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 with Cetera, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Target Corp and Youngstown State University. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, with various program options including model portfolios, third-party managers, and customized 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 industry experience, currently serving at LPL Enterprise since 2024. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC, as well as PNC Investments. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to a range of brokerage and insurance products through an integrated platform.

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 bringing 21 years of industry experience. He has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory.

Matthew Dobro is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 31 years of industry experience, including 19 years with Cambridge Investment Research Advisors. Outside of advising, he works as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing multiple custody platforms and a range of model-based and discretionary strategies.

Ronald Dobro is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 credential. He has 38 years of industry experience and has been with Cambridge Investment Research Advisors since 2005. He also has experience with Oak Park Advisors-College Consultants and Cambridge Investment Research, Inc. Outside of his advisory role, he is an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing multiple custody platforms and both proprietary and third-party investment strategies.

Russell Spitz Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets beginning in 1994. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs that include tailored financial planning and investment management. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and quantitative 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, OH, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2019, he held positions at Trivium Packaging, Exal Corporation, Arconic Inc., and Alcoa. Outside of his advisory role, Shodd is the sole owner of Shodd CPA LLC and serves on the Board of Directors for Salem Regional Medical Center. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

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.

Spencer Smith is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. Prior to joining Cetera, he worked at Duncan Financial Group and has diverse experience including roles in education and retail. He is also a basketball coach for the Boardman Local School District. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and third-party managers.

Diane Ross is a financial advisor with Ameriprise in Canfield, Ohio, holding a Series 66 designation and 19 years of industry experience. She previously worked at Stifel and UBS Financial Services before joining Ameriprise. Outside of her advisory role, she manages a personal maintenance and business expenses company, Dangico LLC. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research and modeling to deliver tailored, tax-efficient withdrawal strategies and income recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Hannah Ritchie is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2022, she worked in education roles at Warren City Schools and Canton City Schools, and attended Youngstown State University. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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.

Hayden Dattilio is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and previously worked five years at Youngstown State. Outside of finance, he has been involved with Belleria Pizza and Restaurant as a server and bartender since 2020. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.