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 financial advisor with Ameriprise Financial Services in Akron, OH, holding a Series 66 designation and 20 years of industry experience. He previously worked at Merrill from 2007 to 2013 before joining Ameriprise, where he has been since 2014. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

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 previously worked at CUNA Brokerage Services, Inc. from 2001 to 2003. Elsass holds board memberships with local organizations including the Wadsworth Tax Incentive Review Council, the Wadsworth Schools Business Advisory Council, The Wadsworth Rotary Foundation, and Meals on Wheels of Wadsworth. Cambridge Investment Research Advisors, Inc. serves both individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Matthew Stephan is a financial advisor with LPL Enterprise holding a Series 66 designation. He has one year of industry experience and previously worked at Sage Solutions and held various roles over several years in educational and community organizations. LPL Enterprise, LLC serves a broad client base including individual and high-net-worth investors, retirement plans, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, providing access to third-party asset managers and participating in the Model Wealth Portfolios wrap program.

Todd Hawke is a financial advisor with Ameriprise, holding the ChFC® designation and Series 66 license, and has 26 years of industry experience. He previously worked at M Holdings Securities, Inc. and Gdk & Company for over two decades before joining Ameriprise. Hawke serves on several local boards, including Aultcare Health Insuring Corporation and Junior Achievement of North Central Ohio, and is an elected trustee of Jackson Township in Stark County, Ohio. He is also involved in economic development initiatives in Stark County focused on housing, industry sector growth, and talent retention. Ameriprise provides retirement-income planning services tailored for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to create annual recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Derwood Miller is a CFP® professional with 30 years of experience in financial services. He is currently affiliated with LPL Financial since 2020 and has prior experience with Avantax Advisory Services and Avantax Insurance Agency. Outside of advising, he owns Wildlife Limited, Ltd., a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutional clients. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michelle Morrow is a financial advisor with Morgan Stanley in Canton, OH, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at KeyBank and Key Investments Services LLC. Before entering finance, she worked at West Side Animal Hospital and the Louisville Area YMCA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Olivia Griffith is a CFP® professional at Stifel with 12 years of industry experience. She previously worked at Wells Fargo Clearing before joining Stifel Nicolaus & Co Inc. in 2022. She serves as Vice Chair and Board Member of Women's Impact Inc., a women's networking and education organization. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Todd Downerd is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. His career includes roles at Edward Jones, Chase Investment Services Corp., and J.P. Morgan Securities, where he has worked since 2012. Outside of finance, he is a guitarist in a musical group called Stay Gone. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking market assumptions, and it maintains broader derivatives and commodities capabilities compared with many institutional advisory programs.

David Valentine is a financial advisor with Ameriprise in Canton, Ohio, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as a trustee in fiduciary activities. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide annual, non-discretionary recommendation reports through a centralized consulting team working alongside financial advisors.

Stephen Sowers is a financial advisor with LPL Financial in North Canton, Ohio, holding Series 63 and Series 66 registrations and 18 years of industry experience. He has worked at LPL Financial since 2020 and previously at Cetera Advisor Networks and Cetera Wealth Services. Sowers is also involved with Ohio Investment Partners and operates an insurance agency related to his investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, combining a broad range of advisory and non-advisory financial services.

Paul Storm is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes previous roles at Wells Fargo Advisors Financial Network, UBS Financial Services, and Merrill. Outside of his advisory work, he is owner of PS Wealth Strategies LLC and serves on the finance committee of the Wadsworth United Methodist Church. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organization clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

Joseph Betts Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has worked at LPL Financial since 2020 and previously held roles with Avantax Insurance Agency, Avantax Investment Services, and M.J. Miller & Co., CPA's LLC, where he continues to be involved in tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and participant-level retirement advice through a large network of advisors using a variety of investment strategies and technology tools.

Lois Gregory is a financial advisor with Cetera based in Akron, OH, holding a Series 66 designation and bringing 16 years of industry experience. She has previously worked at Morgan Stanley and JPMorgan Securities among other firms. Gregory serves as an unpaid board member of Trinity-Love Inc, a nonprofit focused on assisting impoverished communities in developing countries. Cetera Investment Advisers LLC is an SEC-registered advisor supporting a large nationwide network of independent advisors. The firm serves individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Rich Goebelt is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2016. Prior to this role, he served as Vice President and Financial Consultant at Fidelity Investments from 2011 to 2016. His professional experience centers on financial planning and advising clients towards their financial goals. Rich holds insurance licenses in Arkansas and California. He emphasizes the importance of teamwork and trust in his work with clients, focusing on attributes such as hard work, leadership, communication, and maintaining a positive attitude. Outside of his professional life, Rich enjoys spending time at the beach, engaging in family activities, and pursuing fitness. He is also interested in football and golf.

Christine Rice is a financial advisor at Raymond James Financial with four years of industry experience. She holds a Series 66 designation and previously worked for TSG Resources, Inc. for 19 years. Rice is also an independent advisor with Stoll Financial Group, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work, as well as specialized retirement plan consulting.

Rachael Chandler Head is a financial advisor with LPL Enterprise, holding a Series 66 designation and 18 years of industry experience. She previously worked at Edward Jones for nine years before joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is typically model-driven, utilizing portfolios developed by internal and third-party strategists, and offers financial planning, access to third-party asset managers, and a Model Wealth Portfolios wrap program.

Darrell Wright is a financial advisor with Raymond James Financial in North Canton, OH, holding CFP® and ChFC® designations along with Series 63 and 65 licenses. He has 44 years of industry experience, including 19 years at Raymond James Financial. Wright is the owner of Darrell Wright Financial Services, LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting supported by advanced analytical tools and maintains specialized services in municipal and employer-sponsored retirement plans.

Thomas Shisler is a financial advisor with Equitable Advisors in Akron, OH, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm relies on a network of Investment Adviser Representatives and third-party program sponsors to deliver tailored investment solutions and ERISA fiduciary services.