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.

Jeffrey Craft is a Series 66 licensed financial advisor with six years of industry experience. He currently works at Cetera and has held previous roles at Avantax Advisory Services and related firms. Outside of his advisory career, he owns and operates J Craft Consulting LLC, an accounting and tax preparation firm. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a large network of over 10,000 advisors.

James Boykin is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Pruco Securities, LLC from 2016 to 2024 and has held a role with Prudential Insurance Company of America since 2016. Outside of his advisory work, Boykin is involved as a sports and fitness coach in Uniontown, OH. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and access to brokerage and insurance products through an integrated platform.

Theresa Meinen is a financial advisor with Primerica Advisors in North Lawrence, OH, holding a Series 63 designation and 39 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1985. In addition to her advisory role, she is involved in the sale of loan products and home security and automation services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, offering a range of investment models implemented with oversight from BNY Mellon Advisors.

Travis Spicer is a CFP® and Series 66 credentialed financial advisor with 12 years of industry experience. He has been with Edward Jones in Canton, OH since 2013. Outside of his advisory role, he has had involvement with Veterans Affairs in Washington, DC, and the Defense Finance and Accounting Service (DFAS) in Cleveland, OH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers affiliated mutual funds, trust services, and securities-based lending options.

Christopher Humphrey is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise since 2020 and previously served as a member of the Green City Council from 2012 to 2019. Outside of advising, he is co-owner of a small business providing power washing and concrete caulking services. Ameriprise offers a retirement-income planning service focused on individuals with substantial investable assets, delivering written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to support personalized retirement income planning while providing a broad range of advisory, brokerage, and insurance solutions.

Reigan Vargo is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. She has been with Merrill Lynch Wealth Management since 2019. Her prior roles include positions at the National Inventors Hall of Fame and Peace Love & Little Donuts, as well as time as a student at Samford University and Kent State University. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kimberly Caldwell is a Series 66-licensed financial advisor with Edward Jones in North Canton, OH. She has 17 years of industry experience and has been with Edward Jones since 2008. 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 variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Vela Caspersen is a financial advisor with Morgan Stanley in Canton, OH, holding Series 65 and Series 63 licenses with 13 years of industry experience. Prior to joining Morgan Stanley, Vela worked at Merrill for nine years, as well as KeyBank and BC Forward. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling techniques in its financial planning process.

Roger Duffy is a financial advisor with Ameriprise in Massillon, OH, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Duffy serves as president of the NFL Alumni Cleveland Chapter and is chief commercial officer at Integrated Source One, where he focuses on brand awareness and competitive analysis. He also holds board positions with the Lord's Lake Association and CommQuest. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Brandon Pratt is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has one year of experience in the financial industry, having worked at MassMutual Life Insurance Company and MML Investors Services, LLC since 2026. Prior to his financial career, he spent several years in the optical industry with companies including America's Best Contacts and Eyeglasses and VisionWorks. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and educational seminars, with optional implementation through brokerage or insurance arrangements.

Jason Clemens is a CFP®-certified financial advisor with Ameriprise in Canton, OH, bringing 23 years of industry experience. He has been with Ameriprise Financial Service, LLC since 2003 and previously worked at Ameriprise Financial Services, Inc. for 15 years. Clemens serves as Treasurer on the Board of Directors for the Lake Wrestling Club. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm combines investment research, third-party data, and algorithmic tools to provide tailored, non-discretionary retirement strategies within an investment universe influenced by Ameriprise’s affiliated products.

Anthoula Poleondakis is a Wealth Management Advisor at Merrill Lynch Wealth Management. In her role, she works with clients to address various financial goals, including education planning, family wealth management strategies, institutional investment consulting, and socially responsible and values-based investing. She holds a Bachelor's Degree from The University of Akron with a concentration in Financial Planning and Real Estate Finance. Antha is also certified as a CERTIFIED FINANCIAL PLANNER® and has earned the Certified Investment Management Analyst® designation after completing the educational component at The Wharton School of Business. Additionally, she holds the Personal Investment Advisor (PIA) designation. Antha serves as a board member for the Akron Community Foundation Women's Endowment Fund and is involved with other non-profit groups. She has been recognized on multiple Forbes lists for her work in wealth management. Her personal interests include adventure sports, basketball, boating, cooking, horseback riding, scuba diving, skiing, spending time with her family, surfing, and traveling.

Georgia Beach is a financial advisor at Edward Jones with seven years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to her current role, she worked at Origami Owl from 2013 to 2018. Outside of her advisory work, she is a wedding officiant available to friends and family at no cost. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs with approximately $1.01 trillion in assets under management and a large nationwide network of financial advisors and branch offices.

Stephanie Draper is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in personalized wealth management strategies, helping clients grow and preserve their wealth through retirement planning, long-term care discussions, and wealth transfer strategies. Her client focus areas include college education planning, divorce transition planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Stephanie holds a Bachelor's Degree from The University of North Carolina at Chapel Hill, a Master's Degree from Toledo College of Law, and a Doctorate from CWRU School of Law. She has earned several professional designations, including Accredited Domestic Partnership Advisor (ADPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). In addition to her financial advisory work, Stephanie participates in community volunteer activities in line with Merrill's tradition of community engagement. Her personal interests include camping, gardening, genealogy, and golfing.

Kevin Spray is a CFP® professional with nine years of industry experience, currently associated with Raymond James Financial. He has worked at Morgan Stanley, CAPTrust, and Cornerstone Capital Advisors. He is the owner of Brenneman Group and also manages finances and business decisions for Rejuve Aesthetics LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored, non-discretionary consulting using risk profiling and modeling tools and is notable for its municipal advisor affiliation and specialized retirement plan advisory programs.

Michael Messina is a financial advisor with Edward Jones in Alliance, OH, holding Series 63 and Series 65 designations and having 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and money market funds. The firm operates an SEC-registered advisory program and manages approximately $1.01 trillion in assets, supported by a large nationwide network of advisors and branch offices.

Daniel Rohr is a Series 66-licensed financial advisor with Ameriprise in Uniontown, Ohio, and has 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, emphasizing assets held in Ameriprise-managed accounts and using algorithmic tools overseen by specialized committees.

Noah Festi is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and two years of industry experience. He previously worked at LPL Enterprise and The Prudential Insurance Company of America. Outside of finance, his background includes roles in education and small business operations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice, utilizing a combination of proprietary research, third-party data, and algorithmic tools.

Karl Elsass is a CFP® professional with 36 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2005. He has been affiliated with Cambridge Investment Research, Inc. since 2003. Outside of his advisory role, Elsass serves on several local nonprofit boards, including the Wadsworth Tax Incentive Review Council and Meals on Wheels of Wadsworth, and participates in community organizations such as the Wadsworth Rotary Foundation and the Wadsworth Schools Business Advisory Council. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing both proprietary and third-party strategies, with various custody and platform options tailored to client objectives.