Bradley Handel is a financial advisor with Ameriprise in Youngstown, OH, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of advising, he owns and manages businesses, including an independent insurance brokering operation focused on long-term care and fixed annuities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that provide clients with written recommendation reports and ongoing advice focused on tax-aware withdrawal strategies and dependable income sources.

Kenneth Kondas is a financial advisor with Cetera holding the CFP® and ChFC® designations and has 28 years of industry experience. He has held various roles within Cetera and its affiliated entities since 2011, with prior experience at The Huntington Investment Company, TCF National Bank, and Farmers National Bank. Kondas serves as a board member of the Mariners Point Condominiums association. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with diverse program structures and custodial relationships.

Marco Comichista is a financial advisor at Stifel with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Merrill, JPMorgan Securities, and FEIC Business Equity Solutions. Comichista has been with Stifel since 2019. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Robert Vanes is a financial advisor at Stifel with 39 years of industry experience. He has been with Stifel since 2006 and holds a Series 63 license. Vanes serves on the Finance and Audit Committee of Catholic Charities Diocese of Youngstown and the Finance Committee of the Ursuline Sisters of Youngstown, advising on their organizational finances. Stifel provides brokerage and investment advisory services to a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, offering asset allocation and planning analyses that support client decision-making.

Derik Ronci is a financial advisor with Raymond James Financial, holding a Series 66 designation and three years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research. Outside of his advisory role, Ronci is an agent with Hometown Insurance Solutions, where he sells Medicare supplement and related insurance plans. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through unique affiliations, alongside specialized advisory programs such as its SIMPLE IRA Employer Advisory & Consulting Services.

Kevin Helmick is a CFP® certificant with 30 years of industry experience, currently serving as an advisor at Cetera since 2014. He has worked with Cetera Investment Services LLC and Farmers National Bank for over three decades and holds a managerial role at Farmers National Bank. Cetera Investment Advisers LLC is an SEC-registered firm that provides services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to various investment strategies and program structures.

Kevin Chiu is a CFP® with 27 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2005. He also holds roles at Elsass Financial Group, Inc. and Cambridge Investment Research, Inc., each spanning over two decades. Outside of his advisory work, Chiu serves on several nonprofit boards, including the J Ford Crandall Memorial Foundation and the Marion G Resch Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers multiple portfolio management options and combines proprietary and third-party strategies, with infrastructure supporting various custody platforms and compliance controls.

Roberta Hiller is a financial advisor with Primerica Advisors in Youngstown, OH, holding a Series 63 designation and 26 years of industry experience. She has been with Primerica since 1999 and is active in local real estate associations including the Youngstown Columbiana Association of Realtors and the Stark Trumbell Area Realtors. Outside of advisory work, she is involved in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

David Stabile is a financial advisor with Raymond James Financial Services, Inc. He holds Series 63 and Series 65 designations and has 45 years of industry experience. Prior to joining Raymond James in 2020, he worked at Merrill Lynch for nine years and has been associated with FINRA since 2010. Outside of his advisory role, he serves as a director on the Sharon Sanitary Authority board. 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 offers tailored, non-discretionary planning and consulting using analytical tools and supports its recommendations through advisory programs and other providers.

Lori Costantino is a financial advisor with OSAIC based in Youngstown, Ohio, holding Series 63 and Series 66 credentials and 11 years of industry experience. She has worked with Hannon & Associates/Royal Alliance since 2015 and became the Office Supervisory Jurisdiction (OSJ) producing supervisor in 2025 following the passing of Tom Hannon. Costantino is also a State of Ohio Notary Public. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, efficient-frontier analysis, and automated rebalancing to construct diversified portfolios managed on both discretionary and non-discretionary bases.

Amanda Wood is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 24 years of industry experience. She has been with Morgan Stanley since 2009 and previously worked at Citigroup Global Markets from 2007 to 2009. Outside of her advisory work, she is a partner in a landscaping business based in Hermitage, Pennsylvania. Morgan Stanley Wealth Management serves individual and institutional clients, offering customized financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations and secular return estimates, to support its financial planning process.

Lori Allegretto is a CFP®-certified financial advisor with 34 years of experience, currently with Ameriprise in North Lima, OH. She has been with Ameriprise and its predecessor firm since 1991. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team.

Kevin Ellsworth Myers is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 licenses and five years of industry experience. He has been with MML Investors Services LLC and Mass Mutual Life Insurance Company since 2021. Outside of his advisory role, he is also a licensed life insurance agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Zachary Rasile is a financial advisor at OSAIC with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously been associated with Hannon and Associates and McDonald Local Schools. He also provides support services at Hannon & Associates Financial Services, assisting with client communications and administrative tasks. OSAIC serves a wide range of retail and institutional clients, offering brokerage and advisory services through a large network of advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to create diversified portfolios, with access to multiple investment platforms and third-party managed account solutions.

Ronald Midgley is a CFP® with 37 years of experience in the financial services industry. He is affiliated with Raymond James Financial and has held roles at Capital Wealth Group, Midgley Wealth Strategies, RM Financial Services LLC, and Midgley Financial. Midgley also operates several support companies under his name. 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, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports a wide range of advisory programs and public finance services.

David Bulkley is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, as well as at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and provides financial planning built on structured processes and firm-approved tools.

Emily Stark is a financial advisor with Edelman Financial Engines in Youngstown, OH. She holds a Series 65 designation and has been with Edelman Financial Engines since 2019, following four years at PNC Bank. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a proprietary modeling process with planner delivery and online tools, offering diversified model portfolios with a long-term investment orientation and managing approximately $326 billion for roughly 477,000 clients.

Victoria Branca is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2011. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Austalosh is a financial advisor at Stifel with eight years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Avrem Technology. He attended Youngstown State University from 2012 to 2016. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Anthony Amendola is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has previously worked at Farmers National Bank, Target Corp, Youngstown State University, The Lake Club LLC, Antones Kitchen, and Boardman High School. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to multiple program structures and third-party money managers.