Paul Brady is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over 35 years of experience in the investment advisory business. He specializes in family wealth management strategies, legacy planning, managing new wealth, portfolio management services, retirement income, and providing services for endowments, foundations, and non-profits. Paul’s approach centers on listening to clients and helping them make informed decisions to develop personalized wealth management strategies. Paul holds a Bachelor’s Degree from Franklin Pierce University and the Personal Investment Advisor (PIA) designation. Throughout his career, he has worked closely with individual clients as well as institutions and charitable foundations, often supporting multiple generations within families. Outside of his professional work, Paul enjoys boating, fishing, gymnastics, and spending time with his family.

Erika Schrade is a Series 66 licensed financial advisor with Wells Fargo Clearing, based in Canton, OH. She has two years of industry experience, including prior roles at Raymond James. Before entering financial services, she worked in fitness and salon environments and attended the University of Akron. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader set of financial product offerings than typical for large institutional advisers.

Joshua Thurman is a financial advisor with Ameriprise in North Canton, OH, holding Series 63 and Series 65 credentials and eight years of industry experience. Prior to joining Ameriprise in 2026, he worked at The Huntington Investment Company and The Huntington National Bank between 2014 and 2026. He serves as a board member for North Canton Cares Pantry, a local food pantry. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which emphasizes dependable income sources and tax-aware withdrawal strategies.

Barry Olszewski is a Series 63 licensed financial advisor with Edward Jones in Canton, Ohio, with 26 years of industry experience. He has been with Edward Jones since 1999. 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 supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Scott Wilson is a Series 66–licensed financial advisor with 12 years of industry experience. He has worked at Edward Jones since 2014 and also has been associated with Sentrx Financial since 2013. Based in Canton, OH, Wilson focuses on wealth management services within his current roles. 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 discretionary and non-discretionary investment strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services through a nationwide network of financial advisors and branch offices.

Cheryl Sternasty is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Her prior firms include Cambridge Investment Research Advisors, Janney Montgomery Scott, and Parker/Hunter Incorporated. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement income planning advice designed for clients approaching or in retirement.

Jared Mathie is a financial advisor with Equitable Advisors in Canton, Ohio, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Equitable, as well as positions outside the financial sector, such as at Swensons Drive-In, Louisville YMCA, Green Acres, Naturescapes Landscaping & Design, and Bistro of Oakwood. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party sponsors.

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.

Lisa Becher is a financial advisor with Ameriprise in Canton, OH, holding Series 63 and Series 65 licenses and 18 years of industry experience. Prior to joining Ameriprise in 2026, she spent 19 years with The Huntington Investment Company. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement income planning, supported by investment research and algorithmic tools.

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.

Eric Johnson is a financial advisor at Stifel with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2009. Prior to joining Stifel, he worked at Butler, Wick & Co., J.P. Morgan Securities Inc., and Banc One Securities Corporation. Outside of his advisory role, Johnson serves as the head coach for freshman football at Jackson High School in Canton, Ohio. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

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.

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.

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.

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.

Joseph Laubacher is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones and McGervey Wealth Management before joining Raymond James in 2018. He is also involved as an associate at PortfolioVision, a support company based in Canton, Ohio. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored non-discretionary planning and uses analytical tools to help clients understand potential outcomes, supporting implementation through its advisory programs and external providers.

Drew Shealy is a CFP® professional with 17 years of industry experience, currently associated with LPL Financial. His prior roles include tenures at Cambridge Investment Research Advisors, Premier Bank & Trust, and Cetera Investment Services. Shealy serves as a board member of Jackson Bears Lacrosse in Massillon, OH. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning, portfolio management, and institutional platforms supported by a large network of investment adviser representatives.

Steven Schroll is a CFP® and ChFC® with 18 years of experience in financial planning. He currently works with Cetera and has held roles at Everence Trust Company and One Resource Group, among others. Outside of financial services, he teaches a high school personal finance class and drives a school bus for athletics and field trips at Lake Center Christian School. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to multiple investment program options through a nationwide network of independent advisors.

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.

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.