Gregory Terhune is a CFP® and Series 66 licensed financial advisor with Edward Jones in Cuyahoga Falls, OH, bringing 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Derek Dalton is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals and business owners translate financial complexities into clear, actionable strategies. Derek's approach emphasizes trust, transparency, and delivering consistent results to his clients. His expertise includes college education planning, divorce transition planning, family wealth management, managing new wealth, personal retirement planning, small business strategies, and retirement income. Derek works closely with clients to develop personalized plans that address their unique goals, such as funding education, securing retirement lifestyles, and creating generational impact. Derek holds a Bachelor's Degree from Kent State University and is a Personal Investment Advisor (PIA). Outside of his professional work, he enjoys activities such as baseball, basketball, football, golfing, music, spending time with family, traveling, and watching movies.

Cassandra Waitkunas is a financial advisor with Morgan Stanley in Canton, OH, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Morgan Stanley entities since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to support clients’ investment and estate planning needs.

Aaron Crewse is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James Financial Services Advisors since 2009. Outside of his advisory role, he is the owner of CJL Real Estate LLC. 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, and institutional entities. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and offers a range of advisory programs and specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Andrae Hampton is a financial advisor at Fidelity with 18 years of industry experience and holds a Series 66 designation. His prior roles include positions with PNC Funds Distributor LLC and PNC Capital Advisors, LLC. Outside of his advisory work, he is involved with Dreams Academy, a mentorship program for young men, and serves as a wedding officiant. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including registered investment companies and model portfolios.

Rachel Hancock is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at Damascus Friends Church from 2016 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its services through a nationwide network of over 23,700 financial advisors and 15,100 branch offices.

Romero Llamas is a financial advisor with Ameriprise in Canton, OH, holding 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver personalized, non-discretionary retirement advice.

Jonathan Zepp is a financial advisor with Ameriprise in North Canton, Ohio, holding a Series 66 credential and three years of industry experience. He has been with Ameriprise since 2018 and also manages his own consulting business, Zepp Consulting. Outside of his advisory role, Zepp owns two local businesses, DubTag LLC and Zepps Pizza Inc., and serves on the board of the North Canton Community Improvement Corporation. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, providing tailored recommendations that integrate research, modeling, and tax-efficient strategies. The firm combines advisory, brokerage, and insurance solutions through its broad institutional platform.

Maria Pace is a financial advisor with Edward Jones in Uniontown, Ohio, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at Fed Ex Custom Critical, Qdoba Mexican Eats, Jones Day, Aliquantum International, and Wadsworth City Schools/Bowling Green State University. 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 strategies. The firm is notable for its large advisor network, affiliated mutual funds, trust company services, and a fiduciary standard in its advisory practices.

Lydia Kerr is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Raymond James Financial Services and JPMorgan Chase Bank. Kerr has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jason Gaskell 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 Oak Street Funding, Westfield Bank, and The Commercial and Savings Bank. He is also involved with PortfolioVision, Inc. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm provides tailored non-discretionary planning and consulting, employing risk profiling and modeling tools, and supports clients through its advisory programs and institutional consulting services.

Amy Hunter is a Series 66-licensed financial advisor with J.P. Morgan Securities, bringing 24 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 1996. Outside of her advisory role, she is an independent distributor for Young Living Essential Oils. 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.

Bradley Smith is a financial advisor at Raymond James Financial with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for three years. Smith serves as a member of the finance and investment committee for Canton First Friends Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored non-discretionary planning using risk profiling and modeling tools and supports a broad network of advisors and affiliated firms.

Timothy Channel is a financial advisor with Ameriprise in Seville, Ohio, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliate since 2013. Outside of his advisory role, he is involved in independent insurance brokering with several insurance providers. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic tools to generate tailored retirement income plans while offering a broad range of advisory, brokerage, and insurance solutions.

Matthew Draper is a Senior Financial Advisor with Merrill Lynch Wealth Management who has been working with clients since 1998. He joined Merrill’s Canton, Ohio office and brings 24 years of experience helping clients streamline and plan their financial futures. Matthew holds the Chartered Retirement Planning Counselor™ designation and Personal Investment Advisor (PIA) credential. His client focus includes college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and tax minimization. He holds a bachelor's degree from The Ohio State University. Committed to community involvement, Matthew participates in activities with LifeShare Community Blood Services, including plasma donations.

Ryan Keefer is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., PNC Investments, and PNC Bank, N.A. 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 through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Luke Maurer is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 14 years of industry experience, including prior work at H.Beck, Inc. and operating as an independent insurance agent through his own firm. He maintains ongoing business activities as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and estates, offering services such as financial planning, investment management, and retirement plan advisory. The firm provides multiple portfolio management solutions across various custody platforms, combining proprietary and third-party strategies tailored to client objectives.

Kenneth Frost Jr. is a financial advisor with Edward Jones in Tallmadge, OH, holding a Series 63 designation and 19 years of industry experience. He has been with Edward Jones since 2006. 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 and provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Flory is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on assisting retirees and pre-retirees manage the complexities of today's financial landscape, providing clients with a comprehensive range of financial solutions. His practice emphasizes client relationships, treating clients like family and striving to deliver exceptional service through a combination of investment and planning insights, lending, and daily cash management. Michael holds a Bachelor's Degree from Kent State University and has earned several professional designations, including Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise encompasses education planning, family wealth management strategies, retirement planning, philanthropic planning, and socially responsible investing. Beyond his professional work, Michael is involved with the YMCA as a board member and supports Akron Children's Hospital. He has personal interests in basketball, cooking, golfing, hiking, music, spending time with family, traveling, and watching movies.

Keith Stults is a CFP®-designated financial advisor with Edward Jones in Canton, OH, where he has worked since 1999. He has 26 years of industry experience. Outside of his advisory role, he is the sole shareholder of KM Stults, Inc., a company that owns a parcel of land leased to a manufacturer. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.