Madeleine Stevens is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 38 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets and Moors & Cabot Inc. Stevens is also a partner in a rental property business with her spouse. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Mark Steen is a financial advisor with LPL Financial in Hermitage, PA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior work includes roles at Stifel and Butler, Wick & Co., Inc. He also has a minority interest in a teamwear business based in McDonough, GA. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, with access to various investment strategies and platforms.

Joel Matthews II is a CFP® professional with 12 years of experience in financial advising. He has been with Ameriprise since 2013, initially at Ameriprise Financial Services, Inc., and currently serves as an advisor at Ameriprise. He holds the Series 66 designation and is based in Canfield, Ohio. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security claiming strategies, and tax-efficient withdrawals. The firm combines research, modeling, and tax analysis to deliver tailored retirement-income advice and offers a broad range of advisory, brokerage, and insurance solutions.

Jennifer Campbell is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. She has been with LPL Financial since 2014 and is based in Canfield, Ohio. Additionally, she holds a Notary Public commission from the State of Ohio. 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 financial planning and investment management services, including access to third-party asset managers and institutional platforms, supported by advanced advisor tools and a broad non-advisory financial services network.

Joseph Kuzmanko is a financial advisor at Ameriprise with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked with several firms including Huntington Investment Company, PNC Investments, and LPL Financial. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Robert Ford is a financial advisor with Primerica Advisors in Youngstown, OH, holding a Series 63 designation and 20 years of industry experience. He has been with Primerica Advisors and its affiliate Primerica Financial Services since 2006. Prior to his financial advisory career, Ford worked for 29 years as a school teacher for fifth and sixth graders at Austintown Local Schools. He also receives compensation related to home security and automation product referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services through a large network of advisors and utilizes model-delivery strategies managed by unaffiliated asset managers.

Jason Witkoski is a financial advisor at Edward Jones with 13 years of industry experience. He previously worked at PNC Investments, Huntington National Bank, and VALIC Financial Advisors. Outside of his advisory role, he is a member of MJ2 Holdings, LLC, a real estate-related business based in Hubbard, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management.

Robert Kwiat Jr. is a financial advisor with Edward Jones in New Castle, PA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked for 17 years with the Wilmington Area School District. Outside of his advisory role, he coaches the 8th grade boys basketball team at Neshannock Junior/Senior High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment strategies. The firm is known for its large network of advisors and branches, as well as its affiliated capabilities including trust services and proprietary mutual funds.

Lindsay Lewis is a financial advisor with LPL Financial based in Austintown, OH, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining LPL Financial in 2022, she worked at CUNA Mutual Group and CUNA Brokerage Services, Inc., among other firms. Outside of her advisory role, she is involved as a business owner in real estate rental activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and technology tools for operational and research purposes.

David Maxwell is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including OSAIC, Bury Financial Group, and SagePoint Financial. Maxwell is also involved with Maxwell Asset Management, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Douglas Corp is a financial advisor with Edelman Financial Engines, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., Financial Engines Advisor Center, The Mutual Fund Store, and PNC Wealth Management. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm blends a committee-driven proprietary modeling process with planner delivery and online tools, offering both discretionary management and non-discretionary online advice, with an emphasis on diversified model portfolios and long-term investment orientation.

James Clarke is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 16 years of industry experience. His prior work includes roles at Bartlett Tree Experts and ongoing positions with Local Knowledge, PFS Investments Inc., and Primerica Financial Services. He is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm employs model-based strategies developed by external asset managers, supported by custodial and trade execution services through Pershing and BNY Mellon Advisors.

David Troutman is a financial advisor with Cetera, holding a Series 63 license and 22 years of industry experience. He currently owns and operates Troutman Financial Group, LLC, and has worked at Cetera and related entities since 2018. Outside of his advisory work, he serves as Sergeant at Arms for a local Toastmasters International chapter. Cetera Investment Advisers LLC is a multi-manager platform serving individuals, retirement plans, and institutional clients with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm supports a large network of advisors and offers a variety of customizable investment program structures.

Lee Schmidt is a financial advisor with Edward Jones in Hermitage, PA, holding Series 63 and 66 licenses and bringing 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. for 30 years. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices. The firm provides both discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Desiree Cruciger is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. She has worked at Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2014 and has been affiliated with First National Bank of PA since 2012. Outside of her advisory roles, she is a part owner and member of Aura Genetics of Ohio LLC, attending quarterly meetings. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, leveraging affiliated and third-party managers, and manages over $256 billion in assets through more than 10,000 advisors.

Aydin Hanousek is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at The Capital Insurance Group and positions in education at the University of Mount Union and Canfield High School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Alexander Baker is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior work includes roles at OSAIC, SagePoint Financial, Voya Financial, General Electric Health Care, and DePuy Synthes Joint Reconstruction. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

George Hurtuk is a financial advisor with Cetera, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Cetera ADVISORS LLC since 2013 and joined Cetera in 2024. Outside of his advisory role, he is also a licensed insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple investment program structures and third-party money managers.

Matthew Ristvey is a financial advisor with Raymond James Financial in Hermitage, PA, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has been with Raymond James Financial and its affiliate, Raymond James Financial Services, since 2011. Outside of his advisory role, he serves as treasurer for the Hermitage School Board and is involved in local condominium association governance. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public-finance work through an affiliated municipal advisor.

Ethan Kawecki is a financial advisor with Edward Jones in Canfield, OH, holding the Series 66 designation. He has experience working at Edward Jones and several other firms, including Twin Oaks Risk Management and Insurance, LLC, and Horizon Management, Inc. His background also includes roles related to law and education. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory and investment solutions supported by a large nationwide network of financial advisors and branch offices.