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 with LPL Financial, holding a Series 66 designation and 20 years of industry experience. His prior experience includes roles at Edward Jones, MassMutual Life Insurance Co., and MML Investors Services. He serves on the board of the Allgheny WMC Stewardship Foundation and is involved with the Columbiana County Board of Elections. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, 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 and research from various sources, and supports both discretionary and non-discretionary management approaches.

Bruce Joseph is a financial advisor with LPL Financial, holding a Series 63 designation and 37 years of industry experience. He previously worked for Cadaret, Grant & Co., Inc. for 37 years before joining LPL Financial in 2025. Joseph is also involved in non-variable insurance activities. 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 financial planning services, utilizing both discretionary and non-discretionary management with access to proprietary and third-party research and model portfolios.

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 worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016, and previously at MetLife Securities, Inc. from 2008 to 2016. Outside of his advisory roles, Blanco is also a musician with the Dickey White Band in Canfield, Ohio. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension 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 a range of portfolio management and model-based solutions tailored to client objectives.

Stacy Foster is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 credentials and over 11 years of industry experience. She has served as Assistant Treasurer for the Trumbull County Educational Service Center since 2000, where she manages invoicing and account balancing for local schools. Foster also provides administrative support for Hannon & Associates Financial Services, LLC. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with a focus on diversified portfolios constructed using firm-supported asset-allocation and risk management 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, 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.

David Clementi is a Series 66-licensed financial advisor with Equitable Advisors in Youngstown, OH, and has three years of industry experience. Prior to joining Equitable Advisors, he worked at Christ for All Nations and Light of Life Rescue Mission. He is also the author of a non-investment book scheduled for release in 2025. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services tailored to clients’ goals and risk tolerance.

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.

Mark Steen is a financial advisor with LPL Financial in Hermitage, PA, holding Series 63 and Series 65 credentials and with 29 years of industry experience. He has been with LPL Financial since 2014. Outside of his advisory work, he is involved with Compound Teamwear, an apparel business based in McDonough, GA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

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.