Wilbur Kline is a financial advisor with LPL Financial in Canfield, Ohio, holding a Series 66 credential and 11 years of industry experience, all with LPL Financial. He previously served for 35 years in the US Army Reserves. Outside of his advisory role, he owns businesses involved in retail food and beverage sales and product distribution. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a broad range of financial planning and advisory programs, utilizing research from LPL and third-party subadvisors, and provides both discretionary and non-discretionary portfolio management.

Nicholas Romeo is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior work includes roles at OSAIC, SagePoint Financial, and Bury Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

John Beato is a financial advisor at Osaic with 25 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Osaic in 2023, he held positions at Bank of America and Merrill. Beato is also an insurance agent, selling fixed annuities, life insurance, and long-term care products. Osaic Wealth, Inc. serves a diverse clientele including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across various investment vehicles.

Adam Bernard is a CFP® professional with nine years of industry experience, currently serving as an Investment Advisor Representative at Raymond James Financial Services Advisors, Inc. He previously worked at Cambridge Investment Research Advisors and Equitable Advisors. In addition to his advisory role, Bernard operates an independent non-variable insurance business focused on fixed annuities and life insurance. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports institutional consulting and portfolio management across a large advisor network.

Debra Moore is a financial advisor at Stifel with 29 years of industry experience, including 17 years at her current firm. She holds Series 63 and Series 65 credentials. Outside of her advisory work, Moore is active in community organizations, serving in leadership roles such as President and Head Instructor of Eastern Ohio Martial Arts and Senior President of the Point of Beginning Society for the National Society, Children of the American Revolution. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation, retirement, insurance, and estate planning.

Zel Bush is a ChFC® credentialed financial advisor with 34 years of industry experience, currently with Raymond James Financial. He previously worked at Cambridge Investment Research Advisors and LPL Financial. Outside of his advisory role, he is a co-owner of Z Squared Inc., a private business shared with his brother. 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, pension plans, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports advisory programs along with institutional consulting and portfolio management.

Renee Hefner is a financial advisor with LPL Financial, holding a Series 66 credential and 18 years of industry experience. She previously worked at Ameriprise and Ameriprise Financial Services, Inc. for a total of 10 years before joining LPL Financial in 2026. Outside of her advisory role, she is the sole proprietor of Life Management Consultants, LLC, a consulting business. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management, with access to model portfolios, research, and various investment strategies.

William Klim Jr. is a financial advisor with Raymond James Financial, holding a Series 63 designation and 24 years of industry experience. He previously worked for Cambridge Investment Research and Cambridge Investment Research Advisors for 13 years. Klim also serves as an insurance agent, owning and operating several insurance-related businesses focused on non-variable life, long-term care, disability, and Medicare products in Northeast Ohio. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, and institutional clients. The firm offers tailored, non-discretionary investment consulting using various analytical tools and supports municipal and public finance work through an affiliated municipal advisor.

Carol Carr is a financial advisor at Stifel with 26 years of industry experience and holds a Series 66 designation. She has been with Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling.

James Pipino is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Edward Jones, where he has worked since 2023, and previously held positions at The Wealth Advisory Group of DiLauro, Wracher and Thomas, Raymond James Financial Services, and Merrill Lynch. 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 strategies, operating under a fiduciary standard and supporting a large network of financial advisors and branch offices nationwide.

Darin Hasson is a financial advisor with Ameriprise in East Palestine, OH, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its related entities since 2005. Hasson owns Integrated Professional Partners, LLC, a legal entity established to manage his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Stacey Rozzo is a Series 66-credentialed financial advisor with Edward Jones, based in Warren, Ohio. She has 13 years of industry experience and has been with Edward Jones since 2005. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Joseph Vitello is a financial advisor at Stifel with 35 years of industry experience. He has been with Stifel since 2009 and holds Series 63 and Series 65 credentials. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling.

Charles Baker Jr. is a CFA® charterholder affiliated with Stifel, where he has worked since 2009. He holds the Series 63 designation and has 47 years of industry experience. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that supports asset allocation and financial planning analyses.

Bradley Forrider is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. His prior experience includes roles at Edward Jones, MassMutual Life Insurance Co., and MML Investors Services. He serves on the board of the Allgheny WMC Stewardship Foundation and is involved with the Columbiana County Board of Elections. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from various sources, and supports both discretionary and non-discretionary management approaches.

Bruce Joseph is a financial advisor with LPL Financial, holding a Series 63 designation and 37 years of industry experience. He previously worked for Cadaret, Grant & Co., Inc. for 37 years before joining LPL Financial in 2025. Joseph is also involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with access to proprietary and third-party research and model portfolios.

Shaseen Yobe is a financial advisor with Cetera, holding a Series 63 designation and 22 years of industry experience. She has worked at Cetera and affiliated entities since 2018 and previously spent five years with The Huntington Investment Company. Outside of her advisory role, she is involved as a product distributor for It Works. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and consulting services, operating a multi-manager platform that provides access to affiliated and third-party managers as well as customizable investment strategies.

Michael Conrow is a CFP®, ChFC®, and Series 66-licensed financial advisor with Edward Jones, based in Cortland, OH. He has 10 years of industry experience, all of which have been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated proprietary funds, operating under a fiduciary standard.

Gary Hesselgesser is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2014. He also has a role at First National Bank of Pennsylvania where he has worked since 2006. Outside of Cetera, he is involved in fixed life insurance sales and receives compensation for referrals to the First National Bank Trust Department. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with a broad range of investment program options.

Thomas Cavalier is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Stifel Nicolaus & Co. since 2009. Outside of his advisory role, he serves on the Boards of Trustees for The Butler Institute of American Art and the Youngstown State University Foundation, both nonprofit organizations. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.