Amanda Marcello is a Certified Financial Planner (CFP®) with 19 years of industry experience. She has been with JFS Wealth Advisors, LLC since 2010. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm’s investment approach combines a written Financial Goal Plan with oversight from an internal Investment Committee that employs Modern Portfolio Theory to guide portfolio allocations.

Robert Jazwinski is a CFP® and PFS™ credentialed financial advisor with 28 years of industry experience. He has worked with JFS Wealth Advisors, LLC since 2007. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm follows a Financial Goal Plan framework and uses Modern Portfolio Theory to guide investment decisions, offering a range of services including continuous investment management, retirement plan fiduciary services, tax preparation, and access to private investment opportunities.

Gary Dalessandro is a CFP® and PFS™ credentialed advisor with 23 years of experience. He has been with JFS Wealth Advisors, LLC since 2010. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm offers comprehensive wealth management and financial planning services, utilizing a written Financial Goal Plan and an internal Investment Committee that applies Modern Portfolio Theory to portfolio allocations.

John Potter is a Series 65-licensed advisor at OneSeven with five years of industry experience. He has held positions at B. Riley Wealth Advisors, National Asset Management, and PNC. Outside of his advisory work, he is involved with a distillery project through The 756 Group LLC, producing and marketing a bourbon-based spirit. OneSeven serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach with diversified portfolios that may include mutual funds, ETFs, individual securities, and access to alternatives and private placements.

Alistair Kelly is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Stonex Advisors Inc. since 2015. His prior experience includes 15 years at Wrp Investments, Inc. He has also been involved as an insurance agent and served as president of the Rotary Club of Sharon. Additionally, he is a member of the Church Finance Committee overseeing the endowment fund managed by JP Morgan. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and consulting services. The firm uses a blend of advisor-managed portfolios, proprietary models, and third-party managers, supported by integrated platforms and connected to StoneX Group’s clearing and custody capabilities.

Austin Sambuco is a CFP® professional with four years of industry experience, currently serving at JFS Wealth Advisors, LLC. His career includes roles at Mass Mutual and Sherwin Williams, as well as work during his university years. JFS Wealth Advisors is a multi-team registered investment adviser providing wealth management, financial planning, and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal governments. The firm uses a disciplined approach combining client-specific Financial Goal Plans and an internal Investment Committee, employing Modern Portfolio Theory to guide investment allocations.

Donald Barzak is a financial advisor at Trustmont Advisory Group, Inc. with 36 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Trustmont Financial Group since 2009, alongside maintaining agencies under his name since 1995. Outside of advising, he is involved in umpiring softball and baseball at the high school and collegiate levels. Trustmont Advisory Group serves individual and institutional clients, providing financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment approach based on public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of year-end 2024.

Constance Amstutz is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at JFS Wealth Advisors, LLC since 2017 and previously at FEIC Financial, Inc. from 2015 to 2017. JFS Wealth Advisors is a multi-team registered investment adviser that offers wealth management, financial planning, and investment advisory services to individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm uses a written Financial Goal Plan and an internal Investment Committee employing Modern Portfolio Theory to guide investment decisions, managing portfolios with mutual funds, ETFs, and private investment options.

Brent Nelson is a financial advisor with Stonex Advisors Inc. in Youngstown, OH, holding a Series 63 designation and 28 years of industry experience. He has worked at Stonex Advisors since 2015 and at StoneX Securities Inc. since 2014, following 14 years at Wrp Investments, Inc. Nelson is also involved as an agent and advisor in a fixed indexed business on a limited basis. Stonex Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, annuity allocation, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm offers both discretionary and non-discretionary management through independent advisors and an in-house Private Client Group, utilizing multiple account structures, model-based solutions, and third-party money managers.

Sean Battin is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has held roles at Lincoln Investment, Sankey Insurance and Financial Services, and Horace Mann Investors. Outside of his advisory work, Sean serves as a board member for Cochranton Community Church, contributing to strategic planning and decision-making. Capital Analysts serves retail and institutional clients, including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors and combines discretionary investment management with third-party manager access.

Ashley Cline is a CFP® professional with two years of industry experience. She is currently with JFS Wealth Advisors, LLC and previously worked at HDA Wealth Management. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm employs a Financial Goal Plan process supported by an internal Investment Committee and uses Modern Portfolio Theory to guide portfolio allocations.

Peter Tedde Jr. is a financial advisor with StoneX Advisors Inc. in Youngstown, OH, holding a Series 66 designation and bringing 34 years of industry experience. He has worked with StoneX Advisors since 2015 and was previously with Wrp Investments, Inc. for 15 years. Outside of his advisory role, he is also licensed as an insurance agent. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and annuity allocation services through independent advisors and an in-house Private Client Group. The firm employs a range of model-based and advisor-managed solutions and supports multiple account structures.

Gregory Sankey is a CFP® with 18 years of experience in the financial services industry. He is currently with Capital Analysts and Lincoln Investment, having joined both firms in 2020, and previously spent 13 years at The Horace Mann Companies. Sankey is also the president and owner of Sankey Insurance and Financial Services, which provides insurance and fixed annuity sales. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through both discretionary and non-discretionary approaches, utilizing a proprietary mutual-fund screening process and maintaining institutional relationships to support its investment products and retirement-plan services.

Vincent Pilolli is a financial advisor with Stonex Advisors Inc. in Youngstown, OH, holding a Series 63 designation and 29 years of industry experience. He has worked with several StoneX affiliated firms since 2014 and previously with Wrp Investments, Inc. Outside of advisory work, he serves as an insurance agent for a general agency. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations through independent advisors and a private client group. The firm uses a variety of proprietary and third-party investment solutions and platforms to support customized client portfolios.

Christopher Villwock is a financial advisor at CoreCap Advisors with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with CoreCap Advisors since 2017. Villwock is also the owner of TLC Insurance Group, which provides Medicare supplement, Medicare Advantage, and Part D plans, as well as property and casualty insurance. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm emphasizes a relationship-oriented, long-term investment approach and utilizes mutual funds, ETFs, individual equities, and bonds.

Todd Baxter is a financial advisor with StoneX Advisors Inc. in Austintown, Ohio, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. His career includes roles at StoneX Advisors Inc. and StoneX Securities Inc. since 2017, as well as prior experience at Sterne Agee Investment Advisor Services, Inc. and Wrp Investments, Inc. Outside of advisory work, he is involved with Baxter Associates, LLC, where he provides tax preparation and insurance sales services. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes advisor-managed portfolios, proprietary models, and third-party money managers across multiple platforms to implement investment strategies.

Timothy Demay is a financial advisor with IAMS Wealth Management, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has ongoing roles outside of advising, including tax preparation services through his sole proprietorship, TD Tax and Finance, and machine operation at a manufacturing company. IAMS Wealth Management provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, retirement plans, and trusts, offering discretionary portfolio management with model-based strategies and a range of investment options.

Casie Merchant is a CFP® professional with two years of industry experience, currently with JFS Wealth Advisors, LLC in Hermitage, PA. Her prior work includes roles at FNB Corporation, The Buhl Club, and academic positions at Youngstown State University and Kent State University. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm uses a written Financial Goal Plan and an internal Investment Committee applying Modern Portfolio Theory to guide investment decisions, managing portfolios with mutual funds, ETFs, and private investments while offering fiduciary retirement plan services and tax-related accounting support.

Vinny Di Renzo is a financial advisor with StoneX Advisors Inc. in Austintown, Ohio. He holds the Series 66 designation and has been in the industry since 2022, including roles at StoneX Securities Inc. from 2022 to the present. Prior to his financial career, he attended Youngstown State University from 2018 to 2022. StoneX Advisors Inc. serves a diverse client base including individuals, corporations, retirement plans, and charitable organizations, offering discretionary and non-discretionary portfolio management along with financial planning and ERISA consulting. The firm utilizes a combination of advisor-managed portfolios, proprietary model solutions, and third-party managers to implement investment strategies.

Randall Beard is a financial advisor at StoneX Advisors Inc. with 37 years of industry experience. He holds a Series 63 designation and has worked at StoneX Advisors since 2015, with prior experience at StoneX Securities and operating Beard Insurance Agency, Inc. since 1995. Outside of his advisory roles, he manages a sole proprietorship handling his business income and expenses. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and consulting services through independent advisors and an in-house Private Client Group. The firm employs multiple account structures and model-based solutions, integrating third-party money managers and proprietary models for portfolio implementation.