Chelsea Haswell is a financial advisor at Ameriprise with seven years of industry experience. She holds the Series 65 and Series 63 licenses and has previously worked at The Huntington Investment Company, The Huntington National Bank, and J.P. Morgan Securities. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

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.

Ashley Ivons is a Senior Financial Advisor at Merrill Lynch Wealth Management. She assesses the financial needs of individuals and their families to help them make decisions aligned with their short and long term goals. Ashley serves as the main contact for performance forecasting tools that assist with income planning in retirement and potential long-term care costs. Ashley holds a Bachelor's degree in Business Administration with a focus in Corporate Finance from The University of Akron and is a Personal Investment Advisor (PIA). Her expertise includes family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and values-based investing, women and wealth, and tax minimization. In addition to her professional work, Ashley is involved with community organizations such as Keep Akron Beautiful and The Autism Society of Greater Akron. Outside of work, she enjoys boating, camping, cooking, golfing, hiking, music, spending time with her family, volleyball, and yoga.

Adam Yekin is a financial advisor with Ameriprise in Canton, Ohio, holding a Series 66 designation and 13 years of industry experience. He has worked at Ameriprise since 2017, following four years at Edward Jones. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

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.

Christine Sanor is a financial advisor with Raymond James Financial in Navarre, Ohio, holding a Series 63 designation and bringing 32 years of industry experience. She has been with Raymond James since 2007 and leads the Sanor Wealth Group, a financial advisory practice established in 2018. Outside of her advisory work, she is the owner of Poh, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work, as well as specialized advisory programs.

Douglas Baltzer is a financial advisor at Edward Jones with 20 years of industry experience. He has worked at Edward Jones since 2005 and holds a Series 63 designation. Outside of his advisory role, he owns and operates DBALTZER LLC, a limited liability company based in Navarre, OH. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and fiduciary services. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

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.

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.

Derek Dalton is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals and business owners translate financial complexities into clear, actionable strategies. Derek's approach emphasizes trust, transparency, and delivering consistent results to his clients. His expertise includes college education planning, divorce transition planning, family wealth management, managing new wealth, personal retirement planning, small business strategies, and retirement income. Derek works closely with clients to develop personalized plans that address their unique goals, such as funding education, securing retirement lifestyles, and creating generational impact. Derek holds a Bachelor's Degree from Kent State University and is a Personal Investment Advisor (PIA). Outside of his professional work, he enjoys activities such as baseball, basketball, football, golfing, music, spending time with family, traveling, and watching movies.

Cassandra Waitkunas is a financial advisor with Morgan Stanley in Canton, OH, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Morgan Stanley entities since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to support clients’ investment and estate planning needs.

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.

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.

Romero Llamas is a financial advisor with Ameriprise in Canton, OH, holding 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver personalized, non-discretionary retirement advice.

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.