Stephen Bergman is a financial advisor with Primerica Advisors in Akron, OH, holding a Series 63 designation and 23 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2002. Outside of his advisory role, Bergman has been involved with Sand Run Travel since 2001. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm uses an independent due-diligence consultant to evaluate asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Drew Baltzer is a financial advisor with Edward Jones holding a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Rea Information Services and has held various roles in education and restoration services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment strategies. The firm supports over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Nathanial Arps is a financial advisor with LPL Financial in Hartville, OH, holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial since 2021 and is also involved with MJ Miller & Co. CPAs, where he engages in tax preparation and accounting services. Prior to that, he spent nine years with the 415 Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, supported by advanced operational and research tools.

George Merrill is a financial advisor with Merrill in Canton, Ohio, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Merrill since 1991 and has worked concurrently at Bank of America, N.A. since 2009. Outside of his advisory role, he is the owner of FireTower5 Holdings LLC, a for-profit entity organized to hold investment and rental properties. Merrill, together 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 individuals, high-net-worth clients, and institutional investors.

Karrie Stefanov is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 25 years of industry experience. She has been with J.P. Morgan Securities since 2013 and is also a partial owner of Chukar Partnership, LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jeffry Axe is a Series 66-licensed financial advisor with 29 years of industry experience, currently affiliated with Ameriprise in Canton, Ohio. His prior work includes roles at The Huntington Investment Company, Citizens Securities Inc., Mass Mutual Life Insurance Company, and The Prudential Insurance Company of America. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which combines written recommendations and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Rodney Zoyhofski is a financial advisor with LPL Financial in Canton, OH, holding the CFP® and ChFC® designations and over 38 years of industry experience. He has been with LPL Financial since 2004, following four years at WS Griffith Securities, Inc. Outside of his advisory role, he serves as a trustee for his office 401(k) plan and is involved in an investment management partnership established for estate planning purposes. 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 variety of financial planning and investment solutions, combining model portfolios, third-party subadvisors, and customized strategies with extensive operational and research support.

Heidi Dillon is a financial advisor with Cambridge Investment Research Advisors, holding 18 years of industry experience. She previously worked at Nationwide Securities LLC and Nationwide Insurance. Dillon is a shareholder of Kyler & Company LLC and serves as an independent insurance agent for Varner Insurance Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing both proprietary and third-party strategies across multiple platform arrangements.

Bryce Miller is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. He previously worked at Nationwide Financial and Nationwide Securities LLC before joining LPL Financial in 2017. Miller operates the Ken Boldt Financial Group, Inc., a DBA related to his LPL business in North Canton, Ohio. 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, supported by extensive research and technology tools.

David Johnson is a financial advisor at LPL Financial with 28 years of industry experience. He holds the Series 63 designation and has worked previously at Cetera Advisor Networks and as a self-employed advisor. Johnson is also a notary in the State of Ohio and operates Christian Financial Designs, an investment-related business. 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 and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Mark Lipps is a financial advisor with Primerica Advisors in Canton, OH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at PFS Investments Inc. since 1996 and Primerica Financial Services since 1994, and previously spent 37 years at Timken Co. In addition to his advisory role, Lipps is involved in part-time sales of home security and automation products through affiliated companies and holds a partnership in a property holdings LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and select separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis rather than fixed fees.

Michael Wade is a financial advisor with Osaic Wealth, Inc. He holds 20 years of industry experience, including 17 years at Lincoln Financial Advisors Corp before joining Osaic in 2025. He is also involved as an insurance agent offering accident and health insurance, traditional life insurance, disability income products, and annuities, as well as serving as an advisor in a partnership focused on securities, annuities, employer plans, and life insurance. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to large institutions, providing integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms. The firm utilizes asset-allocation tools, risk assessment methods, and automated portfolio rebalancing to manage a wide range of investment options.

Kathryn Jesser is a financial advisor with Primerica Advisors in Akron, OH, holding 28 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1997. In addition to her advisory role, she is involved in sales of investment-related and home-related products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its services.

William Liber is a financial advisor at Stifel with 55 years of industry experience. He has held his current position at Stifel since 2009 and holds Series 63 and Series 65 designations. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, offering guidance based on forward-looking capital market assumptions and probabilistic modeling.

Kenneth Griffin is a financial advisor at Edward Jones in Canton, OH, holding a Series 66 designation with seven years of industry experience. Before joining Edward Jones in 2019, he worked at Uber, Food Safety Ohio, Lyft, and Metz Culinary Management. Outside of his advisory role, he delivers food on weekends for DoorDash. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory programs. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the country.

Brian Lippert is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2010. Outside of his advisory role, he serves as executor and co-executor for multiple estates in Massillon, Ohio, where he is involved in estate administration and investment decisions. Morgan Stanley Wealth Management offers a wide range of financial advisory programs to individual and institutional clients, including customized planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and incorporates structured financial planning tools and investment modeling in its advisory process.

Brandon DeCastro is a Benefits & Planning Consultant with Executive Services at Fidelity Investments, a position he has held since 2021. In this role, he focuses on helping clients maximize their relationship with Fidelity by utilizing the full range of tools and resources available to build effective financial plans aimed at achieving their goals and dreams. Brandon's professional experience spans various roles in financial services, including Relationship Manager at Prosperity Advisors, Retirement Planner at TTG Financial, LLC, and Senior Financial Advisor positions at Key Investments Services, JP Morgan Chase, and Firstmerit Financial Services. He also worked as a Financial Specialist at Allstate Insurance Company. Outside of his professional career, Brandon enjoys family activities, fitness, golf, movies, and spending time with his pets.

Brandon Patterson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and five years of industry experience. His background includes roles at Cambridge Investment Research Inc. and involvement with Ramsey Financial Group as an owner. Outside of advisory work, he participates in financial networking through Smart Vestor Pro. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of portfolio management solutions and utilizes both proprietary and third-party strategies tailored to client objectives.

Mandwel Patterson is a financial advisor with LPL Financial in Canton, Ohio. He holds a Series 66 designation and has 11 years of industry experience, including five years at Edward Jones prior to joining LPL Financial. Outside of his advisory role, he serves as a member of the Massillon, Ohio City Council. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing a variety of investment strategies across discretionary and non-discretionary accounts.

Robert Aigler is a financial advisor with LPL Financial in North Canton, OH, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Nationwide Investment Services Corporation from 2016 to 2018. 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 various investment approaches and technology tools.