Todd Baxter is a financial advisor with StoneX Advisors Inc. in Austintown, Ohio, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at StoneX Advisors and its affiliated entities since 2017 and previously at Sterne Agee Investment Advisor Services and Sterne Agee Financial Services. Outside of his advisory work, Baxter is involved in tax preparation and insurance sales through his own firm, Baxter Associates, LLC. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and ERISA plan consulting through a combination of independent advisors and an in-house Private Client Group. The firm utilizes various model-based solutions and third-party money managers, supported by integrated platforms and services across the StoneX Group.

Timothy Demay is a financial advisor with IAMS Wealth Management, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with IAMS Wealth Management since 2017 and also operates a tax preparation business, TD Tax and Finance, where he is the sole proprietor. Additionally, he works as a machine operator for Sharon Tube and is involved in Medicare insurance sales through United Healthcare. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management using proprietary and third-party models and an asset-allocation approach that includes equities, ETFs, fixed income, and alternative instruments.

Vinny Di Renzo is a financial advisor with StoneX Advisors Inc. and holds a Series 66 designation. He has been with StoneX Advisors since 2026 and has prior experience at StoneX Securities Inc. from 2022 to the present. Before entering the financial industry, he was affiliated with Youngstown State University from 2018 to 2022. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes a combination of independent advisors and an in-house Private Client Group, implementing strategies through proprietary models and third-party managers with platforms that support tax-aware and customized portfolio solutions.

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 and StoneX Securities since 2014. Beard is also the owner of RKB Investments, a sole proprietorship that handles his personal business accounting. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA plan consulting. The firm offers a range of investment strategies through advisor-managed portfolios, proprietary models, and third-party money managers.

Daniel Bradaick is a financial advisor at WesBanco Securities, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, Premier Bank, Cetera, and HOME SAVINGS BANK. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans. The firm offers a range of wrap-fee programs and third-party managed solutions, combining multiple analytical methods and strategies while maintaining primarily nondiscretionary accounts.

Christopher Bland is a financial advisor with StoneX Advisors Inc. in Austintown, OH, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at StoneX Advisors and StoneX Securities since 2017 and previously at Sterne Agee Investment Advisor Services and Sterne Agee Financial Services from 2014 to 2017. Outside of his advisory role, he is a CPA involved in tax preparation through Baxter Associates, LLC, and serves as treasurer for the Ice Castle Scholarship Fund, a charitable organization supporting Youngstown State University. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services. The firm utilizes a range of advisor-managed and model-based strategies, supported by platforms like Envestnet and Advyzon, and is part of the broader StoneX Group, which offers integrated clearing, custody, and lending services.

Merrill Whippo Jr. is a financial advisor at The Huntington Investment Company with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank N.A. prior to joining Huntington. He has been with The Huntington Investment Company since 2017, serving in various capacities. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs through an open-architecture model that combines third-party and affiliate investment strategies.

David Philibin is a financial advisor at The Huntington Investment Company with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Huntington since 2007, previously working at Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities, offering advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm employs an open-architecture model combining third-party sub-managers and proprietary Private Bank models, with accounts managed discretely by advisors or through model providers.

Patrick Manes is a financial advisor with Independent Financial Partners in Youngstown, Ohio, holding a Series 63 designation and 37 years of industry experience. He has worked at IFP Securities, LLC since 2019 and was previously associated with LPL Financial from 2012 to 2019. Manes is also involved in marketing and selling fixed annuity products through the Pinnacle Group on a limited basis. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving a diverse client base, with a notable focus on retirement-plan advisory and pension consulting services.

Michelle Laverty is a financial advisor at Stratos Wealth Partners, Ltd with 12 years of industry experience. She has been with Stratos Wealth Partners and affiliated LPL Financial since 2016. Stratos Wealth Partners is an SEC-registered enterprise wealth management firm serving over 24,000 clients through approximately 366 advisors. The firm offers advisor-managed and model portfolios, third-party manager programs, and a variety of financial planning services under an open-architecture platform.

Lucas Rider is a financial advisor at The Huntington Investment Company with five years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Ameriprise Financial Services, LLC. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals including high-net-worth clients, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that combines third-party and affiliate investment strategies.

Joel McBurney is a financial advisor at PNC Wealth Management with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with PNC investments since 2009, including roles at PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven model selection and outsourced portfolio implementation via mutual funds and ETFs.

Cade Kreps is a financial advisor at Commonwealth Financial Network with two years of industry experience. He holds the Series 66 designation and has worked previously at W3 Wealth Management, Tolmiros Financial Designs, and has experience associated with Youngstown State University and the University of Akron. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Nicole Jervis is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. She has been with Stratos Wealth Partners and LPL Financial since 2015. Outside of her advisory role, Jervis is co-owner of Jervis Insurance Agency and partner in Jervis Insurance Group, LLC, which provides insurance and tax preparation services. Stratos Wealth Partners offers advisory services to a broad client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm provides portfolio management, financial planning, and access to third-party advisory solutions through its Strategic Wealth Management platform, which supports both advisor-managed and model-based portfolios across multiple custodians.

Matthew Oaks is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and eight years of industry experience. He previously worked at Simplicity Wealth, LLC and Horter Investment Management. Outside of his advisory role, Oaks is involved in promoting and educating about Electronic Caregiver, an AI-powered virtual caregiving service. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plans, trusts, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and specialized plan services.

John Bates is a financial advisor at Commonwealth Financial Network based in Youngstown, OH. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Tolmiros Financial Designs and W3 Wealth Management, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, and compliance, allowing affiliated advisors to offer customized portfolio solutions under Commonwealth’s supervision.

Joseph Kuzmanko is a financial advisor at The Huntington Investment Company with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Ameriprise, PNC Investments, and Citizens Securities. Kuzmanko began his career with Huntington in 2014 and returned to the firm in 2022 after experience with multiple other financial institutions. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and corporations. The firm offers a range of wrap-fee programs utilizing an open-architecture model that combines third-party managers with proprietary models from its Private Bank.

Thomas Strouse is a financial advisor with Principal Financial Services in Girard, Ohio, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Principal Life Insurance and Principal Securities Inc., as well as experience with Northwestern Mutual and associate staffing services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Douglas Emery is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Woodbury Financial Services Inc for 15 years. Outside of advising, Emery is involved in firearms instruction as a registered pistol instructor and range safety officer, and he serves as president of a nonprofit focused on firearms training for local law enforcement. He is also president of several small businesses related to security services and firearms products, and he is writing an action adventure book about the investment industry and armed personal security. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing to construct portfolios across various asset classes, with options for discretionary or non-discretionary management.

Dominic Naples is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. His previous roles include positions at Farmers National Bank, Baird Brothers, and Robert F Naples DO Inc. Outside of advising, he is a 50% owner of 2 Brothers Properties Ltd, a business involved in rental property renovations. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of managed account programs, financial planning, and access to third-party managers across discretionary and non-discretionary platforms.