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. His prior work includes positions at LPL Financial and Marcum LLP, as well as completing studies at Case Western Reserve University. Stratos Wealth Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

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.

Michael Clayton is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and with 18 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2014. Outside of his advisory role, Clayton serves as president of ClayBro LLC, which operates a medical office specializing in alternatives to opioid pain management. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, utilizing third-party asset managers to provide both discretionary and non-discretionary investment management.

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 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.

Mark Wilcox is a CFP® professional with 25 years of experience in the financial services industry. He currently serves as an advisor at Commonwealth Financial Network and is the owner and president of Hudson Wealth Management, LLC. Prior to his current roles, he worked at Stratos Wealth Partners and LPL Financial for nine years. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a comprehensive platform with operations, trading, technology, compliance, and practice-management support while allowing advisors discretion to construct client portfolios from diverse securities and insurance products.

Yaroslav Lisheba is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and nine years of industry experience. He has worked at Schwab Wealth Advisory since 2021 and has been with Charles Schwab & Co., Inc. since 2017. His prior experience includes roles at Northwestern Mutual and The Ohio State University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab, with advisors recommending allocations while clients retain final trading decisions.

Kevin Meek is a financial advisor with The Huntington Investment Company in Medina, OH, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Ameriprise Financial Services, LLC, LPL Financial, and FirstMerit Securities, Inc. over his career. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model that combines third-party sub-managers, affiliate Private Bank models, and Envestnet overlay services, offering a range of wrap-fee programs on the Envestnet MAS platform.

Chandler Vegel is a CFP® professional with four years of experience at MAI Capital Management, LLC. Prior to joining MAI, he held various roles outside the financial industry, including positions at Enterprise Rent-A-Car, Panera, and Chick-Fil-A. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio strategies and integrates financial planning and tax services, managing $72.3 billion in assets as of May 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.

Mark Breen is an investment advisor with Kestra Advisory, holding Series 65 and Series 63 licenses and over 35 years of industry experience. He has been with Kestra Advisory since 2016 and has worked with Kestra Investment Services, LLC since 2005. Breen is the owner of Total Benefits Advisors, a consulting and advisory services business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Donald Jereb is a financial advisor with Lincoln Investment in Independence, OH, holding 37 years of industry experience. He has been with Lincoln Investment since 2017 and previously worked at Legend Advisory Corporation from 2017 to 2019. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, employing both strategic and tactical approaches across discretionary and non-discretionary programs.

Deanna Roeger is a Series 66-licensed financial advisor at MAI Capital Management, LLC with 19 years of industry experience. She has worked with several firms including McDonald Partners LLC and Heritage Financial Partners, LLC prior to joining MAI Capital Management in 2022. MAI Capital Management, LLC provides discretionary and non-discretionary 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 offers a range of investment strategies and integrates financial planning, tax, and trust services, managing $72.3 billion in assets as of May 31, 2026.

Gregory Forsythe is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include twelve years at Fifth Third Securities and one year at Ameriprise Financial Services. He is based in Strongsville, Ohio. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services, offering multiple wrap-fee programs through the Envestnet MAS platform and utilizing an open-architecture investment model that includes proprietary Private Bank offerings.

Phillip Ameduri is a financial advisor with The Huntington Investment Company, holding a Series 66 credential and 14 years of industry experience. His career includes positions at Ameriprise Financial Services, LPL Financial, and FirstMerit Bank. Outside of finance, he serves as a volunteer board and committee member of a non-denominational church and is a partial owner of a preschool business. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs utilizing an open-architecture model that combines third-party sub-managers and proprietary private bank portfolios.

Melissa Engbert is a CFP® professional with 14 years of industry experience, currently affiliated with Commonwealth Financial Network and co-owner of Bridgeview Wealth Partners, LLC. She previously worked at Foresters Advisory Services LLC and Foresters Financial Services. Engbert is based in Independence, OH. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers discretionary model portfolios and multiple program structures designed to meet diverse client needs.