Joshua Thurman is a financial advisor with Ameriprise in North Canton, OH, holding Series 63 and Series 65 credentials and eight years of industry experience. Prior to joining Ameriprise in 2026, he worked at The Huntington Investment Company and The Huntington National Bank between 2014 and 2026. He serves as a board member for North Canton Cares Pantry, a local food pantry. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which emphasizes dependable income sources and tax-aware withdrawal strategies.

Derek Crihfield is a financial advisor with Ameriprise in Canton, Ohio, holding a Series 66 designation and 15 years of industry experience. He previously worked at Edward Jones from 2015 to 2019 before joining Ameriprise Financial Services Inc and then Ameriprise. Outside of his advisory role, he is involved in a staffing business, Eclipse Dental Solutions. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jonathan Sias is a CFP® and holds a Series 66 license with eight years of industry experience. He has worked at Edward Jones since 2018 and previously spent seven years at ChemSpec Ltd. Jonathan is based in Uniontown, Ohio. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

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.

Ryan Dauterman is a financial advisor with OSAIC who holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has worked with Walnut Street Securities, Inc. and Walnut Street Advisers Inc. prior to joining OSAIC in 2013. Outside of advising, he is involved in insurance sales and serves as president of an S-corp established for tax purposes. OSAIC Wealth serves a diverse client base that includes retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process and supports various managed account strategies, with a notable scale and complex network of affiliates.

Daniel Rasper is a financial advisor with Edward Jones in Akron, OH, holding a Series 66 designation. He joined Edward Jones in 2026 and has prior experience with Organogenesis, Inc. and Good Place Holdings. He has also worked with Vector Marketing/Cutco Cutlery since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and maintains a large network of financial advisors and branch offices across the United States.

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.

Curtis Reynolds II is a financial advisor with LPL Financial in Akron, OH, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at J.P. Morgan Securities, Wells Fargo, Bank of America, Merrill, and The Huntington Investment Company. 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 with various investment approaches, supporting more than 22,800 advisors and overseeing over $819 billion in discretionary assets.

Eric Johnson is a financial advisor at Stifel with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2009. Prior to joining Stifel, he worked at Butler, Wick & Co., J.P. Morgan Securities Inc., and Banc One Securities Corporation. Outside of his advisory role, Johnson serves as the head coach for freshman football at Jackson High School in Canton, Ohio. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

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.

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 with 18 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked at Cambridge Investment Research Advisors, Premier Bank & Trust, and Cetera Investment Services. Shealy serves as a board member for Jackson Bears Lacrosse and is involved in accounting at Penturf Dentistry. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including third-party asset management and institutional platforms.

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.

Karen Flege is a financial advisor with Primerica Advisors in Cuyahoga Falls, OH, holding 21 years of industry experience. She has been associated with PFS Investments Inc. since 2014 and with Primerica Financial Services since 1998. Outside of advisory work, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm focuses on curated third-party asset managers and employs a tiered wrap fee structure for its services.

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 entities since 2009, including his current role at J.P. Morgan Securities since 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program offers written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Timothy Ferree is a financial advisor at Ameriprise in Akron, OH, holding a Series 66 designation with seven years of industry experience. Before joining Ameriprise in 2026, he worked at The Huntington Investment Company from 2019 to 2026 and at The Huntington National Bank from 2015 to 2019. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service tailored for clients near or in retirement. The firm emphasizes written retirement-income plans with ongoing advice that integrates investment research, algorithmic tools, and tax-aware strategies within a defined investment framework.

Brett Boling is a financial advisor with Primerica Advisors in Cuyahoga Falls, OH, holding 33 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1993. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program 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, offering advisory services primarily through model-delivery strategies created by unaffiliated asset managers.

George Burns is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 19 years of industry experience. He has been with various J.P. Morgan entities since 2007. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Its advisory process integrates centralized due diligence with quantitative and qualitative research, offering model asset allocations that may incorporate ESG criteria.

Andrew Shrock is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers along with affiliated trust, insurance, and lending services.