Kevin Helmick is a CFP® certificant with 30 years of industry experience, currently serving as an advisor at Cetera since 2014. He has worked with Cetera Investment Services LLC and Farmers National Bank for over three decades and holds a managerial role at Farmers National Bank. Cetera Investment Advisers LLC is an SEC-registered firm that provides services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to various investment strategies and program structures.

Amanda Wood is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 24 years of industry experience. She has been with Morgan Stanley since 2009 and previously worked at Citigroup Global Markets from 2007 to 2009. Outside of her advisory work, she is a partner in a landscaping business based in Hermitage, Pennsylvania. Morgan Stanley Wealth Management serves individual and institutional clients, offering customized financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations and secular return estimates, to support its financial planning process.

Lori Allegretto is a CFP®-certified financial advisor with 34 years of experience, currently with Ameriprise in North Lima, OH. She has been with Ameriprise and its predecessor firm since 1991. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team.

David Bulkley is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Wells Fargo Clearing, and Prudential Equity Group, LLC. Morgan Stanley Wealth Management serves individuals and institutional clients, providing advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and models.

Victoria Branca is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2011. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Austalosh is a financial advisor at Stifel with eight years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Avrem Technology. He attended Youngstown State University from 2012 to 2016. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Anthony Amendola is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has previously worked at Farmers National Bank, Target Corp, Youngstown State University, The Lake Club LLC, Antones Kitchen, and Boardman High School. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to multiple program structures and third-party money managers.

Robert Mrozek is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Cambridge Investment Research Advisors since 2016, following prior roles at StoneX Advisors Inc. and Wrp Investments, Inc. Outside of his advisory work, he operates an independent insurance agency and is involved in managing short-term rental properties. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension funds, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm utilizes multiple platforms for discretionary and non-discretionary management and provides access to third-party advisers and proprietary model strategies.

Robert Gardner is a financial advisor with Stifel in Canfield, Ohio, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Stifel since 2009. Outside of his advisory role, Gardner serves as Treasurer and board member of the Help Network of Northeast Ohio, volunteers on finance and endowment committees for First Covenant Church, assists with the Ohio High School Athletic Association’s girls tennis tournament, and is President of the Kiwanis Club of Boardman. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Elizabeth Hartwig is a financial advisor at Stifel in Canfield, Ohio, with 27 years of industry experience. She has been with Stifel since 2009 and holds a Series 63 designation. Hartwig serves as Treasurer and a Board member of the Canfield Wrestling Club, a youth wrestling organization. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy developed by its Investment Strategy Group.

William Mcnally is a CFP® with 16 years of experience in the financial industry. He is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America, Pruco Securities, PNC Investments, PNC Wealth Management, and Wells Fargo Clearing. Mcnally operates a business activity under the name McNally Financial related to his work with LPL. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and various brokerage and insurance services.

James Carchedi is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in financial advising. He works with a diverse clientele across Ohio and more than ten other states, including physicians, corporate executives, business owners, widows, and multi-generational families. His comprehensive service offerings encompass college education planning, family wealth management strategies, personal retirement planning, philanthropic planning, portfolio management, tax minimization, and retirement income strategies. James also collaborates closely with clients' CPAs and attorneys to ensure alignment of tax and estate planning approaches. James began his career at American Express Financial Advisors before joining Merrill in 2007. He holds the CERTIFIED FINANCIAL PLANNER® certification, the Certified Plan Fiduciary Advisor® (CPFA®) designation, as well as the Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA) credentials. James earned his bachelor's degree with a marketing concentration from Malone College, where he was a four-year football letter winner. Beyond his professional work, James serves as Vice President of Community Affairs for Meritage of Miracles, a fundraising event supporting pediatric palliative care at Akron Children's Hospital Mahoning Valley. He also holds the position of Secretary of the Board for the Ohio Glaciers, an organization dedicated to developing young baseball athletes. James resides in Poland, Ohio, with his wife and two sons, and enjoys attending their sporting events as well as trips to wine country in Napa and Sonoma Valley.

Randy Swartz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Matthew Dobro is a financial advisor with Cambridge Investment Research Advisors in Canfield, OH. He holds the Series 63 designation and has 31 years of industry experience, including seven years at Ameriprise prior to joining Cambridge in 2007. Dobro is also an independent insurance agent for various companies. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers access to multiple platforms, third-party advisers, and proprietary model strategies.

Ronald Dobro is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 38 years of industry experience and has been with Cambridge Investment Research Advisors since 2005. In addition to his advisory work, he operates an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

Russell Spitz Jr. is a financial advisor with Morgan Stanley in Canfield, OH, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes roles at Morgan Stanley Smith Barney since 2009, Morgan Stanley Private Bank since 2015, and Citigroup Global Markets from 1994 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Dante Abbas is a financial advisor at Edelman Financial Engines with a Series 65 designation and one year of industry experience. His prior work includes roles at First Energy Corporation and the Ohio Public Employees Retirement System. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

Douglas Shodd Jr. is a financial advisor with Ameriprise in Canfield, Ohio, holding a Series 66 credential and five years of industry experience. Prior to joining Ameriprise in 2021, he held roles at Trivium Packaging, Exal Corporation, and Arconic Inc. Outside of his advisory work, he is the sole owner of Shodd CPA LLC and serves on the Board of Directors for Salem Regional Medical Center. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendations and ongoing advice with a focus on dependable income and tax-aware withdrawal strategies.

Kevin Mckinstry is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 credentials and over 44 years of industry experience. He has previously worked with Avantax Advisory Services and Illinois Mutual. Outside of advising, he owns and operates a tax preparation and accounting business and officiates volleyball and basketball. Cetera Investment Advisers LLC is a multi-manager platform that serves a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Douglas Thorpe is a financial advisor at Stifel with 32 years of industry experience. He has been with Stifel since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in community service as a member of the Boardman Rotary Club finance committee and serves on the board of the Salvation Army, where he currently holds the position of president. Stifel serves a broad range of clients, including individuals, institutional investors, and nonprofit organizations, providing brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm offers fee-based financial planning and engages in municipal-market activities alongside affiliated trust companies and banks.