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.

Thomas Cavalier is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Stifel Nicolaus & Co. since 2009. Outside of his advisory role, he serves on the Boards of Trustees for The Butler Institute of American Art and the Youngstown State University Foundation, both nonprofit organizations. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Richard Blanco is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 30 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2016, and previously worked at MSI Financial Services and Wrp Investments. Outside of his advisory role, he is a musician with the Dickey White Band in Canfield, Ohio. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutional clients such as pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm offers both discretionary and non-discretionary management across multiple platforms and custodians, and develops proprietary model strategies under Founders Gate Capital.

Stacy Foster is a financial advisor at OSAIC with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has served as Assistant Treasurer for the Trumbull County Educational Service Center since 2000. In addition to her advisory role, she provides administrative support at Hannon & Associates Financial Services, LLC. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services delivered through multiple channels, utilizing model-based asset allocation and portfolio optimization tools.

Munvaar Ali is a Series 66-licensed financial advisor at Merrill with one year of industry experience. Prior to joining Merrill and Bank of America in 2026, he held various roles across retail, education, and banking sectors, including positions at Walmart and WesBanco. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Todd Bury is a financial advisor with LPL Financial in Youngstown, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Sagepoint Financial, OSAIC, and American General Securities. He maintains a separate business entity, Todd M Bury Inc, for non-investment-related activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and access to third-party asset management, delivering advice through a large network of investment adviser representatives utilizing various strategic and tactical investment options.

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 with LPL Financial, holding a Series 66 designation and one year of industry experience. She has worked at LPL Financial since 2024 and has a background in various church ministries, including ongoing roles with Ministry Architects and First Presbyterian Church. Outside of her advisory role, she continues to engage with these ministries through outside employment. 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, model portfolio programs, and institutional platforms.

Nicholas Coletta is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has one year of industry experience and has also worked with Pointer Creek Wealth Management. Outside of his advisory role, he is involved as a W2 employee with B Renner LLC. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers multiple platform options, proprietary model strategies, and access to unaffiliated third-party advisers.

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.

David Clementi is a financial advisor at Equitable Advisors in Youngstown, OH, holding a Series 66 designation with three years of industry experience. Prior to his current role, he worked in various capacities including roles at Christ for all Nations and Light of Life Rescue Mission. He is also an author of a non-investment book published in 2025. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a mix of firm-managed and third-party advisory solutions.

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 with Morgan Stanley, holding a Series 63 designation and bringing 38 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets and Moors & Cabot Inc. Stevens is also a partner in a rental property business with her spouse. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved 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 with LPL Financial, holding a Series 66 designation and 12 years of industry experience. She has been with LPL Financial since 2014 and is based in Canfield, Ohio. Additionally, she holds a Notary Public commission from the State of Ohio. 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 financial planning and investment management services, including access to third-party asset managers and institutional platforms, supported by advanced advisor tools and a broad non-advisory financial services network.