Jeffrey Daniels is a financial advisor at Stratos Wealth Partners, Ltd with 23 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is also involved in life insurance, annuities, and long-term care insurance sales. Stratos Wealth Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, model portfolios, sub-advisory services, and retirement plan consulting. The firm combines individualized asset allocation with active monitoring and access to proprietary and third-party strategies through a large network of investment adviser representatives.

Nathan Marcus is a CFP® and Series 65-registered financial advisor with three years of industry experience. He currently works at Sequoia Financial Group, L.L.C. in Akron, OH. Prior to joining Sequoia, he spent two years at Robert W Baird. 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 portfolio management strategies, utilizing mutual funds, ETFs, individual securities, private and alternative investments, and independent third-party managers.

Samuel Plastow is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked extensively within the KeyCorp group, including roles at KeyBank and CSE Federal Credit Union. Key Investment Services LLC serves a diverse client base including individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and provides ongoing monitoring, with access to third-party discretionary managers and a framework of supervisory oversight.

Paula Peck is a CFP® professional with 23 years of experience in the financial advisory industry. She is the owner and president of Peck & Associates, LLC, an independent registered investment advisory firm she founded in 2002. Paula has worked with Sequoia Financial Group, LLC since 2024. Peck & Associates provides comprehensive wealth management services to individual clients and trusts, including portfolio management, financial planning, and advice on estate, tax, insurance, and closely held business matters. The firm emphasizes a combination of strategic and tactical asset allocation, employing both fundamental and technical analysis across public and private markets, with a notable focus on non-discretionary assets and alternative investments.

Christine Jemison is a financial advisor at Corient with 17 years of industry experience. She previously worked at Paragon Advisors, Inc. for 25 years before joining Corient in 2024. Jemison serves as a board member of the Lakewood Catholic Academy. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities, utilizing a goals-based, team investment approach with both in-house and third-party strategies.

Kenneth Burr Jr. is a financial advisor at Key Investment Services LLC with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with Key Investment Services since 2012. The firm serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, emphasizing client-directed investment strategy selection combined with ongoing monitoring and third-party due diligence. Key Investment Services operates within the KeyCorp group, collaborating closely with affiliated banking and capital markets entities.

David Karbon is a CFP® with 21 years of industry experience, currently serving at Citizens Securities, Inc. since 2005. In addition to his advisory role, he is the Chief Financial Officer at ALP Music, LLC, where he oversees financial statements and consults on projects on a profit-sharing basis. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services.

Bradley Norton is a CFA® charterholder with eight years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2022. His prior experience includes roles at Winfield Associates and Victory Capital Management. 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 institutions. The firm manages over $72 billion in assets and offers customized portfolio management across various strategies, combining financial planning and tax services with multiple investment vehicles.

Douglas Crowl is a financial advisor at Key Investment Services LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PNC Investments for eight years. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment selection supported by ongoing monitoring and due diligence, while leveraging corporate affiliations within the KeyCorp group.

Anthony Zak is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Commonwealth Financial Network, MJ Baker Financial Advisors, and PNC Investments. Outside of advising, he is a co-owner of a rental property in Lakewood, Ohio. 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 investment choices supported by non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with multiple financial service affiliations.

Kenneth Paull is a Certified Financial Planner® with 20 years of industry experience. He is currently a managing director at Sequoia Financial Group, L.L.C., where he has worked since 2016. Prior to that, he spent ten years at RAV Financial. 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 disciplined research process, and offers trustee support and retirement-plan consulting among its services.

Alan Fullenkamp is a Series 66 licensed financial advisor with Key Investment Services LLC in Brooklyn, Ohio. He has 25 years of industry experience, including over 20 years with Key Investment Services. Outside of his advisory role, he is active in community service as a committee member and board member with local Boy Scouts organizations and the St. Rose School Endowment. 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 investment model selection supported by non-binding recommendations and ongoing oversight, operating within the KeyCorp group with connections to affiliated banking and capital markets entities.

Heather Walters is a financial advisor at Sequoia Financial Group, L.L.C. with 10 years of industry experience. Her prior roles include positions at WealthStone Inc. and JPMorgan 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 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.

Steven Brooks is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and nine years of industry experience. He has worked within the Charles Schwab organization since 2016, including roles at Charles Schwab Bank and Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, focusing on annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly, differentiating its service and fee structure from many enterprise wealth managers.

Regina Lewis is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In her role, she focuses on helping clients develop personalized strategies to pursue their financial goals. She works closely with clients to understand their priorities and create tailored plans addressing retirement planning, investing, funding education, and managing unexpected expenses. Regina holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Her educational background includes a high school diploma from Ellison High School, an associate’s degree from Wayne County Community College, and a bachelor’s degree from Walsh College. Her approach emphasizes simplicity and transparency in wealth planning to support clients through their financial journeys.

Ronald Quaranta III is a CFA® charterholder currently with Corient, where he has worked since 2026. He has prior experience at Vivaldi Capital Management and Paragon Advisors, Inc., and was involved in operating Caffe Capri Italian Bar & Grille for 15 years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies and third-party managers, with capabilities in private funds and alternative investments.

Douglas Haught is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding a Series 65 designation with four years of industry experience. His prior work includes roles at Valmark Financial Group and Graydon Compliance Solutions, as well as positions at Miami University. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base that includes individuals, charitable organizations, corporations, trusts, family offices, and other institutional clients. 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.

Joshua Tremmel is a financial advisor with Citizens Securities, Inc. in Rocky River, Ohio, holding a Series 66 designation and having 10 years of industry experience. Prior to Citizens Securities, he worked at Eagle Strategies and New York Life Insurance and related entities between 2016 and 2020. Citizens Securities serves a broad retail client base including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. Its advisory offerings include a digital advisory program that uses proprietary algorithms and a client risk-tolerance questionnaire to recommend ETF-based portfolios, alongside managed account services and commission-based brokerage.

Ronald Bellamy is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Empower Advisory Group, Wells Fargo Bank, and AXA Advisors. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs and model portfolio offerings. The firm emphasizes client direction in model selection and provides access to third-party discretionary managers, with ongoing monitoring and supervisory oversight.

Terence Sullivan is a financial advisor at Corient with 19 years of industry experience. He worked for Paragon Advisors, Inc. for 28 years before joining Corient. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house security and fixed-income strategies with third-party manager solutions and customized asset allocation.