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Mallory D

Series 66

Massillon, OH

Edward Jones

Mallory D'augustine is a financial advisor at Edward Jones in Massillon, Ohio, holding a Series 66 designation with six years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Joseph M

Series 63

Massillon, OH

Edward Jones

Joseph Mirocke Jr. is a financial advisor at Edward Jones with 25 years of industry experience, including over 26 years at Edward Jones. He holds a Series 63 designation. Outside of his advisory role, he serves as Treasurer on the North Canton Area Chamber of Commerce Board of Directors and is an executive producer for the recording artists The Shootouts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated financial services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Barry O

Series 63

Canton, OH

Edward Jones

Barry Olszewski is a Series 63 licensed financial advisor with Edward Jones in Canton, Ohio, with 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Mark M

CFP®, Series 66

North Lawrence, OH

Ameriprise

Mark Mahoney is a financial advisor with Ameriprise Financial Services in North Lawrence, Ohio, holding CFP® and Series 66 credentials and bringing 33 years of industry experience. He has been with Ameriprise since 2005. Outside of his advisory work, he teaches art classes and participates in plein air painting events. Ameriprise Financial Services is a large, diversified firm that serves both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Scott W

Series 66

Canton, OH

Edward Jones

Scott Wilson is a financial advisor with Edward Jones in Canton, OH, holding a Series 66 designation and 11 years of industry experience. He has worked at Edward Jones since 2014 and has also been associated with Sentrx Financial since 2013. 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 through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Inheritance planning Multi-generational wealth transfer Founder/Business Owner LGBTQIA Intergenerational Families
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Tina S

Series 63, Series 66

Navarre, OH

Fidelity

Tina Snyder is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Her prior roles include positions at JPMorgan Securities LLC and Merrill. She is currently with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios drawn from an investable universe of mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Jared M

Series 66

Canton, OH

Equitable Advisors

Jared Mathie is a financial advisor with Equitable Advisors in Canton, Ohio, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Equitable, as well as positions outside the financial sector, such as at Swensons Drive-In, Louisville YMCA, Green Acres, Naturescapes Landscaping & Design, and Bistro of Oakwood. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party sponsors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Jonathan S

CFP®, Series 66

Massillon, OH

Edward Jones

Jonathan Sias is a CFP®-certified financial advisor with eight years of industry experience, currently with Edward Jones since 2018. Prior to joining Edward Jones, he worked at ChemSpec Ltd for seven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning General estate planning guidance Multi-generational wealth transfer Retirement withdrawal strategies Public Service Employee Educators, Teachers, and Academics
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Dale H

Series 63, Series 65

North Canton, OH

Cetera

Dale Hohlbaugh is a financial advisor at Cetera with 42 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at First Allied Advisory Services, Inc. and First Allied Securities, Inc. He is also the owner of DH Capital Management, a financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and consulting services through a multi-manager platform that accommodates various investment strategies and program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Kim R

Akron, OH

Primerica Advisors

Kim Robinson is a financial advisor with Primerica Advisors in Akron, OH, holding 10 years of industry experience. She has been with Primerica Advisors since 2015 and also worked at Primerica Financial Services starting in 2013. Outside of her advisory role, Robinson is involved in the sale of home security and automation products through affiliated companies and operates as an independent provider in Kent, OH. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Beth G

Canton, OH

Ameriprise

Beth Graybill is a financial advisor with Ameriprise in Canton, Ohio, holding 18 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2000. Outside of her advisory role, she owns Graybill Analytics LLC and works part-time as a yoga teacher. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Eric J

Series 63, Series 65

Canton, OH

STIFEL

Eric Johnson is a financial advisor at Stifel with 25 years of industry experience. He has held roles at Stifel since 2009 and Butler, Wick & Co., Inc. since 2007. Outside of his advisory work, he serves as the head coach for the Jackson High School freshman football team. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

General retirement planning Income planning
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Kelly B

Canton, OH

Primerica Advisors

Kelly Brown is a financial advisor with Primerica Advisors in Canton, OH, holding 11 years of industry experience. She has worked at Primerica Advisors since 2015 and has prior experience at Amadeus Spa and Industrial Security. Brown is also a Notary Public in Canton, OH. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates through a large network of advisors and offers model-driven investment strategies with custody and trade execution support from BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Aaron S

Series 66

Canton, OH

Thrivent Investment Management

Aaron Speakman is a financial advisor with Thrivent Investment Management based in Canton, Ohio. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he spent over 25 years managing agricultural operations as president and owner of Rummell Farms Inc. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a broad range of financial planning topics. The firm delivers planning through a network of advisors without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

Business ownership considerations
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Steven L

Series 63

North Canton, OH

Ameriprise

Steven Landy is a financial advisor with Ameriprise in North Canton, Ohio, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Landy is involved as an equity investor in oil and natural gas and holds ownership interests in various real estate-related businesses. Ameriprise offers a retirement-income planning service targeting clients with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Gregory D

Series 63, Series 65

Canton, OH

Merrill

Gregory Di Narda is a financial advisor with Merrill in Canton, OH, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith since 2007 and Bank of America, N.A. since 2011. Outside of his advisory role, he owns and manages a pizza shop, EPCO, LTD dba Ermanno's Pizza, in Louisville, Ohio. 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 investment strategies for a range of individual and institutional clients.

Tax-loss harvesting Active portfolio management Wealth management
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Joseph L

Series 66

Canton, OH

Raymond James Financial

Joseph Laubacher is a Series 66 licensed advisor with 18 years of experience, currently with Raymond James Financial in Canton, Ohio. Prior to joining Raymond James in 2018, he worked at McGervey Wealth Management for two years. He is also an associate employee at PortfolioVision, a support company in Canton. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, charitable organizations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals and supports a broad network of advisors with specialized services including municipal advisory and employer consulting programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Jeffrey S

Series 63

Massillon, OH

Raymond James Financial

Jeffrey Stoll is a financial advisor with Raymond James Financial in Massillon, Ohio, holding a Series 63 designation and 39 years of industry experience. He has worked at Raymond James Financial Services since 1991 and established Stoll Financial Group LLC in 2015. Outside of advising, he owns oil wells on existing property. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and advisory services supported by analytical tools, with a notable affiliation supporting its municipal and public finance work.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Melissa K

Series 66

Akron, OH

Ameriprise

Melissa Knotts is a Series 66-licensed financial advisor with Ameriprise in Canal Fulton, OH, with seven years of industry experience. She has been with Ameriprise since 2019 and previously worked at Edward Jones from 2008 to 2019. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory services, emphasizing managed accounts and using algorithmic tools alongside personalized reviews.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Drew S

CFP®, Series 66, Series 63

North Canton, OH

LPL Financial

Drew Shealy is a CFP® professional affiliated with LPL Financial in North Canton, OH, with 17 years of industry experience. Prior to joining LPL Financial in 2026, he spent a decade at Cambridge Investment Research Advisors, Inc., Cambridge Investment Research, Inc., and Premier Bank & Trust. He serves as a board member for Jackson Bears Lacrosse and is involved in accounting for Penturf Dentistry. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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