Michaela Matthews is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. She has worked at LPL Financial since 2022 and previously held roles at CUNA Brokerage Services and CUNA Mutual Group. 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, utilizing both discretionary and non-discretionary strategies supported by advanced operational tools.

Lisa Hlinka is a Series 65 registered advisor with Primerica Advisors in Youngstown, OH, with 17 years of industry experience. She has been associated with Primerica Financial Services and PFS Investments Inc. since 2009 and has worked at Heinen's since 2012. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies managed by unaffiliated asset managers and supports accounts through custodians such as Pershing.

Karen Sciortino is a financial advisor with Morgan Stanley who holds a Series 63 designation and has 36 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Prudential Equity Group, LLC. She has been with Morgan Stanley Smith Barney LLC since 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using proprietary tools and market simulations.

Ryan Wetzel is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has built his career over the past 10 years helping individuals and families develop financial strategies that align with their personal priorities and long-term goals. His areas of focus include college education planning, family wealth management strategies, legacy planning, retirement income planning, and portfolio management services. Ryan holds a Bachelor’s Degree from The University of Akron and holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Life Underwriter (CLU), Personal Investment Advisor (PIA), and Sports & Entertainment (SE). He emphasizes understanding clients’ unique perspectives to deliver transparent and personalized wealth management solutions. Outside of his professional responsibilities, Ryan enjoys bowling, cooking, golfing, and spending time with his family. He is also involved in community efforts through United Way’s Success By 6 initiative.

Kristen Miller is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to model financial outcomes.

Daniel Corbett is a financial advisor with Primerica Advisors, holding a Series 63 designation and seven years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 2018 and operates out of Youngstown, OH. Outside of finance, he owns and runs a 3D printing business, 3D Fun Factory, which sells 3D prints online. 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 clients. The firm employs model-driven strategies managed by unaffiliated asset managers and supports account custody and trade execution through major custodians.

Howard Lewis Jr. is a financial advisor at Stifel with 51 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2009. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and asset allocation guidance.

Jeffrey Sanfilippo is a financial advisor at LPL Enterprise with Series 66 and Series 63 licenses and four years of industry experience. He has worked at The Prudential Insurance Company of America and Pruco Securities LLC prior to joining LPL Enterprise. Outside of his advisory work, he is involved as a sports and fitness coach with the New Castle School District. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm utilizes model-driven investment approaches and offers access to third-party asset managers and wrap programs, along with affiliated insurance and trust services.

Jonathan Kosco is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has previous work experience at Youngstown State University and The Daily Grind. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

George Roman is a financial advisor with Ameriprise in Canfield, OH, holding the ChFC® and Series 63 designations and with 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset thresholds, delivering tailored, non-discretionary recommendations focused on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients, primarily through managed accounts.

Amy Shope is a financial advisor with Cetera, holding a Series 66 designation and 29 years of industry experience. She has held roles at Cetera Wealth Services, The Strategic Financial Alliance, Lehner Shope Wealth Group, Berthel, Fisher & Company, and The Huntington Investment Company. Outside of her advisory work, she is a co-founder and director of Dylans House, a nonprofit providing housing for autistic individuals, and the founder of Women Rising, an organization focused on women's empowerment events. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers through a large network of independent advisors.

Katie Solvesky is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has built a career since 2001. She specializes in creating highly customized financial strategies that evolve with her clients' personal and business circumstances, with a particular focus on helping business owners monetize their efforts to meet their goals. Katie holds a Bachelor of Science degree in General Business Administration from Youngstown State University and has earned several professional designations including Certified Private Wealth Advisor®, CERTIFIED FINANCIAL PLANNER®, Certified Exit Planning Advisor®, and Certified Plan Fiduciary Advisor®. She has also studied at The University of Chicago Booth School of Business while earning her CPWA® Certificate. Her expertise encompasses areas such as family wealth management, legacy planning, retirement planning, tax minimization, and individual and corporate investment strategy. In addition to her professional work, Katie is involved in various organizations including the Estate Planning Council of Cleveland and the Investment & Wealth Institute. She volunteers with The Beatitude House as well as in school and children’s activities. Outside of work, she enjoys activities such as yoga, skiing, kayaking, hiking, antiquing, cooking, gardening, horseback riding, football, volleyball, and spending time with her family. Katie resides in Chagrin Falls with her family.

Sydney Woolard is a financial advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors, Woolard worked at Davey Tree Expert Company and held various roles in education and nonprofit organizations, including at Kent State University and the Humane Society of Summit County. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Dana Dunn is a financial advisor with LPL Financial, holding a Series 63 designation and 36 years of industry experience. Prior to joining LPL in 2025, Dunn worked at Cambridge Investment Research Inc. for seven years and held roles at Mass Mutual Investors Services and MSI Financial Services, Inc. Dunn is also involved in a non-variable insurance advisory business based in Overland Park, KS. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides access to various investment strategies and platforms, including model portfolios and third-party asset management, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Jeffrey McCreery is a financial advisor with Mass Mutual Investors Services in Boardman, OH, holding over 35 years of industry experience. He has worked at MML Investors Services Inc. and MassMutual Life Insurance Company since 2009, and previously at New England Securities from 2005 to 2009. He serves as a board member of Town One Streetscapes, a nonprofit focused on community improvement projects. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and delivers recommendations across investment categories without discretionary authority.

Tracey Direnzo is a financial advisor at Primerica Advisors with 15 years of industry experience. She has worked at Primerica Financial Services since 2009 and PFS Investments Inc. since 2011, and is currently involved with Circle of Care. Outside of her advisory role, she owns a real estate investing business. Primerica Advisors sponsors a wrap-fee asset management program that serves individual, corporate, and charitable clients, delivering advisory services through a large network of advisors and utilizing model-driven strategies managed by third-party asset managers.

Dawn Hood is a financial advisor at Primerica Advisors with 21 years of industry experience. Her prior work includes positions at Farmers National Bank, The Middlefield Banking Company, and Valley Title & Escrow. She is also involved in sales of investment-related products and loan referrals for companies affiliated with PFS Investments Inc. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies supported by third-party managers and custodians, focusing primarily on individual investors rather than institutional clients.

Brendan Jones is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing two years of industry experience. His previous roles include positions at Erie Indemnity Company and PFS Investments Inc., along with multiple engagements in education at Youngstown State University and local school districts. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering services through model-based investment strategies supported by third-party asset managers and custodians.

Michael Moss is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 30 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017 and also operates Lighthouse Financial Strategies, where he provides personal goal coaching. He is involved with Troop 46 as a committee member helping plan events. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Sheila Milano is a Senior Financial Advisor with Merrill Lynch Wealth Management. She began her career in the investment industry in 2000 and has been working alongside Dan since 2005. Sheila is focused on simplifying clients' financial and banking needs by providing tailored wealth management solutions. Sheila holds FINRA Series 7 and 66 registrations and has earned the Personal Investment Advisor (PIA) designation. Her expertise encompasses areas such as college education planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Sheila and her team emphasize understanding clients' financial situations in detail and designing customized approaches to help clients pursue their personal financial goals while managing investment risk. Sheila earned her Associate's Degree from Youngstown State University and holds a High School Diploma from Girard High School. She resides in Boardman with her husband, Steve. Outside of work, Sheila enjoys hiking, interior decorating, sewing, and spending time with her family.