Christine Rice is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and three years of industry experience. She previously worked at TSG Resources, Inc. for 19 years. Outside of her advisory role, she is an independent advisor with Stoll Financial Group, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and governmental entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client interviews and risk profiling.

Rachael Chandler Head is a financial advisor at LPL Enterprise with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Edward Jones and State Farm VP Management Corp., as well as operating her own insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering services through advisory and brokerage channels with access to model portfolios, third-party management, and a range of financial products, including insurance.

Darrell Wright is a CFP® and ChFC® with 43 years of experience, currently serving at Raymond James Financial since 2007. He operates Darrell Wright Financial Services, LLC, a support company, and is involved in a rental real estate business with his wife. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and extensive advisory services supported by a broad affiliate network.

Thomas Shisler is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has been with Equitable Advisors since 1999, having also worked with Axa Advisors, LLC during that time. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Phillip Peachock Jr. is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he is involved with Catch the Impossible, Inc. and Audio Ape, Inc., which manufactures and sells entertainment industry hardware. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Craig Burgess is a financial advisor at Ameriprise with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Merrill and Edward Jones. Burgess is based in Massillon, OH. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jeffery Keefer is a Series 66-licensed financial advisor with J.P. Morgan Securities, where he has worked since 2012. He has 42 years of industry experience, including 14 years with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in North Canton, Ohio. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Abigail Windham is a financial advisor at Ameriprise in Akron, OH, holding a Series 66 designation with less than one year of industry experience. Her prior work includes roles in education and payroll services, as well as self-employment ventures. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency strategies to deliver personalized recommendation reports.

Jefferson Sarchione is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Cox Automotive - VinSolutions, and Sarchione Auto Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including model portfolios, retirement plan consulting, and both discretionary and non-discretionary management strategies.

Terry Wagler is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 65 credentials and has a background including roles at KeyBank, Key Investment Services, and Citizens Bank. Outside of his advisory work, he serves as president of the Hillsdale Ridge Condominium Association in Massillon, Ohio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios through intermediary platforms.

Leslie Ozmun is a Senior Financial Advisor with Merrill Lynch Wealth Management in Canton, Ohio. She has been with Merrill Lynch since 2014 and has worked in the financial services industry since 2006. Leslie leads a team of four other financial advisors and client associates, focusing on delivering customized wealth management strategies and disciplined investment approaches to her clients. Her areas of expertise include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and addressing the financial needs of women and wealth. Leslie leverages resources from Merrill Lynch and Bank of America, N.A. to provide a comprehensive range of services such as investment management, private wealth analysis, trust and estate planning, retirement solutions, and lending services for individuals and businesses. She also facilitates philanthropic services and cash management through Bank of America. Leslie holds a bachelor's degree in Personal Finance from The University of Akron and is a Personal Investment Advisor (PIA). She is a member of the professional fraternity Phi Sigma Epsilon. Outside of her professional work, Leslie enjoys cooking, gardening, hiking, interior decorating, music, spending time with her family, swimming, tennis, traveling, and watching movies.

Joseph Kendron Jr. is a financial advisor with Mass Mutual Investors Services, holding over 43 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and has been associated with Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company since 1979. His additional activities include sales related to individual life, property and casualty, health, fixed annuities, and other insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved analytical tools and collaborative planning approaches.

Anya Antonavich is a financial advisor with Edward Jones in N Canton, OH, holding Series 63 and Series 66 credentials and five years of industry experience. Her prior roles include positions at KeyBank, Huntington National Bank, and Raymond James Financial Services Advisors, Inc. Outside of advising, she is involved in music as a performer and band booking agent, and sells second-hand items online. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Darrell Cleary is a financial advisor at Ameriprise with 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds a Series 63 designation. Outside of his advisory role, he has a minority ownership interest in a commercial property partnership in Canton, Ohio. Ameriprise serves clients primarily through a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver tailored recommendations.

Richard Leffler Jr. is a financial advisor with Raymond James Financial, holding a Series 63 designation and over 29 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1996 and leads Richard G. Leffler Jr. CPA Inc., an accounting firm he founded in 1991. He is also an officer and treasurer of the Rotary Club of Massillon, a nonprofit organization. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm emphasizes non-discretionary investment consulting and financial planning, utilizing asset allocation analysis and firm research to develop tailored recommendations.

Julie Welden is a Series 66-licensed financial advisor with Edward Jones in Uniontown, Ohio, where she has worked since 2004, totaling 22 years of industry experience. 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 strategies, separately managed accounts, and affiliated mutual funds.

Matthew Noll is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, brokerage services, and employs both discretionary and non-discretionary management strategies supported by extensive research and technology.

Ian Sanor is a financial advisor with Raymond James Financial in Navarre, OH, holding a Series 66 designation and eight years of industry experience. He has been affiliated with Raymond James since 2017 and also operates under the name Sanor Wealth Group, providing financial advice. Ian’s work history includes roles at POH, Inc. and POH, LLC. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm emphasizes non-discretionary, tailored advice and provides specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Brian Robb is a financial advisor at Stifel in Canton, Ohio, with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel since 2009. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and governmental entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

Emily Loxley is a financial advisor with Edward Jones in Canal Fulton, OH. She holds a Series 66 designation and began her advisory career with Edward Jones in 2026. Prior to joining the firm, she worked in environmental consulting and has experience with organizations such as Partners Environmental Consulting, Inc. and the Ohio Department of Natural Resources. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.