George Merrill is a financial advisor with Merrill in Canton, Ohio, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Merrill since 1991 and has worked concurrently at Bank of America, N.A. since 2009. Outside of his advisory role, he is the owner of FireTower5 Holdings LLC, a for-profit entity organized to hold investment and rental properties. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Karrie Stefanov is a financial advisor with J.P. Morgan Securities in Akron, OH, holding a Series 66 designation and 25 years of industry experience. She has worked at J.P. Morgan Securities since 2013 and concurrently is a partial owner of Chukar Partnership, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

Hugh Mcmichael Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 14 years of industry experience, including prior roles at Merrill, Bank of America, and Morgan Stanley. Based in Barberton, OH, he is also involved with DGL Financial Services, where he works as a financial advisor assisting clients with wealth management and portfolio monitoring. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning using analytical and modeling tools, and supports municipal and public-finance work through a municipal advisor affiliation.

Jason Slates is a financial advisor at Ameriprise with 28 years of industry experience. His previous firms include The Huntington Investment Company and Morgan Stanley. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendations and ongoing planning focused on dependable income and tax-aware withdrawal strategies.

Brian Large is a financial advisor at Fidelity with over 21 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Charles Schwab, where he spent nearly 15 years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios. The firm is notable for its registration as a commodity pool operator, advisory role to registered investment companies, and use of AI-driven research methods.

Rodney Zoyhofski is a financial advisor with LPL Financial in Canton, OH, holding the CFP® and ChFC® designations and over 38 years of industry experience. He has been with LPL Financial since 2004, following four years at WS Griffith Securities, Inc. Outside of his advisory role, he serves as a trustee for his office 401(k) plan and is involved in an investment management partnership established for estate planning purposes. 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 variety of financial planning and investment solutions, combining model portfolios, third-party subadvisors, and customized strategies with extensive operational and research support.

Heidi Dillon is a financial advisor with Cambridge Investment Research Advisors and holds 18 years of industry experience. Her prior work includes roles at Nationwide Securities LLC and Nationwide Insurance. She is also an independent insurance agent with Varner Insurance Group. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and offers access to multiple platforms, proprietary model strategies, and third-party advisers.

Bryce Miller is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. He previously worked at Nationwide Financial and Nationwide Securities LLC before joining LPL Financial in 2017. Miller operates the Ken Boldt Financial Group, Inc., a DBA related to his LPL business in North Canton, Ohio. 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, supported by extensive research and technology tools.

David Johnson is a financial advisor at LPL Financial with 28 years of industry experience. He holds the Series 63 designation and has worked previously at Cetera Advisor Networks and as a self-employed advisor. Johnson is also a notary in the State of Ohio and operates Christian Financial Designs, an investment-related business. 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 and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Thomas Marchese is a CFP® with 24 years of industry experience and has been with Edward Jones since 2001. He holds a Series 63 license and is based in Uniontown, OH. Outside of his advisory work, he serves as the Indian Princess/Green YMCA Chapter Chief of Shawnee. Edward Jones is a wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a broad range of advisory services and maintains a large national footprint of advisors and branch offices.

Mark Lipps is a financial advisor with Primerica Advisors in Canton, OH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at PFS Investments Inc. since 1996 and Primerica Financial Services since 1994, and previously spent 37 years at Timken Co. In addition to his advisory role, Lipps is involved in part-time sales of home security and automation products through affiliated companies and holds a partnership in a property holdings LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and select separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis rather than fixed fees.

Michael Wade is a financial advisor at Osaic with 20 years of industry experience. He previously worked for Lincoln Financial Advisors Corp for 17 years before joining Osaic in 2025. Outside of his advisory role, Wade is an insurance agent offering accident and health insurance, life insurance, disability income products, and annuities. He is also involved with Cleveland Financial Group as an advisor focused on securities, annuities, employer plans, and life insurance. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides both brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization supported by various tools and strategies.

Kathryn Jesser is a financial advisor with Primerica Advisors in Akron, OH, holding 28 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1997. In addition to her advisory role, she is involved in sales of investment-related and home-related products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its services.

William Liber is a financial advisor at Stifel with 55 years of industry experience. He has held his current position at Stifel since 2009 and holds Series 63 and Series 65 designations. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, offering guidance based on forward-looking capital market assumptions and probabilistic modeling.

Kenneth Griffin is a financial advisor at Edward Jones in Canton, OH, holding a Series 66 designation with seven years of industry experience. Before joining Edward Jones in 2019, he worked at Uber, Food Safety Ohio, Lyft, and Metz Culinary Management. Outside of his advisory role, he delivers food on weekends for DoorDash. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory programs. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the country.

Brian Lippert is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2010. Outside of his advisory role, he serves as executor and co-executor for multiple estates in Massillon, Ohio, where he is involved in estate administration and investment decisions. Morgan Stanley Wealth Management offers a wide range of financial advisory programs to individual and institutional clients, including customized planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and incorporates structured financial planning tools and investment modeling in its advisory process.

Brandon DeCastro is a Benefits & Planning Consultant with Executive Services at Fidelity Investments, a position he has held since 2021. In this role, he focuses on helping clients maximize their relationship with Fidelity by utilizing the full range of tools and resources available to build effective financial plans aimed at achieving their goals and dreams. Brandon's professional experience spans various roles in financial services, including Relationship Manager at Prosperity Advisors, Retirement Planner at TTG Financial, LLC, and Senior Financial Advisor positions at Key Investments Services, JP Morgan Chase, and Firstmerit Financial Services. He also worked as a Financial Specialist at Allstate Insurance Company. Outside of his professional career, Brandon enjoys family activities, fitness, golf, movies, and spending time with his pets.

Brandon Patterson is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. He holds the Series 66 designation and has worked in various roles including as an insurance agent and owner of Ramsey Financial Group. His prior experience includes positions in education and business underwriting. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, proprietary model strategies, and third-party sub-advisors.

Mandwel Patterson is a financial advisor with LPL Financial in Canton, Ohio. He holds a Series 66 designation and has 11 years of industry experience, including five years at Edward Jones prior to joining LPL Financial. Outside of his advisory role, he serves as a member of the Massillon, Ohio City Council. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing a variety of investment strategies across discretionary and non-discretionary accounts.

Robert Aigler is a financial advisor with LPL Financial in North Canton, OH, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Nationwide Investment Services Corporation from 2016 to 2018. 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 various investment approaches and technology tools.