John Trecaso is a financial advisor at Ameriprise with 38 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its related entities since 2012. Outside of his advisory role, he owns several businesses, including a consignment furniture store and an answering service company. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides customized planning and ongoing advice focused on retirement income strategies and tax-aware withdrawals.

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.

Benjamin Brenneman is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including The Huntington Investment Company, Fifth Third Securities, and PNC investments. Brenneman is based in Uniontown, Ohio. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on reliable 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 a Series 66 designation and has worked in various roles at firms including CNO Services LLC and Bankers Life Advisory Services. Prior to her advisory career, she had brief employment in the hospitality sector. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

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 at LPL Financial with one year of industry experience. Prior to joining LPL, he worked at The J.M. Smucker Co for six years and served in the United States Marine Corps for eleven years. He holds a Series 66 designation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, delivering advice through a large network of investment adviser representatives.

Theodore Sadar is a CFP® with 41 years of industry experience currently affiliated with Cetera. He has been with Cetera Advisors LLC since 2013 and transitioned to Cetera in 2024. He also owns Sadar Financial, a consulting business focused on business development and cash flow coordination. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Jeffrey Clifford is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Huntington Investment Company, FirstMerit Bank, LPL Financial, J.P. Morgan Securities, Chase Investment Services Corp., and PNC Wealth Management. Outside of his advisory role, Clifford umpires collegiate baseball games during the spring season. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment process utilizes model-based asset allocation and portfolio optimization, supported by both discretionary and advisor-managed strategies within a multi-advisor platform.

Brian Fitting is a CFP® with 16 years of experience in financial services, currently with Cambridge Investment Research Advisors. He has a background that includes tax preparation and accounting through his role at Fitting Tax & Financial LLC, where he is a partner, as well as experience in insurance and advisory services. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and offers a range of account platforms and proprietary model strategies.

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.

Anthony Berg is a financial advisor with Ameriprise in Akron, OH, holding Series 63 and Series 65 licenses with 10 years of industry experience. His prior roles include five years at The Huntington Investment Company and two years at The Huntington National Bank. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service focused on providing written recommendation reports and ongoing retirement-income planning advice tailored to dependable income sources and tax-aware withdrawal strategies.

Lisa Loughry is a financial advisor at Ameriprise in Tallmadge, OH, holding Series 65 and Series 63 licenses with 14 years of industry experience. Her prior experience includes roles at Mutual of America Securities LLC and Mutual of America Life Insurance Company from 2014 to 2025. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides personalized retirement income planning through a collaborative, non-discretionary approach. The firm’s retirement offering incorporates proprietary research and third-party data to create tailored strategies focused on dependable income sources and tax-aware withdrawal methods.

Gregory Terhune is a CFP® and Series 66 licensed financial advisor with Edward Jones in Cuyahoga Falls, OH, bringing 10 years of industry experience. He has been with Edward Jones since 2016. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brandon Caldwell is a financial advisor with Edward Jones, holding a Series 66 designation and eight years of industry experience. Before joining Edward Jones in 2018, he worked at One Main Financial for one year and spent four years with Ichor Restaurant Group/BAJA West Coast Kitchen. 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, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

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.

Matthew Pallo is a financial advisor with Edward Jones in Stow, Ohio. He holds the CFP® designation and Series 66 license and has eight years of industry experience, all with Edward Jones following a 19-year career at Walgreens. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Andrae Hampton is a financial advisor at Fidelity with 18 years of industry experience and holds a Series 66 designation. His prior roles include positions with PNC Funds Distributor LLC and PNC Capital Advisors, LLC. Outside of his advisory work, he is involved with Dreams Academy, a mentorship program for young men, and serves as a wedding officiant. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including registered investment companies and model portfolios.

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.

Jonathan Zepp is a financial advisor with Ameriprise in North Canton, OH, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise since 2018 and also oversees operational and financial aspects of DubTag LLC and owns Zepps Pizza Inc. Additionally, he serves on the Board of Directors for the North Canton Community Improvement Corporation. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.