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.

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.

Kristopher Wildman is a Series 66-credentialed advisor at Osaic Wealth, Inc. with one year of industry experience. His prior work includes a role at Global Fitness and over a decade as a self-employed insurance agent. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory services and employs tools such as asset-allocation models, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include various asset classes, supporting both discretionary and non-discretionary account management.

Michaela Matthews is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at CUNA Brokerage Services, Inc., CUNA Mutual Group, and Mid-East CTC. 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 a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Paul Finch is a CFP® and ChFC® with 30 years of industry experience. He is currently with LPL Financial and has worked with Cuna Brokerage Services, Inc. and Cuna Mutual Group since 2008. He also holds a notary commission. 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 a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research.

Charles Ricciardi is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and bringing 16 years of industry experience. He has been with J.P. Morgan Securities since 2013. 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 its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Lisa Hlinka is a financial advisor with Primerica Advisors in Youngstown, OH, holding a Series 65 credential and 16 years of industry experience. She has worked at PFS Investments Inc. and Primerica Financial Services since 2009 and has been employed at Heinen's since 2012. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment solutions.

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.

Daniel Corbett is a financial advisor with Primerica Advisors, holding a Series 63 designation and seven years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 2018 and operates out of Youngstown, OH. Outside of finance, he owns and runs a 3D printing business, 3D Fun Factory, which sells 3D prints online. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven strategies managed by unaffiliated asset managers and supports account custody and trade execution through major custodians.

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.

Jonathan Kosco is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. Before joining Equitable Advisors, he worked at Youngstown State University and The Daily Grind. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering 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, utilizing program sponsors and endorsed TAMPs to deliver advisory and brokerage solutions.

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.

Sydney Woolard is a financial advisor at Equitable Advisors with one year of industry experience. She holds a Series 66 designation and has prior work experience at Davey Tree Expert Company and Kent State University. Woolard has also been involved with the Humane Society of Summit County. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Dana Dunn is a financial advisor at LPL Financial with 36 years of industry experience. Prior to joining LPL in 2025, Dunn worked at Cambridge Investment Research Inc. for seven years, along with roles at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of advisory work, Dunn is involved with Creative One, focusing on non-variable insurance advisory activities. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a large national network of investment advisers. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, with access to both discretionary and non-discretionary management options supported by research and alternative strategies.