Laura Sternheimer is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. Prior to joining Sequoia in 2023, she worked at Triad Advisors LLC and Cirrus Wealth Management, among other firms. She has also held the role of senior client relationship manager and Chief Compliance Officer at Cirrus Wealth Management. 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 combines model and custom portfolio management with a range of investment options and is noted for its affiliated ETF sponsorship, private fund advisory, and integration with tax and philanthropic services.

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 at Valic Financial Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bill McCarthy & Associates. Rory is also involved with Agia as an agent for non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm utilizes discretionary unified managed accounts with a focus on technology-driven solutions and serves nearly 300,000 clients with over 1,200 advisors.

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 four years of industry experience. Prior to joining Sequoia in 2025, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC from 2022 to 2025. 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 utilizes both model and custom portfolios, incorporating a range of investment vehicles and supported by an Investment Policy Committee overseeing regular research and portfolio monitoring.

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.

Tristan Morgan is a financial advisor with Lincoln Investment, holding a Series 66 designation and five years of industry experience. He previously worked at Equitable Advisors and Saint-Gobain NorPro. Outside of his advisory role, Morgan owns and operates Tree City Tax Service, LLC, providing federal, state, and local income tax preparation services. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, with particular experience in 403(b) and 457(b) programs. The firm’s investment approach includes advisor-led financial planning and portfolio management supported by an in-house Investment Management & Research team and third-party managers.

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 with Stratos Wealth Partners, Ltd, holding a Series 66 designation and two years of industry experience. Prior to joining Stratos, he worked at LPL Financial and Marcum LLP, and has an academic background from Case Western Reserve University. 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 high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as advisor-managed programs, financial planning, and outsourced CIO solutions. Its model supports independent advisory representatives using an open-architecture approach with multiple third-party platforms and managers.

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 18 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab & Co., Inc., Charles Schwab Bank SSB, Summit Wealth Management LLC, Equitable Advisors, and Merrill. Outside of her advisory role, she owns Nourishing Energy LLC, a small business focused on growing sunflowers and creating handmade crafts such as candles. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s investment approach is based on Charles Schwab’s asset-allocation models and internal research, with services tailored to clients’ goals and risk tolerance.

Richard Cinalli Jr. is a financial advisor with Valic Financial Advisors in Independence, OH, holding Series 63 and Series 66 licenses and offering 35 years of industry experience. He has been with Valic Financial Advisors since 1991 and also served as an agent with Agia since 2022. Outside of his advisory role, he has worked as a head hockey coach for Nordonia High School. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm provides wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts supported by centralized technology and model solutions.

Yaroslav Lisheba is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds the Series 66 designation and has worked at Schwab Wealth Advisory since 2021, following prior roles at Charles Schwab & Co., Northwestern Mutual, and The Ohio State University. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on proprietary asset-allocation models and research tools, offering tailored recommendations with client authorization required for trades.

Chandler Vegel is a CFP® professional at MAI Capital Management, LLC with one year of industry experience. He has worked at MAI Capital Management since 2022, including during the firm’s transition and growth periods. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management strategies and integrates financial planning and tax services, managing over $72 billion in assets as of mid-2026.

Mason Gee Montgomery is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Marcum Wealth, LLC and KeyBanc Capital Markets Inc. Outside of his advisory work, he is the owner of two business entities, Geemo Holdings and Geemoma, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach that combines passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and retirement consulting services.

Robert Karras is a CFP® and ChFC® with 26 years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2023. Prior to this, he operated R Karras Asset Management & Planning, LLC for 15 years. 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, institutional clients, and trusts. The firm manages $72.3 billion in assets and offers a range of customized portfolio strategies supported by both in-house and third-party management.

Nimita Naik is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2024. Her prior roles include positions at Clearstead, The Huntington National Bank, and Citizens Bank. 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 that includes high-net-worth individuals, families, sports professionals, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning, tax, and bill-pay services into many client relationships.