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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.

Retirement income strategy General retirement planning General estate planning guidance Multi-generational wealth transfer Retirement withdrawal strategies Public Service Employee Educators, Teachers, and Academics
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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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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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.

General retirement planning Income planning
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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.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Aaron S

Series 66

Canton, OH

Thrivent Investment Management

Aaron Speakman is a financial advisor with Thrivent Investment Management based in Canton, Ohio. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he spent over 25 years managing agricultural operations as president and owner of Rummell Farms Inc. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a broad range of financial planning topics. The firm delivers planning through a network of advisors without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

Business ownership considerations
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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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Gregory D

Series 63, Series 65

Canton, OH

Merrill

Gregory Di Narda is a financial advisor with Merrill in Canton, OH, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith since 2007 and 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, 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 a range of individual and institutional clients.

Tax-loss harvesting Active portfolio management Wealth management
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Joseph L

Series 66

Canton, OH

Raymond James Financial

Joseph Laubacher is a Series 66 licensed advisor with 18 years of experience, currently with Raymond James Financial in Canton, Ohio. Prior to joining Raymond James in 2018, he worked at McGervey Wealth Management for two years. He is also an associate employee at PortfolioVision, a support company in Canton. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, charitable organizations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals and supports a broad network of advisors with specialized services including municipal advisory and employer consulting programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Jeffrey S

Series 63

Massillon, OH

Raymond James Financial

Jeffrey Stoll is a financial advisor with Raymond James Financial in Massillon, Ohio, holding a Series 63 designation and 39 years of industry experience. He has worked at Raymond James Financial Services since 1991 and established Stoll Financial Group LLC in 2015. Outside of advising, he owns oil wells on existing property. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and advisory services supported by analytical tools, with a notable affiliation supporting its municipal and public finance work.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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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.

College savings (529s, UTMA, etc.)
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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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Robert S

Series 66

Canton, OH

Merrill

Robert Stark is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has 35 years of experience in the financial services industry, primarily serving clients in Northern Ohio throughout his career. Robert focuses on providing personalized wealth management strategies tailored to his clients' unique financial situations. His areas of expertise include investment management, trust services, endowments, 401(k) plans, defined benefit plans, and Taft-Hartley retirement plans. Robert works with individuals, corporations, trusts, endowment funds, and retirement plans, offering specialized services such as divorce transition planning, employee benefits planning, institutional investment consulting, liquidity management, and retirement income planning. Robert holds a Bachelor's Degree from Ohio University’s BBA program and professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, he has personal interests in cooking, fishing, football, golfing, and soccer.

Wealth management Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Trust structures (GRAT, IDGT, revocable)
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Douglas W

Series 63, Series 65

Canton, OH

Morgan Stanley

Douglas Wilson is a financial advisor with Morgan Stanley in Canton, OH, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Morgan Stanley since 2009 and previously worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and extensive investment research.

General estate planning guidance
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David C

Series 66

Canton, OH

STIFEL

David Cornet is a financial advisor at Stifel with 30 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2005. Cornet serves as a board member of Bank of Magnolia and participates in the investment review committee of the Stark Community Foundation. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation, retirement, insurance, and estate planning analyses.

General retirement planning Income planning
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Diana C

Series 63, Series 66

Canton, OH

Merrill

Diana Cook is a financial advisor at Merrill with 25 years of industry experience. She holds the Series 63 and Series 66 credentials. Prior to joining Merrill in 2018, she worked at Valmark Securities, Inc. and The Prudential Insurance Company of America. Outside of finance, she owns and operates a glass art business where she creates and sells upcycled bird baths and serving trays. Merrill, together 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.

Tax-loss harvesting Active portfolio management Wealth management
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Adam O

Series 63

Canton, OH

Edward Jones

Adam Olenick is a financial advisor with Edward Jones in Canton, OH, holding a Series 63 designation and over 25 years of industry experience. He has been with Edward Jones since 2000. Olenick is a member of TLS Property Enterprises, LLC, a property management business in Massillon, OH. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Dentist Doctor or Medical Professional Founder/Business Owner
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Jeric W

Series 66

W Carrollton, OH

Ameriprise

Jeric Wisecup is a financial advisor at Ameriprise with 26 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliates since 1999. Outside of his advisory role, he serves on the board of a professional networking group and coaches middle school wrestling. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, employing a combination of research, modeling, and tax-efficient strategies to develop personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Branden V

Series 66

Canton, OH

Merrill

Branden Vachon is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Bank of America, Merrill, American Income and Life Insurance Co., CrossCountry Mortgage, Rocket Mortgage, Ruffalo Noel Levitz, Deck Rescue, and Meijer. Merrill, together 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 and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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