Christine Gerst is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in comprehensive wealth management strategies that align with her clients' financial and personal goals. Christine provides tailored advice and access to investment insights from Merrill, along with banking and lending solutions from Bank of America to address various financial needs. Her client focus areas include college education planning, defined contribution plan investment consulting, managing new wealth, personal retirement planning, socially responsible and values-based investing, and wealth management for women. With extensive experience in the financial services industry, Christine serves a diverse clientele, including physicians, corporate executives, business owners, and members of the LGBT community. She holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Christine earned her bachelor's degree from Youngstown State University. Christine is actively involved in community organizations, serving on the boards of YWCA Mahoning Valley and The Henry H. Stambaugh Auditorium, as well as participating in the Akron Children's Hospital Community Leadership Council and the Athena Award Committee. Her personal interests include cooking, fishing, football, gardening, spending time with family, and watching movies.

Stephen Fisher Jr. is a financial advisor with Cetera, holding a Series 63 designation and bringing 29 years of industry experience. He has worked at Cetera since 2009 and also maintains a role at Farmers National Bank since 2009. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports model portfolios, third-party managers, and customized strategies.

Diane Spagnola is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 credential and bringing 24 years of industry experience. She worked at Merrill Lynch for 21 years before joining Morgan Stanley Smith Barney LLC in 2021. Outside of her advisory work, she serves as an officer for the Fraternal Order of Eagles, a nonprofit organization involved in marketing and fundraising. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and models to support client financial plans, acting primarily in an advisory capacity.

Madeleine Stevens is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 38 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets and Moors & Cabot Inc. Stevens is also a partner in a rental property business with her spouse. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Joel Matthews II is a CFP® professional with 12 years of experience in financial advising. He has been with Ameriprise since 2013, initially at Ameriprise Financial Services, Inc., and currently serves as an advisor at Ameriprise. He holds the Series 66 designation and is based in Canfield, Ohio. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security claiming strategies, and tax-efficient withdrawals. The firm combines research, modeling, and tax analysis to deliver tailored retirement-income advice and offers a broad range of advisory, brokerage, and insurance solutions.

Jennifer Campbell is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. She has been with LPL Financial since 2014 and is based in Canfield, Ohio. Additionally, she holds a Notary Public commission from the State of Ohio. 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 financial planning and investment management services, including access to third-party asset managers and institutional platforms, supported by advanced advisor tools and a broad non-advisory financial services network.

David Maxwell is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including OSAIC, Bury Financial Group, and SagePoint Financial. Maxwell is also involved with Maxwell Asset Management, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Douglas Corp is a financial advisor with Edelman Financial Engines, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., Financial Engines Advisor Center, The Mutual Fund Store, and PNC Wealth Management. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm blends a committee-driven proprietary modeling process with planner delivery and online tools, offering both discretionary management and non-discretionary online advice, with an emphasis on diversified model portfolios and long-term investment orientation.

David Troutman is a financial advisor with Cetera, holding a Series 63 license and 22 years of industry experience. He currently owns and operates Troutman Financial Group, LLC, and has worked at Cetera and related entities since 2018. Outside of his advisory work, he serves as Sergeant at Arms for a local Toastmasters International chapter. Cetera Investment Advisers LLC is a multi-manager platform serving individuals, retirement plans, and institutional clients with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm supports a large network of advisors and offers a variety of customizable investment program structures.

Desiree Cruciger is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. She has worked at Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2014 and has been affiliated with First National Bank of PA since 2012. Outside of her advisory roles, she is a part owner and member of Aura Genetics of Ohio LLC, attending quarterly meetings. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, leveraging affiliated and third-party managers, and manages over $256 billion in assets through more than 10,000 advisors.

Aydin Hanousek is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at The Capital Insurance Group and positions in education at the University of Mount Union and Canfield High School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Alexander Baker is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior work includes roles at OSAIC, SagePoint Financial, Voya Financial, General Electric Health Care, and DePuy Synthes Joint Reconstruction. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

George Hurtuk is a financial advisor with Cetera, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Cetera ADVISORS LLC since 2013 and joined Cetera in 2024. Outside of his advisory role, he is also a licensed insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple investment program structures and third-party money managers.

Ethan Kawecki is a financial advisor with Edward Jones in Canfield, OH, holding the Series 66 designation. He has experience working at Edward Jones and several other firms, including Twin Oaks Risk Management and Insurance, LLC, and Horizon Management, Inc. His background also includes roles related to law and education. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory and investment solutions supported by a large nationwide network of financial advisors and branch offices.

David Kurcon is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, offering forward-looking analyses and asset allocation guidance.

Gina Domico is a financial advisor with Merrill, holding a Series 66 designation and 21 years of industry experience. She has worked at Merrill Lynch and Bank of America since 2001 and 2011, respectively. Merrill, together 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies tailored by internal and third-party managers.

Sheila Wistar is a financial advisor with Merrill holding a Series 66 designation and has two years of industry experience. She previously worked at CrossCountry Mortgage, LLC for six years and had brief roles at Union Savings Bank and Merrill before her current position. 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 strategies for individuals, high-net-worth clients, and various institutional investors.

Jeffrey Barone is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and scenario modeling.

Mark Carlozzi Sr. is a financial advisor with OSAIC, holding a Series 63 designation and bringing 39 years of industry experience. His prior experience includes roles at American Portfolios Financial Services Inc., Next Financial Group Inc., Questar Asset Management, Inc., and Questar Capital Corporation. Outside of his advisory work, he serves as a board member and secretary for the Southwestern Run Professional Park Association. OSAIC Wealth serves a diverse client base including retail investors, institutional clients, retirement plan sponsors, and charities. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and the use of third-party money managers and proprietary models.