Phillip Friedman is a financial advisor at Sequoia Financial Group, L.L.C. with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms including Stratos Wealth Partners, Wells Fargo Clearing, Strategic Wealth Partners, and Voya Financial Advisors. 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 employs a combination of model and custom portfolio management strategies overseen by an Investment Policy Committee and utilizes a range of investment vehicles to meet client objectives.

Alexander Divito is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 13 years of industry experience. He has been with Independent Financial Group since 2012 and is also affiliated with Investment Planning Group since 2010. Outside of his advisory roles, he is the owner of Advance Planning Concepts, Inc., a financial services DBA. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a broad range of client types including high-net-worth individuals and institutional clients.

Tiffany Stover is a Certified Financial Planner® with four years of industry experience. She has worked at Sequoia Financial Group, L.L.C. since 2021 and previously spent five years at Summit Financial Strategies. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a broad range of clients, including individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model allocations and custom solutions, employing a variety of investment types overseen by an Investment Policy Committee.

Seth Jentner is a CFP® professional at Beacon Pointe Advisors, LLC with 13 years of industry experience. He previously worked at The Jentner Corporation for 17 years before joining Beacon Pointe Advisors in 2025. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-of-managers approach, utilizing third-party independent managers selected through a formal due-diligence process, and offers services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Jonathan Evans is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has been with Key Investment Services since 2007. Outside of his advisory role, he serves as a fill-in preacher at Kingsway Alliance Church and assists with a Disney travel agency in a part-time capacity. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a range of advisory programs and investment solutions. The firm emphasizes client-directed model selection and ongoing monitoring, offering access to third-party discretionary managers and providing supervisory oversight within its programs.

Clint Rickett is a CFP® with 22 years of industry experience, currently serving as a financial advisor at &PARTNERS since 2026. Prior to joining &PARTNERS, he worked for Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm operates as both a registered investment advisor and broker-dealer, offering a range of investment advisory and brokerage services supported by proprietary and third-party investment strategies.

Nicholas Grandominico is a financial advisor with Key Investment Services LLC in Brooklyn, OH, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His previous roles include positions at KeyBank and U.S. Bank. Outside of his financial advisory work, he is also involved in owning a rental property. Key Investment Services LLC offers advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients. The firm emphasizes client-directed investment choices and ongoing monitoring, providing access to third-party discretionary managers and various wrap-fee advisory programs.

Michael Storm is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds a Series 66 designation and has prior work experience at Charles Schwab Bank, Charles Schwab & Co., and Robert Half International. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem using standard asset allocation models and research tools, delivering advice without exercising discretionary trading authority.

Daniel Bloom is a CFP® professional with 20 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2025. He previously worked at The Jentner Corporation from 2014 to 2025. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach using asset-allocation modeling and proprietary due-diligence processes, and it sponsors proprietary investment vehicles along with serving as an operating general partner for multiple private funds.

Christopher Rule is a CFP® professional with seven years of industry experience. He is currently with Sequoia Financial Group, L.L.C., where he has worked since 2021. Prior to joining Sequoia, he was employed at Wealthstone Inc. from 2014 to 2021. 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 an Investment Policy Committee and extensive research resources.

Patricia Tornes is a financial advisor at Key Investment Services LLC with seven years of industry experience. She holds a Series 66 designation and has worked at Merrill, KeyBank, and Key Investment Services throughout her career. Her current role spans both Key Investment Services and KeyBank. 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 choices supported by non-binding recommendations and provides access to third-party discretionary managers, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Shelly Thomas is a financial advisor at Key Investment Services LLC with 25 years of industry experience. She holds a Series 66 designation and previously worked at JP Morgan Securities and KeyBank. Outside of finance, she was co-owner of Mark and Shelly Thomas Photography, LLC, a photography business. Key Investment Services LLC serves individuals, trusts, estates, and businesses through wrap-fee advisory programs, model portfolios, separately managed and unified managed accounts, as well as brokerage and insurance products. The firm emphasizes client-driven investment selection supported by non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with connections to affiliated banking and capital markets entities.

Autumn Harvey is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at Morgan Stanley, JP Morgan Chase Bank, and AXA Advisors. She provides administrative support to Stratos Wealth Partners and Stratos Investment Management. Stratos Wealth Partners, Ltd. 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 strategies, financial planning services, and retirement plan consulting through a network of independent investment adviser representatives utilizing an open-architecture approach and access to SEI-affiliated platforms.

Gordon Netschke is a financial advisor at PNC Wealth Management with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PNC since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account available to employees with PNC Bank online-banking credentials. The program uses algorithmic risk assessments and approved model strategies managed by PNC or third parties, with implementation via mutual funds and ETFs and annual rebalancing.

Lori Kaplan is a financial advisor with Eagle Strategies (NY Life) based in Independence, OH, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. Her career includes 15 years at Lori L. Kaplan, CLU Insurance & Financial Services and over 26 years with New York Life. Outside of her advisory role, she serves as Secretary/Treasurer for the CONGA Chapter of BNI, a business networking organization. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services. The firm offers tailored solutions through multiple program types and primarily manages assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Michael Simmons is a financial advisor at The Huntington Investment Company in Akron, OH, holding a Series 66 credential with 12 years of industry experience. He has been with Huntington since 2015 and previously worked at Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services, offering multiple wrap-fee programs through an open-architecture model that combines third-party sub-managers and proprietary Private Bank strategies.

Blake Herideen is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at KeyBank and Robert W. Baird. His background includes roles at John Carroll University and Advance Partners. 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 direction in investment selection and provides monitoring and oversight while leveraging its corporate affiliations within the KeyCorp group.

Douglas Thomas is a financial advisor with PNC Wealth Management in Lakewood, OH, holding a Series 66 designation and eight years of industry experience. Prior to joining PNC in 2026, he worked at Equitable Advisors and Axa Advisors, and he has also been involved with Lakewood City Schools and Puritan Financial Group. He serves as a board member for both Bedford City Schools and the Lakewood Chamber of Commerce. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only online discretionary model account for PNC Bank employees. The firm uses algorithm-based risk assessments and delegates portfolio implementation and proxy voting to third parties.

Paul Coleman is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. He has worked at KeyBank and Key Investment Services since 2001, with a consistent focus within the KeyCorp group. Key Investment Services LLC serves individuals, including high-net-worth clients, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection supported by non-binding recommendations and ongoing monitoring, while leveraging affiliations within KeyCorp for integrated service offerings.

Todd Simon is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with PNC Wealth Management since 2009. Outside of his advisory role, he coaches youth basketball for the Olmsted Falls Basketball Association. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including a digital discretionary model account available by invitation to employees. The firm uses algorithm-driven risk assessments and delegates portfolio implementation to approved strategists and third parties.