James Craig Jr. serves as a Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management in Canton, OH. Since beginning his financial services career in 1984 and joining Merrill Lynch in 1991, he has focused on assisting individuals, families, and businesses with disciplined planning and investment experiences. He specializes in family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and portfolio management services. James holds a Certified Investment Management Analyst® (CIMA®) designation and a Personal Investment Advisor (PIA) certification. He earned a bachelor's degree in Business from Ohio University and a master's degree from Ashland University. As a qualified Portfolio Manager, he manages personalized and defined investment strategies on a discretionary basis. Outside of his professional work, James is involved with the United Way of Central Stark County and The Pegasus Farm as part of his community involvement. He is a member of The Congress Lake Club. His personal interests include golfing, spending time with family, and traveling.

Timothy Stephan is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes a model-driven investment approach with a broad range of services including financial planning, access to third-party asset managers, and participation in wrap programs.

Debra Danks is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at J.P. Morgan Securities and Jpmorgan Chase Bank in Ohio since 2017, following a brief tenure at Cetera and Home Savings Bank. 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.

Marshall Weinberg is a financial advisor with LPL Financial in Massillon, Ohio, holding a Series 63 license and bringing 24 years of industry experience. He previously worked at Raymond James Financial and operates Weinberg Financial Services. Outside of his advisory work, he consults on business reorganization and expansion for a family business run by his brother. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including access to third-party asset managers and customizable strategies, supported by advisor-facing technology for operational and research purposes.

Rachel Stahl is a financial advisor with Ameriprise in Clinton, OH, holding a Series 66 designation and 10 years of industry experience. She previously worked at Thrivent Financial and Thrivent Investment Management from 2015 to 2023. Outside of her advisory role, she is a co-owner of a real estate business and serves as a soccer club director and coach in Homer, AK. Ameriprise provides retirement-income planning services primarily to individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Samuel Kirkbaumer is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he held positions in various industries including hospitality, landscaping, and technology. His work background also includes roles at academic institutions such as Kent State University and Stark State University. 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. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lynette Wilson is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also maintaining a role at Jpmorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 to deliver comprehensive advisory and brokerage services.

Joseph Tornabene is a financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Johnson & Johnson for 14 years. Outside of his advisory role, he owns and manages two rental property LLCs in Canton, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, with an emphasis on fiduciary standards and tax-efficient services.

Michael Lindsey is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 14 years of industry experience. He previously worked at Bank of America and Merrill from 2012 to 2020. Lindsey is based in Canton, Ohio. 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 written recommendation reports and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Victor Perez is a CFP® professional with 16 years of industry experience, currently serving as an advisor at J.P. Morgan Securities. He has been with J.P. Morgan since 2015. 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 applying an ESG eligibility framework in its recommendations.

Sara Larocco is a financial advisor at Merrill with 11 years of experience at the firm and holds a Series 66 designation. She has been based in Canton, OH, and has worked in the industry for three years. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Chace Mckinney is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds a Series 66 designation. His prior work includes roles at Morgan Stanley and Morgan Stanley Private Bank, as well as positions outside finance with Harlem Globetrotters International Inc. and Howard Hanna Real Estate. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Kimberly Reichle is a financial advisor with Raymond James Financial holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney LLC and LPL Financial. She is also employed as an associate at Brenneman Group, a support company where she performs administrative duties. 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 institutions. The firm offers non-discretionary planning tailored to client goals and supports advisory programs with advanced analytical tools and specialized services such as municipal finance and SIMPLE IRA Employer Advisory programs.

Steven Thomas is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. 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 under management and offers a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products through a network of more than 23,700 advisors nationwide.

Jeffrey Nist is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and bringing 10 years of industry experience. His prior roles include positions at Huntington National Bank, LPL Financial, and M&T Bank. 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 broker-dealer and investment adviser registrations to deliver a broad range of advisory and market-facing services.

Antoinette Seymour is a financial advisor at Morgan Stanley with 31 years of industry experience. She has been with Morgan Stanley and its related entities since 2009, including Morgan Stanley Private Bank. Seymour serves on the membership committee of the Norton, Ohio chapter of Kiwanis International and is involved in the Norton City Schools levy finance committee. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved tools to model outcomes but generally does not provide individual security recommendations as part of standalone plans.

Chase Piatko is a financial advisor with Mass Mutual Investors Services in Massillon, OH, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Equitable Advisors, Ameriprise, Raymond James Financial Services, and Prudential Insurance Company of America. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management using firm-approved analytical tools and offers specialized programs such as divorce planning and estate-settlement services.

Jonathan Kurcsak is a financial advisor with Ameriprise in Akron, OH, holding a Series 66 designation and 10 years of industry experience. He previously worked at UBS Financial Services from 2015 to 2020 before joining Ameriprise in 2020. 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 written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

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.