Greydon Casalinova is a Series 66-licensed financial advisor with six years of industry experience. He is currently with VALIC Financial Advisors and has previously worked at Charles Schwab Bank, Charles Schwab & Co., AXA Advisors, and Equitable Advisors. VALIC Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, employing Envestnet-developed UMA models for portfolio construction.

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.

Katherine Kelly is a financial advisor at MAI Capital Management, LLC in Cleveland, OH, holding a Series 65 designation with three years of industry experience. She has worked at MAI Capital Management since 2019 and previously held positions at ValMark Securities, Inc. and Applied Financial Concepts, Inc. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning, tax, and administrative services into client relationships.

Maxwell Cole is a financial advisor at Sequoia Financial Group, L.L.C. with two years of industry experience. He holds a Series 65 designation and has prior experience at RKL LLP and Rischitelli & Poulos, LLC, as well as roles in higher education and secondary education. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm combines model portfolios and custom solutions using a range of investment vehicles, supported by fundamental, technical, and cyclical research, along with regular due diligence and quarterly portfolio reviews.

Christopher Merrill is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Key Investment Services and KeyBank in various roles since 2016. Outside of his advisory work, he is a partial owner of an ice cream shop and has a realtor license in Michigan, primarily for personal use. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and related brokerage and insurance products. The firm emphasizes client-directed investment choices supported by non-binding recommendations and ongoing monitoring within a network affiliated with KeyCorp and KeyBank.

Douglas Wells is a financial advisor with CWM, LLC in Akron, Ohio, holding Series 63 and Series 65 credentials and over 43 years of industry experience. His prior roles include positions at Wells Trecaso Financial Group, Cabot Lodge Securities, and Morgan Stanley Smith Barney. He serves on the finance committees of Holy Family Catholic Church and Hope Ignites Northeastern Ohio and is a board member for the Walsh Jesuit High School Endowment. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios governed by an in-house Investment Committee and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Luka Matic is a CFP® professional with two years of industry experience, currently affiliated with MAI Capital Management, LLC. His prior roles include positions at Crown Point Financial Services, Ranpack, and John Carroll University. Outside of finance, he has experience related to Matic Farms. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies through both in-house and third-party portfolio managers and offers additional services such as trust administration and insurance.

Jeffrey Carney is a financial advisor at PNC Wealth Management in N. Olmsted, OH, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and third-party managed strategies implemented via mutual funds and ETFs.

Caroline Lukez Byrne is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. She has 20 years of industry experience, including roles at Eagle Strategies since 2014 and New York Life Insurance Co. since 2010. Outside of advisory work, she is also involved in insurance brokering with outside carriers for non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a range of programs tailored to client objectives, with a focus on non-discretionary assets and fiduciary responsibilities to retirement investors.

Brian Grossman is a financial advisor with Sequoia Financial Group, L.L.C. in Akron, OH, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at The Huntington Investment Company, LPL Financial, and Firstmerit Private Bank. Outside of his advisory work, he is a partner in Roads Farm LLC, an operating soybean and corn farm in Southern Ohio. 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, and family offices. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection overseen by an Investment Policy Committee.

Angela Myers is a financial advisor at Key Investment Services LLC with three years of industry experience. She holds Series 63 and Series 65 registrations. Her prior experience includes roles at Fifth Third Securities, J.P. Morgan Securities, and Bank of America. Outside of her advisory work, Myers owns Goldie Brands LLC, a business that offers spray tan services. 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 model selection with financial professionals providing recommendations and oversight, and operates as part of the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

Brett Hilton is a financial advisor with Key Investment Services LLC in Brooklyn, OH, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Elios Financial Group, Sigma Financial Corporation, and John Carroll University. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients with a variety of advisory programs and investment products. The firm emphasizes client direction in model strategy selection and provides access to third-party discretionary managers, while maintaining oversight through its Product Due Diligence Committee and supervisory reviews.

Eugene Gillmor is a financial advisor with Eagle Strategies (NY Life) based in Medina, Ohio. He holds Series 63 and Series 66 designations and has 24 years of industry experience. His career includes longstanding roles with New York Life Insurance Company, Nylife Securities Inc., and Bankers Life & Casualty Co. He is also involved in insurance brokering with outside carriers for non-registered products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers, focusing primarily on non-discretionary asset management and tailored recommendations in an integrated insurance and advisory framework.

John Estes is a financial advisor with The Huntington Investment Company, holding a Series 66 credential and 13 years of industry experience. He has previously worked at Ameriprise Financial Services, First Merit Bank, and LPL Financial. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture investment model combining third-party and proprietary strategies, including multiple wrap-fee programs on the Envestnet MAS platform.

Brent Teague is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has prior experience at Oswald Financial, Inc., Global Retirement Partners, LLC, and LPL Financial, LLC, where he continues as a registered representative. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients through approximately 366 advisors. The firm offers a range of financial planning services, advisor-managed and model portfolios, and retirement plan consulting, operating with an open-architecture approach that integrates multiple external platforms and tools.

Nicholas Solitario is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Hornor, Townsend & Kent since 2010 and also works with Penn Mutual Life Insurance Company. Outside of his advisory role, Solitario provides educational seminars focused on public pension systems and individual retirement consultations. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms and a client-directed, non-discretionary investment approach.

Jonathan Mitchen is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Penn Mutual Life Insurance Company, Citizens Securities Inc., and Northwestern Mutual. Outside of his advisory work, he serves as a vice president on the board of the Kaderly Foundation and coaches high school football. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms and emphasizing client-directed implementation and oversight. The firm manages the majority of client assets on a non-discretionary basis and provides services including financial planning, consulting, and retirement plan fiduciary support.

Amanda Blankenship is a CFP® and Series 65 licensed advisor with eight years of industry experience. She currently serves as a Senior Director and Wealth Advisor at Sequoia Financial Group, L.L.C. in Akron, Ohio. 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 employs a combination of model and custom portfolios, utilizing a range of investment vehicles and an Investment Policy Committee to support its research-driven approach.

Uriah Burke is a financial advisor with Key Investment Services LLC, holding Series 65 and Series 63 licenses and one year of industry experience. He previously worked at Fifth Third Securities, Inc. and Fifth Third Bank, N.A., and has a background that includes roles outside finance, such as auditor and consultant for a traffic control services firm. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by financial professional recommendations and ongoing oversight, operating as part of the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Albert Yambor is a CFP® professional with 14 years of industry experience. He is currently with Sequoia Financial Group, L.L.C., where he has worked in various capacities since 2019. Prior to joining Sequoia, he was with PNC Investments and PNC Bank for five years. 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.