Adam Coppock is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses, and has 10 years of industry experience. Prior to joining Raymond James in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2016 to 2024. He is also the owner and operator of Stable Health Insurance Group, LLC, an insurance agency specializing in Medicare sales. 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 investors. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical tools, and supports extensive advisory programs and municipal finance work.

Patrick Russo is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Bank of America, N.A. and Merrill from 2012 to 2019. Outside of his financial advisory role, he is involved in a family trucking business based in Canfield, Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, supported by model portfolios and research from various sources.

Emily Ciavarella is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. She has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of her advisory role, she is also an independent Medicare insurance agent with Neishloss and Fleming LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to a range of investment and insurance products through an integrated platform.

Colten Mc Fadden is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and has prior work experience in athletic administration and education, including roles at Youngstown State University and the Poland Schools System. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

George Morris III is a financial advisor at OSAIC with 39 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for nearly four decades. Outside of his advisory role, he serves as president of the Sustainable Opportunity Development Center, which provides business development and employee training in Salem, Ohio. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing advanced asset-allocation tools and third-party solutions to construct and manage client portfolios.

Sarah Bury is a financial advisor at LPL Financial in Youngstown, OH, holding a Series 66 credential with two years of industry experience. Her prior experience includes roles at OSAIC, SagePoint Financial, and managing Bury Financial Group. She also worked at The Ohio State University and Poland Local Schools before entering the financial services industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and specialized services for institutional clients.

Joel Bender is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has developed personalized financial strategies to help clients pursue their long-term goals. He began his career with Merrill in 1989 and has accumulated over 37 years of experience in the financial services industry. Joel is a lifelong resident of the Youngstown/Canfield area and has worked in the local office throughout his career. His expertise covers a range of client focus areas, including education planning, family wealth management strategies, managing new wealth, personal retirement planning, small business strategies, and individual and corporate investment strategy. Joel holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Baldwin-Wallace College. In addition to his professional work, Joel participates in community service, volunteering with organizations in the areas he serves. He also engages in personal interests such as cooking, fishing, and gardening.

Derek Glabecki is a financial advisor with Equitable Advisors in Austintown, Ohio, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors since 2010 and previously worked at Axa Advisors, LLC. Outside of finance, he operates a gourmet catering business. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers, utilizing a hybrid referral and implementation model.

Anthony Ricciardi is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Financial Services, Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, AXA Advisors, and Mass Mutual. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports various managed-account solutions.

Joshua Barr is a financial advisor with Mass Mutual Investors Services. He holds a Series 66 designation and has one year of industry experience. His work history includes positions at MassMutual Life Insurance Company and MML Investors Services LLC, as well as roles outside finance such as at Pantalone Paving LLC, Kennsington Golf Club, and Youngstown State University. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and provide tailored recommendations.

Bryan Renner is a CFP® professional with 24 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2013. He holds a Series 63 license and operates out of Canfield, Ohio. Outside of his advisory role, Renner is the owner of a tree farm used for timber and agricultural purposes. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers multiple investment platforms and combines proprietary and third-party strategies, with options for discretionary and non-discretionary management tailored to clients’ objectives.

Mark Handel is a financial advisor at Ameriprise with seven years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services since 2018 and previously held roles at Buckeye Real Estate and The Ohio State University. Outside of his advisory work, he owns and manages E18B23M22, LLC, a business involved in hiring, payroll, and vendor management. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Renee Costantino is a financial advisor with Stifel in Canfield, OH, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has worked at Stifel since 2009 and also has prior experience with UBS Financial Services and Mcdonald Investments Inc. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Lori Ferreri is a financial advisor at Edward Jones with 15 years of industry experience and holds the Series 66 designation. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Amber Richards is a financial advisor with Cetera who holds 15 years of industry experience. She has been with Cetera and its related entities since 2012. Outside of her advisory role, Richards is involved in managing financial and operational activities for a property management company and owns an enterprise that engages in residential property renovation and cryptocurrency mining for personal investment. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a broad range of portfolio management and financial planning services and operates a multi-manager platform with various program options and custodial relationships.

Brittany Russell is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including Cambridge Investment Research Advisors and The Huntington Investment Company. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a non-discretionary advisory model. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Corey Richards is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2016. Prior to that, he was with Bank of America and Merrill from 2014 to 2016 and was involved with Trentens Passage LLC d/b/a Paradise Kingdom from 2007 to 2016. J.P. Morgan Securities provides institutional consulting services to 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Victoria Whelan is a financial advisor at Ameriprise with five years of industry experience. She has been with Ameriprise since 2016 and previously worked at JCPenney from 2015 to 2017. Outside of her advisory role, she is involved in managing an advisory business under 313 North Market Street, LLC. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement who meet certain asset thresholds, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers ongoing, non-discretionary advice through a centralized consulting team.

Steven Bailey is a financial advisor at OSAIC with 29 years of industry experience. He holds a Series 66 designation and previously worked at American Portfolios for 17 years and Nationwide Provident for 22 years. Outside of his advisory role, he is the owner of Sabatino Cabinet LLC, a cabinet shop, and serves as a board member of the Salem Community Foundation. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors through a broad network of affiliated advisors. The firm offers integrated brokerage and advisory services utilizing proprietary asset-allocation tools and supports various investment platforms and third-party manager solutions.

Brian Laraway is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and at OSAIC for one year. Laraway also operates BML Consulting LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.