Brad Hansen is a financial advisor with LPL Financial in Salem, Ohio, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial since 2010, following prior roles at Chase Investment Services Corp. and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and extensive resources.

Debra Moore is a financial advisor at Stifel with 29 years of industry experience, including 17 years at her current firm. She holds Series 63 and Series 65 credentials. Outside of her advisory work, Moore is active in community organizations, serving in leadership roles such as President and Head Instructor of Eastern Ohio Martial Arts and Senior President of the Point of Beginning Society for the National Society, Children of the American Revolution. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation, retirement, insurance, and estate planning.

Zel Bush is a ChFC® credentialed financial advisor with 34 years of industry experience, currently with Raymond James Financial. He previously worked at Cambridge Investment Research Advisors and LPL Financial. Outside of his advisory role, he is a co-owner of Z Squared Inc., a private business shared with his brother. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports advisory programs along with institutional consulting and portfolio management.

Renee Hefner is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. Her prior work includes roles at Ameriprise and J.P. Morgan Securities. Outside of advising, she owns Life Management Consultants, LLC, a consulting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing both discretionary and non-discretionary investment strategies.

William Klim Jr. is a financial advisor with Raymond James Financial, holding a Series 63 designation and 24 years of industry experience. He previously worked for Cambridge Investment Research and Cambridge Investment Research Advisors for 13 years. Klim also serves as an insurance agent, owning and operating several insurance-related businesses focused on non-variable life, long-term care, disability, and Medicare products in Northeast Ohio. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, and institutional clients. The firm offers tailored, non-discretionary investment consulting using various analytical tools and supports municipal and public finance work through an affiliated municipal advisor.

Carol Carr is a financial advisor at Stifel with 26 years of industry experience and holds a Series 66 designation. She has been with Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling.

James Pipino is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Edward Jones, where he has worked since 2023, and previously held positions at The Wealth Advisory Group of DiLauro, Wracher and Thomas, Raymond James Financial Services, and Merrill Lynch. 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, operating under a fiduciary standard and supporting a large network of financial advisors and branch offices nationwide.

Darin Hasson is a financial advisor with Ameriprise in East Palestine, OH, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its related entities since 2005. Hasson owns Integrated Professional Partners, LLC, a legal entity established to manage his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Joseph Vitello is a financial advisor at Stifel with 35 years of industry experience. He has been with Stifel since 2009 and holds Series 63 and Series 65 credentials. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling.

Charles Baker Jr. is a CFA® charterholder affiliated with Stifel, where he has worked since 2009. He holds the Series 63 designation and has 47 years of industry experience. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that supports asset allocation and financial planning analyses.

Bradley Forrider is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones, MassMutual Life Insurance Co., and MML Investors Services. Outside of his advisory role, he serves on the board of the Allgheny WMC Stewardship Foundation and is involved with the Columbiana County Board of Elections. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions supported by a large network of advisors and advanced operational tools.

Bruce Joseph is a financial advisor at LPL Financial with 37 years of industry experience. He holds the Series 63 designation and previously worked for Cadaret, Grant & Co., Inc. from 1988 to 2025. Outside of advisory work, he is involved in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Shaseen Yobe is a financial advisor with Cetera, holding a Series 63 designation and 22 years of industry experience. She has worked at Cetera and affiliated entities since 2018 and previously spent five years with The Huntington Investment Company. Outside of her advisory role, she is involved as a product distributor for It Works. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and consulting services, operating a multi-manager platform that provides access to affiliated and third-party managers as well as customizable investment strategies.

Thomas Cavalier is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Stifel Nicolaus & Co. since 2009. Outside of his advisory role, he serves on the Boards of Trustees for The Butler Institute of American Art and the Youngstown State University Foundation, both nonprofit organizations. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Richard Blanco is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 30 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2016, and previously worked at MSI Financial Services and Wrp Investments. Outside of his advisory role, he is a musician with the Dickey White Band in Canfield, Ohio. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutional clients such as pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm offers both discretionary and non-discretionary management across multiple platforms and custodians, and develops proprietary model strategies under Founders Gate Capital.

Munvaar Ali is a Series 66-licensed financial advisor at Merrill with one year of industry experience. Prior to joining Merrill and Bank of America in 2026, he held various roles across retail, education, and banking sectors, including positions at Walmart and WesBanco. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Todd Bury is a financial advisor with LPL Financial in Youngstown, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Sagepoint Financial, OSAIC, and American General Securities. He maintains a separate business entity, Todd M Bury Inc, for non-investment-related activities. 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, and access to third-party asset management, delivering advice through a large network of investment adviser representatives utilizing various strategic and tactical investment options.

Ryan Miller is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 license and six years of industry experience. Prior to his current role, he worked at Cambridge Investment Research Advisors and has experience as an independent insurance agent offering life, disability, Medicare, and health insurance products through multiple agencies. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses tailored, non-discretionary advisory services supported by analytical tools and also offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Charlotte Wilson is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. She has worked at LPL Financial since 2024 and has a background in various church ministries, including ongoing roles with Ministry Architects and First Presbyterian Church. Outside of her advisory role, she continues to engage with these ministries through outside employment. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Nicholas Coletta is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has one year of industry experience and has also worked with Pointer Creek Wealth Management. Outside of his advisory role, he is involved as a W2 employee with B Renner LLC. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers multiple platform options, proprietary model strategies, and access to unaffiliated third-party advisers.