Kevin Ellsworth Myers is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. He has four years of industry experience, working at MML Investors Services LLC and Mass Mutual Life Insurance Company since 2021. Prior to his financial services career, he worked at Chipotle and spent eight years at Lakeview High School. Outside of his advisory role, he is an insurance agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships that emphasize investment strategies without discretionary authority.

Zachary Rasile is a financial advisor at OSAIC with Series 66 and Series 63 credentials and two years of industry experience. He has worked at Hannon and Associates and has teaching experience at West Liberty University and McDonald Local Schools. Additionally, he is involved with Hannon & Associates Financial Services, supporting sales and marketing of securities and insurance products. OSAIC serves a diverse client base including retail, high-net-worth, institutional, and charitable organizations, offering integrated brokerage and advisory services supported by advanced asset-allocation tools and multiple third-party platforms.

Ronald Midgley is a CFP® with 37 years of experience in the financial services industry. He is affiliated with Raymond James Financial and has held roles at Capital Wealth Group, Midgley Wealth Strategies, RM Financial Services LLC, and Midgley Financial. Midgley also operates several support companies under his name. 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 advanced analytical tools and supports a wide range of advisory programs and public finance services.

David Bulkley is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, as well as at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and provides financial planning built on structured processes and firm-approved tools.

Marvin Gardner is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 39 years of industry experience. His career includes long tenures at Waddell & Reed, INC. and Woodmere Estates, as well as operating Gardner's Tax & Financial Service, Inc., where he is involved in tax preparation and accounting. Outside of advisory work, he manages a tax and financial services firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, third-party research, and various portfolio management technologies.

Emily Stark is a financial advisor with Edelman Financial Engines in Youngstown, OH. She holds a Series 65 designation and has been with Edelman Financial Engines since 2019, following four years at PNC Bank. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a proprietary modeling process with planner delivery and online tools, offering diversified model portfolios with a long-term investment orientation and managing approximately $326 billion for roughly 477,000 clients.

Victoria Branca is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2011. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Austalosh is a financial advisor at Stifel with eight years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Avrem Technology. He attended Youngstown State University from 2012 to 2016. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Anthony Amendola is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Target Corp and Youngstown State University. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, with various program options including model portfolios, third-party managers, and customized strategies.

Zachary White is a financial advisor with Thrivent Investment Management in Youngstown, Ohio. He holds the Series 66 designation and has one year of industry experience. Prior to joining Thrivent, he worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. Outside of finance, he has been involved with ATA Poland Martial Arts for over a decade. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s approach includes periodic plan reviews and the option to combine planning with managed-account services under a consolidated billing system.

Robert Mrozek is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked with Cambridge Investment Research since 2016. Outside of advisory work, he operates an independent insurance agency and manages office rental space. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers multiple portfolio management options and utilizes both proprietary and third-party model strategies tailored to client objectives.

Robert Gardner is a financial advisor with Stifel in Canfield, Ohio, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Stifel since 2009. Outside of his advisory role, Gardner serves as Treasurer and board member of the Help Network of Northeast Ohio, volunteers on finance and endowment committees for First Covenant Church, assists with the Ohio High School Athletic Association’s girls tennis tournament, and is President of the Kiwanis Club of Boardman. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Elizabeth Hartwig is a financial advisor at Stifel in Canfield, Ohio, with 27 years of industry experience. She has been with Stifel since 2009 and holds a Series 63 designation. Hartwig serves as Treasurer and a Board member of the Canfield Wrestling Club, a youth wrestling organization. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy developed by its Investment Strategy Group.

William McNally is a CFP® with 16 years of industry experience, currently serving at LPL Enterprise since 2024. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC, as well as PNC Investments. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to a range of brokerage and insurance products through an integrated platform.

James Carchedi is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in financial advising. He works with a diverse clientele across Ohio and more than ten other states, including physicians, corporate executives, business owners, widows, and multi-generational families. His comprehensive service offerings encompass college education planning, family wealth management strategies, personal retirement planning, philanthropic planning, portfolio management, tax minimization, and retirement income strategies. James also collaborates closely with clients' CPAs and attorneys to ensure alignment of tax and estate planning approaches. James began his career at American Express Financial Advisors before joining Merrill in 2007. He holds the CERTIFIED FINANCIAL PLANNER® certification, the Certified Plan Fiduciary Advisor® (CPFA®) designation, as well as the Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA) credentials. James earned his bachelor's degree with a marketing concentration from Malone College, where he was a four-year football letter winner. Beyond his professional work, James serves as Vice President of Community Affairs for Meritage of Miracles, a fundraising event supporting pediatric palliative care at Akron Children's Hospital Mahoning Valley. He also holds the position of Secretary of the Board for the Ohio Glaciers, an organization dedicated to developing young baseball athletes. James resides in Poland, Ohio, with his wife and two sons, and enjoys attending their sporting events as well as trips to wine country in Napa and Sonoma Valley.

Randy Swartz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory.

Matthew Dobro is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 31 years of industry experience, including 19 years with Cambridge Investment Research Advisors. Outside of advising, he works as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing multiple custody platforms and a range of model-based and discretionary strategies.

Ronald Dobro is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 credential. He has 38 years of industry experience and has been with Cambridge Investment Research Advisors since 2005. He also has experience with Oak Park Advisors-College Consultants and Cambridge Investment Research, Inc. Outside of his advisory role, he is an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing multiple custody platforms and both proprietary and third-party investment strategies.

Russell Spitz Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets beginning in 1994. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs that include tailored financial planning and investment management. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and quantitative modeling techniques.

Austin Shortreed is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. He has been with Ameriprise since 2020. Prior to his advisory role, he worked at Youngstown State University, Avalon Golf & Country Club, and Lakeview Local Schools. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides personalized written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.