Berwyn, PA Office

Jared Mason is a financial advisor with Sequoia Financial Group, L.L.C., holding a Series 66 designation and four years of industry experience. Prior to joining Sequoia Financial Group in 2026, he worked at LPL Financial and NEXT Financial Group, Inc., among other roles. 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 uses both model and custom portfolio management strategies, incorporating a range of investment vehicles and research methods, with oversight from an Investment Policy Committee.

Carlos Gonzalez is a financial advisor with Sequoia Financial Group, L.L.C., holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior roles include positions at Morgan Stanley and SG Americas Securities. Outside of his advisory work, he is the sole proprietor and partner of KCG Capital LLC, a real estate business based in Dallas, TX. 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 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.

Heidi Zirnkilton is a financial advisor at Sequoia Financial Group, L.L.C. with a Series 65 designation and two years of industry experience. Her prior roles include positions at Zeke Capital Advisors and Northwestern Mutual, as well as academic involvement at the University of Miami. 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 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.

Corinne Vanderipe is a CFP® professional with three years of industry experience, currently serving at Sequoia Financial Group, L.L.C. She previously worked at Zeke Capital and spent twelve years at Tiedemann Advisors. 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, family offices, and institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by ongoing research and oversight from an Investment Policy Committee.

Joseph Frederick is a financial advisor at Sequoia Financial Group, L.L.C. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Zeke Capital Advisors, Tiedemann, and The Vanguard Group, Inc. He has been with Sequoia Financial Advisors since 2023. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including high-net-worth individuals, family offices, corporations, charitable organizations, and trusts. The firm combines model and custom portfolio management, utilizing a range of investment vehicles and a disciplined research process overseen by an Investment Policy Committee.

Michael Orfe is a CFA® charterholder and holds Series 63 and Series 66 licenses, with 10 years of industry experience. He has worked at Sequoia Financial Group, L.L.C. since 2023 and was previously with Zeke Capital Advisors from 2016 to 2023. 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 uses a combination of model and custom portfolio management strategies, employing mutual funds, ETFs, individual securities, private and alternative investments, and third-party managers, with research driven by fundamental, technical, and cyclical analysis.

Norborne Smith III is a financial advisor at Sequoia Financial Group, L.L.C. with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Zeke Capital Advisors for ten years. Outside of his advisory role, he serves as a director for Premier Outdoor Media and is a partner in Wolbers BBQ, a restaurant. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm uses a mix of model and custom portfolios, employing various investment vehicles and research approaches, supported by an Investment Policy Committee.

Scott Walsh is a financial advisor at Sequoia Financial Group, L.L.C. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Personal Capital Advisors, Fisher Investments, and Empower Advisory Group. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a broad 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.

Andrew Hogan is a Series 65 licensed financial advisor with five years of industry experience. He is currently with Sequoia Financial Group, L.L.C., where he has worked since 2023, following prior roles at Zeke Capital Advisors and Veritable LP. 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 institutional clients. 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.

Andrew Smith is a financial advisor at Sequoia Financial Group, L.L.C. with five years of industry experience. He holds a Series 65 designation and previously worked at Zeke Capital Advisors for eight years before joining Sequoia Financial Group in 2023. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, family offices, corporations, charitable organizations, and retirement plans. The firm utilizes a combination of model allocations and custom portfolio solutions, employing various investment vehicles and a research-driven approach overseen by an Investment Policy Committee.

Nicholas Zamparelli is a financial advisor at Sequoia Financial Group, L.L.C. with nine years of industry experience. He holds the CFA® designation and the Series 66 license. His prior experience includes roles at Zeke Capital Advisors, BlackRock Investment Management, and Merrill Lynch Investment Managers. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model portfolios and custom solutions, using a range of investment vehicles overseen by an Investment Policy Committee.

Michael Kelley is a financial advisor at Sequoia Financial Group, L.L.C. in Berwyn, PA, holding Series 65 and Series 66 registrations with eight years of industry experience. His prior roles include positions at Zeke Capital Advisors and Wells Fargo Advisors. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base, including high-net-worth individuals, family offices, corporations, and charitable organizations. The firm employs both model and custom portfolio management strategies, utilizing a variety of investment vehicles and supported by fundamental, technical, and cyclical research.

Michael Coyne is a CFP® and CFA® with 11 years of industry experience. He is currently with Sequoia Financial Group, L.L.C., where he has worked since 2023. His prior roles include positions at Sageworth Trust Company and Charles Schwab Bank SSB. 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 combines model portfolios and custom solutions overseen by an Investment Policy Committee, utilizing various investment vehicles and incorporating fundamental, technical, and cyclical analysis supported by third-party research.

Cody Pittman is a financial advisor at Sequoia Financial Group, L.L.C. with six years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Zeke Capital Advisors and Morgan Stanley. Sequoia Financial Advisors, LLC offers wealth planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm combines model allocations and custom portfolio solutions overseen by an Investment Policy Committee and employs a range of investment vehicles supported by fundamental, technical, and cyclical research.

John Kemmerer is a financial advisor at Sequoia Financial Group, L.L.C. with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Zeke Capital Advisors, LLC and Citigroup Global Markets. 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 uses a combination of model and custom portfolio management supported by an Investment Policy Committee, incorporating a variety of investment vehicles and research methods.