Sheila Milano is a Senior Financial Advisor with Merrill Lynch Wealth Management. She began her career in the investment industry in 2000 and has been working alongside Dan since 2005. Sheila is focused on simplifying clients' financial and banking needs by providing tailored wealth management solutions. Sheila holds FINRA Series 7 and 66 registrations and has earned the Personal Investment Advisor (PIA) designation. Her expertise encompasses areas such as college education planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Sheila and her team emphasize understanding clients' financial situations in detail and designing customized approaches to help clients pursue their personal financial goals while managing investment risk. Sheila earned her Associate's Degree from Youngstown State University and holds a High School Diploma from Girard High School. She resides in Boardman with her husband, Steve. Outside of work, Sheila enjoys hiking, interior decorating, sewing, and spending time with her family.

Scott Zoldan is a financial advisor with Morgan Stanley in Canfield, Ohio, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Morgan Stanley and its Private Bank affiliates since 2009. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs and tailored financial planning using firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate agreements.

Victor Daprile is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at Morgan Stanley and Citigroup Global Markets before joining LPL Financial in 2012. Outside of his advisory role, he owns a business operating in the restoration services sector. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a combination of discretionary and non-discretionary strategies supported by advanced research and operational tools.

Graig Dedomenic is a financial advisor with Primerica Advisors in Austintown, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993 and previously worked at Jackson Milton Schools from 2017 to 2019. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses an independent due-diligence process, with portfolio implementation delegated to BNY Mellon Advisors.

John Smith is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and previously worked at Home City Ice and Youngstown State University. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income strategies. The firm’s approach combines proprietary research and third-party data within a defined investment framework, serving clients with specific asset minimums.

Ronald Murray is a financial advisor at Morgan Stanley with 26 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Murray holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and methodologies to assist clients in managing approximately $2.74 trillion in assets.

Matthew Shack is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including The Wealth Advisory Group of Dilauro Wracher & Thomas and VOYA Financial Advisors. Outside of his advisory role, he is co-owner of Shack Holdings LLC, which acquires and sells land and property in the Raleigh, NC area. 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 uses tailored planning and analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

David Pintaric is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors and Sterne Agee. Outside of his advisory work, he is involved as a professional automobile racer and is a 10% owner of Scoop Media, LLC, a web-based discussion board focused on Ohio State college football. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform with an emphasis on model-based asset allocation, portfolio optimization, and a range of customizable investment programs.

Michael Phillips is a financial advisor with Stifel in Canfield, Ohio, holding a Series 66 designation and 11 years of industry experience. He has been with Stifel Nicolaus & Co. since 2015. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services that emphasize fee-based financial planning and proprietary investment analysis developed by its Investment Strategy Group.

Michael McMahon is a financial advisor with LPL Financial in Warren, Ohio, holding Series 63 and Series 66 licenses and 27 years of industry experience. Prior to joining LPL Financial in 2019, he worked at CUNA Brokerage Services, Inc. and Cuna Mutual Group for 13 years, and at HBKS Wealth Advisors for one year. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, delivering advice primarily through investment adviser representatives utilizing a range of customized and model-based investment strategies.

David Croutch is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds the Series 63 designation and has worked at Wells Fargo Clearing since 2016 and previously at Robert Baird & Co. from 1999 to 2007. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Traci Reagle is a financial advisor with Merrill based in Canfield, Ohio, holding a Series 66 designation and 18 years of industry experience. She has worked at Merrill Lynch since 2009. 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. The firm offers model-based and discretionary investment strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephen Hoerig is a Series 66-credentialed financial advisor with Thrivent Investment Management, based in Newton Falls, Ohio. He has two years of industry experience and has held roles at Thrivent Financial and Thrivent Investment Management since 2023, with prior experience at Amba, Kufleitner Automotive Group, and Youngstown State University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning that covers retirement, tax, estate, business continuation, and other areas. The firm combines planning with managed-account programs under a consolidated billing option but does not provide discretionary portfolio management for institutional clients.

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 66 and Series 63 licenses and has worked previously at Merrill and FEIC Business Equity Solutions. Stifel serves a broad range of clients, 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 with Stifel, holding a Series 63 designation and over 40 years of industry experience. He has been with Stifel since 2006. Outside of his advisory role, 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 respective finances. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

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® professional with 27 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2005. He has prior work history with CUNA Brokerage Services and holds additional roles as an independent insurance agent. Chiu also serves on the boards of several charitable foundations including the J Ford Crandall Memorial Foundation and the Marion G Resch Foundation. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals, managing a multi-billion dollar asset base across multiple platforms and custodians.