Maria Lyons is a financial advisor at Edward Jones in Uniontown, OH, holding a Series 66 designation with seven years of industry experience. She has worked at Edward Jones since 2018 and has prior experience with Fed Ex Custom Critical, Qdoba Mexican Eats, Jones Day, Aliquantum International, and Wadsworth City Schools/Bowling Green State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Lydia Kerr is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her career includes tenures at major firms such as Morgan Stanley, Citigroup Global Markets, and Raymond James Financial Services. She has been with J.P. Morgan Securities and affiliated entities since 2012 in various roles. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and quantitative and qualitative research, incorporating ESG considerations and broader derivatives and commodities capabilities.

Bradley Smith is a financial advisor at Raymond James Financial with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for three years. Smith serves as a member of the finance and investment committee for Canton First Friends Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored non-discretionary planning using risk profiling and modeling tools and supports a broad network of advisors and affiliated firms.

Timothy Channel is a financial advisor with Ameriprise in Seville, Ohio, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliate since 2013. Outside of his advisory role, he is involved in independent insurance brokering with several insurance providers. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic tools to generate tailored retirement income plans while offering a broad range of advisory, brokerage, and insurance solutions.

Ryan Keefer is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 15 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and PNC Bank, N.A., among other financial firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to develop model asset allocations, and recommendations may include ESG considerations.

Kenneth Frost Jr. is a financial advisor with Edward Jones in Tallmadge, OH, holding a Series 63 designation and 19 years of industry experience. He has been with Edward Jones since 2006. 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 and provides 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.

Keith Stults is a CFP®-designated financial advisor with Edward Jones in Canton, OH, where he has worked since 1999. He has 26 years of industry experience. Outside of his advisory role, he is the sole shareholder of KM Stults, Inc., a company that owns a parcel of land leased to a manufacturer. 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 and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Nicholas Landy is a financial advisor with Ameriprise in North Canton, Ohio, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at the University of Dayton and has experience in hospitality and service roles. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that focuses on reliable income sources and tax-aware withdrawal strategies.

Jeroen Heijnen is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Cantella & Co., Inc., J.P. Morgan Securities, Chase Investment Services Corp., and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Casey Kittridge is a financial advisor at Edward Jones in Uniontown, OH, holding a Series 66 designation. Casey has prior experience working at Huntington National Bank and U.S. Bank, as well as positions outside the financial industry at Victoria's Secret. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large national presence with more than 23,700 financial advisors and provides services under a fiduciary standard.

Brian Hamilton is a financial advisor with Ameriprise in Massillon, Ohio, holding a Series 66 designation and 21 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages Compass Consulting Solutions, LLC, a business related to his advisory activities. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Raffaella Owens is a financial advisor with Primerica Advisors in Fairlawn, OH, holding 10 years of industry experience. She has been associated with Primerica Financial Services since 2011 and currently operates under Primevision Financial Group, conducting sales of investment-related products and referring home security and automation services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities while offering a tiered wrap fee structure.

Samantha Ridenour is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2017, following a prior role at Kent Apartments/College Towers. 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 under management and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Nathan Hershman is a ChFC® and holds a Series 66 license, with 19 years of industry experience. He worked at Edward Jones from 2007 to 2026 before joining LPL Financial in 2026. He serves as a Hope Ambassador for Akron Children's Hospital. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies alongside advanced operational tools.

Vincent Rosnack is a financial advisor at Edward Jones in Akron, OH, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a broad range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Shannon Waggoner is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and 29 years of industry experience. Prior to joining Raymond James, Shannon spent 12 years with Morgan Stanley Smith Barney LLC. Shannon also works as an associate at Brenneman Group, a support company based in Uniontown, OH. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored, non-discretionary planning and risk profiling tools and supports municipal and public-finance work through affiliations uncommon among large institutional advisors.

Kimberley Parsons is a financial advisor at Primerica Advisors with 41 years of industry experience. She holds a Series 63 designation and has worked at firms including Financial America Securities and Primerica Financial Services. Parsons also works as a substitute teacher at the Educational Service Center of Northeast Ohio. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery investment strategies managed by unaffiliated asset managers and supports accounts through BNY Mellon Advisors and Pershing custody.

Carl Garrison is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and 25 years of industry experience. He has worked at J.P. Morgan Chase Bank since 2015 and J.P. Morgan Securities since 2023, with prior experience at Chase Investment Services Corp. from 2007 to 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking market assumptions, and it maintains broader regulatory registrations reflecting its derivatives and commodities capabilities.

Nikolche Sobevski is a financial advisor at Ameriprise in North Canton, Ohio, holding Series 66 and Series 63 licenses with six years of industry experience. His prior work includes multiple roles at The Huntington National Bank and The Huntington Investment Company. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice. The firm’s approach involves a collaborative service team that utilizes investment research, third-party data, and algorithmic tools to support asset allocation and withdrawal strategies for clients meeting certain investable asset criteria.

Mark Minns is a financial advisor with Primerica Advisors based in Brimfield, OH, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1998 and previously spent over three decades with Sterling Inc. Minns also has involvement in non-investment related activities, including referrals for home security and automation products through Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery investment strategies managed by third-party asset managers. The firm operates at scale with thousands of advisors and offices and manages approximately $15.5 billion in assets under management.