Christopher Depaola is a financial advisor with Mass Mutual Investors Services in Boardman, OH, holding CFP® and Series 63 designations, and has 15 years of industry experience. He has worked at MassMutual Life Insurance Company and Mass Mutual Investors Services since 2010. Outside of his advisory role, he is a sales agent with the American Veterinary Medical Association for life, property/casualty, and health insurance. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering collaborative planning engagements using firm-approved analytical tools and a range of investment programs.

Christina Matthews is a financial advisor at Ameriprise Financial Services, holding a Series 66 designation with six years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Inc., and involvement with Dr. Mahar MD Inc. She has also worked in academic settings at The Ohio State University and Youngstown State University. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Sarah Walker is a financial advisor with Ameriprise in Boardman, OH, holding a Series 63 designation and 31 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its advisory approach and delivers recommendations through a centralized consulting team, emphasizing managed accounts and algorithmic support in its planning process.

Tesha Parker is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and previously worked at Mariner Finance and OneMain Financial. Outside of her advisory work, she is the owner of TParker LLC, a sales business based in Youngstown, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Kelcie Schiraldi is a CFP® and PFS™ credentialed financial advisor with nine years of industry experience. She is currently with LPL Financial and has held prior roles at OSAIC, Sagepoint Financial, Voya Financial Advisors, and Farmers Trust Company. Schiraldi is also involved with Living Stone Wealth Management, a separate business entity focused on tax and investment-related activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs along with retirement plan consulting and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Matthew Morgan is a Certified Financial Planner® with 25 years of industry experience, currently serving as an advisor at Stifel since 2009. He is based in Canfield, Ohio, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved with local nonprofits, including serving on the Finance and Investment Committee of The Community Foundation of the Mahoning Valley and the Finance Committee of Habitat for Humanity of Mahoning Valley. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Ashley Glabecki is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at Equitable Advisors since 2018 and previously at Axa Advisors, LLC. Ashley also coaches basketball for Perry Local Schools. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers, using a hybrid referral and implementation model.

Wilbur Kline is a financial advisor with LPL Financial in Canfield, Ohio, holding a Series 66 credential and 11 years of industry experience, all with LPL Financial. He previously served for 35 years in the US Army Reserves. Outside of his advisory role, he owns businesses involved in retail food and beverage sales and product distribution. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a broad range of financial planning and advisory programs, utilizing research from LPL and third-party subadvisors, and provides both discretionary and non-discretionary portfolio management.

Nicholas Romeo is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior work includes roles at OSAIC, SagePoint Financial, and Bury Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

John Beato is a financial advisor at Osaic with 25 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Osaic in 2023, he held positions at Bank of America and Merrill. Beato is also an insurance agent, selling fixed annuities, life insurance, and long-term care products. Osaic Wealth, Inc. serves a diverse clientele including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across various investment vehicles.

Adam Bernard is a CFP® professional with nine years of industry experience, currently serving as an Investment Advisor Representative at Raymond James Financial Services Advisors, Inc. He previously worked at Cambridge Investment Research Advisors and Equitable Advisors. In addition to his advisory role, Bernard operates an independent non-variable insurance business focused on fixed annuities and life insurance. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports institutional consulting and portfolio management across a large advisor network.

Brad Hansen is a financial advisor with LPL Financial in Salem, OH, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial since 2010 and was previously employed by Talmer Bank and Trust from 2014 to 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to support both discretionary and non-discretionary management strategies.

Debra Moore is a financial advisor at Stifel with 29 years of industry experience, including 17 years at her current firm. She holds Series 63 and Series 65 credentials. Outside of her advisory work, Moore is active in community organizations, serving in leadership roles such as President and Head Instructor of Eastern Ohio Martial Arts and Senior President of the Point of Beginning Society for the National Society, Children of the American Revolution. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation, retirement, insurance, and estate planning.

Zel Bush is a ChFC® credentialed financial advisor with 34 years of industry experience, currently with Raymond James Financial. He previously worked at Cambridge Investment Research Advisors and LPL Financial. Outside of his advisory role, he is a co-owner of Z Squared Inc., a private business shared with his brother. 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, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports advisory programs along with institutional consulting and portfolio management.

Renee Hefner is a financial advisor with LPL Financial, holding a Series 66 credential and 18 years of industry experience. She previously worked at Ameriprise and Ameriprise Financial Services, Inc. for a total of 10 years before joining LPL Financial in 2026. Outside of her advisory role, she is the sole proprietor of Life Management Consultants, LLC, a consulting business. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management, with access to model portfolios, research, and various investment strategies.

William Klim Jr. is a financial advisor with Raymond James Financial, holding a Series 63 designation and 24 years of industry experience. He previously worked for Cambridge Investment Research and Cambridge Investment Research Advisors for 13 years. Klim also serves as an insurance agent, owning and operating several insurance-related businesses focused on non-variable life, long-term care, disability, and Medicare products in Northeast Ohio. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, and institutional clients. The firm offers tailored, non-discretionary investment consulting using various analytical tools and supports municipal and public finance work through an affiliated municipal advisor.

Carol Carr is a financial advisor at Stifel with 26 years of industry experience and holds a Series 66 designation. She has been with Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling.

James Pipino is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Edward Jones, where he has worked since 2023, and previously held positions at The Wealth Advisory Group of DiLauro, Wracher and Thomas, Raymond James Financial Services, and Merrill Lynch. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supporting a large network of financial advisors and branch offices nationwide.

Darin Hasson is a financial advisor with Ameriprise in East Palestine, OH, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its related entities since 2005. Hasson owns Integrated Professional Partners, LLC, a legal entity established to manage his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Joseph Vitello is a financial advisor at Stifel with 35 years of industry experience. He has been with Stifel since 2009 and holds Series 63 and Series 65 credentials. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling.