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.

Dominic Fisher is a Series 66-licensed financial advisor with three years of industry experience, currently with J.P. Morgan Securities. He previously worked at Thrivent and Spectrum Financial Group/Mass Mutual/MML Investors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting with a non-discretionary program.

Thomas Marchese is a CFP® with 24 years of industry experience and has been with Edward Jones since 2001. He holds a Series 63 license and is based in Uniontown, OH. Outside of his advisory work, he serves as the Indian Princess/Green YMCA Chapter Chief of Shawnee. Edward Jones is a wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a broad range of advisory services and maintains a large national footprint of advisors and branch offices.

Jason Young is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 12 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2018 and has been involved with related entities since 2012. In addition to his advisory role, Jason co-owns and works as a tax preparer at Young's Tax Service and operates as an independent insurance agent. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management, access to third-party advisers and sub-advisors, and proprietary model strategies under the Founders Gate Capital brand.

Nicholas Martin is a financial advisor with Primerica Advisors based in Fairlawn, Ohio, holding four years of industry experience. His background includes roles in education with organizations such as Akron Public Schools, McKeon Education Group, and Main Prep Academy. Outside of advisory services, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

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.

Thomas Pfeiffer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been associated with Primerica Advisors since 1997 and Primerica Financial Services since 1996. Outside of his advisory role, he operates TP Marketing Solutions as a self-employed marketing consultant. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering various model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm emphasizes a percentage-based, tiered wrap fee structure and curates third-party asset managers while maintaining oversight of its investment models.

Joseph Nicholson is a financial advisor with Ameriprise in Stow, Ohio, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise, he worked at The Huntington National Bank and The Huntington Investment Company. Outside of his advisory role, he occasionally serves as a substitute teacher in local K-12 schools. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach incorporates proprietary investment research and third-party data, with recommendations implemented non-discretionarily in collaboration with clients and their advisors.

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.

Neal Chiprean is a financial advisor with Primerica Advisors based in Stow, Ohio. He holds the Series 63 designation and has seven years of industry experience. Prior to his current role, he worked at Verizon Wireless for two years. Outside of finance, Neal is involved as a low brass instructor with Crossmen Productions Inc. and also works as a self-employed musician. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based strategies managed by unaffiliated asset managers and supported by custodial and trade execution services.

Morgan Goldthwaite is a financial advisor with Ameriprise, holding a Series 66 designation and 10 years of industry experience. Prior to joining Ameriprise in 2026, Morgan worked at The Huntington Investment Company for four years and Morgan Stanley for six years. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

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.

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.

Mark Williams is a financial advisor at LPL Financial with 37 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial and affiliated entities since 2001. He also has a role at Flagstar Bank N.A., where he has been employed since 2010. 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 financial planning and investment management services through a large network of advisors, combining advisory platforms with non-advisory financial products and partnerships.

Austin Brenner is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. He holds a Series 66 designation and is based in Norton, Ohio. Outside of his advisory role, Brenner serves as an athletic chaplain at Ashland University, working with student athletes through the Fellowship of Christian Athletes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to align recommendations with client goals and supports a broad network of advisors across various sectors, including municipal and public finance.

Jon Lenton is a financial advisor at Raymond James Financial with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various entities within Raymond James since 2017. Outside his advisory role, he is also employed as a financial representative at Wentz Financial Group. 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, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Micah Czirr is a financial advisor with Primerica Advisors in Akron, OH, holding Series 63 and Series 65 credentials. He has been with PFS Investments Inc. and Primerica Financial Services since 2025. Outside of advising, Micah has been involved with Malone University since 2017 and previously worked with Boys Town from 2015 to 2017. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based strategies managed by third-party asset managers.

Ian Golias is a Series 66 licensed financial advisor at J.P. Morgan Securities with one year of industry experience. His prior roles include positions at Huntington National Bank, Wells Fargo, and Equitable Financial Life Insurance. Outside of finance, he works as a chess instructor for Progress With Chess, a nonprofit organization that offers chess classes and tournaments in Northeast Ohio. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice and customized performance reporting supported by both quantitative and qualitative research.

Joseph Mirocke Jr. is a financial advisor at Edward Jones with 25 years of industry experience, including over 26 years at Edward Jones. He holds a Series 63 designation. Outside of his advisory role, he serves as Treasurer on the North Canton Area Chamber of Commerce Board of Directors and is an executive producer for the recording artists The Shootouts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated financial services.