Christopher Yappel is a financial advisor with Citizens Securities, Inc. in Alliance, Ohio. He holds Series 63 and Series 65 credentials and has 10 years of industry experience. Outside of his advisory work, he has engaged in labor for the Yankee Peddler Festival and worked part-time in warehouse packing. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering advisory programs, brokerage, and insurance services. The firm’s investment approach includes a digital advisory program with ETF-based portfolios and discretionary management, alongside commission-based brokerage and other services.

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 with J.P. Morgan Securities in Canton, Ohio, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Prior to joining J.P. Morgan in 2023, he worked at Huntington Financial Advisor and The Huntington Investment Company from 2018 to 2022. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis, 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.

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.

Rachel Israel is a financial advisor with Equitable Advisors in Canton, OH, holding Series 63 and Series 66 licenses and three years of industry experience. Her prior work experience includes roles at Masonite International, Bank of America Merrill Lynch, and the Robert D. Walter Center at Ohio University. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing various third-party advisory models and proprietary strategies.

Stacey Truelove is a financial advisor at Edward Jones in Canton, OH, holding a Series 66 designation with 16 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Jeffrey Craft is a Series 66 licensed financial advisor with six years of industry experience. He currently works at Cetera and has held previous roles at Avantax Advisory Services and related firms. Outside of his advisory career, he owns and operates J Craft Consulting LLC, an accounting and tax preparation firm. 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, financial planning, and retirement services through a large network of over 10,000 advisors.

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.