Nichole Coyle is a CFP® with 14 years of industry experience, currently affiliated with Cetera. She has held roles at Impact Financial Planning, Impact Wealth Management, and Cetera since 2023. In addition to her financial advisory work, she owns Nichole Coyle Photography, LLC, where she books photo sessions and sells prints. She also operates a business education and coaching venture producing blog posts, workbooks, and e-courses. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management options and financial planning services through a large network of independent advisors, utilizing both affiliated and third-party investment managers.

Robert Moser is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Huntington Investment Company, Cetera, Equitable Advisors, and Edward Jones. Moser is based in Uniontown, OH. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm provides written recommendation reports and ongoing advice developed by a centralized team using proprietary research and third-party data.

James Boykin is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Boykin is also involved in coaching sports and fitness. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and non-securities products including affiliated trust and insurance services.

Theresa Meinen is a financial advisor with Primerica Advisors in North Lawrence, OH, holding a Series 63 designation and 39 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1985. In addition to her advisory role, she is involved in the sale of loan products and home security and automation services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, offering a range of investment models implemented with oversight from BNY Mellon Advisors.

Travis Spicer is a Certified Financial Planner™ (CFP®) with 13 years of industry experience, all of which he has spent with Edward Jones in Canton, OH. He holds a Series 66 license. Outside of his advisory role, he has been involved with Veterans Affairs in Washington, DC, and DFAS in Cleveland, OH. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory services and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Christopher Humphrey is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise since 2020 and previously served as a member of the Green City Council from 2012 to 2019. Outside of advising, he is co-owner of a small business providing power washing and concrete caulking services. Ameriprise offers a retirement-income planning service focused on individuals with substantial investable assets, delivering written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to support personalized retirement income planning while providing a broad range of advisory, brokerage, and insurance solutions.

Reigan Vargo is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. She has been with Merrill Lynch Wealth Management since 2019. Her prior roles include positions at the National Inventors Hall of Fame and Peace Love & Little Donuts, as well as time as a student at Samford University and Kent State University. Merrill, along 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kimberly Caldwell is a Series 66-licensed financial advisor with Edward Jones in North Canton, OH. She has 17 years of industry experience and has been with Edward Jones since 2008. 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 a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Vela Caspersen is a financial advisor with Morgan Stanley in Canton, OH, holding Series 65 and Series 63 licenses and with 13 years of industry experience. Prior to joining Morgan Stanley, Vela worked at Merrill for five years, KeyBank for one year, and PNC Wealth Management for two years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors as well as Corporate Financial Planning agreements.

Roger Duffy is a financial advisor with Ameriprise in Massillon, OH, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Duffy serves as president of the NFL Alumni Cleveland Chapter and is chief commercial officer at Integrated Source One, where he focuses on brand awareness and competitive analysis. He also holds board positions with the Lord's Lake Association and CommQuest. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Brandon Pratt is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has one year of experience in the financial industry, having worked at MassMutual Life Insurance Company and MML Investors Services, LLC since 2026. Prior to his financial career, he spent several years in the optical industry with companies including America's Best Contacts and Eyeglasses and VisionWorks. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and educational seminars, with optional implementation through brokerage or insurance arrangements.

Andrew Varca is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, he worked for The David J. Joseph Company/TEXAS PORT RECYCLING from 2016 to 2018. 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 provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jason Clemens is a CFP®-certified financial advisor with Ameriprise in Canton, OH, bringing 23 years of industry experience. He has been with Ameriprise Financial Service, LLC since 2003 and previously worked at Ameriprise Financial Services, Inc. for 15 years. Clemens serves as Treasurer on the Board of Directors for the Lake Wrestling Club. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm combines investment research, third-party data, and algorithmic tools to provide tailored, non-discretionary retirement strategies within an investment universe influenced by Ameriprise’s affiliated products.

Anthoula Poleondakis is a Wealth Management Advisor at Merrill Lynch Wealth Management. In her role, she works with clients to address various financial goals, including education planning, family wealth management strategies, institutional investment consulting, and socially responsible and values-based investing. She holds a Bachelor's Degree from The University of Akron with a concentration in Financial Planning and Real Estate Finance. Antha is also certified as a CERTIFIED FINANCIAL PLANNER® and has earned the Certified Investment Management Analyst® designation after completing the educational component at The Wharton School of Business. Additionally, she holds the Personal Investment Advisor (PIA) designation. Antha serves as a board member for the Akron Community Foundation Women's Endowment Fund and is involved with other non-profit groups. She has been recognized on multiple Forbes lists for her work in wealth management. Her personal interests include adventure sports, basketball, boating, cooking, horseback riding, scuba diving, skiing, spending time with her family, surfing, and traveling.

Georgia Beach is a financial advisor at Edward Jones with seven years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to her current role, she worked at Origami Owl from 2013 to 2018. Outside of her advisory work, she is a wedding officiant available to friends and family at no cost. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs with approximately $1.01 trillion in assets under management and a large nationwide network of financial advisors and branch offices.

Stephanie Draper is a Senior Financial Advisor at Merrill Lynch Wealth Management. She focuses on providing personalized wealth management strategies to help clients grow and preserve their wealth for both themselves and future generations. Her approach includes retirement planning, long term care discussions, and wealth transfer strategies aligned with clients' goals. Stephanie's expertise encompasses college education planning, divorce transition planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. She holds professional designations including Accredited Domestic Partnership Advisor (ADPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned a Bachelor's Degree from The University of North Carolina at Chapel Hill, a Master's Degree from Toledo College of Law, and a Doctorate from CWRU School of Law. Stephanie also participates actively in her community, devoting time to volunteering with local organizations, reflecting the Merrill tradition of community involvement. Her personal interests include camping, gardening, genealogy, and golfing.

Kevin Spray is a CFP® professional with nine years of industry experience, currently associated with Raymond James Financial. He has worked at Morgan Stanley, CAPTrust, and Cornerstone Capital Advisors. He is the owner of Brenneman Group and also manages finances and business decisions for Rejuve Aesthetics LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored, non-discretionary consulting using risk profiling and modeling tools and is notable for its municipal advisor affiliation and specialized retirement plan advisory programs.

Daniel Rohr is a financial advisor with Ameriprise Financial Services in Akron, OH, holding a Series 66 designation and 20 years of industry experience. He previously worked at Merrill from 2007 to 2013 before joining Ameriprise, where he has been since 2014. 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 written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Noah Festi is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and two years of industry experience. He previously worked at LPL Enterprise and The Prudential Insurance Company of America. Outside of finance, his background includes roles in education and small business operations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice, utilizing a combination of proprietary research, third-party data, and algorithmic tools.

Michael Crandall is a financial advisor with Cetera, holding a Series 63 designation and over 40 years of industry experience. He has been with Cetera and its related entities since 1999 and also serves as president of Crandall Tax Service Inc., a tax and accounting practice he has led since 1992. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.