Henry Paul is a financial advisor with Primerica Advisors in Akron, OH, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2004. Outside of his advisory role, he is a majority stockholder in LEP LLC, a commercial real estate management company, and his wife is a minority stockholder in the firm; he also owns Hep of Gville, LLC, which builds and sells residential spec homes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while maintaining a tiered wrap fee structure and oversight of its investment models.

Matthew Lewis is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported recommendations and offers a broad range of advisory, brokerage, and insurance solutions.

Christiana Blakeslee is a financial advisor at Equitable Advisors with one year of industry experience. She holds a Series 66 designation and has previously worked with Independence Wealth Advisors and Oswald Companies. Outside of her advisory role, she has been an independent contractor with Door Dash and Rover. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through various program sponsors and third-party managers, emphasizing non-discretionary asset management and credentialed ERISA services.

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 in Canton, OH. They hold Series 63 and Series 66 licenses and have recent experience with several firms including R. Taylor Auten and White Tree Financial. Prior to their advisory career, Campbell worked in various roles outside finance, including positions at Louisville Physical Therapy and West Main Veterinary Clinic. Equitable Advisors serves a diverse clientele including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual registration as an SEC-registered investment adviser and broker-dealer.

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® with 19 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. and Cambridge Investment Research Advisors, Inc. His other business activities include independent insurance brokering with Symetra. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis.

Michael Knop is a financial advisor at Osaic Wealth, Inc. with 24 years of industry experience. He holds the Series 63 designation and has worked previously at Woodbury Financial Services, Inc. and Questar Asset Management. Outside of advising, he serves as a fitness instructor for the YMCA and operates a small hobby farm where he grows and sells hay. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to manage portfolios across various asset classes.

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.

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 at J.P. Morgan Securities with 27 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012 and Jpmorgan Chase Bank, N.A. since 2013. Outside of her advisory role, she serves as treasurer and board member for the St. Christine All Sports Boosters, a nonprofit supporting athletic development for students in grades K-8. J.P. Morgan Securities LLC 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 investment recommendations.

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, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL, he was involved with Zoyhofski Financial Services and served at the National Inventors Hall of Fame. His background also includes roles in education and the food service industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management supported by research and model portfolios.

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 in Navarre, Ohio. He holds Series 63 and Series 66 credentials and has 16 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of his advisory role, he manages a rental duplex with his spouse. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across a broad set of financial topics. The firm emphasizes ongoing planning relationships without discretionary trading authority and integrates planning with managed-account options through a consolidated billing program called “WealthPlan.”