Andrew Shrock is a financial advisor with LPL Enterprise, holding a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Adam Olenick is a financial advisor with Edward Jones in Canton, OH, holding a Series 63 designation and over 25 years of industry experience. He has been with Edward Jones since 2000. Olenick is a member of TLS Property Enterprises, LLC, a property management business in Massillon, OH. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Adam Ward is a financial advisor with J.P. Morgan Securities in Barberton, OH, holding a Series 66 designation and 19 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2007. Outside his advisory role, he serves as an unpaid business consultant for a construction company specializing in pole-style buildings and is involved in managing a jointly owned property focused on forestry and land improvement programs. 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. The firm offers these services through a select group of Wealth Advisors on a non-discretionary basis.

Branden Vachon is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Bank of America, Merrill, American Income and Life Insurance Co., CrossCountry Mortgage, Rocket Mortgage, Ruffalo Noel Levitz, Deck Rescue, and Meijer. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Linda Reall is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 39 years of industry experience. She has been with Cambridge Investment Research Advisors since 2016. In addition to her advisory role, she owns Capital Securities of America and maintains her insurance licenses. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers multiple portfolio management solutions, including proprietary and third-party strategies, across various custody platforms with both discretionary and non-discretionary options.

Melissa Longsdorf is a financial advisor with Raymond James Financial, holding the Series 66 designation and 11 years of industry experience. She has worked at Raymond James Financial Services Advisors Inc. since 2017 and previously spent four years at Merrill. She is also associated with PortfolioVision in a support role outside of investment activities. 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 institutional clients. The firm offers tailored, non-discretionary consulting using analytical tools and supports both advisory programs and institutional consulting, with unique offerings in municipal and public finance.

Brenda Fogle is a Series 66 registered financial advisor with STIFEL, based in Canton, OH, and has 26 years of industry experience. She has been with STIFEL since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and asset allocation guidance.

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 at LPL Enterprise with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has worked since 2005 at Prudential Insurance Company of America and its affiliate Pruco Securities, LLC. In addition to his advisory role, he is involved in real estate through a co-owned office property. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions, offering financial planning, brokerage products, and access to model portfolios and third-party asset management services. The firm’s integrated platform combines advisory programs with insurance and lending products through affiliated entities.

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, OH, holding a Series 63 designation and 24 years of industry experience. He has worked at LPL Financial since 2016 and operates Weinberg Financial Services, a business he has owned since 2013. Outside of his advisory roles, he consults for a family business specializing in business reorganization and expansion. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supporting both discretionary and non-discretionary management with access to model portfolios and third-party research.

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.