Jeffrey Dinard is a financial advisor with Ameriprise in McDonald, Ohio, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages JMD Executives LLC. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, providing detailed, non-discretionary recommendation reports that incorporate tax-efficient strategies and Social Security options. The firm combines algorithmic modeling and research with personalized advice and delivers a broad range of advisory, brokerage, and insurance solutions.

Raymond Reedy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously 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 non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Stevan Raseta is a financial advisor with Raymond James Financial, holding a Series 66 credential and 18 years of industry experience. He previously worked for Cambridge Investment Research Advisors and Cambridge Investment Research, INC for 13 years. Outside of his advisory work, he owns Peak 28 LLC, a business related to real estate scouting. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides non-discretionary planning tailored to client goals and supports a broad advisor network, with notable expertise in municipal and public-finance work.

Parker Sherry is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and two years of industry experience. He previously worked with Cambridge Investment Research Advisors and has held various roles in education and community organizations. Outside of his advisory work, he is involved as an insurance agent with WRS Insurance Solutions. Raymond James Financial Services Advisors, Inc. provides tailored financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations, utilizing analytical tools and risk profiling to support non-discretionary investment decisions.

Richard Sacui is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and over 24 years of industry experience. He previously worked for Cambridge Investment Research Advisors for 12 years. Outside of his advisory role, he is an independent insurance agent with WRS Insurance Solutions in Boardman, Ohio. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports its recommendations through various advisory programs and institutional consulting.

George Albertini is a financial advisor at Merrill with 22 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2004 and at Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal teams and third-party managers.

Anthony Khoury is a financial advisor with Cetera, holding Series 63, 65, and 66 credentials and 28 years of industry experience. He has worked at firms including Prudential Insurance Company of America and Pruco Securities, LLC, and is currently a managing partner at Sentinel Financial Solutions. Khoury also sells fixed insurance products as an insurance agent. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

John Palmer is a financial advisor with Cambridge Investment Research Advisors holding ChFC® and Series 63 credentials. He has 37 years of industry experience and previously worked at firms including American Portfolios Financial Services, Inc. and Transamerica Financial Advisors, Inc. Outside of his advisory role, he is president of Palmer Insurance and Financial Services Agency, Inc. DBA Palmer Financial Group. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of portfolio strategies across multiple platform arrangements.

Christina Catheline is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 25 years of industry experience. She has been with Ameriprise and its affiliate firms since 2005. In addition to her advisory role, she has been involved with Youngstown University since 1996. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized retirement income service that provides written recommendation reports and annual planning advice focused on income sources and tax-aware withdrawal strategies.

Kenneth Kraft is a financial advisor with Cetera who holds 14 years of industry experience. He has worked at Cetera Investment Advisers LLC since 2017 and has been affiliated with Cetera Investment Services and Farmers National Bank since 2011. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and a wide range of program structures supported by a nationwide network of over 10,000 advisors.

Scott Vlaiku is a financial advisor with Edward Jones in Boardman, Ohio, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones for his entire professional career since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

G Byron Abrigg is a financial advisor with Edward Jones in Canfield, Ohio, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies as well as affiliated mutual funds and tax-efficient services.

Robin Thompson is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds a Series 63 designation and has been with Primerica Advisors since 2015, having worked at Primerica Financial Services since 1997. Outside of his advisory role, Thompson works as a travel agent with Cruise Brothers. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and utilizes a tiered wrap fee structure for its services.

George Michael Passas is a financial advisor with Equitable Advisors in Boardman, OH, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at MML Investors Services and MassMutual from 2016 to 2020. Outside of his advisory role, he is involved in the sale of fixed insurance products with outside carriers. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, delivering advisory and brokerage solutions through program sponsors and endorsed third-party managers.

Kathleen Kalosky is a financial advisor at Cetera with 23 years of industry experience. She holds a Series 63 credential and has been with Cetera since 2012. In addition to her advisory role, she manages Sullivan's Bookkeeping and Tax Service, which she has operated since 2000. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to various investment strategies and third-party managers.

Stephen Vansuch is a CFP® professional with 31 years of experience in the financial services industry. He has worked at Stifel since 2023 and previously spent over two decades at Merrill and 12 years at Bank of America, N.A. Vansuch serves on the Investment Committee for St. Charles Borromeo Parish, providing general investment guidance. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Michael Holdford is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 2000 and holds a Series 63 designation. Outside of his advisory role, he is involved with MJ2 Holdings, a real estate business that leases office space back to Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Seth Littleton is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Transamerica and other diverse roles before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Pete Stamatis is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked for Signator Investors, Inc. and John Hancock Mutual Life Insurance Company over a 30-year period. Stamatis also conducts investment and insurance business under Signature Financial Group, LLC. OSAIC serves a broad clientele including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to construct diversified portfolios tailored to client risk tolerance and investment restrictions.

Alec Musolino is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel Nicolaus & Company, Incorporated, he worked at Cintas Corporation for three years and has experience in educational roles at Kent State University and Struthers High School. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.