John Holodinski is a financial advisor with PNC Wealth Management in Pepper Pike, Ohio. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including 16 years with PNC Investments, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs such as the invitation-only Portfolio Solutions Strategist Digital Offering, which uses algorithmic risk assessments and approved model strategies executed via mutual funds and ETFs.

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.

Carrie Chodera is a financial advisor at Oppenheimer with 14 years of industry experience. She holds a Series 66 designation and has been with Oppenheimer since 2013. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation along with manager selection across various investment vehicles, and acts as a qualified custodian for client assets.

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.

Cheryl Nodge is a financial advisor at Stratos Wealth Partners, Ltd. She holds a Series 66 designation and has 21 years of industry experience. Her prior work includes 11 years at Key Investment Services LLC. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets, serving over 24,000 clients with around 366 advisors. The firm offers advisor-managed and model portfolios, financial planning services, and retirement plan consulting through an open-architecture platform that integrates multiple external tools and third-party managers.

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.

Robert Marquardt is a CFP® with 32 years of industry experience, currently serving as a financial advisor at PNC Wealth Management. He was previously with Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. His spouse owns a holistic health business focused on Parkinson’s care. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessment and third-party management of investments.

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.

Terrence McKelvey is a financial advisor at Stratos Wealth Partners, Ltd with 15 years of industry experience. He holds the ChFC® designation and a Series 66 license and has been with Stratos Wealth Partners since 2016. Outside of finance, he is involved in acting, working as an owner and sole proprietor in North Hollywood, CA. 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 advisor-managed and model portfolios, third-party manager programs, and a variety of financial planning and retirement consulting services using an open-architecture 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.

Barbara Pal is a Series 66-registered advisor with Key Investment Services LLC, based in Brooklyn, Ohio, and has 21 years of industry experience. Her career includes over a decade at Securities America, Inc. and a long-term role at Burtoncarol (formerly CMI). She has worked with Key Investment Services in various capacities since 2020. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory and brokerage offerings, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and provides oversight through due diligence and supervisory review, operating as part of the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Jeffrey Daniels is a financial advisor at Stratos Wealth Partners, Ltd with 22 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. He has been with Stratos Wealth Partners since 2016. Outside of his advisory role, he is involved in life, annuities, and long-term care insurance sales. Stratos Wealth Partners provides advisory services to a diverse client base including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

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.

Patrick Hudec is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Oppenheimer since 2013. Oppenheimer serves a wide range of clients including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, retirement services, and private-fund management, using strategic and tactical asset allocation along with manager selection across various asset classes.