth Advisory in 2025. Outside of his advisory role, Diaz is a sole proprietor involved in the resale of sporting event tickets. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses standardized asset allocation models and Schwab research tools to offer investment recommendations while leaving final trading decisions to clients.

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 at Lincoln Investment in Independence, OH, holding Series 63 and Series 65 licenses with 47 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held positions at Legend Advisory Corporation and Legend Equities Corporation. Mihuta is also an agent for JL Thomas Company, involved in the sales and service of fixed life insurance products. Lincoln Investment serves individuals, charitable organizations, businesses, and retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisory programs combining in-house and third-party investment strategies overseen by its Investment Management & Research team.

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® with 23 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. in Akron, OH. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing. He holds a director position in private client services at Sequoia Financial Group. 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.

Thomas Haught is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding the CFP® and ChFC® designations with 28 years of industry experience. He has been with Sequoia Financial Advisors, LLC since 2002 and with Sequoia Financial Group, LLC since 1990. Outside of his advisory role, he serves on several boards including Buckeye Corrugated, Garrett Foundation, and Fidelity National, among others. 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 comprehensive research resources.

Deborah Anzelc is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC. She is also the owner of Anzelc & Associates, Inc., a CPA practice specializing in tax preparation, accounting, and consulting, which she has operated since 1995. Outside of finance, she is an officer of All 4 One Inc. LLC, which runs the Peninsula Coffee House and Market, and serves as a board member for the Zanes Foundation, Inc. Independent Financial Group provides advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs a mix of active and passive investment strategies through multiple platforms and third-party managers, focusing on personalized portfolio management aligned with client risk profiles.

Samuel Ramirez is a financial advisor at Fifth Third Securities, Inc. with 13 years of industry experience. He holds the Series 66 designation and has worked at Fifth Third Securities and Fifth Third Bank since 2019. Prior to that, he was with Huntington Investment Company starting in 2014. Outside of his advisory role, Ramirez is involved in music performance and composition through his business, Samuel Ramirez Music. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway Managed Account Platform, combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

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.