Brian Lehner is a CFP® with 34 years of industry experience, currently serving as an advisor at Cetera since 2025. His prior roles include positions at Strategic Blueprint, LLC, The Strategic Financial Alliance, Inc., BFC Planning, Inc., and Berthel Fisher & Company Financial Services, Inc. He is also a managing partner of Lehner Shope Wealth Group, an investment business. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through various program structures, including access to third-party managers and bespoke investment strategies.

Jason Byers is a financial advisor with Edward Jones in Massillon, OH, holding a Series 63 designation and 26 years of industry experience. He has been with Edward Jones since 1999. 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 options supported by a large network of financial advisors and branch offices nationwide.

Paul Frey is a financial advisor with Edward Jones in Massillon, OH, holding a ChFC® designation and a Series 66 license. He has eight years of industry experience, including nine years at Edward Jones and 24 years at Bob Evans prior to that. Outside of finance, he performs as a drummer for a local band, the Twanglers. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers both discretionary and non-discretionary strategies under a fiduciary standard.

Sydney Campbell is a financial advisor with Equitable Advisors holding Series 63 and Series 66 credentials. Based in Canton, OH, Campbell began their advisory career in 2026 after prior experience in various industries including physical therapy and veterinary services. Equitable Advisors serves a broad client base that includes individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives using both proprietary and third-party investment solutions.

Jacob Kline is a financial advisor at Edward Jones in Canton, Ohio, holding a Series 66 credential. He joined Edward Jones in 2026 and has prior experience working with Robert Half Inc. Outside of finance, he has been involved with Mustangs Baseball LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Roger Piper is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked with various divisions of Morgan Stanley since 2007. Outside of his advisory role, he serves as a Faithful Trustee for the Bishop Massillon Fourth Degree Knights of Columbus, overseeing the charitable financial operations of the Assembly. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to support its advisory process.

Andrew Garlock is a Series 66-licensed financial advisor with Edward Jones in Canton, Ohio, and has six years of industry experience. He has worked at Edward Jones since 2019 and was previously employed by TimkenSteel Corporation from 2013 to 2019. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, with a focus on fiduciary standards and tax-efficient services.

Brian Sutphin is a CFP® professional with 20 years of industry experience, currently with Ameriprise Financial Services, LLC since 2020. His prior roles include positions at Cambridge Investment Research Advisors and Equitable Advisors. Outside of advisory services, he is involved in independent insurance brokering with Symetra. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with tailored, non-discretionary retirement income planning recommendations based on proprietary research and third-party data.

Michael Knop is a financial advisor at OSAIC with 24 years of industry experience. He holds a Series 63 designation and previously worked at Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, he serves as a personal fitness instructor at the YMCA and operates a hobby farm where he grows and sells hay. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm employs a model-based investment approach with a broad platform of advisory and brokerage services, emphasizing portfolio optimization and multiple program offerings.

Lee Krabill is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 42 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1983. Outside of his advisory role, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plans.

Charity Lower is a financial advisor at Ameriprise in Canton, OH, holding a Series 66 designation and bringing 17 years of industry experience. Prior to joining Ameriprise in 2026, she spent over a decade at The Huntington Investment Company and Huntington National Bank. Outside of her advisory role, she is involved in a family dairy farm where she dedicates time monthly to husbandry activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice. The firm’s offering integrates proprietary research and third-party data and operates within an investment framework influenced by its affiliated product ecosystem.

Dennis Liddle Jr. is a financial advisor with Raymond James Financial, holding a Series 63 designation and 24 years of industry experience. He has been with Raymond James Financial Services since 2002 and Raymond James Financial since 2009. Liddle serves as a committee member on the Barberton Community Foundation’s Finance, Investment, and Economic Development committees. He is also the owner and president of DGL Financial Services LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and supports institutional consulting and portfolio management across a large network of advisors.

Erin Sardich is a financial advisor with J.P. Morgan Securities in Canton, OH, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked with JPMorgan Chase Bank, N.A. since 2013 and J.P. Morgan Securities since 2012. Outside of her advisory role, she serves as treasurer and board member for the St. Christine All Sports Boosters, a nonprofit supporting athletic programs for K-8 students. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process incorporates centralized due diligence supported by quantitative and qualitative research, offering a range of eligible investment strategies including ESG considerations.

Chelsie Gibson is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 19 years of industry experience. She has worked at Morgan Stanley and its affiliates from 2013 to 2023 before joining Raymond James in 2023. Outside of her advisory role, she is a partner in Bull Run Ventures LLC, an entity created to develop office space for her Raymond James practice. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting and supports a wide advisor network with specialized programs including municipal advisory and SIMPLE IRA consulting services.

Andrew Falce is a financial advisor with LPL Financial in Canton, Ohio, holding a Series 66 designation and one year of industry experience. His prior roles include work at Zoyhofski Financial Services and involvement with the National Inventors Hall of Fame. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and more than $819 billion in discretionary assets.

Casey Beswick is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2014. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with algorithmic automation overseen by a dedicated team to deliver tailored retirement advice.

Connor Jarvis is a CFP®-credentialed financial advisor with 10 years of industry experience, currently associated with Raymond James Financial in North Canton, OH. He has previously worked at Merrill and served in advisory roles at firms including JFS LLC dba Wright, LaHaie, Jarvis Wealth Advisors and Darrell W. Wright CFP, Financial Services Inc. Outside of his advisory work, he is involved as a finance and engagement committee member for Stark County Young Life. 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 employs a tailored, non-discretionary approach using risk profiling and modeling tools, and it supports municipal and public finance advising through a unique affiliation with a municipal advisor.

David Zastawny is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of his advisory work, he co-manages a duplex property with his spouse. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority, and offers combined planning and managed-account options under its WealthPlan program.

Kathy Kappler is a financial advisor with Morgan Stanley in Canton, Ohio, holding a Series 66 designation and bringing 26 years of industry experience. She has been with Morgan Stanley since 2014 and previously worked with Morgan Stanley Services Group, Inc. Outside of her advisory role, she is involved in direct sales of home fragrance products through a small business venture. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individuals and institutions with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market modeling techniques.

Jerome Rieke is a financial advisor with Edward Jones in Akron, Ohio, holding a Series 63 designation and bringing 25 years of industry experience, all with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.