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 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.

Karen Sandrella is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Liberty Mutual Insurance Company, United Healthcare Medicare Solutions, and Aflac. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies and operational tools.

Robert Asmus Jr. is a financial advisor at Raymond James Financial with 55 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Raymond James since 2021, as well as previously at Wells Fargo Clearing. His other business activities include a non-owner advisory role at the Ristvey Investment Group. 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 offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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.

Joshua Stelle is a financial advisor with Cetera in Hermitage, PA, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has worked at Cetera and Cetera Investment Services LLC since 2018 and has held a role at First National Bank of PA since 2003. Outside of his advisory work, he serves as the treasurer for Eintracht Maennerchor, a position that requires dual signatures. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of advisors and supports multiple program structures and custodial arrangements.

Mark Carlozzi Sr. is a financial advisor with OSAIC, holding a Series 63 designation and bringing 39 years of industry experience. His prior experience includes roles at American Portfolios Financial Services Inc., Next Financial Group Inc., Questar Asset Management, Inc., and Questar Capital Corporation. Outside of his advisory work, he serves as a board member and secretary for the Southwestern Run Professional Park Association. OSAIC Wealth serves a diverse client base including retail investors, institutional clients, retirement plan sponsors, and charities. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and the use of third-party money managers and proprietary models.

Phillip Natale is a financial advisor with Equitable Advisors in Warren, Ohio, holding a Series 66 designation and 21 years of industry experience. He has worked with Equitable Advisors since 2006, previously spending one year at Morgan Stanley DW Inc. Outside of advising, he is a shareholder in a tea business based in Parma, Ohio. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes both proprietary and third-party advisory models and offers ERISA fiduciary services through credentialed representatives.

Paul Orend is a CFA® charterholder and the sole advisor at Orend Investment Management, Inc., an independent firm he has led since 1992. He has 26 years of industry experience and is based in Youngstown, Ohio. Orend Investment Management, Inc. provides portfolio management and financial planning services to individual clients. The firm operates on a small scale, managing approximately $2.52 million in assets for seven clients, and employs a range of investment strategies detailed in its regulatory disclosures.