Joseph Schindel is a financial advisor with Equitable Advisors in Canton, OH, holding Series 63 and Series 65 credentials and possessing 12 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at Axa Advisors, LLC. Schindel serves as Treasurer on the board of Caring and Serving Together (CAST), a nonprofit organization in Canton. 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 primarily through LPL-sponsored programs and third-party managers, providing both advisory and brokerage solutions with a regulatory focus on both discretionary and non-discretionary asset management.

Benjamin Kirksey is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing nearly 20 years of industry experience in wealth management. He began his career with Merrill in Canton, Ohio, in 2007, later joined UBS in 2015 to expand his expertise, and has since returned to Merrill where he continues to assist clients in managing and preserving their wealth. His expertise encompasses areas such as divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, small business strategies, and serving clients in sports and entertainment. Benjamin focuses on connecting clients to appropriate resources and plans tailored to their individual goals, including funding education, retirement lifestyle planning, and addressing potential healthcare costs. He holds a Bachelor's Degree from The Ohio State University and the Personal Investment Advisor (PIA) designation. Outside of his professional work, Benjamin has interests in cooking, horseback riding, music, pickleball, reading, spending time with his family, tennis, and watching movies.

Timothy Rice is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1996 and Bank of America, N.A. since 2010. Outside of his advisory work, he holds power of attorney in a non-investment-related capacity. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Stephanie Demuesy is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. She has 31 years of industry experience, including long-term roles at Metropolitan Life Insurance Company and MetLife Securities Inc. outside of her current positions. She is also involved in an individual life and fixed annuities sales business. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers asset management, educational seminars, and event-driven planning programs, delivering collaborative, goal-based financial plans without discretionary investment management.

Jon Heddleson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 22 years of industry experience. He has worked at Cetera and related entities since 2023 and previously spent a decade at LifeMark Securities. In addition to his advisory role, he teaches Management 2100 at Ohio University and operates an insurance agency offering fixed insurance products. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Laurie Thompson is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and offering 29 years of industry experience. Her prior roles include positions at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. She is also a licensed Notary Public and offers notary services to clients. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor client solutions.

Broderick Haer is a financial advisor with Equitable Advisors in Canton, Ohio, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2007 and previously worked at Axa Advisors. Haer serves as a board member of the St Philips and James Church Endowment Fund in Canal Fulton, Ohio. Equitable Advisors provides financial planning, retirement plan support, and access to asset management services for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid advisory and brokerage model, leveraging third-party asset managers and referral arrangements to tailor services based on client goals and risk tolerance.

Angela Anderson is a financial advisor with Equitable Advisors in Akron, OH, holding a Series 66 designation and 21 years of industry experience. She has been with Equitable Advisors since 2004, previously associated with Axa Advisors, LLC. Anderson serves as a director for the National Association of Women Business Owners in Cleveland, OH. Equitable Advisors provides financial planning and retirement-plan support to individual investors, corporations, and charitable organizations, offering access to asset management through LPL programs and third-party managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Kirk Hunter is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 1997 and follows a disciplined process to assist clients in achieving their financial objectives. Kirk provides traditional advice and guidance and is a qualified Portfolio Manager who manages personalized or defined discretionary strategies, which may include individual stocks and bonds, model portfolios, and third-party investment strategies. Kirk holds a Bachelor's Degree from Indiana University and completed an Accredited Certificate Program at the Wharton School of Business. He earned the Chartered Retirement Planning Counselor™ designation in 2007 and the Certified Investment Management Analyst® (CIMA®) designation in 2008. Additionally, he holds the Personal Investment Advisor (PIA) designation. Residing in Jackson Township, Ohio, Kirk is active in his community and participates in church activities, youth sports, and serves underprivileged children. His client focus areas include education planning, family wealth management strategies, liquidity management, retirement income, and services for endowments, foundations, and non-profits.

Ed Karam II is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 24 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Debra Messner is a financial advisor with Primerica Advisors in Canal Fulton, OH, holding a Series 63 designation and 36 years of industry experience. She has been with Primerica Advisors since 1993 and Primerica Financial Services since 1991. Outside of advisory work, she is involved in sales of investment-related products and also participates in non-investment related referrals for home security and automation products through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers overseen by an independent consultant and delegates trading responsibilities to BNY Mellon Advisors.

Steven Tadayon is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A., MORGAN STANLEY SMITH BARNEY llc, and Key Investment Services. Outside of his advisory role, he is involved in a watch buying and selling business. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with specialty activities such as private fund relationships and commodity pool operations.

Philip Geissinger is a financial advisor with Equitable Advisors in Canton, OH, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked as an independent contractor and spent 15 years at OrthoUnited. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm utilizes a hybrid referral and implementation model incorporating both advisory and brokerage channels to execute client recommendations.

William Ahonen is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 37 years of industry experience, including roles at Metropolitan Life Insurance Co and METLIFE SECURITIES Inc. Outside of his advisory work, he has been involved in insurance sales through Advise Financial Solutions since 1989. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs with an emphasis on collaborative, goal-based planning.

Jeffrey Kota is a CFP® with 27 years of industry experience and is currently with Ameriprise in Canton, Ohio, where he has worked since 1998. He also serves on the boards of several local organizations, including the Wooster Noon Lions, the Izaak Walton League Wayne County Chapter, and the Wooster Duck Club. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Oliver Cornet is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and has prior work experience at Muddy Shutter Media and Interstate Gas Supply. Outside of his advisory role, Cornet serves as a board trustee for Friends of Stark Parks and the Canton Montessori School, contributing to nonprofit advocacy and educational oversight. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and forward‑looking capital market assumptions.

Timothy Brenner is a financial advisor with Raymond James Financial, holding a Series 63 designation and over 32 years of industry experience. He has been with Raymond James Financial since 1994 and operates an affiliated support company, timothy d brenner & assoc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals, and it offers specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Daniel Lahaie is a CFP® with 28 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial and works as a wealth advisor at Wright LaHaie Jarvis Wealth Advisors. Outside of advisory work, 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, supported by advanced analytical tools and a broad network of advisors.

Brian Kelly is a financial advisor with LPL Financial, holding a Series 66 designation and possessing 27 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Kelli Phillips Zaleski is a financial advisor with Ameriprise in Canton, OH, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Ameriprise and its affiliate since 2000. Zaleski also operates an S-corp, Zaleski and Associates Inc., through which she conducts her business as a self-employed contractor. Ameriprise serves clients primarily through its retirement-income planning service, Ameriprise Premier Retirement Income, which targets individuals with substantial investable assets and provides detailed, non-discretionary recommendation reports. The firm combines research, modeling, and tax-efficiency analysis to support retirement income strategies and offers a broad range of advisory, brokerage, and insurance solutions.