Brittany Motyka is a financial advisor with Raymond James Financial Services Advisors, Inc. in Massillon, Ohio, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James, she worked at Edward Jones for nine years. She is also involved as 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 clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting supported by extensive firm research and an affiliate network.

Scott Sieverts is a financial advisor at Ameriprise in Canton, Ohio, with 31 years of industry experience. He has been with Ameriprise and its predecessor entities since 1994 and holds a Series 63 designation. Outside of his advisory role, he is involved in property management through ownership of AEEA, LLC. Ameriprise offers retirement-income planning services designed for clients approaching or in retirement, focusing on tax-smart withdrawal strategies and Social Security options. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities and employs a centralized consulting team to deliver tailored, research-driven retirement recommendations.

Michael Hutkowski is a financial advisor with Primerica Advisors in Canton, OH, holding a Series 66 designation and 18 years of industry experience. His work history includes roles at Massillion Digital Academy and Massillon City Schools. He also engages in sales of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates model implementation to BNY Mellon Advisors.

Niki Papic is a financial advisor at Ameriprise with seven years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate since 2014. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset thresholds. The firm uses a centralized consulting team to deliver non-discretionary recommendations incorporating research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise-managed accounts.

Dominic Wise is a Series 66-licensed financial advisor with Edward Jones in Canton, OH. He joined Edward Jones in 2026 and has a decade of prior experience with the Ohio Army National Guard. 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 strategies supported by a large network of financial advisors and branch offices nationwide.

Drew Baltzer is a financial advisor with Edward Jones holding a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Rea Information Services and has held various roles in education and restoration services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment strategies. The firm supports over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

George Merrill is a financial advisor with Merrill in Canton, OH, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has worked at Merrill since 1991 and has been with Bank of America, N.A. since 2009. Outside of his advisory role, Merrill is the owner of FireTower5 Holdings LLC, a for-profit entity organized to hold investment and rental properties. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad range of clients including individuals, high-net-worth clients, and corporate fiduciaries. The firm integrates investment management with Bank of America’s broader corporate platform, delivering access to a wide variety of products and services.

Rodney Zoyhofski is a financial advisor at LPL Financial in Canton, Ohio, holding the CFP® and ChFC® designations with 37 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is a trustee for his office 401(k) plan and has a partnership established for investment management related to estate planning. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting supported by in-house and third-party research, with both discretionary and non-discretionary management options.

David Johnson is a financial advisor at LPL Financial with 28 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 2020, following seven years at Cetera Advisor Networks and a lengthy period as a self-employed advisor. He is also a notary public in the State of Ohio and is involved with Christian Financial Designs, a financial services entity based in North Canton, OH. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options supported by in-house and third-party research.

Mark Lipps is a financial advisor with Primerica Advisors in Canton, OH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at PFS Investments Inc. since 1996 and Primerica Financial Services since 1994, and previously spent 37 years at Timken Co. In addition to his advisory role, Lipps is involved in part-time sales of home security and automation products through affiliated companies and holds a partnership in a property holdings LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and select separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis rather than fixed fees.

Michael Wade is a financial advisor with Osaic Wealth, Inc. He holds 20 years of industry experience, including 17 years at Lincoln Financial Advisors Corp before joining Osaic in 2025. He is also involved as an insurance agent offering accident and health insurance, traditional life insurance, disability income products, and annuities, as well as serving as an advisor in a partnership focused on securities, annuities, employer plans, and life insurance. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to large institutions, providing integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms. The firm utilizes asset-allocation tools, risk assessment methods, and automated portfolio rebalancing to manage a wide range of investment options.

William Liber is a financial advisor at Stifel with 55 years of industry experience. He has held his current position at Stifel since 2009 and holds Series 63 and Series 65 designations. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, offering guidance based on forward-looking capital market assumptions and probabilistic modeling.

Kenneth Griffin is a financial advisor with Edward Jones in Canton, OH, holding a Series 66 designation and six years of industry experience. He joined Edward Jones in 2019 after roles at Uber, Food Safety Ohio, Lyft, and Metz Culinary Management. Outside of his advisory work, he delivers food on weekends for DoorDash in San Francisco. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions. The firm manages over $1 trillion in assets and maintains a large network of advisors and branches nationwide.

Brian Lippert is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2010. Outside of his advisory role, he serves as executor and co-executor for multiple estates in Massillon, Ohio, where he is involved in estate administration and investment decisions. Morgan Stanley Wealth Management offers a wide range of financial advisory programs to individual and institutional clients, including customized planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and incorporates structured financial planning tools and investment modeling in its advisory process.

Brandon Patterson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and five years of industry experience. His background includes roles at Cambridge Investment Research Inc. and involvement with Ramsey Financial Group as an owner. Outside of advisory work, he participates in financial networking through Smart Vestor Pro. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of portfolio management solutions and utilizes both proprietary and third-party strategies tailored to client objectives.

Mandwel Patterson is a financial advisor with LPL Financial in Canton, OH, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones for five years and served on the faculty at Stark State College for 12 years. Starting in 2026, Patterson will serve as a member of the City Council for Massillon, OH. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by extensive research and model portfolios.

Randall Reed is a financial advisor at Merrill with 28 years of industry experience and holds a Series 66 designation. He has worked at Merrill since 2014 and is currently associated with Bank of America, N.A. since 2018. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader corporate platform, providing access to a wide set of products, including swaps, derivatives, lending, and custody services.

Matthew Nieschwitz is a CFP® certificant with six years of experience in the financial services industry. He is currently with Raymond James Financial in Canton, OH, where he has worked since 2019 across affiliated entities. In addition to his advisory role, he is employed part-time at PortfolioVision, a support company located in Canton. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, charitable organizations, and municipal entities. The firm offers specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses, combining plan oversight with customizable investment options.

Paul Brady is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over 35 years of experience in the investment advisory business. He specializes in family wealth management strategies, legacy planning, managing new wealth, portfolio management services, retirement income, and providing services for endowments, foundations, and non-profits. Paul’s approach centers on listening to clients and helping them make informed decisions to develop personalized wealth management strategies. Paul holds a Bachelor’s Degree from Franklin Pierce University and the Personal Investment Advisor (PIA) designation. Throughout his career, he has worked closely with individual clients as well as institutions and charitable foundations, often supporting multiple generations within families. Outside of his professional work, Paul enjoys boating, fishing, gymnastics, and spending time with his family.

Erika Schrade is a Series 66 licensed financial advisor with Wells Fargo Clearing, based in Canton, OH. She has two years of industry experience, including prior roles at Raymond James. Before entering financial services, she worked in fitness and salon environments and attended the University of Akron. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader set of financial product offerings than typical for large institutional advisers.