Phatsada Sengsourinha is a financial advisor at Merrill with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2017. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies tailored to individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

John Malloy is a financial advisor at LPL Financial with 18 years of industry experience. He has been with LPL Financial since 2012 and previously worked at Stratos Wealth Partners, Ltd. He holds a Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Stephen Burt is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Outside of his advisory role, Burt is a sole proprietor of a rental property business in Littleton, Colorado. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning processes and offers a wide range of investment and wealth management solutions.

Isabella Marshall is a financial advisor at Edward Jones in Akron, Ohio, holding a Series 66 designation with two years of industry experience. Before joining Edward Jones, she worked at DRB Systems and Lowe's and has a background that includes roles in education and a small business in homemade ice cream. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs and affiliated investment products, operating under a fiduciary standard.

Drew Donohoe is a financial advisor at LPL Financial with 24 years of industry experience and holds the Series 63 designation. His prior experience includes roles at Cambridge Investment Research Advisors and Ameritas Life Insurance Corp. He is also an owner and partner of D2 Wealth Management, a separate advisory business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, with access to proprietary research and third-party subadvisors.

Deb Orians is a Senior Financial Advisor with Merrill Lynch Wealth Management. She provides personalized wealth management strategies tailored to each client's unique financial situation and goals. Her approach emphasizes understanding the client's full financial picture and adapting strategies to the changing market conditions while utilizing investment insights from Merrill and banking solutions from Bank of America. With expertise in managing new wealth, personal retirement planning, philanthropic planning, women and wealth, tax minimization, and retirement income, Deb works closely with clients and their families to help pursue long-term financial objectives. She holds a Bachelor's Degree from Bowling Green State University and the Professional Investment Advisor (PIA) designation. Deb is actively involved in her community, volunteering with organizations such as Refuge of Hope, the Colonial Williamsburg Foundation, Best Friends Animal Sanctuary, Animal Legal Defense Fund, Samaritan's Purse, and Soar International. Her personal interests include gardening, interior decorating, and spending time with her family.

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 with Equitable Advisors in Akron, OH, holding a Series 66 designation and with one year of industry experience. Prior to joining Equitable Advisors, she worked at Independence Wealth Advisors and has also been involved with the Maverick Warriors Volleyball Club. Outside of financial advising, she works as an independent contractor for Door Dash and Rover. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a variety of advisory models, including third-party sponsored programs and discretionary management through its network of Investment Adviser Representatives.

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 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.