Todd Bury is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has worked at LPL Financial since 2024, following previous roles at OSAIC and Sagepoint Financial, Inc. Outside of his advisory work, he is involved with a business entity he owns, Todd M Bury Inc, which is unrelated to his investment 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 comprehensive financial planning and advisory programs, utilizing various portfolio management approaches and research resources.

Ryan Miller is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 license and six years of industry experience. Prior to his current role, he worked at Cambridge Investment Research Advisors and has experience as an independent insurance agent offering life, disability, Medicare, and health insurance products through multiple agencies. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses tailored, non-discretionary advisory services supported by analytical tools and also offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Charlotte Wilson is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has a background that includes various roles in ministry organizations, including ongoing involvement with Ministry Architects since 2017 and First Presbyterian Church since 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including model portfolios, retirement plan consulting, and brokerage services, utilizing research from internal and third-party sources.

Nicholas Coletta is a Series 66 licensed financial advisor with Cambridge Investment Research Advisors and has one year of industry experience. He has worked at several related firms, including Pointer Creek Wealth Management and Cambridge Investment Research, Inc. Outside of his advisory role, he is a W2 employee at B Renner LLC. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing multiple platform arrangements and a mix of proprietary and third-party investment strategies.

Christine Gerst is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in comprehensive wealth management strategies that align with her clients' financial and personal goals. Christine provides tailored advice and access to investment insights from Merrill, along with banking and lending solutions from Bank of America to address various financial needs. Her client focus areas include college education planning, defined contribution plan investment consulting, managing new wealth, personal retirement planning, socially responsible and values-based investing, and wealth management for women. With extensive experience in the financial services industry, Christine serves a diverse clientele, including physicians, corporate executives, business owners, and members of the LGBT community. She holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Christine earned her bachelor's degree from Youngstown State University. Christine is actively involved in community organizations, serving on the boards of YWCA Mahoning Valley and The Henry H. Stambaugh Auditorium, as well as participating in the Akron Children's Hospital Community Leadership Council and the Athena Award Committee. Her personal interests include cooking, fishing, football, gardening, spending time with family, and watching movies.

Stephen Fisher Jr. is a financial advisor with Cetera, holding a Series 63 designation and bringing 29 years of industry experience. He has worked at Cetera since 2009 and also maintains a role at Farmers National Bank since 2009. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports model portfolios, third-party managers, and customized strategies.

Diane Spagnola is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 credential and bringing 24 years of industry experience. She worked at Merrill Lynch for 21 years before joining Morgan Stanley Smith Barney LLC in 2021. Outside of her advisory work, she serves as an officer for the Fraternal Order of Eagles, a nonprofit organization involved in marketing and fundraising. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and models to support client financial plans, acting primarily in an advisory capacity.

Madeleine Stevens is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets since 2004. Outside of her advisory role, she is a partner in a rental property business with her spouse. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery conversations and model-based planning tools.

Joel Matthews II is a CFP® professional with 12 years of experience in financial advising. He has been with Ameriprise since 2013, initially at Ameriprise Financial Services, Inc., and currently serves as an advisor at Ameriprise. He holds the Series 66 designation and is based in Canfield, Ohio. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security claiming strategies, and tax-efficient withdrawals. The firm combines research, modeling, and tax analysis to deliver tailored retirement-income advice and offers a broad range of advisory, brokerage, and insurance solutions.

Jennifer Campbell is a financial advisor at LPL Financial with 11 years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2014. Additionally, she is commissioned as a Notary Public in the State of Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research.

David Maxwell is a financial advisor with LPL Financial in Youngstown, OH, holding Series 63 and Series 65 designations and having 14 years of industry experience. His prior work experience includes roles at OSAIC, Bury Financial Group, and SagePoint Financial. He is also involved with Maxwell Asset Management and provides non-variable insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and portfolio management options, including model portfolios and research support, with both discretionary and non-discretionary services.

Douglas Corp is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds a Series 66 designation and has worked at Financial Engines Advisors L.L.C. since 2016, following a year at Tmfs Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online offerings.

David Troutman is a financial advisor with Cetera who holds a Series 63 designation and has 21 years of industry experience. He has worked at Cetera Wealth Services, MML Investors Services, and MassMutual before founding Troutman Financial Group, LLC. Troutman serves as Sergeant at Arms for a local Toastmasters International chapter. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm supports a range of program options including model portfolios, direct indexing, and unified managed accounts.

Desiree Cruciger is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. She has worked at Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2014 and has been affiliated with First National Bank of PA since 2012. Outside of her advisory roles, she is a part owner and member of Aura Genetics of Ohio LLC, attending quarterly meetings. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, leveraging affiliated and third-party managers, and manages over $256 billion in assets through more than 10,000 advisors.

Aydin Hanousek is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at The Capital Insurance Group and positions in education at the University of Mount Union and Canfield High School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Alexander Baker is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including SagePoint Financial, Voya Financial, and General Electric Health Care. Baker operates Bury Financial Group, a business related to his LPL advisory practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

George Hurtuk is a financial advisor with Cetera, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Cetera ADVISORS LLC since 2013 and joined Cetera in 2024. Outside of his advisory role, he is also a licensed insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple investment program structures and third-party money managers.

Ethan Kawecki is a financial advisor with Edward Jones in Canfield, OH, holding the Series 66 designation. He has experience working at Edward Jones and several other firms, including Twin Oaks Risk Management and Insurance, LLC, and Horizon Management, Inc. His background also includes roles related to law and education. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory and investment solutions supported by a large nationwide network of financial advisors and branch offices.

David Kurcon is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, offering forward-looking analyses and asset allocation guidance.

Gina Domico is a financial advisor with Merrill, holding a Series 66 designation and 21 years of industry experience. She has worked at Merrill Lynch and Bank of America since 2001 and 2011, respectively. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies tailored by internal and third-party managers.