Jason Varner is a financial advisor with Cambridge Investment Research Advisors, holding 22 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2019 and previously spent 18 years with Nationwide Securities, Inc. Varner is also a part owner of Kyler and Company, which provides tax and legal liability services. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of platform arrangements and proprietary as well as external model strategies.

Stephen Bergman is a financial advisor with Primerica Advisors in Akron, OH, holding a Series 63 designation and 23 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2002. Outside of his advisory role, Bergman has been involved with Sand Run Travel since 2001. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm uses an independent due-diligence consultant to evaluate asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Nathanial Arps is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial since 2021 and is also associated with MJ Miller & Co. CPAs, where he has been involved in tax preparation and accounting services. Prior to these roles, he worked with the 415 Group from 2011 to 2020. 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 a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

George Merrill is a financial advisor with Merrill in Canton, Ohio, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Merrill since 1991 and has worked concurrently at Bank of America, N.A. since 2009. Outside of his advisory role, he is the owner of FireTower5 Holdings LLC, a for-profit entity organized to hold investment and rental properties. Merrill, together 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 individuals, high-net-worth clients, and institutional investors.

Karrie Stefanov is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 25 years of industry experience. She has been with J.P. Morgan Securities since 2013 and is also a partial owner of Chukar Partnership, LLC. J.P. Morgan Securities 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.

Brian Large is a financial advisor at Fidelity with 20 years of industry experience. He holds the Series 66 designation and has worked previously at Charles Schwab and Charles Schwab Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and is noted for its use of systematic methodologies, AI in research, and its advisory role to multiple registered investment companies.

Rodney Zoyhofski is a financial advisor at LPL Financial in Canton, Ohio, holding the CFP® and ChFC® designations with 37 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is a trustee for his office 401(k) plan and has a partnership established for investment management related to estate planning. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting supported by in-house and third-party research, with both discretionary and non-discretionary management options.

Heidi Dillon is a financial advisor with Cambridge Investment Research Advisors, holding 18 years of industry experience. She previously worked at Nationwide Securities LLC and Nationwide Insurance. Dillon is a shareholder of Kyler & Company LLC and serves as an independent insurance agent for Varner Insurance Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing both proprietary and third-party strategies across multiple platform arrangements.

Bryce Miller is a financial advisor with LPL Financial in North Canton, Ohio, holding a Series 66 designation and nine years of industry experience. He previously worked at Nationwide Financial and Nationwide Securities LLC from 2016 to 2017 before joining LPL Financial in 2017. Outside of his advisory role, he operates Ken Boldt Financial Group, Inc., an entity related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

David Johnson is a financial advisor at LPL Financial with 28 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 2020, following seven years at Cetera Advisor Networks and a lengthy period as a self-employed advisor. He is also a notary public in the State of Ohio and is involved with Christian Financial Designs, a financial services entity based in North Canton, OH. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options supported by in-house and third-party research.

Dominic Fisher is a financial advisor with Thrivent Investment Management holding a Series 66 designation and two years of industry experience. He previously worked at MML Investors Services LLC, Spectrum Financial Group, and Mass Mutual Life Insurance Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial topics through a network of advisors, while keeping planning and managed-account services separate.

Thomas Marchese is a CFP® with 24 years of industry experience and has been with Edward Jones since 2001. He holds a Series 63 license and is based in Uniontown, OH. Outside of his advisory work, he serves as the Indian Princess/Green YMCA Chapter Chief of Shawnee. Edward Jones is a wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a broad range of advisory services and maintains a large national footprint of advisors and branch offices.

Mark Lipps is a financial advisor with Primerica Advisors in Canton, OH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at PFS Investments Inc. since 1996 and Primerica Financial Services since 1994, and previously spent 37 years at Timken Co. In addition to his advisory role, Lipps is involved in part-time sales of home security and automation products through affiliated companies and holds a partnership in a property holdings LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and select separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis rather than fixed fees.

Jason Young is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has 12 years of industry experience and has been with Cambridge in various capacities since 2016. Outside of his advisory role, he is co-owner and tax preparer at Young's Tax Service and also works as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through a network of independent financial professionals. The firm offers financial planning, investment management, and retirement plan advisory services with a range of portfolio management options that include proprietary models and third-party strategists.

Michael Wade is a financial advisor with Osaic Wealth, Inc. He holds 20 years of industry experience, including 17 years at Lincoln Financial Advisors Corp before joining Osaic in 2025. He is also involved as an insurance agent offering accident and health insurance, traditional life insurance, disability income products, and annuities, as well as serving as an advisor in a partnership focused on securities, annuities, employer plans, and life insurance. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to large institutions, providing integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms. The firm utilizes asset-allocation tools, risk assessment methods, and automated portfolio rebalancing to manage a wide range of investment options.

Kathryn Jesser is a financial advisor with Primerica Advisors in Akron, OH, holding 28 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1997. In addition to her advisory role, she is involved in sales of investment-related and home-related products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its services.

William Liber is a financial advisor at Stifel with 55 years of industry experience. He has held his current position at Stifel since 2009 and holds Series 63 and Series 65 designations. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, offering guidance based on forward-looking capital market assumptions and probabilistic modeling.

Thomas Pfeiffer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been associated with Primerica Advisors since 1997 and Primerica Financial Services since 1996. Outside of his advisory role, he operates TP Marketing Solutions as a self-employed marketing consultant. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering various model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm emphasizes a percentage-based, tiered wrap fee structure and curates third-party asset managers while maintaining oversight of its investment models.

Kenneth Griffin is a financial advisor with Edward Jones in Canton, OH, holding a Series 66 designation and six years of industry experience. He joined Edward Jones in 2019 after roles at Uber, Food Safety Ohio, Lyft, and Metz Culinary Management. Outside of his advisory work, he delivers food on weekends for DoorDash in San Francisco. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions. The firm manages over $1 trillion in assets and maintains a large network of advisors and branches nationwide.

Brian Lippert is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2010. Outside of his advisory role, he serves as executor and co-executor for multiple estates in Massillon, Ohio, where he is involved in estate administration and investment decisions. Morgan Stanley Wealth Management offers a wide range of financial advisory programs to individual and institutional clients, including customized planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and incorporates structured financial planning tools and investment modeling in its advisory process.