George Roman is a financial advisor with Ameriprise in Canfield, OH, holding the ChFC® and Series 63 designations and with 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset thresholds, delivering tailored, non-discretionary recommendations focused on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients, primarily through managed accounts.

Amy Shope is a financial advisor with Cetera, holding a Series 66 designation and 29 years of industry experience. She has held roles at Cetera Wealth Services, The Strategic Financial Alliance, Lehner Shope Wealth Group, Berthel, Fisher & Company, and The Huntington Investment Company. Outside of her advisory work, she is a co-founder and director of Dylans House, a nonprofit providing housing for autistic individuals, and the founder of Women Rising, an organization focused on women's empowerment events. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers through a large network of independent advisors.

Katie Solvesky is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has built a career since 2001. She specializes in creating highly customized financial strategies that evolve with her clients' personal and business circumstances, with a particular focus on helping business owners monetize their efforts to meet their goals. Katie holds a Bachelor of Science degree in General Business Administration from Youngstown State University and has earned several professional designations including Certified Private Wealth Advisor®, CERTIFIED FINANCIAL PLANNER®, Certified Exit Planning Advisor®, and Certified Plan Fiduciary Advisor®. She has also studied at The University of Chicago Booth School of Business while earning her CPWA® Certificate. Her expertise encompasses areas such as family wealth management, legacy planning, retirement planning, tax minimization, and individual and corporate investment strategy. In addition to her professional work, Katie is involved in various organizations including the Estate Planning Council of Cleveland and the Investment & Wealth Institute. She volunteers with The Beatitude House as well as in school and children’s activities. Outside of work, she enjoys activities such as yoga, skiing, kayaking, hiking, antiquing, cooking, gardening, horseback riding, football, volleyball, and spending time with her family. Katie resides in Chagrin Falls with her family.

Sydney Woolard is a financial advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors, Woolard worked at Davey Tree Expert Company and held various roles in education and nonprofit organizations, including at Kent State University and the Humane Society of Summit County. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Dana Dunn is a financial advisor with LPL Financial, holding a Series 63 designation and 36 years of industry experience. Prior to joining LPL in 2025, Dunn worked at Cambridge Investment Research Inc. for seven years and held roles at Mass Mutual Investors Services and MSI Financial Services, Inc. Dunn is also involved in a non-variable insurance advisory business based in Overland Park, KS. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides access to various investment strategies and platforms, including model portfolios and third-party asset management, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Jeffrey McCreery is a financial advisor with Mass Mutual Investors Services in Boardman, OH, holding over 35 years of industry experience. He has worked at MML Investors Services Inc. and MassMutual Life Insurance Company since 2009, and previously at New England Securities from 2005 to 2009. He serves as a board member of Town One Streetscapes, a nonprofit focused on community improvement projects. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and delivers recommendations across investment categories without discretionary authority.

Tracey Direnzo is a financial advisor at Primerica Advisors with 15 years of industry experience. She has worked at Primerica Financial Services since 2009 and PFS Investments Inc. since 2011, and is currently involved with Circle of Care. Outside of her advisory role, she owns a real estate investing business. Primerica Advisors sponsors a wrap-fee asset management program that serves individual, corporate, and charitable clients, delivering advisory services through a large network of advisors and utilizing model-driven strategies managed by third-party asset managers.

Dawn Hood is a financial advisor at Primerica Advisors with 21 years of industry experience. Her prior work includes positions at Farmers National Bank, The Middlefield Banking Company, and Valley Title & Escrow. She is also involved in sales of investment-related products and loan referrals for companies affiliated with PFS Investments Inc. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies supported by third-party managers and custodians, focusing primarily on individual investors rather than institutional clients.

Brendan Jones is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes positions at Erie Indemnity Company and ongoing roles with Youngstown State University and Newton Falls Exempted Village Schools. Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-based investment strategies with support from third-party asset managers and custodians.

Michael Moss is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. Prior to joining Cambridge in 2017, he was with Invest Financial Corp and has also operated Lighthouse Financial Strategies since 1999. Outside of his advisory work, Moss serves as a committee member for Troop 46, planning troop events. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors by providing financial planning, investment management, and retirement advisory services. The firm offers multiple portfolio management options and strategies, including proprietary models and access to third-party managers, with investment approaches tailored to client objectives.

Sheila Milano is a Senior Financial Advisor with Merrill Lynch Wealth Management. She began her career in the investment industry in 2000 and has been working alongside Dan since 2005. Sheila is focused on simplifying clients' financial and banking needs by providing tailored wealth management solutions. Sheila holds FINRA Series 7 and 66 registrations and has earned the Personal Investment Advisor (PIA) designation. Her expertise encompasses areas such as college education planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Sheila and her team emphasize understanding clients' financial situations in detail and designing customized approaches to help clients pursue their personal financial goals while managing investment risk. Sheila earned her Associate's Degree from Youngstown State University and holds a High School Diploma from Girard High School. She resides in Boardman with her husband, Steve. Outside of work, Sheila enjoys hiking, interior decorating, sewing, and spending time with her family.

Scott Zoldan is a financial advisor with Morgan Stanley in Canfield, Ohio, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Morgan Stanley and its Private Bank affiliates since 2009. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs and tailored financial planning using firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate agreements.

Victor Daprile is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at Morgan Stanley and Citigroup Global Markets before joining LPL Financial in 2012. Outside of his advisory role, he owns a business operating in the restoration services sector. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a combination of discretionary and non-discretionary strategies supported by advanced research and operational tools.

Graig Dedomenic is a financial advisor with Primerica Advisors in Austintown, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993 and previously worked at Jackson Milton Schools from 2017 to 2019. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses an independent due-diligence process, with portfolio implementation delegated to BNY Mellon Advisors.

Ronald Murray is a financial advisor at Morgan Stanley with 26 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Murray holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and methodologies to assist clients in managing approximately $2.74 trillion in assets.

Matthew Shack is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including The Wealth Advisory Group of Dilauro Wracher & Thomas and VOYA Financial Advisors. Outside of his advisory role, he is co-owner of Shack Holdings LLC, which acquires and sells land and property in the Raleigh, NC area. 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, corporations, and institutional clients. The firm uses tailored planning and analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

David Pintaric is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors and Sterne Agee Financial Services. Outside of advising, Pintaric is a professional automobile racing driver and holds a 10% ownership stake in Scoop Media, LLC, a web-based discussion board focused on Ohio State college football. OSAIC serves a broad range of clients including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a comprehensive investment platform that includes automated portfolio management and access to third-party managers.

Michael Phillips is a financial advisor with Stifel in Canfield, Ohio, holding a Series 66 designation and 11 years of industry experience. He has been with Stifel Nicolaus & Co. since 2015. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services that emphasize fee-based financial planning and proprietary investment analysis developed by its Investment Strategy Group.

David Croutch is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Traci Reagle is a financial advisor with Merrill based in Canfield, Ohio, holding a Series 66 designation and 18 years of industry experience. She has worked at Merrill Lynch since 2009. 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. The firm offers model-based and discretionary investment strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.