Mei Chen Goodson is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. She holds the Series 66 designation and previously worked for UBS Financial Services Inc. for 16 years before joining Janney Montgomery Scott in 2025. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.

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.

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.

Angela Bateman is a financial advisor with Thrivent Investment Management in Stow, Ohio. She holds a Series 66 designation and has three years of industry experience. Prior to her advisory career, she was a homemaker for 14 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning and allows clients to combine these planning services with managed accounts under a consolidated billing option called “WealthPlan.”

Keith Lucas is a CFP®-designated financial advisor with Ameriprise in Tallmadge, Ohio, and has 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Lucas serves as a trustee on the board of directors for the Tallmadge Foundation. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing, tax-aware withdrawal strategies and written recommendation reports tailored for clients nearing or in retirement.

Matthew Garner is a financial advisor with Ameriprise Financial Services in Kent, Ohio, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining Ameriprise in 2026, he worked at The Huntington Investment Company for nine years and held roles at LPL Financial and FirstMerit Bank NA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and annual advice emphasizing dependable income sources and tax-aware withdrawal strategies.

Marlynn Soliwoda is a financial advisor with Primerica Advisors in Akron, OH, and has nine years of industry experience. She has worked at Primerica Financial Services since 2007 and is involved with PFS Investments Inc. and the Stow Alliance Fellowship. Outside of advising, she is engaged in sales of investment-related and home-related products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable accounts. The firm offers model-delivery strategies managed by third-party asset managers and provides advisory services through a large network of financial advisors.

Nicholai Deshmukh is a financial advisor at Mass Mutual Investors Services with eight years of industry experience. He holds the Series 65, Series 63, and Series 66 credentials. His prior work history includes roles at Key Bank, Strategic Wealth Partners, Ltd., and Merrill. Mass Mutual Investors Services is an SEC-registered investment adviser and broker-dealer serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, educational seminars, and specialized services such as divorce planning and estate-settlement programs.

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.

Jeffrey Lewis is a Series 66 licensed financial advisor with 17 years of industry experience. He has worked at Edward Jones since 2009, with a six-year tenure at Bank of America/Merrill Lynch in between. He is currently based in Cuyahoga Falls, OH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets under management.

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.

Marc Miller is the Vice President and Executive Planning Consultant at Fidelity Investments. In his current role, he partners with clients to support them through their critical financial decisions by leveraging a financial planning process that is comfortable, flexible, and understandable. Marc has been with Fidelity Investments since 2011, holding various positions including Vice President, Financial Consultant from 2017 to 2025, Financial Consultant from 2012 to 2017, and Investment Representative from 2011 to 2012. Prior to joining Fidelity, he held roles at Ameriprise Financial from 2002 to 2010 and at Key Bank from 2010 to 2011. He holds a California Insurance License.

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.

Jeffrey Thorne is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and previously worked at Hudson Financial Group LLC. He is based in Cuyahoga Falls, Ohio. 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 services 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.

Donald Barrett is a financial advisor with LPL Financial in Kent, Ohio, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at LPL Financial since 2006 and was previously with KeyBanc Capital Markets Inc. for seven years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided primarily by investment adviser representatives using various portfolio 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.

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.