David Maxwell is a financial advisor with LPL Financial in Youngstown, OH, holding Series 63 and Series 65 designations and having 14 years of industry experience. His prior work experience includes roles at OSAIC, Bury Financial Group, and SagePoint Financial. He is also involved with Maxwell Asset Management and provides non-variable insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and portfolio management options, including model portfolios and research support, with both discretionary and non-discretionary services.

Douglas Corp is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds a Series 66 designation and has worked at Financial Engines Advisors L.L.C. since 2016, following a year at Tmfs Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online offerings.

James Clarke is a financial advisor with Primerica Advisors in Youngstown, OH, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked with Primerica Financial Services since 2009 and is also affiliated with PFS Investments Inc. and Local Knowledge. In addition to advisory services, he is involved in sales of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating model implementation to BNY Mellon Advisors.

Randall Pompeo Jr. is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 66 designation and has been with JPMorgan Chase Bank NA and its affiliated entities since 2009. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

David Troutman is a financial advisor with Cetera who holds a Series 63 designation and has 21 years of industry experience. He has worked at Cetera Wealth Services, MML Investors Services, and MassMutual before founding Troutman Financial Group, LLC. Troutman serves as Sergeant at Arms for a local Toastmasters International chapter. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm supports a range of program options including model portfolios, direct indexing, and unified managed accounts.

David Rider is a CFP® professional with 29 years of experience in the financial services industry. He has been with Ameriprise since 1999, currently serving at their Cortland, OH office. Outside of his advisory role, he is chairman of the City of Cortland Zoning Appeals Board and owns ALK Operations LLC, a financial services management company. Ameriprise provides retirement-income planning services for individuals nearing or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations through a centralized consulting team.

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.

Cynthia Shively is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 39 years of industry experience. She has worked at Ameriprise and its affiliated entities since 1986. Outside of her advisory role, she serves as treasurer for Central Christian Church, sits on the board of the Elmview Professional Park Condominium Association, and participates on the local advisory board for the Salvation Army Warren OH Corps. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, using a centralized consulting team alongside individual advisors.

Alexander Baker is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including SagePoint Financial, Voya Financial, and General Electric Health Care. Baker operates Bury Financial Group, a business related to his LPL advisory practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

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.

Karen Sandrella is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and seven years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Liberty Mutual Insurance Company, United Healthcare Medicare Solutions, and Aflac. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs supported by research and technology, with offerings that include discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Robert Asmus Jr. is a financial advisor at Raymond James Financial Services Advisors, Inc. with 55 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses detailed risk profiling and analytical tools to tailor non-discretionary planning and consulting services aligned with client goals.

David Kurcon is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, offering forward-looking analyses and asset allocation guidance.

Gina Domico is a financial advisor with Merrill, holding a Series 66 designation and 21 years of industry experience. She has worked at Merrill Lynch and Bank of America since 2001 and 2011, respectively. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies tailored by internal and third-party managers.

Sheila Wistar is a financial advisor with Merrill holding a Series 66 designation and has two years of industry experience. She previously worked at CrossCountry Mortgage, LLC for six years and had brief roles at Union Savings Bank and Merrill before her current position. 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 for individuals, high-net-worth clients, and various institutional investors.

Jeffrey Barone is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and scenario modeling.