Maegan Francis is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds the Series 66 designation and has worked with several firms including Bankers Life Securities, CNO Services LLC, and JPMorgan Chase Bank. Prior to her financial services career, she had roles in the hospitality industry. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Ashley Ivons is a Senior Financial Advisor at Merrill Lynch Wealth Management. She assesses the financial needs of individuals and their families to help them make decisions aligned with their short and long term goals. Ashley serves as the main contact for performance forecasting tools that assist with income planning in retirement and potential long-term care costs. Ashley holds a Bachelor's degree in Business Administration with a focus in Corporate Finance from The University of Akron and is a Personal Investment Advisor (PIA). Her expertise includes family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and values-based investing, women and wealth, and tax minimization. In addition to her professional work, Ashley is involved with community organizations such as Keep Akron Beautiful and The Autism Society of Greater Akron. Outside of work, she enjoys boating, camping, cooking, golfing, hiking, music, spending time with her family, volleyball, and yoga.

Adam Yekin is a financial advisor with Ameriprise in Canton, Ohio, holding a Series 66 designation and 13 years of industry experience. He has worked at Ameriprise since 2017, following four years at Edward Jones. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Samantha Heisley is a financial advisor at Edward Jones in Massillon, Ohio, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, she worked for eight years in the automotive sector with Waikem Auto and Diehl Auto. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Josh Kaluzne is a financial advisor at Edward Jones in Akron, OH, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked for Wayne Homes from 2016 to 2019. He is also a co-owner of J & C Management Holdings LLC, where he manages mortgage payments and property repairs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated services including trust, mutual funds, and securities-based lending.

Bo Fisher is a financial advisor with LPL Financial based in Hartville, Ohio. He holds the Series 66 designation and has recently transitioned into the advisory field following a career that includes six years at The J.M. Smucker Co and eleven years of service in the United States Marine Corps. 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 various advisory programs, financial planning, and brokerage services supported by model portfolios and research from LPL Research and third-party subadvisors.

Christine Sanor is a financial advisor with Raymond James Financial in Navarre, Ohio, holding a Series 63 designation and bringing 32 years of industry experience. She has been with Raymond James since 2007 and leads the Sanor Wealth Group, a financial advisory practice established in 2018. Outside of her advisory work, she is the owner of Poh, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work, as well as specialized advisory programs.

Douglas Baltzer is a financial advisor at Edward Jones with 20 years of industry experience. He has worked at Edward Jones since 2005 and holds a Series 63 designation. Outside of his advisory role, he owns and operates DBALTZER LLC, a limited liability company based in Navarre, OH. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and fiduciary services. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Kris Brenneman is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 39 years of industry experience, including over a decade at Morgan Stanley. He is also the owner of the Brenneman Group, a support company based in Uniontown, Ohio. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports clients through a broad network of advisors and affiliated firms.

Christian Lashbrook is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Cengage Group, Apex Systems, and Bearing Distributors Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and advisory services under a fiduciary standard.

Karen Jeske is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. She has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2002. Jeske serves as an advisory committee member for St. Luke Lutheran Community, a long-term care assisted living facility. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and integrates planning with managed accounts under a consolidated billing option, while maintaining separate planning and investment services.

Derek Dalton is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals and business owners translate financial complexities into clear, actionable strategies. Derek's approach emphasizes trust, transparency, and delivering consistent results to his clients. His expertise includes college education planning, divorce transition planning, family wealth management, managing new wealth, personal retirement planning, small business strategies, and retirement income. Derek works closely with clients to develop personalized plans that address their unique goals, such as funding education, securing retirement lifestyles, and creating generational impact. Derek holds a Bachelor's Degree from Kent State University and is a Personal Investment Advisor (PIA). Outside of his professional work, he enjoys activities such as baseball, basketball, football, golfing, music, spending time with family, traveling, and watching movies.

Cassandra Waitkunas is a financial advisor with Morgan Stanley in Canton, OH, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Morgan Stanley entities since 2014. 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 processes and firm-approved tools to support clients’ investment and estate planning needs.

Aaron Crewse is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James Financial Services Advisors since 2009. Outside of his advisory role, he is the owner of CJL Real Estate LLC. 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, and institutional entities. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and offers a range of advisory programs and specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Rachel Hancock is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at Damascus Friends Church from 2016 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its services through a nationwide network of over 23,700 financial advisors and 15,100 branch offices.

Romero Llamas is a financial advisor with Ameriprise in Canton, OH, holding 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver personalized, non-discretionary retirement advice.

Jonathan Zepp is a financial advisor with Ameriprise in North Canton, Ohio, holding a Series 66 credential and three years of industry experience. He has been with Ameriprise since 2018 and also manages his own consulting business, Zepp Consulting. Outside of his advisory role, Zepp owns two local businesses, DubTag LLC and Zepps Pizza Inc., and serves on the board of the North Canton Community Improvement Corporation. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, providing tailored recommendations that integrate research, modeling, and tax-efficient strategies. The firm combines advisory, brokerage, and insurance solutions through its broad institutional platform.

Maria Pace is a financial advisor with Edward Jones in Uniontown, Ohio, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at Fed Ex Custom Critical, Qdoba Mexican Eats, Jones Day, Aliquantum International, and Wadsworth City Schools/Bowling Green State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm is notable for its large advisor network, affiliated mutual funds, trust company services, and a fiduciary standard in its advisory practices.

Lydia Kerr is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. Her prior work includes roles at Raymond James Financial Services, Morgan Stanley, and Citigroup Global Markets. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Amy Hunter is a Series 66-licensed financial advisor with J.P. Morgan Securities, bringing 24 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 1996. Outside of her advisory role, she is an independent distributor for Young Living Essential Oils. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.