Kristan Preston is a CFP® professional with 17 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. since 2012. She holds the position of Director of Private Client Services at Sequoia Financial Group, LLC. 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 manager selection, supported by an Investment Policy Committee and extensive research resources.

Phillip Friedman is a financial advisor at Sequoia Financial Group, L.L.C. with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Stratos Wealth Partners, Wells Fargo Clearing, Strategic Wealth Partners, Voya Financial Advisors, and Equitable Advisors. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm utilizes a combination of model and custom portfolio management, including private and alternative investments, with research and allocation decisions supported by fundamental, technical, and cyclical analysis.

Tiffany Stover is a Certified Financial Planner® with four years of industry experience. She has worked at Sequoia Financial Group, L.L.C. since 2021 and previously spent five years at Summit Financial Strategies. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a broad range of clients, including individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model allocations and custom solutions, employing a variety of investment types overseen by an Investment Policy Committee.

Seth Jentner is a CFP® professional at Beacon Pointe Advisors, LLC with 13 years of industry experience. He previously worked at The Jentner Corporation for 17 years before joining Beacon Pointe Advisors in 2025. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-of-managers approach, utilizing third-party independent managers selected through a formal due-diligence process, and offers services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Michael Storm is a financial advisor with Schwab Wealth Advisory, holding a Series 66 credential and three years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2020 and previously held roles at Charles Schwab Bank, SSB and Robert Half International. He is based in Richfield, Ohio. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program. The firm’s investment approach leverages Charles Schwab & Co.’s asset allocation models and internal research, offering tailored recommendations reviewed at least annually.

Daniel Bloom is a CFP® professional with 20 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2025. He previously worked at The Jentner Corporation from 2014 to 2025. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach using asset-allocation modeling and proprietary due-diligence processes, and it sponsors proprietary investment vehicles along with serving as an operating general partner for multiple private funds.

Christopher Rule is a CFP® professional with seven years of industry experience. He is currently with Sequoia Financial Group, L.L.C., where he has worked since 2021. Prior to joining Sequoia, he was employed at Wealthstone Inc. from 2014 to 2021. 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 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.

Autumn Harvey is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 designation and 11 years of industry experience. Her work history includes roles at Morgan Stanley, JP Morgan Chase Bank, AXA Advisors, and Stratos Investment Management. She is based in Strongsville, OH, and has served in multiple capacities within the advisory and investment management sectors. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisor 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 institutional clients, offering a range of services such as advisor-managed programs, financial planning, third-party manager programs, and outsourced CIO solutions using an open-architecture investment approach.

Andrea Blacklock is a financial advisor with Citizens Securities, Inc. in Fairlawn, Ohio. She holds the Series 66 designation and has been with Citizens Securities and Citizens Bank since 2010. Her career includes roles at both entities, currently serving as an advisor since 2026. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory program and a Managed Account program.

Lori Kaplan is a financial advisor with Eagle Strategies (NY Life) based in Independence, OH, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. Her career includes 15 years at Lori L. Kaplan, CLU Insurance & Financial Services and over 26 years with New York Life. Outside of her advisory role, she serves as Secretary/Treasurer for the CONGA Chapter of BNI, a business networking organization. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services. The firm offers tailored solutions through multiple program types and primarily manages assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Mark Kelly is a financial advisor with Lincoln Investment who holds industry experience totaling eight years. He has worked at Lincoln Investment since 2018 and previously spent twelve years with Anderson International Corp. In addition to his advisory role, Kelly serves as Vice President at Kelly's Tax & Financial Services, where he offers insurance products and prepares tax returns. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth investors, trusts, charities, and corporate and ERISA retirement plans, including educators in 403(b) and 457(b) programs. The firm provides financial planning, advisor-led consulting, and portfolio management using strategic model portfolios and third-party managers, with many client relationships maintained on an advisor-led, non-discretionary basis.

Nicholas Kearney is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2017, joining Schwab Wealth Advisory in 2025. Prior to this, he was employed at MRI Software for one year. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm utilizes standard asset-allocation models and internal research tools to tailor recommendations, executing trades only with client authorization.

Jeffrey Tudor is a financial advisor at Sequoia Financial Group, L.L.C. with 23 years of industry experience. He holds the Series 66 designation and has previously worked at The Joseph Group and JPMorgan. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model portfolios and custom solutions supported by thorough research and due diligence.

Kevin Baumberger is a financial advisor with Eagle Strategies (NY Life) based in Independence, Ohio. He holds Series 63 and Series 66 designations and has 30 years of industry experience. He has been with Eagle Strategies and affiliated New York Life entities since 2014. Baumberger serves as a board member of Cornerstone of Hope, a bereavement organization, contributing to strategic planning and organizational growth. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, institutional clients, and plan sponsors. The firm offers various advisory programs and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Robert Wilber is a financial advisor with SPC, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2010. Outside of his advisory role, he is an owner of the Financial Mentoring Foundation and serves as a Notary Public in Lorain County, Ohio. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisers managing approximately $5.66 billion in assets.

Jill Branthoover is a CFP® with 27 years of industry experience. She is currently a vice president at Sequoia Financial Group, L.L.C., where she has worked since 2018. Her prior experience includes roles at RSM US Wealth Management, UBS Financial Services, KeyBanc Capital Markets, and Merrill. Outside of her financial advisory work, she serves as president of Integrity Excavating, LLC, a construction contracting business. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model portfolios and custom solutions, using a range of investment vehicles overseen by an Investment Policy Committee.

Michael Bryan is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2016. Outside of finance, he owns a commercial and residential pressure washing business. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm uses proprietary asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance, with investment decisions made only upon client authorization.

Christine Pauletta is a financial advisor at MAI Capital Management, LLC with 10 years of industry experience. She holds the Series 65 designation and has been with MAI Capital Management since 2014. MAI Capital Management provides discretionary and non-discretionary investment management, 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 a broad range of strategies and integrates financial planning and tax services into many client relationships.

Nicole Zidlicky is a financial advisor at MAI Capital Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Cetera Advisors and Velocity Advisors. MAI Capital Management, LLC provides investment management, retirement plan consulting, and family-office services to 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 client relationships.

Derrick Cope is a financial advisor with Fifth Third Securities, Inc. in Brunswick, Ohio, holding Series 63 and Series 65 licenses and with 18 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2014. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a unique municipal-advisor registration and integrated corporate structure.