Nathaniel Blair is a financial advisor with Ameriprise in Massillon, OH, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jennifer Twiddy is a financial advisor at Edward Jones with 28 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1998 and holds the Series 63 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Michelle Rose is a financial advisor with UBS Financial Services in Massillon, OH, holding Series 63 and Series 66 credentials and having 25 years of industry experience. She has worked at UBS since 2007 and has been with Mcdonald Investments Inc. since 2002. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Angela Duraine is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and three years of industry experience. She has been associated with Raymond James since 2021 and is also involved with PortfolioVision, Inc., a support company based in Canton, Ohio. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities, with specialized programs for small businesses and municipal clients.

Ronald Katigbak is a financial advisor with Ameriprise in North Canton, Ohio, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns a property management business and serves as president of a personal service corporation managing practice expenses. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with significant investable assets, utilizing research-driven, non-discretionary recommendations supported by algorithmic tools and a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Bryce Mathie is a financial advisor at Equitable Advisors in Canton, OH, with eight years of industry experience and a Series 66 designation. He previously worked at Axa Advisors and WH Trading. Mathie serves as a board member for the Local Boys & Girls Club in Massillon, OH. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance, and access to third-party asset management programs. The firm operates through various program sponsors and third-party managers, focusing on both advisory and brokerage solutions with a range of discretionary and non-discretionary asset management services.

Todd Loxley is a financial advisor at Edward Jones in Canton, OH, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at BobEvans Restaurants from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Christopher Seeley is an advisor at Ameriprise with a Series 66 designation and one year of industry experience. He previously worked for Maconachy Stradley Insurance for two years and Westfield Bank, FSB for nine years. 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 annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael Draper is a financial advisor at LPL Financial in Canton, Ohio, with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Securities Corporation for eight years. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Steven Scherer is a financial advisor with LPL Financial in Hartville, Ohio, holding a Series 66 credential and 18 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. Scherer also serves as a coach for Dover City Schools. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations, offering a range of advisory programs and financial planning services supported by extensive research and technology.

Elijah Ochoa is a financial advisor with Edelman Financial Engines, holding a Series 66 designation and five years of industry experience. He previously worked at Thrivent Financial and has experience outside finance in the hospitality sector. Ochoa is also involved as a member of ULTIMA LLC, which invests in residential real estate in the Charlotte, NC area. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary solutions.

Lynne Peters is a financial advisor with Ameriprise in Alliance, OH, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, Peters owns a welding and fabrication business and serves on the Board of Directors for First Christian Church as the nominating committee chair. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, providing written recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory support through a centralized consulting team and emphasizes managed accounts alongside a broad range of financial solutions.

Brittany Motyka is a financial advisor with Raymond James Financial Services Advisors, Inc. in Massillon, Ohio, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James, she worked at Edward Jones for nine years. She is also involved as 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 clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting supported by extensive firm research and an affiliate network.

Scott Sieverts is a financial advisor at Ameriprise in Canton, Ohio, with 31 years of industry experience. He has been with Ameriprise and its predecessor entities since 1994 and holds a Series 63 designation. Outside of his advisory role, he is involved in property management through ownership of AEEA, LLC. Ameriprise offers retirement-income planning services designed for clients approaching or in retirement, focusing on tax-smart withdrawal strategies and Social Security options. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities and employs a centralized consulting team to deliver tailored, research-driven retirement recommendations.

Michael Hutkowski is a financial advisor with Primerica Advisors in Canton, OH, holding a Series 66 designation and 18 years of industry experience. His work history includes roles at Massillion Digital Academy and Massillon City Schools. He also engages in sales of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates model implementation to BNY Mellon Advisors.

Niki Papic is a financial advisor at Ameriprise with seven years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate since 2014. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset thresholds. The firm uses a centralized consulting team to deliver non-discretionary recommendations incorporating research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise-managed accounts.

David Varner is a financial advisor at Cambridge Investment Research Advisors with 43 years of industry experience. Prior to joining Cambridge in 2019, he worked for Nationwide Advisory Services and Nationwide Insurance from 1973 to 2019. He is also an independent insurance agent with Varner Insurance Group and provides tax and legal liability services through Kyler and Company LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by offering financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm delivers tailored investment strategies through a network of independent Financial Professionals and maintains a range of proprietary and third-party model strategies.

Michael Odonnell is a financial advisor at LPL Enterprise with 31 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is a Notary Public in North Canton, Ohio. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage services. The firm provides access to model portfolios, third-party asset management, and a range of financial products, operating on an integrated platform that combines advisory programs with active sales of financial products and lending services.

Dominic Wise is a Series 66-licensed financial advisor with Edward Jones in Canton, OH. He joined Edward Jones in 2026 and has a decade of prior experience with the Ohio Army National Guard. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Stephen Bergman is a financial advisor with Primerica Advisors in Akron, OH, holding a Series 63 designation and 23 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2002. Outside of his advisory role, Bergman has been involved with Sand Run Travel since 2001. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm uses an independent due-diligence consultant to evaluate asset managers and delegates trading responsibilities to BNY Mellon Advisors.