Lindsay Battershell is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. Her prior experience includes roles at Ameriprise and Mid Atlantic Capital Corporation. Outside of her advisory work, she is also an independent consultant for Mary Kay Cosmetics. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory and financial planning services.

Susan Coy Kamph is a financial advisor with Stratos Wealth Partners, Ltd and holds a Series 66 designation. She has 25 years of industry experience, including previous roles at The Huntington Investment Company and National Planning Corporation. Kamph has been with Stratos Wealth Partners and affiliated LPL Financial since 2015. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisor serving a diverse client base that includes individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an open-architecture investment approach with a model that emphasizes independent advisor representatives delivering discretionary and non-discretionary portfolio management supported by multiple third-party platforms and sub-advisors.

Kevin Tubbs is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Guardian Life since 2001 and Park Avenue Securities since 2008. Outside of his advisory work, he is involved with Western Reserve Racing, helping to run races on weekends. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, institutions, and retirement plan sponsors. The firm offers a combination of advisor-led discretionary management, model-based strategies, and digital advisory solutions tailored to diverse client needs.

Michael Bruin is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and bringing 38 years of industry experience. His work history includes roles at Ameritas since 2004 and involvement in various business ventures such as Benefit Related Services Group Ltd, an independent insurance agency serving group and individual clients. He is also a trustee of the Skyline of Madeira Beach Land Trust. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology, offering a broad range of investment options across discretionary and non-discretionary programs.

Michael Rosso is a financial advisor at Benjamin F. Edwards & Company, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Benjamin F. Edwards since 2013. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides a range of investment and advisory services, including wrap-fee programs, financial planning, retirement plan consulting, and investment management with discretionary and non-discretionary solutions.

Christopher Yappel is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. He holds Series 65 and Series 63 licenses. Outside of his advisory work, he has worked as a laborer in construction for the Yankee Peddler Festival and performs part-time warehouse packing for Amazon. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a separate Managed Account program, while also operating as a broker-dealer and insurance agency.

Austin Holbrook is a financial advisor with Citizens Securities, Inc. in Alliance, Ohio, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Citizens Securities since 2014. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program partnered with SigFig and a Managed Account program, while operating as a broker-dealer and insurance agency.

Amy Roma is a financial advisor at Ameriprise with 13 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Huntington National Bank, The Huntington Investment Company, PNC Investments, and Edward Jones. She is a board member of the Eric Snow YMCA in Canton, Ohio, where she volunteers and coordinates fundraising events. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement planning advice focused on income reliability and tax-aware withdrawal strategies.

Tracey Evans is a financial advisor at Morgan Stanley in Canton, OH, holding a Series 66 designation with eight years of industry experience. Her work history includes roles at Morgan Stanley Private Bank, Bank of America, Merrill, and Huntington Bank. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that integrates firm-approved tools and market modeling techniques.

Stephen Malek is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Huntington Financial Advisor and PNC. Malek is based in Canton, Ohio. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Michael Daugherty is a financial advisor with Ameriprise in North Canton, Ohio, holding a Series 63 designation and 46 years of industry experience. He has been with Ameriprise and its predecessor firms since 1979. Outside of advisory work, he has partial ownership in a commercial real estate building in Canton, Ohio. Ameriprise provides retirement-income planning services primarily to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kevin Surnear is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2024, he worked at Ohio Roofing and Restoration Solutions, Inc. and operated Surnear Insurance and Financial Services, INC. from 2013 to 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.

Douglas Kline is a financial advisor with Edward Jones in Canton, OH, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Medical Mutual of Ohio from 2014 to 2017. Outside of his advisory work, he is involved in farming through ownership of agricultural land and serves as a trustee for an irrevocable family trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and fiduciary services supported by a nationwide network of financial advisors and branch offices.

Gregory Olenick is a financial advisor with Edward Jones in Canton, OH, holding a Series 63 designation and 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Patrick Helderman is a financial advisor with Edward Jones in Hartville, OH, holding CFP® and Series 66 designations and possessing nine years of industry experience. He has been with Edward Jones since 2016 and serves concurrently in the U.S. Army Ohio Army National Guard as a CH-47F helicopter pilot. 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 options supported by a large nationwide network of financial advisors and branch offices.

Jennifer Roneker is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in areas including college education planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. Jennifer holds a Bachelor's Degree from Kent State University and has earned the Personal Investment Advisor (PIA) designation. Drawing on personal experience from her family's background in blue collar work, she is dedicated to helping clients ensure their money works effectively to support their retirement goals. Outside of her professional role, Jennifer enjoys reading, traveling, and spending time with her family.

Douglas Briner is a financial advisor with Edward Jones in Uniontown, Ohio. He holds a Series 66 designation and has one year of experience in the financial industry. Prior to joining Edward Jones in 2026, he worked at Honda for ten years and Aerotek for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices.

Clinton Nickas is a financial advisor with Edward Jones in North Canton, Ohio, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory work, he owns Second Story Studio, LLC, a company involved in producing and distributing music and social media content. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large national network of advisors and branch offices.

Philip Robinson II is a financial advisor with Edward Jones in Massillon, Ohio, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at AstraZeneca Pharmaceuticals for two years and Teva Pharmaceuticals for eleven years. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Robert Auten is a Series 66-licensed financial advisor with Equitable Advisors in Canton, OH, with eight years of industry experience. He previously worked at Axa Advisors and is involved in entrepreneurial activities as the owner of KEA Properties, LLC and White Tree Financial Holdings, LLC. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party partnerships.