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 financial advisor at Stifel with 12 years of industry experience. She holds CFP® and Series 66 designations and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Olivia 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, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Todd Downerd is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. He has 22 years of industry experience and has been with J.P. Morgan Securities for 14 years. Outside of his financial career, he is a guitarist with the musical group Stay Gone. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

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 credentials and bringing 43 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC from 2009 to 2021. Outside of his advisory role, he serves on the finance committee of Wadsworth United Methodist Church and is owner of PS Wealth Strategies LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals utilizing various tailored strategies and platform arrangements.

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.

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 Series 66-credentialed financial advisor with 18 years of industry experience, currently serving at LPL Enterprise since 2025. She previously worked at Edward Jones for nine years and held roles at State Farm VP Management Corp. and her own insurance agency from 2009 to 2016. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, including high-net-worth investors and employer-sponsored retirement plans. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various non-securities products and services.

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.

Phillip Peachock Jr. is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he is involved with Catch the Impossible, Inc. and Audio Ape, Inc., which manufactures and sells entertainment industry hardware. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Craig Burgess is a financial advisor at Ameriprise with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Merrill and Edward Jones. Burgess is based in Massillon, OH. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Nicholas Messina is a financial advisor at Edward Jones with a Series 66 designation and over four years of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Johns Towing, Chipotle, Walsh University, and Southeast High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs and fiduciary services through a nationwide network of over 23,000 financial advisors.

Jeffery Keefer is a Series 66-licensed financial advisor with J.P. Morgan Securities, where he has worked since 2012. He has 42 years of industry experience, including 14 years with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in North Canton, Ohio. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Abigail Windham is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. Prior to joining Ameriprise, she held positions in education and payroll services, including roles at Pinellas County Schools and Paychex. She also has experience working at Gervasi Vineyards and as a self-employed entrepreneur with Windham Acres. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies.

Jefferson Sarchione is a Series 66-licensed financial advisor with six years of industry experience. He is currently with LPL Financial, where he has worked since 2022, following roles at Ameriprise Financial Services and Cox Automotive. He previously spent six years with Sarchione Auto Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser supporting individual and institutional clients through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management services, including access to third-party asset managers and institutional platforms.

Terry Wagler is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 65 credentials and has a background including roles at KeyBank, Key Investment Services, and Citizens Bank. Outside of his advisory work, he serves as president of the Hillsdale Ridge Condominium Association in Massillon, Ohio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios through intermediary platforms.