Marco Comichista is a financial advisor at Stifel with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Merrill and FEIC Business Equity Solutions. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Robert Vanes is a financial advisor with Stifel, holding a Series 63 designation and over 40 years of industry experience. He has been with Stifel since 2006. Outside of his advisory role, Vanes serves on the Finance and Audit Committee of Catholic Charities Diocese of Youngstown and the Finance Committee of the Ursuline Sisters of Youngstown, advising on their respective finances. Stifel serves a diverse client base, 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 provide asset allocation and planning analyses.

Derik Ronci is a financial advisor with Raymond James Financial, holding a Series 66 designation and three years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research. Outside of his advisory role, Ronci is an agent with Hometown Insurance Solutions, where he sells Medicare supplement and related insurance plans. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through unique affiliations, alongside specialized advisory programs such as its SIMPLE IRA Employer Advisory & Consulting Services.

Kevin Helmick is a CFP® certificant with 30 years of industry experience, currently serving as an advisor at Cetera since 2014. He has worked with Cetera Investment Services LLC and Farmers National Bank for over three decades and holds a managerial role at Farmers National Bank. Cetera Investment Advisers LLC is an SEC-registered firm that provides services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to various investment strategies and program structures.

Kevin Chiu is a CFP® professional with 27 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2005. He has prior work history with CUNA Brokerage Services and holds additional roles as an independent insurance agent. Chiu also serves on the boards of several charitable foundations including the J Ford Crandall Memorial Foundation and the Marion G Resch Foundation. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals, managing a multi-billion dollar asset base across multiple platforms and custodians.

Roberta Hiller is a financial advisor with Primerica Advisors in Youngstown, OH, holding a Series 63 designation and 26 years of industry experience. She has been with Primerica since 1999 and is active in local real estate associations including the Youngstown Columbiana Association of Realtors and the Stark Trumbell Area Realtors. Outside of advisory work, she is involved in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Lori Costantino is a financial advisor with OSAIC, holding Series 63 and Series 66 registrations and bringing 11 years of industry experience. She has been associated with Hannon & Associates/Royal Alliance since 2015 and assumed the role of producing OSJ in 2025 following the passing of Tom Hannon. Costantino is also a licensed notary public in the state of Ohio. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and multiple affiliated broker-dealer and RIA relationships.

Amanda Wood is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 24 years of industry experience. She has been with Morgan Stanley since 2009 and previously worked at Citigroup Global Markets from 2007 to 2009. Outside of her advisory work, she is a partner in a landscaping business based in Hermitage, Pennsylvania. Morgan Stanley Wealth Management serves individual and institutional clients, offering customized financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations and secular return estimates, to support its financial planning process.

Lori Allegretto is a CFP®-certified financial advisor with 34 years of experience, currently with Ameriprise in North Lima, OH. She has been with Ameriprise and its predecessor firm since 1991. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team.

Kevin Ellsworth Myers is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 licenses and five years of industry experience. He has been with MML Investors Services LLC and Mass Mutual Life Insurance Company since 2021. Outside of his advisory role, he is also a licensed life insurance agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Zachary Rasile is a financial advisor with OSAIC in Youngstown, OH, holding Series 63 and Series 66 designations and two years of industry experience. He also has four years of involvement with Hannon and Associates and six years of experience at West Liberty University. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services with an investment process centered on model-based asset allocation and portfolio optimization.

Ronald Midgley is a CFP® with 37 years of experience in the financial services industry. He is affiliated with Raymond James Financial and has held roles at Capital Wealth Group, Midgley Wealth Strategies, RM Financial Services LLC, and Midgley Financial. Midgley also operates several support companies under his name. 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, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports a wide range of advisory programs and public finance services.

David Bulkley is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Wells Fargo Clearing, and Prudential Equity Group, LLC. Morgan Stanley Wealth Management serves individuals and institutional clients, providing advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and models.

Marvin Gardner is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 39 years of industry experience. His career includes long-term roles at Waddell & Reed and Gardners Tax & Financial Service, where he continues involvement in tax preparation and accounting. Gardner also manages Woodmere Estates, a real estate rental 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 managers, supported by advanced research and operational tools.

Emily Stark is a financial advisor with Edelman Financial Engines in Youngstown, OH. She holds a Series 65 designation and has been with Edelman Financial Engines since 2019, following four years at PNC Bank. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a proprietary modeling process with planner delivery and online tools, offering diversified model portfolios with a long-term investment orientation and managing approximately $326 billion for roughly 477,000 clients.

Victoria Branca is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Austalosh is a financial advisor at Stifel with eight years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Avrem Technology. He attended Youngstown State University from 2012 to 2016. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Anthony Amendola is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has previously worked at Farmers National Bank, Target Corp, Youngstown State University, The Lake Club LLC, Antones Kitchen, and Boardman High School. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to multiple program structures and third-party money managers.

Robert Mrozek is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Cambridge Investment Research Advisors since 2016, following prior roles at StoneX Advisors Inc. and Wrp Investments, Inc. Outside of his advisory work, he operates an independent insurance agency and is involved in managing short-term rental properties. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension funds, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm utilizes multiple platforms for discretionary and non-discretionary management and provides access to third-party advisers and proprietary model strategies.

Robert Gardner is a financial advisor with Stifel in Canfield, Ohio, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Stifel since 2009. Outside of his advisory role, Gardner serves as Treasurer and board member of the Help Network of Northeast Ohio, volunteers on finance and endowment committees for First Covenant Church, assists with the Ohio High School Athletic Association’s girls tennis tournament, and is President of the Kiwanis Club of Boardman. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.