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Mallory D
Series 66
Massillon, OH
Edward Jones
Mallory D'augustine is a financial advisor at Edward Jones in Massillon, Ohio, holding a Series 66 designation with six 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, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.
Joseph M
Series 63
Massillon, OH
Edward Jones
Joseph Mirocke Jr. is a financial advisor at Edward Jones with 25 years of industry experience, including over 26 years at Edward Jones. He holds a Series 63 designation. Outside of his advisory role, he serves as Treasurer on the North Canton Area Chamber of Commerce Board of Directors and is an executive producer for the recording artists The Shootouts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated financial services.
Barry O
Series 63
Canton, OH
Edward Jones
Barry Olszewski is a Series 63 licensed financial advisor with Edward Jones in Canton, Ohio, with 26 years of industry experience. He has been with Edward Jones since 1999. 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 solutions supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.
Mark M
CFP®, Series 66
North Lawrence, OH
Ameriprise
Mark Mahoney is a financial advisor with Ameriprise Financial Services in North Lawrence, Ohio, holding CFP® and Series 66 credentials and bringing 33 years of industry experience. He has been with Ameriprise since 2005. Outside of his advisory work, he teaches art classes and participates in plein air painting events. Ameriprise Financial Services is a large, diversified firm that serves both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice.
Scott W
Series 66
Canton, OH
Edward Jones
Scott Wilson is a financial advisor with Edward Jones in Canton, OH, holding a Series 66 designation and 11 years of industry experience. He has worked at Edward Jones since 2014 and has also been associated with Sentrx Financial since 2013. 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 through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.
Tina S
Series 63, Series 66
Navarre, OH
Fidelity
Tina Snyder is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Her prior roles include positions at JPMorgan Securities LLC and Merrill. She is currently with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios drawn from an investable universe of mutual funds, ETFs, and ETPs.
Jared M
Series 66
Canton, OH
Equitable Advisors
Jared Mathie is a financial advisor with Equitable Advisors in Canton, OH, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Louisville High School and various service and landscaping positions. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through a range of third-party asset managers and LPL programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.
Jonathan S
CFP®, Series 66
Massillon, OH
Edward Jones
Jonathan Sias is a CFP®-certified financial advisor with eight years of industry experience, currently with Edward Jones since 2018. Prior to joining Edward Jones, he worked at ChemSpec Ltd for seven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Dale H
Series 63, Series 65
North Canton, OH
Cetera
Dale Hohlbaugh is a financial advisor at Cetera with 42 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at First Allied Advisory Services, Inc. and First Allied Securities, Inc. He is also the owner of DH Capital Management, a financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and consulting services through a multi-manager platform that accommodates various investment strategies and program structures.
Beth G
Canton, OH
Ameriprise
Beth Graybill is a financial advisor with Ameriprise in Canton, Ohio, holding 18 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2000. Outside of her advisory role, she owns Graybill Analytics LLC and works part-time as a yoga teacher. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.
Eric J
Series 63, Series 65
Canton, OH
STIFEL
Eric Johnson is a financial advisor at Stifel with 25 years of industry experience. He has held roles at Stifel since 2009 and Butler, Wick & Co., Inc. since 2007. Outside of his advisory work, he serves as the head coach for the Jackson High School freshman football team. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.
Kelly B
Canton, OH
Primerica Advisors
Kelly Brown is a financial advisor with Primerica Advisors in Canton, OH, holding 11 years of industry experience. She has worked at Primerica Advisors since 2015 and has prior experience at Amadeus Spa and Industrial Security. Brown is also a Notary Public in Canton, OH. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates through a large network of advisors and offers model-driven investment strategies with custody and trade execution support from BNY Mellon Advisors and Pershing.
Aaron S
Series 66
Canton, OH
Thrivent Investment Management
Aaron Speakman is a Series 66 credentialed financial advisor with three years of experience at Thrivent Investment Management, based in Canton, Ohio. Prior to his current role, he worked as a contractor and managed agricultural operations as president and owner of Rummell Farms Inc. for over 25 years. His outside business activities include farming and agriculture management. 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 planning across various financial topics, allowing clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.
Steven L
Series 63
North Canton, OH
Ameriprise
Steven Landy is a financial advisor with Ameriprise in North Canton, Ohio, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Landy is involved as an equity investor in oil and natural gas and holds ownership interests in various real estate-related businesses. Ameriprise offers a retirement-income planning service targeting clients with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.
Gregory D
Series 63, Series 65
Canton, OH
Merrill
Gregory Di Narda is a financial advisor at Merrill with 40 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith since 2007 and has also worked at Bank of America, N.A. since 2011. Outside of his advisory role, he owns and manages a pizza shop, EPCO, LTD dba Ermanno's Pizza, in Louisville, Ohio. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.
Joseph L
Series 66
Canton, OH
Raymond James Financial
Joseph Laubacher is a financial advisor with Raymond James Financial in Canton, Ohio, holding a Series 66 designation and 18 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2018 and previously was with McGervey Wealth Management, LLC from 2016 to 2018. Outside of his advisory role, he is also employed at PortfolioVision, a support company unrelated to investment activities. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers customized solutions, including a SIMPLE IRA Employer Advisory & Consulting Services program for small businesses, with a focus on non-discretionary advice and risk-based planning reviews.
Jeffrey S
Series 63
Massillon, OH
Raymond James Financial
Jeffrey Stoll is a financial advisor with Raymond James Financial in Massillon, OH, holding a Series 63 designation and bringing 39 years of industry experience. He has been associated with Raymond James Financial Services since 1991 and is the sole owner of Stoll Financial Group LLC. Outside of advisory work, he owns oil wells on existing property in Canton, OH. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations supported by firm research and a broad affiliate network.
Drew S
CFP®, Series 66, Series 63
North Canton, OH
LPL Financial
Drew Shealy is a CFP® professional affiliated with LPL Financial in North Canton, OH, with 17 years of industry experience. Prior to joining LPL Financial in 2026, he spent a decade at Cambridge Investment Research Advisors, Inc., Cambridge Investment Research, Inc., and Premier Bank & Trust. He serves as a board member for Jackson Bears Lacrosse and is involved in accounting for Penturf Dentistry. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
Brian L
Series 66
Canton, OH
Ameriprise
Brian Lake is a financial advisor with Ameriprise in Canton, Ohio, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory work, he serves as Treasurer on the Board of Directors for Moonlight Bay II and is the primary person in the S Corporation Harbor Lake, which is involved in payroll activities. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
Randall K
CFP®, Series 63
Canton, OH
Ameriprise
Randall Kreinbrink is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Ameriprise in Canton, OH. He has been with Ameriprise and its affiliated entities since 1993. Kreinbrink is a trustee on the board of Comet Lake Club, Inc. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service featuring comprehensive, annual retirement-income planning advice and written recommendation reports that incorporate proprietary investment research and algorithmic tools.
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