Sheena Dee Pauley is a CFP® professional with 11 years of experience in financial advising. She currently works at MAI Capital Management, LLC and previously spent seven years at PNC Bank. MAI Capital Management, LLC provides 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 offers a wide range of portfolio strategies and integrates financial planning and tax services into many client relationships.

Eric Carlon is a financial advisor at Sequoia Financial Group, L.L.C. with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Key Private Bank and KeyBank. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse clientele, including individuals, family offices, corporations, and charitable organizations. The firm utilizes a combination of model allocations and custom solutions overseen by an Investment Policy Committee, employing various investment vehicles such as mutual funds, ETFs, individual securities, and private investments.

Jack Zhang is a CFA® charterholder with eight years of experience in the financial industry. He is currently a financial advisor at Sequoia Financial Group, L.L.C., where he has worked since 2021. Prior to joining Sequoia, he held roles at WealthStone Inc., Halite Partners, LLC, and SCS Financial. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan consulting services to individuals, charitable organizations, corporations, trusts, family offices, and other institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and research from multiple external providers.

Nicholas Srmag is a financial advisor at MAI Capital Management, LLC with 10 years of industry experience. He holds the CFA® designation and Series 66 license and has been with MAI Capital Management since 2016. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers integrated financial planning and related services, overseeing $72.3 billion in assets as of May 2026.

William Matthews is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory since 2021. He has been with Charles Schwab and its affiliated entities since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm focuses on annual financial reviews and investment recommendations, leaving final trading decisions to clients while collaborating with affiliated or third-party money managers for discretionary management.

Thomas Moughan is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, with 19 years of industry experience. He has been affiliated with Sequoia Financial Advisors, LLC and Sequoia Financial Group, LLC since 2016. 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, charitable organizations, trusts, and retirement plans. The firm combines model and custom portfolio management with a range of investment types, overseen by an Investment Policy Committee, and offers distinctive services such as sponsoring an affiliated ETF, acting as adviser to private funds, and administering philanthropic initiatives.

Laura Sternheimer is a CFP® with 29 years of industry experience currently serving at Sequoia Financial Group, L.L.C. She has worked with Cirrus Wealth Management since 2016 and was previously with Triad Advisors LLC. Sternheimer also holds a senior client relationship manager role at Cirrus Wealth Management, where she assists high-net-worth clients and serves as Chief Compliance Officer. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, family offices, corporations, and charitable organizations. The firm employs a combination of model and custom portfolio management strategies overseen by an Investment Policy Committee and offers services such as trustee support and retirement-plan consulting.

Brittanie Mandich is a financial advisor at Sequoia Financial Group, L.L.C. She holds a Series 65 designation and has four years of industry experience. Her prior work includes roles at Presper Financial Architects, LLC, Demming Financial Services Corp., and Hudson Extrusions Inc. 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, charitable organizations, trusts, and retirement plans. The firm uses a combination of model and custom portfolio management with various investment vehicles, supported by an Investment Policy Committee and regular research and due diligence.

Rory Mccarthy is a financial advisor with Valic Financial Advisors in Independence, OH, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His work history includes roles at Bill McCarthy & Associates and Agia. Outside of advisory services, he acts as an agent for non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform, supported by a large network of advisors and a centralized technology approach.

Melanie Ross is a CFP® with 23 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. since 2022. She previously worked at Royal Alliance Associates Inc. and Financial Planners of Cleveland, Inc. DBA NCA Financial Planners. In addition to her advisory role, she appears as on-air talent for a local Cleveland TV and radio station. Sequoia Financial Group 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 research and oversight from an Investment Policy Committee.

Karey Edwards is a Certified Financial Planner™ (CFP®) with over 21 years of experience in the financial services industry. She is currently with Sequoia Financial Group, L.L.C. and was previously associated with Royal Alliance Associates and Financial Planners of Cleveland. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model allocations and custom portfolios, employing various investment vehicles and a thorough research process overseen by an Investment Policy Committee.

Lucas Klosterman is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities 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 utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Lynne Lawrence is a Series 65 registered advisor with MAI Capital Management, LLC in Cleveland, OH, where she has worked for 10 years. She has nine years of industry experience. Outside of her advisory role, she is the vice president and co-owner of Lawrence Tile Inc., a tile installation business. MAI Capital Management provides 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 offers customized portfolio management across multiple strategies and integrates financial planning, tax, and bill-pay services within many client relationships.

Adam Baker is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Citizens Securities, Inc. and Prudential Insurance Company of America. FIFTH THIRD SECURITIES, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank with a unique combination of bank affiliation and municipal-advisor registration.

Andrew Hosbach is a financial advisor at Sequoia Financial Group, L.L.C. He holds a Series 65 designation and has recently entered the industry, with experience beginning in 2024. Prior to joining Sequoia, he worked at JP Morgan Chase & Co. and Fidelity Investments. His background also includes roles in education and local business. 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, family offices, and institutional clients. The firm employs a combination of in-house models, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Callan Templeton is a financial advisor at Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has two years of industry experience. Prior to joining Stratos Wealth Partners, he worked at LPL Financial and Marcum LLP, and he completed four years at Case Western Reserve University. Stratos Wealth Partners, Ltd. is an enterprise wealth management firm serving more than 24,000 clients with around $18.6 billion in assets under management. The firm offers advisor-managed and model portfolios, third-party manager programs, and various financial planning and retirement consulting services through an open-architecture investment platform.

Benjamin Sayer is a CFA® charterholder with eight years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2017, including a prior role at PNC Capital Advisors from 2013 to 2017. 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 manages over $72 billion in assets and offers customized portfolio strategies across multiple asset classes, combining in-house management with third-party sub-advisers and unified managed account models.

Erika Mutch is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH since 2022. Her prior roles include positions at Petso Financial Consultants, Mutual Securities, Royal Alliance Associates, and NCA Financial Planners. Outside of financial advising, she is involved in supplement sales through Young Living, earning commissions from a consultant network. 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 models, custom portfolios, and third-party manager selection, supported by an Investment Policy Committee and a range of research resources.

Kaija Bruveris is a financial advisor at Schwab Wealth Advisory with 17 years of industry experience. She holds a Series 66 designation and has worked in various roles within Charles Schwab and its affiliated entities since 2009. Outside of her advisory work, she owns Nourishing Energy LLC, a small business focused on agriculture and handmade crafts like candles and candle holders. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, utilizing Schwab's asset allocation models and research tools. The firm’s approach involves annual financial reviews and personalized investment recommendations, with trading decisions made by clients rather than the advisors.

Richard Cinalli Jr. is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has been with Valic Financial Advisors since 1991 and also holds a position as a head hockey coach at Nordonia High School, where he teaches skating and hockey to students. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, along with corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.