Zachary Gerber is a CFP® and holds a Series 65 license, with three years of experience in financial advising. He has worked at Sequoia Financial Group, L.L.C. since 2022 and was previously employed at NCA Financial Planners. Prior to his advisory career, he spent six years in full-time education and three years at John Carroll University. 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 model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

James Weaver is a financial advisor with Sequoia Financial Group, L.L.C. in Akron, Ohio. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Sequoia Financial Advisors and Sequoia Financial Group in 2021, he worked at Key Bank for 11 years. 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 model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Joel Wozny is a financial advisor with Key Investment Services LLC in Brooklyn, OH, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at The Huntington Investment Company, W&S Brokerage Services, and Fifth Third Securities. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, while offering access to third-party discretionary managers and maintaining supervisory oversight.

John Krajnik is a financial advisor with NewEdge Advisors and holds the Series 66 designation. He has 19 years of industry experience, including prior roles at NewEdge Securities and Mid Atlantic Financial Management. Outside of his advisory work, he contributes automotive advice on Pelicanparts.com and is a co-author of the books *Retire Like a Shark* and *Retire Abundantly*. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management and consulting services, utilizing multiple program structures and technology tools to provide tailored investment solutions.

Vincent Julian is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at firms including Prudential Insurance Company of America and Huntington National Bank. Julian is based in Brooklyn, Ohio. 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 investment strategy selection with ongoing monitoring and intermediates access to third-party discretionary managers while providing reporting and supervisory oversight.

Brian Tammaro is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Key Investment Services and PNC Investments. Janney Montgomery Scott LLC 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, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.

James Smith is a financial advisor with MAI Capital Management, LLC in Cleveland, OH. He holds a Series 65 designation and has 11 years of industry experience, all with MAI Capital Management since 2014. 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 high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning and related services into many client relationships.

Thomas Compernolle is a financial advisor at Private Advisor Group, LLC with 37 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior work includes roles at LPL Financial LLC, Ameriprise Financial Services Inc., Equitable Advisors, and Signator Investors, Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and managed account solutions through both discretionary and non-discretionary approaches. The firm employs a fiduciary-based advisory model, utilizing a variety of investment strategies and technology platforms while often implementing advice via third-party managers and turnkey asset management programs.

Kathryn Senn is a CFP® with seven years of industry experience, currently serving at Sequoia Financial Group, L.L.C. She has worked at Sequoia Financial Advisors, LLC and Sikich Capital Management, and has a background that includes experience at Waite & Son Funeral Home and the University of Akron. 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, 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.

Scott Kinsell is a financial advisor with Stratos Wealth Partners, Ltd in Beachwood, OH, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Stratos and LPL Financial since 2010 and previously worked at Morgan Stanley and its affiliates from 2001 to 2010. Stratos Wealth Partners serves a broad mix of individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, model portfolios, and retirement plan consulting. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies, operating on multiple platforms and custodians to support both discretionary and non-discretionary account management.

Annelise Mccauley is a CFP® with 20 years of experience in financial advising, currently serving as Managing Director of Family Wealth at Sequoia Financial Group, L.L.C. She has been with Sequoia in various capacities since 2005. Sequoia Financial Advisors, LLC offers wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base that includes high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm utilizes a combination of in-house and third-party investment strategies, supported by an Investment Policy Committee and extensive research resources.

Sarah Rossi is a financial advisor at Key Investment Services LLC with 12 years of industry experience, including 10 years at her current firm. She holds Series 63 and Series 66 designations. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment decisions while providing ongoing monitoring and due diligence of third-party advisory products.

Mark Van Drunen is a CFP® and holds a Series 66 license with 25 years of industry experience. He has been with MAI Capital Management, LLC since 2021 and previously worked at Linsco/Private Ledger for 14 years. Based in Cleveland, OH, he is part of a large enterprise firm with over 300 advisors. MAI Capital Management, LLC 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 manages $72.3 billion in assets and offers a range of customized portfolio strategies supported by in-house and third-party managers, integrating financial planning and tax services within many client relationships.

William Proper is a financial advisor at Corient with 23 years of industry experience. He previously worked at Vivaldi Capital Management, LLC and Pease & Associates, CPAs, and operated The Proper Analysis Corporation for 27 years. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and employs risk management tools and stress testing to align portfolios with client objectives.

David Lockman is a financial advisor at NewEdge Advisors with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Mid Atlantic Financial Management, The Huntington Investment Company, Huntington National Bank, and LPL Financial. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of services including portfolio management, financial planning, retirement and pension consulting, and access to third-party managers and advisory programs.

Kenneth Renfro is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and 16 years of industry experience. He has worked with Stratos Wealth Partners and LPL Financial since 2011 and previously spent two years at Morgan Stanley. In addition to his advisory role, Renfro provides tax preparation services. 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, and retirement plan consulting through a large network of investment adviser representatives, combining individualized asset allocation with proprietary and third-party strategies.

Zachary Stanley is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. His prior experience includes six years at UBS. He is involved with the Cleveland Sight Center, where he advises and assists with the organization's strategic vision. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer offering a broad range of investment and placement services through a consolidated investment platform.

Ian Murphy is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. Prior to joining Stratos and LPL Financial LLC in 2025, he worked at Morgan Stanley Smith Barney LLC and several other firms. Stratos Wealth Partners serves a broad mix of individual and institutional clients, offering financial planning, advisor-managed programs, and retirement plan consulting through a large network of investment adviser representatives. The firm’s model combines individualized asset allocation with active monitoring and access to proprietary and third-party strategies, supported by enterprise scale and a range of institutional and niche services.

John Mooney is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He worked at UBS Financial Services for 15 years before joining Rockefeller Financial, where he has been since 2022. Outside of advisory work, he is a partner in a residential real estate investment partnership. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and corporations. The firm provides a range of portfolio management and financial planning services, operating as both a registered investment adviser and broker-dealer, with a focus on a Private Advisor model and a consolidated investment platform.

Jeffrey Concepcion is a financial advisor with Stratos Wealth Partners, Ltd in Beachwood, OH, holding a Series 63 designation and over 37 years of industry experience. He has worked with several firms including LPL Financial and has been with Stratos Wealth Partners since 2010. Outside of his advisory role, he is involved in recreational boating enterprises, including ownership and charter operations. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of services through a large network of investment adviser representatives, combining individualized asset allocation and active monitoring with access to proprietary and third-party strategies.