Matthew Vegel is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding a Series 65 designation with three years of industry experience. His prior experience includes roles at ORG Partners, Paragon Estate Planners, and Paragon Tax Planners. 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.

Morgan Goldthwaite is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 10 years of industry experience. Prior to joining Huntington, Goldthwaite worked at Morgan Stanley Private Bank and Morgan Stanley from 2016 to 2022. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment approach that integrates third-party sub-managers and proprietary Private Bank models, offering multiple wrap-fee programs on the Envestnet MAS platform.

Madeline Rowe is a CFP® professional at Wealthspire Advisors with four years of industry experience. She has worked at Walden Wealth Partners/Wealthspire Advisors since 2022 and previously spent four years at John Carroll University and Mercer Area High School. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofits, offering wealth management, financial planning, and trustee services. The firm emphasizes a relationship-driven, customized investment approach using diversified, institutional-style asset allocation and integrates third-party platforms for managing held-away retirement assets.

Kenneth Kowall is a financial advisor with Stratos Wealth Partners, Ltd in Beachwood, OH, holding a Series 66 designation and six years of industry experience. He has been with Stratos Wealth Partners since 2019 and also has affiliations with LPL Financial and Kowall & Company, where he provides tax preparation and accounting services. Stratos Wealth Partners offers advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans, utilizing an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios.

Daniel Guenther is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Key Investment Services since 2014. Outside of his advisory work, he is the owner of Guenther Properties, LLC. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee arrangements, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed investment strategy selection alongside ongoing monitoring and due diligence of third-party advisory products.

Nicholas Rimac is a financial advisor at The Huntington Investment Company with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Ameriprise Financial Services, Equitable Advisors, and KeyBank. Prior to his financial services career, he was involved in the automotive and car wash businesses. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm utilizes an open-architecture investment platform with multiple wrap-fee programs that combine third-party and proprietary models, serving a diverse client base including high-net-worth individuals.

Brian Weigel is a financial advisor at Key Investment Services LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Allstate Insurance Co and Citizens Securities, Inc. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and provides ongoing monitoring and due diligence of third-party advisory products, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Daniel Grove is a CFP® with two years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH. Prior to joining Sequoia in 2023, he worked at Miami University from 2019 to 2023 and Avon Lake High School from 2015 to 2019. 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 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.

Chris Ferrante is a financial advisor with PNC Wealth Management in Brunswick, OH, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with PNC Investments since 2011. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs. Their Portfolio Solutions Strategist Digital Offering is an invitation-only, discretionary model account pilot for employees, featuring portfolio implementation via approved models managed by PNC or third parties and relying on an algorithmic questionnaire for risk assessment.

Michael Dearden is a financial advisor with Clearstead Advisory Solutions in Beachwood, OH, holding a Series 63 designation and 24 years of industry experience. He has been with Hartland & Co. since 2011. Clearstead serves affluent private clients and institutional clients with investment management, financial planning, tax planning, family office administration, and institutional consulting/OCIO services. The firm manages approximately $33.9 billion in assets and employs a disciplined investment process that includes portfolio analytics, manager research, and strategic asset allocation across various investment vehicles.

Chinh Nguyen is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior roles include positions at Columbia Wealth Advisors, Raymond James Financial Services, Cetera, Steward Partners Investment Solutions, and Umpqua Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group with affiliations that facilitate integrated financial services.

Jon Pawlowski is a financial advisor with Stratos Wealth Partners, Ltd in Beachwood, OH, holding Series 63 and Series 66 licenses and 16 years of industry experience. He previously worked at Key Investment Services LLC for 10 years before joining Stratos and LPL Financial in 2021. Stratos Wealth Partners provides advisory services to a diverse client base including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, with an emphasis on active monitoring and asset allocation across multiple custodians.

David Stribula is a CFP® professional with 11 years of experience in the financial services industry. He is currently with Sequoia Financial Group, L.L.C., where he has worked since 2022. Prior to that, he held roles at MAI Capital Management LLC, Fidato Wealth LLC, and Vanguard Group. 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 combines in-house model portfolios with third-party manager selection and conducts regular oversight through an Investment Policy Committee.

Nicholas Tancabel is a CFP® and ChFC® credentialed financial advisor at MAI Capital Management, LLC with six years of industry experience. He previously worked at WCG Wealth Advisors, LLC and Treloar & Heisel, LLC. MAI Capital Management, LLC offers 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 $72.3 billion in assets and employs a customized approach to portfolio management across multiple asset classes, combining in-house management with third-party advisers and unified managed accounts.

Justin Luiza is a CFP® at MAI Capital Management, LLC with experience starting in 2024. Prior to joining MAI Capital, he was affiliated with The Ohio State University and Cuyahoga Valley Christian Academy. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including individuals, families, institutional clients, and sports professionals. The firm offers customized portfolio management across various strategies and integrates financial planning and tax services into many client relationships.

Joseph Fleming is a financial advisor with Primerica Advisors, holding a Series 66 designation and four years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2021 and previously spent nine years at KeyBank. Park Avenue Securities serves a diverse retail client base with transaction-based brokerage and fee-based advisory services, offering various proprietary and third-party investment programs alongside financial and business consulting.

John Ruby is a CFP® with 19 years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2019. He previously worked at Mercer Global Advisors Inc. from 2015 to 2018. Outside of his advisory role, he has experience managing rental property. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and serves as adviser to both mutual funds and private investment vehicles.

Noel Becker is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He worked at UBS Financial Services for 19 years before joining Janney Montgomery Scott in 2026. Outside of his advisory role, he is the proprietor of LLCs involved in recreational land and residential property ownership. 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 with a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management.

Gary Hannah is a CFP® professional with 17 years of industry experience. He is currently affiliated with Stratos Wealth Partners, Ltd and LPL Financial, having joined both firms in 2024. His prior experience includes roles at American Portfolio Financial Services, Peak Wealth Solutions, Mass Mutual, and MetLife. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets with around 366 advisors serving over 24,000 clients. The firm offers a variety of advisor-managed and model-based investment strategies, financial planning services, and retirement plan consulting through an open-architecture platform that integrates multiple external providers.

Lane Christensen is a CFP® professional with one year of industry experience, currently affiliated with Sequoia Financial Group, L.L.C. He previously held roles at Carlson Capital Management, Jack Link's, Jacob Leinenkugel Brewing Company, Meyer Landscaping, and Slumberland Furniture. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base that includes 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 with oversight from an Investment Policy Committee.