Christine Rice is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and three years of industry experience. She previously worked at TSG Resources, Inc. for 19 years. Outside of her advisory role, she is an independent advisor with Stoll Financial Group, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and governmental entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client interviews and risk profiling.

Darrell Wright is a CFP® and ChFC® with 43 years of experience, currently serving at Raymond James Financial since 2007. He operates Darrell Wright Financial Services, LLC, a support company, and is involved in a rental real estate business with his wife. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and extensive advisory services supported by a broad affiliate network.

Jeffery Keefer is a Series 66-licensed financial advisor with J.P. Morgan Securities, where he has worked since 2012. He has 42 years of industry experience, including 14 years with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in North Canton, Ohio. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Terry Wagler is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 65 credentials and has a background including roles at KeyBank, Key Investment Services, and Citizens Bank. Outside of his advisory work, he serves as president of the Hillsdale Ridge Condominium Association in Massillon, Ohio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios through intermediary platforms.

Leslie Ozmun is a Senior Financial Advisor with Merrill Lynch Wealth Management in Canton, Ohio. She has been with Merrill Lynch since 2014 and has worked in the financial services industry since 2006. Leslie leads a team of four other financial advisors and client associates, focusing on delivering customized wealth management strategies and disciplined investment approaches to her clients. Her areas of expertise include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and addressing the financial needs of women and wealth. Leslie leverages resources from Merrill Lynch and Bank of America, N.A. to provide a comprehensive range of services such as investment management, private wealth analysis, trust and estate planning, retirement solutions, and lending services for individuals and businesses. She also facilitates philanthropic services and cash management through Bank of America. Leslie holds a bachelor's degree in Personal Finance from The University of Akron and is a Personal Investment Advisor (PIA). She is a member of the professional fraternity Phi Sigma Epsilon. Outside of her professional work, Leslie enjoys cooking, gardening, hiking, interior decorating, music, spending time with her family, swimming, tennis, traveling, and watching movies.

Anya Antonavich is a financial advisor with Edward Jones in N Canton, OH, holding Series 63 and Series 66 credentials and five years of industry experience. Her prior roles include positions at KeyBank, Huntington National Bank, and Raymond James Financial Services Advisors, Inc. Outside of advising, she is involved in music as a performer and band booking agent, and sells second-hand items online. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Darrell Cleary is a financial advisor at Ameriprise with 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds a Series 63 designation. Outside of his advisory role, he has a minority ownership interest in a commercial property partnership in Canton, Ohio. Ameriprise serves clients primarily through a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver tailored recommendations.

Richard Leffler Jr. is a financial advisor with Raymond James Financial, holding a Series 63 designation and over 29 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1996 and leads Richard G. Leffler Jr. CPA Inc., an accounting firm he founded in 1991. He is also an officer and treasurer of the Rotary Club of Massillon, a nonprofit organization. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm emphasizes non-discretionary investment consulting and financial planning, utilizing asset allocation analysis and firm research to develop tailored recommendations.

Ian Sanor is a financial advisor with Raymond James Financial in Navarre, OH, holding a Series 66 designation and eight years of industry experience. He has been affiliated with Raymond James since 2017 and also operates under the name Sanor Wealth Group, providing financial advice. Ian’s work history includes roles at POH, Inc. and POH, LLC. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm emphasizes non-discretionary, tailored advice and provides specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Brian Robb is a financial advisor at Stifel in Canton, Ohio, with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel since 2009. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and governmental entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

Emily Loxley is a financial advisor with Edward Jones in Canal Fulton, OH. She holds a Series 66 designation and began her advisory career with Edward Jones in 2026. Prior to joining the firm, she worked in environmental consulting and has experience with organizations such as Partners Environmental Consulting, Inc. and the Ohio Department of Natural Resources. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Jennifer Twiddy is a financial advisor at Edward Jones with 28 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1998 and holds the Series 63 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Michelle Rose is a financial advisor with UBS Financial Services in Massillon, OH, holding Series 63 and Series 66 credentials and having 25 years of industry experience. She has worked at UBS since 2007 and has been with Mcdonald Investments Inc. since 2002. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Angela Duraine is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and three years of industry experience. She has been associated with Raymond James since 2021 and is also involved with PortfolioVision, Inc., a support company based in Canton, Ohio. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities, with specialized programs for small businesses and municipal clients.

Ronald Katigbak is a financial advisor with Ameriprise in North Canton, Ohio, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns a property management business and serves as president of a personal service corporation managing practice expenses. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with significant investable assets, utilizing research-driven, non-discretionary recommendations supported by algorithmic tools and a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Bryce Mathie is a financial advisor at Equitable Advisors in Canton, OH, with eight years of industry experience and a Series 66 designation. He previously worked at Axa Advisors and WH Trading. Mathie serves as a board member for the Local Boys & Girls Club in Massillon, OH. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance, and access to third-party asset management programs. The firm operates through various program sponsors and third-party managers, focusing on both advisory and brokerage solutions with a range of discretionary and non-discretionary asset management services.

Todd Loxley is a financial advisor at Edward Jones in Canton, OH, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at BobEvans Restaurants from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Michael Draper is a financial advisor at LPL Financial in Canton, Ohio, with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Securities Corporation for eight years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Elijah Ochoa is a financial advisor with Edelman Financial Engines, holding a Series 66 designation and five years of industry experience. He previously worked at Thrivent Financial and has experience outside finance in the hospitality sector. Ochoa is also involved as a member of ULTIMA LLC, which invests in residential real estate in the Charlotte, NC area. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary solutions.

Lynne Peters is a financial advisor with Ameriprise in Alliance, OH, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, Peters owns a welding and fabrication business and serves on the Board of Directors for First Christian Church as the nominating committee chair. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, providing written recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory support through a centralized consulting team and emphasizes managed accounts alongside a broad range of financial solutions.