Joseph Thomas is a financial advisor with LPL Financial in Canton, Ohio. He holds the Series 66 designation and has two years of industry experience. Outside of his advisory role, he also works as a tennis coach. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

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 at J.P. Morgan Securities with 24 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Chase Bank since 2015, joining J.P. Morgan Securities LLC in 2023. Prior to his current roles, he was involved in property management from 2008 to 2021. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

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.

Diane Evans is a financial advisor with Edward Jones in Minerva, Ohio, holding a Series 63 designation and 21 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she is a part owner of a rental property, which is managed by her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Christiana Blakeslee is a financial advisor at Equitable Advisors with one year of industry experience. She holds a Series 66 designation and has previously worked with Independence Wealth Advisors and Oswald Companies. Outside of her advisory role, she has been an independent contractor with Door Dash and Rover. 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 through various program sponsors and third-party managers, emphasizing non-discretionary asset management and credentialed ERISA services.

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 in Canton, OH. They hold Series 63 and Series 66 licenses and have recent experience with several firms including R. Taylor Auten and White Tree Financial. Prior to their advisory career, Campbell worked in various roles outside finance, including positions at Louisville Physical Therapy and West Main Veterinary Clinic. Equitable Advisors serves a diverse clientele including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual registration as an SEC-registered investment adviser and broker-dealer.

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.