Daniel Aulizia is a financial advisor with Wells Fargo Clearing in Canfield, Ohio, holding a Series 66 designation and 24 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Kyle Vaclav is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Ameriprise since 2016. He holds the Series 66 designation and is based in Poland, Ohio. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, delivering tailored Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with a focus on assets held in Ameriprise-managed accounts, supported by algorithmic tools overseen by a dedicated Retirement Income Oversight Committee.

Keith Downard is a financial advisor at Stifel with 47 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Scott Schulick is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Stifel since 2012. Outside of his advisory role, Schulick is actively involved in numerous community and nonprofit organizations, including serving on boards related to education, historic preservation, cultural awareness, and charitable foundations, as well as teaching part-time in accounting and finance at Youngstown State University. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses, emphasizing client discretion in implementation.

Tamara Gilmartin is a financial advisor with Edward Jones, holding a Series 66 designation and bringing 31 years of experience with the firm. She is based in Canfield, Ohio. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Notary is a financial advisor with Ameriprise in Youngstown, OH, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its predecessor firms since 1989. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Ryan Strollo is a financial advisor at Stifel with two years of industry experience and holds the Series 66 designation. Prior to joining Stifel in 2024, he worked at Lane and Burke, L.P.A. and has a background that includes time at Cleveland Marshall College of Law. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation, retirement, insurance, and estate planning analyses.

Karen Sciortino is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds the Series 63 designation and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals and through corporate financial planning agreements.

Ryan Wetzel is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has built his career over the past 10 years helping individuals and families develop financial strategies that align with their personal priorities and long-term goals. His areas of focus include college education planning, family wealth management strategies, legacy planning, retirement income planning, and portfolio management services. Ryan holds a Bachelor’s Degree from The University of Akron and holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Life Underwriter (CLU), Personal Investment Advisor (PIA), and Sports & Entertainment (SE). He emphasizes understanding clients’ unique perspectives to deliver transparent and personalized wealth management solutions. Outside of his professional responsibilities, Ryan enjoys bowling, cooking, golfing, and spending time with his family. He is also involved in community efforts through United Way’s Success By 6 initiative.

Kristen Miller is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to model financial outcomes.

Howard Lewis Jr. is a financial advisor at Stifel with 51 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2009. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and asset allocation guidance.

Jeffrey Sanfilippo is a financial advisor with LPL Enterprise holding Series 63 and Series 66 licenses and has four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, he is involved in coaching sports and fitness in the New Castle School District. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model wealth portfolios and third-party asset management through an integrated platform that combines advisory programs with brokerage and insurance products.

Linda Hanek is a Series 66-licensed financial advisor with Merrill in Canfield, Ohio, and has 24 years of industry experience. She has been with Merrill Lynch since 1999. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

George Roman is a financial advisor with Ameriprise in Canfield, OH, holding the ChFC® and Series 63 designations and with 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset thresholds, delivering tailored, non-discretionary recommendations focused on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients, primarily through managed accounts.

Amy Shope is a financial advisor with Cetera, holding a Series 66 designation and 29 years of industry experience. She has held roles at Cetera Wealth Services, The Strategic Financial Alliance, Lehner Shope Wealth Group, Berthel, Fisher & Company, and The Huntington Investment Company. Outside of her advisory work, she is a co-founder and director of Dylans House, a nonprofit providing housing for autistic individuals, and the founder of Women Rising, an organization focused on women's empowerment events. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers through a large network of independent advisors.

Katie Solvesky is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has built a career since 2001. She specializes in creating highly customized financial strategies that evolve with her clients' personal and business circumstances, with a particular focus on helping business owners monetize their efforts to meet their goals. Katie holds a Bachelor of Science degree in General Business Administration from Youngstown State University and has earned several professional designations including Certified Private Wealth Advisor®, CERTIFIED FINANCIAL PLANNER®, Certified Exit Planning Advisor®, and Certified Plan Fiduciary Advisor®. She has also studied at The University of Chicago Booth School of Business while earning her CPWA® Certificate. Her expertise encompasses areas such as family wealth management, legacy planning, retirement planning, tax minimization, and individual and corporate investment strategy. In addition to her professional work, Katie is involved in various organizations including the Estate Planning Council of Cleveland and the Investment & Wealth Institute. She volunteers with The Beatitude House as well as in school and children’s activities. Outside of work, she enjoys activities such as yoga, skiing, kayaking, hiking, antiquing, cooking, gardening, horseback riding, football, volleyball, and spending time with her family. Katie resides in Chagrin Falls with her family.

Jeffrey Mccreery is a financial advisor with MassMutual Investors Services who holds 34 years of industry experience. He has been with MassMutual Life Insurance Company and MML Investors Services since 2009. Outside of his advisory role, he serves as a board member of a nonprofit focused on community improvement projects. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures planning engagements as annual, collaborative relationships and offers specialized services such as divorce planning and estate-settlement programs.

Thomas Detoro serves as the Resident Director and Wealth Management Advisor at the Canfield, Ohio office of Merrill. He collaborates with families across the Mahoning and Shenango Valleys and other regions, focusing on a comprehensive, goals-based wealth management process that is tailored to clients' long-term objectives. Prior to his current role, he was the Associate Resident Director in the Hermitage, Pennsylvania location for five years before consolidating operations with the Canfield office. Tom holds a Bachelor's degree from Youngstown State University and a Master's degree in Personal Financial Planning from the College for Financial Planning. He has earned professional designations including Certified Financial Planner (CFP), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is also a member of the Youngstown State Penguin Club. In addition to his professional responsibilities, Tom serves on the Board of Directors for the United Way of Mercer County and Whole Life Services, Inc., both located in the Shenango Valley. A lifelong resident of the Mahoning Valley, he currently lives in Boardman with his wife, Katie.

Jenny Polkovitch is a financial advisor with Edward Jones in Columbiana, Ohio. She holds a Series 66 designation and has been with Edward Jones since 2014. Her husband owns a barbershop in Boardman, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services, supported by a large network of advisors and branch offices nationwide.

Michael Moss is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. Prior to joining Cambridge in 2017, he was with Invest Financial Corp and has also operated Lighthouse Financial Strategies since 1999. Outside of his advisory work, Moss serves as a committee member for Troop 46, planning troop events. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors by providing financial planning, investment management, and retirement advisory services. The firm offers multiple portfolio management options and strategies, including proprietary models and access to third-party managers, with investment approaches tailored to client objectives.