Beth Korth is a CFP® and holds a Series 66 license, currently affiliated with Sequoia Financial Group, L.L.C. She has four years of industry experience, including prior roles at Hightower and Key Private Bank. 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 combines model allocations and custom portfolio solutions, employing a range of investment vehicles and conducting research through fundamental, technical, and cyclical analysis.

Ryan Heider is a financial advisor with Sequoia Financial Group, L.L.C., holding a Series 66 credential and nine years of industry experience. He has worked at several firms, including Triad Advisors LLC and The Boston Consulting Group. Outside of investment advising, he provides interview preparation and coaching to first-year Rice MBA students pursuing management consulting careers. Sequoia Financial Advisors offers 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 portfolios and custom solutions, supported by fundamental, technical, and cyclical research, and it engages in both public and private fund management.

Scott Payden is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and bringing 41 years of industry experience. He has worked with Ameritas entities since 2006 and has been president and owner of Wallstreet Money Managers, Inc. since 1980. In addition to advisory work, he is licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Timothy Dempsey is a CFP®, CFA®, and Series 66 credentialed advisor with six years of industry experience. He has worked at MAI Capital Management, LLC since 2021 and previously at MGO Inc. from 2016 to 2021. He also spent four years at John Carroll University. 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 customized portfolio management across multiple asset classes and serves in both product-sponsor and advisory roles, managing over $72 billion in assets as of mid-2026.

Jason Craciun is a financial advisor with Eagle Strategies (NY Life) based in Independence, OH. He holds Series 65 and Series 63 licenses and has 15 years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company, where he has been employed since 2010. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types tailored to client objectives, with a focus on non-discretionary asset management and fiduciary responsibilities related to retirement plan recommendations.

Michael Krupa is a financial advisor with The Huntington Investment Company in Parma, OH, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior work includes roles at Ameriprise and KeyBank. The Huntington Investment Company serves individuals, charitable organizations, corporations, and business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and proprietary Private Bank models, with portfolio management and custodial services provided through National Financial Services.

Jason Putman is a CFP®, CFA®, and Series 63 licensed financial advisor with 13 years of industry experience. He has been with MAI Capital Management, LLC since 2014. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse clientele, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and combines financial planning with tax and bill-pay services, managing $72.3 billion in assets as of May 31, 2026.

Andrew Timko is a financial advisor with Fifth Third Securities, Inc. in Parma Heights, Ohio. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, including over two decades with Fifth Third Securities and Fifth Third Bank. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with a large bank affiliation to provide a range of discretionary managed-account programs, including direct indexing and tax-overlay services.

David Kurtz is a financial advisor with Sequoia Financial Group, L.L.C. in Akron, Ohio, holding a Series 66 designation and 22 years of industry experience. He previously worked at Royal Alliance Associates and Financial Planners of Cleveland, Inc. DBA NCA Financial Planners for 19 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.

Ryan Keenan is a CFA® charterholder with nine years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2022. His prior experience includes roles at Citizens Capital Markets, Inc. and Ernst & Young. 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 various strategies and integrates financial planning and tax services into many client relationships.

Christopher Creahan is a financial advisor with Sequoia Financial Group, L.L.C. in Akron, OH, holding a Series 65 credential and eight years of industry experience. His career includes roles at Sequoia Financial Advisors and Huntington Bank. He also serves as Managing Director of Asset Management at Sequoia Financial Group, LLC. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including high-net-worth individuals, family offices, and charitable organizations. The firm combines model and custom portfolio management with a broad range of investment vehicles, supported by an Investment Policy Committee and regular portfolio reviews.

Guy Jardine is a financial advisor at Janney Montgomery Scott with 30 years of industry experience. He holds the Series 63 designation and previously worked at Raymond James & Associates for 18 years before joining Janney in 2026. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and various advisory programs.

Jacob Walters is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Corporate Technologies Group and Ohio University, where he also worked alongside Sogeti Capgemini. 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.

Jon Stamberger is a financial advisor with Eagle Strategies (NY Life) based in Independence, OH. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, having been with New York Life Insurance Company and Nylife Securities Inc. since 2003. In addition to his advisory work, he is appointed with outside insurance carriers to broker non-registered investment-related insurance products. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client goals and maintains a predominantly non-discretionary asset base.

Elizabeth De Nitto is a CFP® professional with four years of industry experience. She is currently a Vice President, Family Wealth and Financial Advisor at Sequoia Financial Group, L.L.C., where she has worked since 2021. Prior to joining Sequoia, she spent sixteen years at Paragon Advisors, Inc. 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, family offices, and other institutional clients. The firm combines in-house model portfolios, custom accounts, and third-party manager selection with an Investment Policy Committee that oversees portfolio construction and rebalancing.

Dennis Marvin is a CFP® with 38 years of industry experience. He is currently with Stratos Wealth Partners, Ltd and has also been running Marvin Wealth Management since 2015. He has been associated with LPL Financial since 1997. Stratos Wealth Partners is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers a range of investment and financial planning services through a network of independent advisor representatives, employing an open-architecture approach that includes both advisor-managed and model-based strategies.

Mark Bock is a financial advisor with Hantz Financial Services, Inc. He holds the Series 63 designation and has 31 years of industry experience, including 27 years with Hantz Financial Services. Outside of his advisory role, he manages a family investment portfolio and estate planning through Bock Family, LLC. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm emphasizes diversified, ETF-centered model portfolios combined with access to third-party managers and tax-aware strategies, operating both discretionary and non-discretionary mandates.

Jenna Oriani is a financial advisor at Sequoia Financial Group, L.L.C. She holds a Series 65 designation and has been with Sequoia since 2025. Prior to joining the firm, she worked in the catering industry and held teaching positions at Chardon High School and Chardon Middle School. 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, 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 extensive research resources.

Jennifer Zorman is a Series 66-licensed financial advisor with PNC Wealth Management, where she has worked since 2015. She has 21 years of industry experience and is based in Strongsville, Ohio. Outside of her advisory role, she serves as Treasurer of the Still Meadow Home Owners Association. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot discretionary model account that uses algorithm-driven risk assessments and approved third-party strategies for portfolio implementation.

Codi Pizer is a financial advisor at The Huntington Investment Company with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at The Huntington Investment Company since 2013, including roles at Huntington National Bank. Prior to this, she was with Ameriprise Financial Services, LLC. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities. The firm uses an open-architecture investment model that combines third-party and proprietary offerings, with advisory programs featuring wrap fees covering portfolio management and related services.