Robert Mrozek is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked with Cambridge Investment Research since 2016. Outside of advisory work, he operates an independent insurance agency and manages office rental space. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers multiple portfolio management options and utilizes both proprietary and third-party model strategies tailored to client objectives.

Robert Gardner is a financial advisor with Stifel in Canfield, Ohio, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Stifel since 2009. Outside of his advisory role, Gardner serves as Treasurer and board member of the Help Network of Northeast Ohio, volunteers on finance and endowment committees for First Covenant Church, assists with the Ohio High School Athletic Association’s girls tennis tournament, and is President of the Kiwanis Club of Boardman. 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 asset allocation methodologies developed by its Investment Strategy Group.

Elizabeth Hartwig is a financial advisor at Stifel in Canfield, Ohio, with 27 years of industry experience. She has been with Stifel since 2009 and holds a Series 63 designation. Hartwig serves as Treasurer and a Board member of the Canfield Wrestling Club, a youth wrestling organization. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy developed by its Investment Strategy Group.

William Mcnally is a CFP® with 16 years of experience in the financial industry. He is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America, Pruco Securities, PNC Investments, PNC Wealth Management, and Wells Fargo Clearing. Mcnally operates a business activity under the name McNally Financial related to his work with LPL. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and various brokerage and insurance services.

Kimbery Powell is a financial advisor at Ameriprise with 23 years of industry experience. She holds a Series 66 designation and has worked with Ameriprise since 2018, including prior roles at Investment Professionals Inc. Powell is also involved in independent insurance brokering. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets, combining research-driven modeling and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

James Carchedi is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in financial advising. He works with a diverse clientele across Ohio and more than ten other states, including physicians, corporate executives, business owners, widows, and multi-generational families. His comprehensive service offerings encompass college education planning, family wealth management strategies, personal retirement planning, philanthropic planning, portfolio management, tax minimization, and retirement income strategies. James also collaborates closely with clients' CPAs and attorneys to ensure alignment of tax and estate planning approaches. James began his career at American Express Financial Advisors before joining Merrill in 2007. He holds the CERTIFIED FINANCIAL PLANNER® certification, the Certified Plan Fiduciary Advisor® (CPFA®) designation, as well as the Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA) credentials. James earned his bachelor's degree with a marketing concentration from Malone College, where he was a four-year football letter winner. Beyond his professional work, James serves as Vice President of Community Affairs for Meritage of Miracles, a fundraising event supporting pediatric palliative care at Akron Children's Hospital Mahoning Valley. He also holds the position of Secretary of the Board for the Ohio Glaciers, an organization dedicated to developing young baseball athletes. James resides in Poland, Ohio, with his wife and two sons, and enjoys attending their sporting events as well as trips to wine country in Napa and Sonoma Valley.

Randy Swartz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory.

Matthew Dobro is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 31 years of industry experience, including 19 years with Cambridge Investment Research Advisors. Outside of advising, he works as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing multiple custody platforms and a range of model-based and discretionary strategies.

Ronald Dobro is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 credential. He has 38 years of industry experience and has been with Cambridge Investment Research Advisors since 2005. He also has experience with Oak Park Advisors-College Consultants and Cambridge Investment Research, Inc. Outside of his advisory role, he is an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing multiple custody platforms and both proprietary and third-party investment strategies.

Russell Spitz Jr. is a financial advisor with Morgan Stanley in Canfield, OH, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes roles at Morgan Stanley Smith Barney since 2009, Morgan Stanley Private Bank since 2015, and Citigroup Global Markets from 1994 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Dante Abbas is a financial advisor at Edelman Financial Engines with a Series 65 designation and one year of industry experience. His prior work includes roles at First Energy Corporation and the Ohio Public Employees Retirement System. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

Douglas Shodd Jr. is a financial advisor with Ameriprise in Canfield, OH, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2019, he held positions at Trivium Packaging, Exal Corporation, Arconic Inc., and Alcoa. Outside of his advisory role, Shodd is the sole owner of Shodd CPA LLC and serves on the Board of Directors for Salem Regional Medical Center. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Douglas Thorpe is a financial advisor at Stifel with 32 years of industry experience. He has been with Stifel since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in community service as a member of the Boardman Rotary Club finance committee and serves on the board of the Salvation Army, where he currently holds the position of president. Stifel serves a broad range of clients, including individuals, institutional investors, and nonprofit organizations, providing brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm offers fee-based financial planning and engages in municipal-market activities alongside affiliated trust companies and banks.

Michael Sirianni is a financial advisor with LPL Financial in Sharon, PA, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. His career includes roles at Stifel Independent Advisors, Morgan Stanley, and Citigroup Global Markets. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced research tools.

Daniel Henry is a financial advisor with Cetera, holding a Series 63 designation and 26 years of industry experience. His career includes roles at Cetera Advisors LLC since 2013 and New England Securities from 2005 to 2007. He is also licensed as an insurance agent, selling life, disability, fixed annuities, long-term care, and property and casualty insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Nicolas Wildman is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Woodbury Financial Services and co-ownership of Wildman Family Insurance and Investment Planning, where he assists clients with Medicare and life insurance education. Outside of finance, he is involved with Belltower International, providing private security and risk assessment services. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services with a range of investment solutions and third-party managed account options. The firm employs asset-allocation tools and automated rebalancing to build portfolios across various asset classes, supporting both discretionary and non-discretionary account management.

Spencer Smith is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. Prior to joining Cetera, he worked at Duncan Financial Group and has diverse experience including roles in education and retail. He is also a basketball coach for the Boardman Local School District. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and third-party managers.

Christina Lee is a financial advisor with Primerica Advisors in Youngstown, OH, holding nine years of industry experience. She has worked at PFS Investments Inc. since 2015 and has been affiliated with Primerica Financial Services since 2011. Outside of her advisory role, she owns and operates a home health care business in Bristolville, OH. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Gregory Costantino is a financial advisor at OSAIC with one year of industry experience. He holds the Series 66 designation and has previously worked at Henegan Financial, Hannon & Associates Financial Services LLC, Home Depot, and McDonald Local School Districts. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using tools such as asset-allocation models and automated rebalancing to construct diversified portfolios.

Carol Penny is a financial advisor with Primerica Advisors in Austintown, OH, holding a Series 63 designation and over 42 years of industry experience. She has been affiliated with Primerica Advisors since 1983 and Primerica Financial Services since 2000. Outside of advisory services, she is involved in sales of loan products and home-related services through affiliated Primerica 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. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.