Katrina Russo is a financial advisor at Ameriprise with 25 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at firms including The Huntington National Bank, The Huntington Investment Company, and PNC Investments. Russo is based in Ravenna, Ohio. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It 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.

John Chahine is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 25 years of industry experience. His prior roles include positions at Merrill and Bank of America. He serves on the advisory board of St. Maron Catholic Church in Youngstown, Ohio. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

Megan Schmucker is a financial advisor with Morgan Stanley in Canfield, Ohio, holding a Series 66 designation and three years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Progressive Casualty Insurance Company, First National Bank, Schroedel Scullin & Bestic LLC, and Youngstown State University. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

Kurt Hurdley is a financial advisor with Morgan Stanley in Canfield, Ohio, holding a Series 66 designation and six years of industry experience. His career includes roles at Morgan Stanley Private Bank and MassMutual, among others. Morgan Stanley Wealth Management serves both individual and institutional clients, offering various advisory programs and tailored financial planning services supported by structured tools and modeling techniques.

Elizabeth Van Dyke is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and seven years of industry experience. She has worked with Ameriprise since 2018 and previously held roles at The Ohio State University and Intellectual Wealth Group. Van Dyke is a member of the Hudson Garden Club Planning Committee, where she assists with organizing fundraising events to support community beautification and scholarships. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its Ameriprise Premier Retirement Income service, which provides personalized retirement-income planning through a centralized team using proprietary research and tools.

Howard Hargate III is a Senior Financial Advisor and Senior Portfolio Manager at Merrill Lynch Wealth Management. He began his career in financial services in 2013 and has developed a practice centered on disciplined, goal-oriented wealth management. Howard specializes in building diversified portfolios aligned with client objectives, balancing growth, income, and capital preservation with an emphasis on risk management and flexibility. He holds a Bachelor's degree with a double major in Finance and Accounting from Youngstown State University, where he served as President of the Student Investment Club. Howard also earned an MBA in Finance from Nova Southeastern University. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC), reflecting his expertise in fiduciary oversight and retirement planning. Howard is qualified to manage client assets on a discretionary basis through personalized investment strategies incorporating equities, fixed income, Merrill model portfolios, and third-party strategies. Outside of his professional work, he resides in Canfield, Ohio with his family and enjoys activities such as working out, golf, and hunting.

Erin Spalding is a financial advisor with Primerica Advisors, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Ameriprise and BNY Mellon. Outside of her advisory work, she is involved in sales of non-investment related services such as home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors and select corporate and charitable clients. The firm employs model-based investment strategies supported by third-party asset managers and custodians.

Valerie D'apolito is a financial advisor with Edward Jones, holding a Series 63 license and bringing 24 years of industry experience. She has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated investment products.

Kathleen Brown is a financial advisor at Stifel with 12 years of industry experience. She holds a Series 66 designation and has been with Stifel Nicolaus & Co., Inc. since 2016. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning.

Christina Matthews is a financial advisor at Ameriprise Financial Services, holding a Series 66 designation with six years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Inc., and involvement with Dr. Mahar MD Inc. She has also worked in academic settings at The Ohio State University and Youngstown State University. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Tesha Parker is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at Mariner Finance and OneMain Financial. Parker also owns TParker LLC, a sales business based in Youngstown, OH. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Matthew Morgan is a Certified Financial Planner® with 25 years of industry experience, currently serving as an advisor at Stifel since 2009. He is based in Canfield, Ohio, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved with local nonprofits, including serving on the Finance and Investment Committee of The Community Foundation of the Mahoning Valley and the Finance Committee of Habitat for Humanity of Mahoning Valley. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Ashley Glabecki is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. She has worked at Equitable Advisors since 2018 and previously worked at Axa Advisors, LLC. Outside of her advisory work, she serves as a basketball coach for Perry Local Schools in Perry, Ohio. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Wilbur Kline is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. Prior to joining LPL Financial in 2015, he served in the US Army Reserves for 35 years. Outside of advising, he is involved in several business ventures including a retail food and beverage startup and a product distribution and warehousing company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supported by a broad network of investment adviser representatives.

Debra Moore is a financial advisor at Stifel with 29 years of industry experience, including 17 years at her current firm. She holds Series 63 and Series 65 credentials. Outside of her advisory work, Moore is active in community organizations, serving in leadership roles such as President and Head Instructor of Eastern Ohio Martial Arts and Senior President of the Point of Beginning Society for the National Society, Children of the American Revolution. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation, retirement, insurance, and estate planning.

Renee Hefner is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. Her prior work includes roles at Ameriprise and J.P. Morgan Securities. Outside of advising, she owns Life Management Consultants, LLC, a consulting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing both discretionary and non-discretionary investment strategies.

Carol Carr is a financial advisor at Stifel with 26 years of industry experience and holds a Series 66 designation. She has been with Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling.

James Pipino is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Edward Jones, where he has worked since 2023, and previously held positions at The Wealth Advisory Group of DiLauro, Wracher and Thomas, Raymond James Financial Services, and Merrill Lynch. 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 and investment strategies, operating under a fiduciary standard and supporting a large network of financial advisors and branch offices nationwide.

Stacey Rozzo is a Series 66-credentialed financial advisor with Edward Jones, based in Warren, Ohio. She has 13 years of industry experience and has been with Edward Jones since 2005. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Joseph Vitello is a financial advisor at Stifel with 35 years of industry experience. He has been with Stifel since 2009 and holds Series 63 and Series 65 credentials. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling.