Philip Geissinger is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors in 2024, he worked as an independent contractor and spent 15 years at OrthoUnited. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a range of third-party advisory models and discretionary management options.

Jeffrey Kota is a CFP® with 27 years of industry experience and is currently with Ameriprise in Canton, Ohio, where he has worked since 1998. He also serves on the boards of several local organizations, including the Wooster Noon Lions, the Izaak Walton League Wayne County Chapter, and the Wooster Duck Club. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Oliver Cornet is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and has prior work experience at Muddy Shutter Media and Interstate Gas Supply. Outside of his advisory role, Cornet serves as a board trustee for Friends of Stark Parks and the Canton Montessori School, contributing to nonprofit advocacy and educational oversight. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and forward‑looking capital market assumptions.

Brian Kelly is a financial advisor with LPL Financial, holding a Series 66 designation and possessing 27 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Kelli Phillips Zaleski is a financial advisor with Ameriprise in Canton, OH, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Ameriprise and its affiliate since 2000. Zaleski also operates an S-corp, Zaleski and Associates Inc., through which she conducts her business as a self-employed contractor. Ameriprise serves clients primarily through its retirement-income planning service, Ameriprise Premier Retirement Income, which targets individuals with substantial investable assets and provides detailed, non-discretionary recommendation reports. The firm combines research, modeling, and tax-efficiency analysis to support retirement income strategies and offers a broad range of advisory, brokerage, and insurance solutions.

Cameron Guild is a Wealth Management Advisor with The HK Group at Merrill Lynch Wealth Management. He specializes in providing tailored financial advice and guidance designed to support each client's current lifestyle as well as their short- and long-term needs and goals. Cameron and his team emphasize simplicity, transparency, and a disciplined wealth management process to help clients measure their progress toward financial and life objectives. They prioritize direct access and personalized service, avoiding impersonal communication channels to maintain close client relationships. Cameron began his career in financial planning in Akron before joining Merrill Lynch in 2013. He holds a Bachelor of Science degree in Finance with a concentration in Financial Planning from The University of Akron. His professional credentials include the CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. Cameron's expertise spans areas such as college education planning, retirement income, legacy planning, philanthropic planning, socially responsible investing, and liquidity management. Outside of his professional work, Cameron resides in Copley, Ohio. He is an active member and past president of the Rotary Club of Fairlawn. His personal interests include camping, skiing, and spending time with his family.

Kathryn Smith is a financial advisor at Thrivent Investment Management with 17 years of industry experience. She holds the Series 66 designation and has been with Thrivent and its affiliated entities since 2008. Outside of her advisory role, Smith serves as Secretary/Treasurer of the Malvern Rotary Club and as Vice-President of Trinity Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account services under a consolidated billing option, with an emphasis on written recommendations and periodic reviews.

Joshua Marks is a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management. With over 23 years of experience, he specializes in areas including divorce transition planning, investment consulting for defined contribution plans, employee financial health, portfolio management services, small business strategies, and retirement income. He holds a Bachelor's Degree from Washington and Jefferson College and has earned professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Joshua is affiliated with Merrill Lynch and actively participates in community involvement through organizations such as Mash Factory. Joshua approaches financial advising by developing personalized strategies tailored to each client's long-term goals. Outside of his professional role, he enjoys baseball, fishing, football, hunting, and spending time with his family.

Brian Davin is a financial advisor at Ameriprise with 11 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at JP Morgan Securities, JP Morgan Chase Bank, and The Huntington Investment Company. Outside of his advisory role, he serves on the Board of Directors for the Game Changers Leadership and Peer Mentoring Initiative and is an advisory board member for the Cortland Community Foundation. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Samuel Gebhardt is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Financial, he spent five years at Troyer & Associates, Inc, following five years in full-time education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

David Shaffer is a financial advisor with Edward Jones in Canton, OH, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at J Rayl and Wells Fargo. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Misty Rogers is a financial advisor at Edward Jones in Canton, OH, with eight years of industry experience. She holds a Series 66 designation and previously worked for Citizens Bank for 20 years before joining Edward Jones in 2025. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Seaman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 36 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, spanning a total of 15 years. He serves on the finance committee of Habitat for Humanity in Akron, Ohio. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Michelle Shaheen Wires is a financial advisor with LPL Financial in Canton, OH, holding a Series 66 designation and 27 years of industry experience. She has been affiliated with Linsco/Private Ledger Corp. since 2006. Outside of her advisory work, she serves as treasurer of the Phoenician Auxiliary, a church group, where she manages the checkbook and writes checks. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, providing both discretionary and non-discretionary management along with research-backed model portfolios.

David Haney is a financial advisor with Primerica Advisors in Canton, OH, holding a Series 63 designation and 14 years of industry experience. He has worked at Primerica Financial Services since 2010 and is involved with PFS Investments Inc. and RNR Technologies. Outside of investment services, he also engages in the sale of home security, automation products, and loan referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-delivery strategies and discretionary separately managed accounts. The firm operates at scale with nearly 3,700 advisors, offers a range of investment models including those with cryptocurrency ETFs, and provides custody and trade execution through Pershing and BNY Mellon Advisors.

Jeffrey Eisenberg is a financial advisor at SecuraWealth in Canton, Ohio, holding Series 63 and Series 65 designations with 19 years of industry experience. He has been with SecuraWealth Investment Strategies since 2010. SecuraWealth provides portfolio management, financial planning, and pension consulting primarily for individual clients. The firm manages approximately $22.3 million in assets for 18 households, focusing on non-discretionary client relationships and combining individualized portfolio management with pension consulting services.