Ciarra Brunn is a financial advisor at Cetera with a Series 66 designation and 10 years of industry experience. She is the owner of Marathon Financial Services, Inc., and serves as a poll worker and board member of the Rotary Club of Ravenna, where she coordinates community service activities. Additionally, she provides notary services as needed. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or construct bespoke strategies across various program structures and custodial relationships.

Andrea Looney is a Series 66 licensed financial advisor with seven years of experience at UBS Financial Services and three years prior experience at Coleman Professional Services. She is based in Stow, Ohio. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory solutions, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

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 financial advisor at J.P. Morgan Securities with 42 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Chase Investment Services Corp. since 2006. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

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.

Margaret Mcgill is a financial advisor at Primerica Advisors with 10 years of industry experience. She holds a Series 63 designation and has been with Primerica Advisors and Primerica Financial Services since 2016. Mcgill has prior experience with Jusuru, where she worked from 2009 to 2017. She also engages in part-time sales of home security, automation products, and other home-related services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages advisory relationships through model-delivery strategies and offers a range of portfolio management options supported by external asset managers and custodians.

Joseph Kendron Jr. is a financial advisor with Mass Mutual Investors Services, holding over 43 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and has been associated with Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company since 1979. His additional activities include sales related to individual life, property and casualty, health, fixed annuities, and other insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved analytical tools and collaborative planning approaches.

Jeffrey Mcdonough is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 32 years of industry experience. His work history includes roles at Western Reserve Hospital and the Jackson Township Fire Department alongside his long tenure at PFS Investments Inc. and Primerica Financial Services. He is involved in sales of investment-related products and part-time referrals of home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based strategies managed by unaffiliated asset managers.

John Organ is a CFP® and Series 66 credentialed financial advisor with 20 years of industry experience. He has been affiliated with Cetera and its related entities since 2013. Outside of his advisory work, he serves as a board member of The Rotary Club of Kent, where he participates in budgeting and fundraising decisions. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of investment and retirement services through a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers various portfolio management and planning solutions, including access to third-party money managers and multiple program structures.

Julie Welden is a Series 66-licensed financial advisor with Edward Jones in Uniontown, Ohio, where she has worked since 2004, totaling 22 years of industry experience. 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 strategies, separately managed accounts, and affiliated mutual funds.

Joshua Delesk is a financial advisor with Equitable Advisors in Cuyahoga Falls, OH. He holds a Series 66 designation and has six years of industry experience. Prior to joining Equitable Advisors, he spent time with Axa Advisors and worked in the health and fitness equipment sector. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of advisory programs and third-party asset managers, with a client approach centered on risk assessment and customized investment solutions.

Matthew Noll is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has been with LPL Financial since 2009. 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, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Brian Robb is a financial advisor at Stifel in Canton, Ohio, with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel since 2009. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and governmental entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

Brian Hinkle is a financial advisor at Ameriprise with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Huntington Investment Company and PNC Wealth Management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing annual retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Emily Torrence is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in environmental consulting and held positions at several organizations, including Partners Environmental Consulting, Inc. and the Ohio Department of Natural Resources. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Nathaniel Blair is a financial advisor with Ameriprise in Massillon, OH, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.