Scott Wilson is a financial advisor with Edward Jones in Canton, OH, holding a Series 66 designation and 11 years of industry experience. He has worked at Edward Jones since 2014 and has also been associated with Sentrx Financial since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.

Tina Snyder is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Her prior roles include positions at JPMorgan Securities LLC and Merrill. She is currently with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios drawn from an investable universe of mutual funds, ETFs, and ETPs.

Jared Mathie is a financial advisor with Equitable Advisors in Canton, OH, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Louisville High School and various service and landscaping positions. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through a range of third-party asset managers and LPL programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Jonathan Sias is a CFP®-certified financial advisor with eight years of industry experience, currently with Edward Jones since 2018. Prior to joining Edward Jones, he worked at ChemSpec Ltd for seven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Dale Hohlbaugh is a financial advisor at Cetera with 42 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at First Allied Advisory Services, Inc. and First Allied Securities, Inc. He is also the owner of DH Capital Management, a financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and consulting services through a multi-manager platform that accommodates various investment strategies and program structures.

Kim Robinson is a financial advisor with Primerica Advisors in Akron, OH, holding 10 years of industry experience. She has been with Primerica Advisors since 2015 and also worked at Primerica Financial Services starting in 2013. Outside of her advisory role, Robinson is involved in the sale of home security and automation products through affiliated companies and operates as an independent provider in Kent, OH. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Beth Graybill is a financial advisor with Ameriprise in Canton, Ohio, holding 18 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2000. Outside of her advisory role, she owns Graybill Analytics LLC and works part-time as a yoga teacher. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Eric Johnson is a financial advisor at Stifel with 25 years of industry experience. He has held roles at Stifel since 2009 and Butler, Wick & Co., Inc. since 2007. Outside of his advisory work, he serves as the head coach for the Jackson High School freshman football team. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Kelly Brown is a financial advisor with Primerica Advisors in Canton, OH, holding 11 years of industry experience. She has worked at Primerica Advisors since 2015 and has prior experience at Amadeus Spa and Industrial Security. Brown is also a Notary Public in Canton, OH. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates through a large network of advisors and offers model-driven investment strategies with custody and trade execution support from BNY Mellon Advisors and Pershing.

Aaron Speakman is a financial advisor with Thrivent Investment Management based in Canton, Ohio. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he spent over 25 years managing agricultural operations as president and owner of Rummell Farms Inc. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a broad range of financial planning topics. The firm delivers planning through a network of advisors without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

Steven Landy is a financial advisor with Ameriprise in North Canton, Ohio, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Landy is involved as an equity investor in oil and natural gas and holds ownership interests in various real estate-related businesses. Ameriprise offers a retirement-income planning service targeting clients with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

Gregory Di Narda is a financial advisor with Merrill in Canton, OH, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith since 2007 and Bank of America, N.A. since 2011. Outside of his advisory role, he owns and manages a pizza shop, EPCO, LTD dba Ermanno's Pizza, in Louisville, Ohio. Merrill, along 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 a range of individual and institutional clients.

Joseph Laubacher is a Series 66 licensed advisor with 18 years of experience, currently with Raymond James Financial in Canton, Ohio. Prior to joining Raymond James in 2018, he worked at McGervey Wealth Management for two years. He is also an associate employee at PortfolioVision, a support company in Canton. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, charitable organizations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals and supports a broad network of advisors with specialized services including municipal advisory and employer consulting programs.

Jeffrey Stoll is a financial advisor with Raymond James Financial in Massillon, Ohio, holding a Series 63 designation and 39 years of industry experience. He has worked at Raymond James Financial Services since 1991 and established Stoll Financial Group LLC in 2015. Outside of advising, he owns oil wells on existing property. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and advisory services supported by analytical tools, with a notable affiliation supporting its municipal and public finance work.

Melissa Knotts is a Series 66-licensed financial advisor with Ameriprise in Canal Fulton, OH, with seven years of industry experience. She has been with Ameriprise since 2019 and previously worked at Edward Jones from 2008 to 2019. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory services, emphasizing managed accounts and using algorithmic tools alongside personalized reviews.

Drew Shealy is a CFP® professional affiliated with LPL Financial in North Canton, OH, with 17 years of industry experience. Prior to joining LPL Financial in 2026, he spent a decade at Cambridge Investment Research Advisors, Inc., Cambridge Investment Research, Inc., and Premier Bank & Trust. He serves as a board member for Jackson Bears Lacrosse and is involved in accounting for Penturf Dentistry. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Steven Schroll is a CFP® and ChFC® with 18 years of experience in financial planning. He currently works with Cetera and has held roles at Everence Trust Company and One Resource Group, among others. Outside of financial services, he teaches a high school personal finance class and drives a school bus for athletics and field trips at Lake Center Christian School. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to multiple investment program options through a nationwide network of independent advisors.

Brian Lake is a financial advisor with Ameriprise in Canton, Ohio, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory work, he serves as Treasurer on the Board of Directors for Moonlight Bay II and is the primary person in the S Corporation Harbor Lake, which is involved in payroll activities. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Ryan Lehuta is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 12 years of industry experience. He has been with J.P. Morgan in various capacities since 2009. J.P. Morgan Securities LLC 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.

Randall Kreinbrink is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Ameriprise in Canton, OH. He has been with Ameriprise and its affiliated entities since 1993. Kreinbrink is a trustee on the board of Comet Lake Club, Inc. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service featuring comprehensive, annual retirement-income planning advice and written recommendation reports that incorporate proprietary investment research and algorithmic tools.