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 registrations and has worked at firms including Zeke Capital Advisors, Tiedemann, and The 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 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.

Michael Orfe is a CFA® charterholder with nine years of industry experience. He has been with Sequoia Financial Group, L.L.C. since 2023 and previously worked seven years at Zeke Capital Advisors. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model portfolios and custom solutions overseen by an Investment Policy Committee, employing various investment vehicles such as mutual funds, ETFs, individual securities, and private investments.

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 has worked at Sequoia Financial Advisors since 2023 and Zeke Capital Advisors since 2013. Outside of his advisory work, he is a director at Premier Outdoor Media, a billboard company, and a partner at Wolbers BBQ restaurant. Sequoia Financial Advisors provides wealth planning, investment management, and retirement-plan and business-consulting services to individuals, charitable organizations, corporations, trusts, family offices, and other institutional clients. The firm uses 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 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 four years of industry experience. He holds a Series 65 designation and has worked at Sequoia Financial Group since 2023, alongside a concurrent role at Zeke Capital Advisors since 2015. 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 utilizes a mix of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Nicholas Zamparelli is a CFA® charterholder with 8 years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and previously spent 14 years at Zeke Capital Advisors, LLC. 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 comprehensive research resources.

Michael Kelley is a financial advisor at Sequoia Financial Group, L.L.C. in Berwyn, PA, with eight years of industry experience. He holds the Series 65 and Series 66 designations and has worked at Zeke Capital Advisors since 2015. 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 a range of investment vehicles and research methodologies.

Michael Coyne is a CFP® and CFA® with 10 years of experience in the financial services industry. He currently serves as an advisor at Sequoia Financial Group, L.L.C., having previously worked at Sageworth Trust Company and Charles Schwab. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse range of clients, including individuals, family offices, corporations, and charitable organizations. The firm employs a combination of model and custom portfolio management strategies, utilizing mutual funds, ETFs, individual securities, private and alternative investments, and third-party managers, overseen by an Investment Policy Committee.

Cody Pittman is a financial advisor at Sequoia Financial Group, L.L.C. with five years of industry experience. He holds Series 66 and Series 65 licenses and has worked previously at Morgan Stanley and Zeke Capital Advisors. Sequoia Financial Advisors, LLC offers wealth planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, family offices, corporations, and charitable organizations. The firm utilizes a combination of model portfolios and custom solutions, drawing on fundamental, technical, and cyclical analysis, and employs a range of investment vehicles including mutual funds, ETFs, private funds, and alternative investments.

John Kemmerer is a financial advisor at Sequoia Financial Group, L.L.C. with 20 years of industry experience. He holds the Series 66 designation and has worked at Sequoia Financial Group since 2023, as well as at Zeke Capital Advisors, LLC since 2008. 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 institutional clients. The firm employs a combination of in-house model allocations, custom accounts, and third-party manager oversight, supported by an Investment Policy Committee and extensive research resources.