Codi Pizer is a financial advisor at Ameriprise with 17 years of industry experience and holds Series 63 and Series 65 licenses. Prior to joining Ameriprise in 2026, Pizer worked at The Huntington Investment Company and PNC Wealth Management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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 with 24 years of industry experience. He holds a Series 63 designation and previously worked at Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, he serves as a personal fitness instructor at the YMCA and operates a hobby farm where he grows and sells hay. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm employs a model-based investment approach with a broad platform of advisory and brokerage services, emphasizing portfolio optimization and multiple program offerings.

Nathan Thomas is a financial advisor at Cetera with five years of industry experience and holds a Series 66 designation. He is the owner of Marathon Financial Services and serves on the board of Achieve Adoption as treasurer. Thomas is also a co-author of a book and is involved with the Kent State Community Board as a volunteer and board member. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm serves a diverse clientele including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, offering a range of program structures and investment options.

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.

Norman Mays is a financial advisor with Primerica Advisors in Cuyahoga Falls, OH, holding 12 years of industry experience. He has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 1997. Outside of advisory services, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Chelsie Gibson is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 19 years of industry experience. She has worked at Morgan Stanley and its affiliates from 2013 to 2023 before joining Raymond James in 2023. Outside of her advisory role, she is a partner in Bull Run Ventures LLC, an entity created to develop office space for her Raymond James practice. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting and supports a wide advisor network with specialized programs including municipal advisory and SIMPLE IRA consulting services.

Casey Beswick is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2014. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with algorithmic automation overseen by a dedicated team to deliver tailored retirement advice.

Connor Jarvis is a CFP®-credentialed financial advisor with 10 years of industry experience, currently associated with Raymond James Financial in North Canton, OH. He has previously worked at Merrill and served in advisory roles at firms including JFS LLC dba Wright, LaHaie, Jarvis Wealth Advisors and Darrell W. Wright CFP, Financial Services Inc. Outside of his advisory work, he is involved as a finance and engagement committee member for Stark County Young Life. 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, corporations, and institutional clients. The firm employs a tailored, non-discretionary approach using risk profiling and modeling tools, and it supports municipal and public finance advising through a unique affiliation with a municipal advisor.

Jerome Rieke is a financial advisor with Edward Jones in Akron, Ohio, holding a Series 63 designation and bringing 25 years of industry experience, all with Edward Jones since 2001. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Darby is a financial advisor with Raymond James Financial in Cuyahoga Falls, OH, holding Series 63 and Series 65 credentials and with 32 years of industry experience. He has been with Raymond James Financial since 2005 and is involved in the Cuyahoga Falls City School Finance Committee, where he consults on strategies to increase outside revenues for the local school board. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs analytical tools and a non-discretionary approach tailored to client goals, and it maintains specialized municipal advisory capabilities and innovative employer advisory programs.

Derek Carmichael is a financial advisor at Stifel in Canton, Ohio, holding a Series 66 designation with one year of industry experience. He has coached high school baseball since 2022, currently serving as the head baseball coach at Archbishop Hoban High School. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Anthony Nicodemo is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 15 years of industry experience, including roles at MML Investors Services, LLC since 2017 and MassMutual Life Insurance Co since 2016. Nicodemo is also involved in life insurance sales through affiliated financial services firms. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Kenneth Sharrock is a financial advisor with Cetera who holds Series 66 and Series 63 licenses and has 25 years of industry experience. He has been with Cetera Advisors LLC since 2013 and previously worked at Vestax Securities Corporation. Outside of his advisory role, he is also a licensed insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, employer-sponsored retirement plan, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services with access to multiple program structures and third-party managers.

Sungki Leemaster is a financial advisor at Osaic with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Royal Alliance, Capital Analysts, Lincoln Investment, Stonex Advisors Inc., Wrp Investments, First Montauk Securities, UBS Financial Services, and Merrill. In addition to his advisory work, he has engaged in life insurance sales. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with tools such as asset allocation, portfolio optimization, and various managed account strategies.

Beth Randall Dodd is a CFP® professional with 11 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2017. She has also worked with Cambridge Investment Research, Inc. and Elsass Financial Group. In addition to her advisory roles, she is an author and serves as the treasurer for the Ridgewood Lakes Homeowners Association in Fairlawn, OH. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a range of platforms and proprietary model strategies.

Richard Grissom is a financial advisor with Primerica Advisors in Hartville, Ohio, holding Series 63 and Series 65 licenses and over 35 years of industry experience. He has been with Primerica Advisors since 1990 and Primerica Financial Services since 1988. Outside of his advisory role, he manages 20 acres of land where he raises cattle and sells hay. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure in its operational model.

Donna Sulzbach is a financial advisor with Cetera, holding a Series 63 designation and over 42 years of industry experience. She has been with Cetera and its affiliates since 2013. Outside of her advisory work, she is involved in fixed insurance sales through Sulzbach and Associates. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, with more than 10,000 advisors and over $256 billion in assets under management.

Kenneth Boldt is a financial advisor with LPL Financial in North Canton, OH, holding a Series 66 designation and 43 years of industry experience. His prior roles include positions at Nationwide Securities, LLC and Nationwide Insurance Companies spanning nearly four decades. Outside of his advisory work, he is involved in operating insurance agencies and owns a property management company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.