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.

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.

Eugene Gabriel is a financial advisor with Ameriprise in New Castle, PA, holding a Series 63 designation and 42 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Gabriel serves on the board of directors for Cray Family Youth Services, a nonprofit organization. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

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.

Zachary Byler is a financial advisor at Primerica Advisors in Youngstown, OH, with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Primerica Financial Services since 2014. In addition to his advisory role, he previously operated Byler Elite Strength Training, a business focused on fitness. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and offers discretionary portfolio management primarily for individual investors.

Joseph Gunn is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Mass Mutual Investors Services, and Metlife Securities Inc. based in New Castle, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management supported by research and model portfolios.

Karen Segesto is a Financial Advisor with Merrill Lynch Wealth Management, bringing over 35 years of experience in the financial services industry. Her professional background includes personal banking, lending, financial planning, and investment management. She utilizes the resources of the Merrill Lynch Wealth Management investment platform along with Bank of America's banking services to provide comprehensive financial support to her clients. Karen's approach emphasizes understanding her clients' goals, priorities, and aspirations to ensure the advice she provides aligns with both their short-term needs and long-term objectives. Her expertise encompasses family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. She holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Hiram College. In addition to her professional work, Karen is actively involved in her community. She serves on the Board of Youngstown Area Goodwill and is the Vice President and Co-Founder of Sight For All United. She is also a member of the Leadership Mahoning Valley Class of 2003. Her personal interests include cooking, reading, spending time with family, traveling, watching movies, writing, and practicing yoga.

Ralph Fajack is a financial advisor at Stifel with 34 years of industry experience. He has been with Stifel since 2009 and holds Series 63 and Series 65 licenses. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology that uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Steven Hanousek is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 18 years of industry experience. He has been with Raymond James since 2017 and previously worked at Wells Fargo Clearing for eight years. Outside of advisory work, he owns a real estate investment LLC and operates a consulting agency focused on Medicare insurance options. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using risk profiling and modeling tools, and supports municipal and public-finance work through its affiliation with a municipal advisor.

David English is a financial advisor at Edward Jones in Austintown, OH, with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Norman Ballard Sr. is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Ameriprise and its affiliated entities since 1998. Outside of his advisory role, Ballard is involved in film production and screenwriting as president and executive producer of Barefloor Productions, Inc. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide customized recommendation reports. The firm serves high-net-worth clients through a wide range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Michael Krisuk is a financial advisor with Ameriprise in Pulaski, PA, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is the owner and vice president of Diamond Strategic Solutions, a business used for bill payment and payroll management. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Kimberly Verini is a financial advisor with Wells Fargo Advisors who holds the Series 66 designation and has 20 years of industry experience. She has been with Wells Fargo Advisors Financial Network since 2026, following ten years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored client recommendations.

James Martin is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services and Martin Financial Services for 14 years. Martin is also the owner of Martin Financial Group, LLC, where he manages his Ameriprise business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Joel Matthews is a financial advisor with Ameriprise in Canfield, Ohio, holding the ChFC® designation and Series 63 license. He has 30 years of industry experience, including 21 years with Ameriprise and its affiliates. Outside of his advisory role, he manages a cattle operation through Matthews Cattle Company, LLC. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets, offering comprehensive, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficient strategies. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Joshua Schroder is a financial advisor with Ameriprise in New Wilmington, PA, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked for eight years at NursingABC, Inc. He is also employed as an associate financial advisor with 313 North Market Street, LLC, a business owned by the Ameriprise franchise owner he works under. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficient strategies to develop written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Daniel Cvercko is a financial advisor at Cetera with 26 years of industry experience. He holds a Series 63 designation and has worked at Cetera Investment Advisors since 2017. Outside of his advisory role, he serves as the financial secretary for St. John's Greek Orthodox Church and volunteers as a coach for multiple youth sports, including baseball, soccer, basketball, and football. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to various investment models and third-party managers.