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 a Series 66 designation and previously worked at Mariner Finance and OneMain Financial. Parker also owns TParker LLC, a sales business based in Youngstown, OH. 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 including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Kelcie Schiraldi is a CFP® and PFS™ credentialed financial advisor with nine years of industry experience. She is currently with LPL Financial and has previously worked at OSAIC, Sagepoint Financial, Voya Financial Advisors, Farmers Trust Company, and HBKS Wealth Advisors. Outside of her advisory role, she manages Living Stone Wealth Management, a separate business entity for tax and investment purposes. 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 provides a range of advisory and brokerage services, utilizing a variety of investment strategies and operational tools for account management.

Matthew Morgan is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Stifel since 2009. Prior to joining Stifel, he worked at Butler, Wick & Co., Inc. from 2007 to 2009. He is a Notary Public and serves on the finance and investment committees of The Community Foundation of the Mahoning Valley and Habitat for Humanity of Mahoning Valley. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, providing analysis and asset allocation guidance to support client decision-making.

Wilbur Kline is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. Prior to joining LPL Financial in 2015, he served in the US Army Reserves for 35 years. Outside of advising, he is involved in several business ventures including a retail food and beverage startup and a product distribution and warehousing company. 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 range of services including financial planning, model portfolio programs, and institutional platforms, supported by a broad network of investment adviser representatives.

Nicholas Romeo is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. His prior roles include positions at OSAIC, SagePoint Financial, and Bury Financial Group. 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 range of financial planning and portfolio management solutions utilizing various investment strategies and advisor tools.

Adam Bernard is a CFP® and Series 66 licensed financial advisor with 10 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and previously worked at Cambridge Investment Research and Equitable Advisors. Bernard also operates an independent non-variable insurance business focusing on fixed annuity and life insurance products. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, charitable organizations, and institutional clients. The firm provides non-discretionary planning tailored to client goals and supports its advisory network with institutional consulting and portfolio management.

Brad Hansen is a financial advisor with LPL Financial in Salem, Ohio, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial since 2010, following prior roles at Chase Investment Services Corp. and UBS Financial Services. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and extensive resources.

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 designation and 18 years of industry experience. Her prior work includes roles at Ameriprise and J.P. Morgan Securities. Outside of advising, she owns Life Management Consultants, LLC, a consulting business. 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 both discretionary and non-discretionary 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.

Charles Baker Jr. is a CFA® charterholder affiliated with Stifel, where he has worked since 2009. He holds the Series 63 designation and has 47 years of industry experience. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that supports asset allocation and financial planning analyses.

Bradley Forrider is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones, MassMutual Life Insurance Co., and MML Investors Services. Outside of his advisory role, he serves on the board of the Allgheny WMC Stewardship Foundation and is involved with the Columbiana County Board of Elections. 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 range of financial planning and investment solutions supported by a large network of advisors and advanced operational tools.

Bruce Joseph is a financial advisor at LPL Financial with 37 years of industry experience. He holds the Series 63 designation and previously worked for Cadaret, Grant & Co., Inc. from 1988 to 2025. Outside of advisory work, he is involved in non-variable insurance activities. 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.

Shaseen Yobe is a financial advisor with Cetera, holding a Series 63 designation and 22 years of industry experience. She has worked at Cetera and affiliated entities since 2018 and previously spent five years with The Huntington Investment Company. Outside of her advisory role, she is involved as a product distributor for It Works. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and consulting services, operating a multi-manager platform that provides access to affiliated and third-party managers as well as customizable investment strategies.