Christine Boehnlein is a financial advisor at Sequoia Financial Group, L.L.C. with 20 years of industry experience. She has worked at Sequoia Financial Advisors, LLC and Sequoia Financial Group, LLC since 2016, and previously at RAV Financial from 2006 to 2016. Boehnlein serves as Director of Private Client Services within Sequoia Financial Group. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model allocations and custom portfolio solutions supported by fundamental, technical, and cyclical analysis, along with third-party research and due diligence.

Jamon Higley is a financial advisor with Key Investment Services LLC, holding a Series 66 credential and two years of industry experience. Prior to joining Key Investment Services, he worked in various roles including positions at Uber Technologies, Inc. and DoorDash Inc. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a range of advisory programs and model portfolio offerings. The firm emphasizes client-directed investment decisions supported by ongoing monitoring and due diligence of third-party advisory products.

Bryan Garber is a financial advisor at PNC Wealth Management with one year of industry experience. He holds a Series 66 designation and previously operated as co-owner of Evexia Cafe & Market LLC. His prior work experience also includes over a decade at MT Industries DBA Sunless Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation. The firm’s approach uses algorithm-driven risk assessment and approved model strategies implemented with mutual funds and ETFs, focusing on automated portfolio management without individual security trading.

Tyler Colton is a CFP® affiliated with MAI Capital Management, LLC in Cleveland, OH. He has experience working at several firms including Clearstead and Fairport Wealth, with a total industry tenure beginning in 2016. His background also includes roles at CPA firms such as Corrigan Krause CPAs and Arnett Carbis Toothman. 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 manages a broad range of investment strategies and integrates financial planning and tax services into many client relationships, with $72.3 billion in assets under management as of May 31, 2026.

Christian Morton is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes roles at Northwestern Mutual and a current affiliation with Guardian Life and Park Avenue Securities. He is involved with the St. Edward Alumni Association in a nonprofit capacity. Park Avenue Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, serves individual, corporate, and nonprofit clients with brokerage services, financial planning, and investment advisory programs, offering both discretionary and non-discretionary advisory relationships through a range of proprietary and third-party models.

Evan Pinney is a financial advisor at Sequoia Financial Group, L.L.C. in Akron, OH, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Capital Analysts and Lincoln Investment. Outside of his advisory work, he coaches high school and youth lacrosse teams. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to 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, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments.

Erica Stark is a financial advisor at Money Concepts Capital Corp with 10 years of industry experience. She has worked with the firm since 2016 and is also the owner of Taxes Accounting Payroll & Planning LLC, where she provides tax preparation services. Additionally, she has experience working with Tailgate USA. Money Concepts Advisory Service offers investment advisory, financial planning, and consulting services to a diverse client base that includes individuals, pension plans, trusts, and corporations. The firm uses model-driven and asset-allocation strategies, employing both proprietary and third-party managed programs, and operates as part of an enterprise with several hundred advisors managing approximately $4.07 billion in assets.

Richard Buoncore is a financial advisor at MAI Capital Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MAI since 2014. Outside of his advisory role, he serves on the audit committees for two Blue Owl trusts and is an advisory board member for Anderson-DuBose Company, a distribution center for restaurants. MAI Capital Management provides investment management, wealth management, retirement planning, and family-office services to a diverse clientele, including high-net-worth individuals, families, sports professionals, and institutional clients. The firm manages over $72 billion in assets and offers customized portfolio strategies across multiple asset classes, integrating financial planning and tax services into client relationships.

Ryan Bergen is a CFP® professional with one year of industry experience, currently serving at MAI Capital Management, LLC in Cleveland, OH. Prior to joining MAI Capital Management in 2022, he spent four years in full-time education. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a range of clients including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers diverse portfolio strategies supported by in-house managers and third-party advisers, as well as trust and insurance administration services.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Angela Bateman is a financial advisor with Thrivent Investment Management in Stow, Ohio. She holds a Series 66 designation and has three years of industry experience. Prior to her advisory career, she was a homemaker for 14 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning and allows clients to combine these planning services with managed accounts under a consolidated billing option called “WealthPlan.”

James Steinmetz is a financial advisor at Stifel with a Series 66 credential and one year of industry experience. Prior to joining Stifel, he worked at Equitable Advisors, LLC, and has held roles in diverse fields including food service and mortgage lending. Outside of his advisory work, Steinmetz is involved with Western Reserve Distillers, where he assists with food preparation and service. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Dennis Schwartz is a financial advisor with Raymond James & Associates in Beachwood, OH. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to joining Raymond James, he worked for Newman & Company CPAs for eight years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipalities, and offers financial planning, investment consulting, and municipal advisory services through a broad network of advisors and affiliated entities.

Ted Smola is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brian Cline is a financial advisor at Edward Jones in Hudson, OH with 24 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at firms including Cookson Peirce & Co., Inc., Citizens Securities Inc., The Leaders Group Inc., and Allstate Insurance Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Heather Sara is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various entities within JPMorgan Chase since 2007. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Nicholas Gelder is a financial advisor with J.P. Morgan Securities in Independence, Ohio, holding Series 63 and Series 66 credentials and eight years of industry experience. He has been with J.P. Morgan since 2019, previously working at Northwestern Mutual and Nationwide Financial. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Patricia Orantek is a financial advisor at Merrill with 20 years of industry experience. She has held her current role at Merrill since 2009 and holds Series 63 and Series 66 designations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kyle Garra is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2022 to 2024. Before joining Fidelity, Kyle was an Assistant Manager at Huntington National Bank from 2015 to 2022. Kyle's professional experience spans various roles within the financial services industry, focusing on investment consulting and financial planning. He aims to understand clients' unique circumstances, priorities, and goals to collaborate on creating personalized financial plans. His approach considers the complete financial picture and caters to individual preferences to develop effective strategies. Further details regarding Kyle's education, credentials, personal interests, and community involvement have not been provided.

Jesse Vitu is a Financial Consultant at Fidelity Investments, where he provides clients with a comprehensive financial planning experience that focuses on their personal and financial objectives. Since joining Fidelity Investments in 2022, he has held several roles including Investment Consultant, Planning Consultant, and Relationship Manager, gaining diverse experience within the financial services industry. Prior to his tenure at Fidelity, Jesse worked as a Wealth Management Associate at Wealth Impact Advisors and began his career as a Financial Advisor's Assistant at Bridgewater Financial Group. Throughout his career, he has developed expertise in holistic financial planning and investment consulting, supporting clients in achieving their financial goals. Outside of his professional work, Jesse enjoys activities such as board games, comedy, family activities, playing musical instruments, movies, and outdoor adventures.