Melanie Ross is a CFP® with 23 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. since 2022. She previously worked at Royal Alliance Associates Inc. and Financial Planners of Cleveland, Inc. DBA NCA Financial Planners. In addition to her advisory role, she appears as on-air talent for a local Cleveland TV and radio station. Sequoia Financial Group 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.

Karey Edwards is a Certified Financial Planner™ (CFP®) with over 21 years of experience in the financial services industry. She is currently with Sequoia Financial Group, L.L.C. and was previously associated with Royal Alliance Associates and Financial Planners of Cleveland. 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 uses a combination of model allocations and custom portfolios, employing various investment vehicles and a thorough research process overseen by an Investment Policy Committee.

Lucas Klosterman is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding Series 63 and Series 66 licenses with four years of industry experience. Prior to joining Sequoia in 2025, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC from 2022 to 2025. 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 utilizes both model and custom portfolios, incorporating a range of investment vehicles and supported by an Investment Policy Committee overseeing regular research and portfolio monitoring.

Dale Puruczky is a financial advisor with Stratos Wealth Partners, Ltd in Beachwood, OH, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Stratos Wealth Partners since 2012 and was previously with LPL Financial, LLC and Raymond James & Associates. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies and supports both bundled and unbundled fee arrangements across multiple custodians.

Lynne Lawrence is a Series 65 registered advisor with MAI Capital Management, LLC in Cleveland, OH, where she has worked for 10 years. She has nine years of industry experience. Outside of her advisory role, she is the vice president and co-owner of Lawrence Tile Inc., a tile installation business. 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 multiple strategies and integrates financial planning, tax, and bill-pay services within many client relationships.

Mark Mallia Jr. is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Bankers Life Advisory Services, Inc. since 2016. He also holds a branch sales manager role with Bankers Life, overseeing operations for offices in Cleveland North and Akron, Ohio. Outside of his advisory and management duties, Mallia is a board member of his local homeowners association, contributing to community governance. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, non-discretionary consulting, and retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis methods to create customized asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Kurt Ringenbach is a CFP® professional with 26 years of industry experience, currently serving at Stratos Wealth Partners, Ltd. He has worked with Stratos and LPL Financial since 2011 and previously held roles at Cetera Wealth Services, LLC and Osaic FA, Inc. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Adam Baker is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Citizens Securities, Inc. and Prudential Insurance Company of America. FIFTH THIRD SECURITIES, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank with a unique combination of bank affiliation and municipal-advisor registration.

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.

John Hlay is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 63 designation and 39 years of industry experience. He has worked at Stratos Wealth Partners since 2010 and has prior experience with LPL Financial and Aspen Management Group Ltd. Hlay operates in the Chagrin Falls, Ohio area. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, access to model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

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.

Dennis Sheflyand is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at PNC Investments since 2009, with prior roles at Natcity Investments and Ameriprise. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithm-driven model selection and third-party management, primarily serving employees with online banking credentials.

Mitchell Axelrod is a financial advisor with Eagle Strategies (NY Life) based in Beachwood, OH. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Eagle Strategies, he worked at NYLIFE Securities LLC and New York Life Insurance Company and has a background in automotive sales, including nearly a decade at Axelrod Buick GMC. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm operates within the New York Life affiliate structure and emphasizes tailored, largely non-discretionary advisory solutions across multiple program types.

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.

Thomas Ulery is a Series 66-licensed financial advisor with Primerica Advisors, based in Beachwood, OH, and has 14 years of industry experience. He has worked at Park Avenue Securities since 2011 and has been affiliated with Guardian Life Insurance Company of America since 2005. Outside of his advisory role, he manages Probity Finance, LLC, which handles business expenses and payroll for his assistant. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across a range of account types and supports lending and credit facilities tied to advisory accounts.

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.