Kimerly Cowgill is a financial advisor at Edward Jones with 27 years of industry experience. She has been with Edward Jones since 1998 and holds a Series 63 designation. Outside of her advisory work, she is a member of Kodi's Crossing LLC, a real estate entity based in Kensington, OH. 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 strategies, separately managed accounts, and affiliated mutual funds.

Nathan Hershman is a financial advisor at Edward Jones in Uniontown, OH, holding the ChFC® and Series 66 designations with 19 years of industry experience, all spent at Edward Jones since 2007. He serves as a Hope Ambassador for Akron Children's Hospital. Edward Jones is a wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Joseph Thomas is a financial advisor with LPL Financial in Canton, OH. He holds a Series 66 designation and has two years of industry experience. Outside of his advisory work, he is also active as a tennis coach. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with advice delivered through a network of investment adviser representatives.

Vincent Rosnack is a financial advisor at Edward Jones in Akron, OH, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a broad range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Shannon Waggoner is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and 29 years of industry experience. Prior to joining Raymond James, Shannon spent 12 years with Morgan Stanley Smith Barney LLC. Shannon also works as an associate at Brenneman Group, a support company based in Uniontown, OH. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored, non-discretionary planning and risk profiling tools and supports municipal and public-finance work through affiliations uncommon among large institutional advisors.

Kimberley Parsons is a financial advisor at Primerica Advisors with 41 years of industry experience. She holds a Series 63 designation and has worked at firms including Financial America Securities and Primerica Financial Services. Parsons also works as a substitute teacher at the Educational Service Center of Northeast Ohio. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery investment strategies managed by unaffiliated asset managers and supports accounts through BNY Mellon Advisors and Pershing custody.

Nikolche Sobevski is a financial advisor at Ameriprise with six years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Ameriprise, he worked at The Huntington National Bank and its related investment companies. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers 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.

Brian Mccarty is a financial advisor with Thrivent Investment Management in Copley, OH, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he serves as president of his neighborhood homeowners association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

William Kurtz is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has prior work experience at Chagrin Saddlery, Canterbury Golf Club, Northwestern Mutual, Doordash, and Kent State University. 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 offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Phatsada Sengsourinha is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2017, following prior roles at Wells Fargo Clearing. 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 investment strategies for individuals, high-net-worth clients, and institutions.

Bethany Brenner is a financial advisor with Raymond James Financial Services, Inc., holding 10 years of industry experience. She has been with Raymond James since 2016 and is also associated with Timothy D. Brenner and Associates, where she works in an administrative capacity. 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, utilizing analytical tools and tailored strategies to support client goals.

John Malloy is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has worked with firms including Stratos Wealth Partners, PNC Wealth Management, Natcity Investments, and Wells Fargo Clearing. Malloy operates Malloy Wealth Management LLC as a related business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supporting a large network of advisors with diverse investment strategies and operational tools.

William Conte is a financial advisor at Ameriprise with 27 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial and Avantax Advisory Services. Conte also operates Conte Co., CPA Inc., a tax preparation and accounting firm. Ameriprise Financial Services serves both individual and institutional clients, providing a specialized Premier Retirement Income service that focuses on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Thomas Leonardi is a Certified Financial Planner® with 45 years of industry experience. He is currently with OSAIC and has previously worked at FSC Securities Corporation and Strategic Capital Advisors, Inc., where he also serves as President and CEO. Outside of his advisory work, he is involved in insurance sales and financial planning through his own firms. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that include a range of securities and alternative investments.

Kay Auwerter is a financial advisor at LPL Financial with 18 years of industry experience and holds a Series 66 designation. She previously worked at Stratos Wealth Partners, Ltd for 14 years and Equitable Advisors for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of discretionary and non-discretionary strategies supported by research and technology tools.

Stephen Burt is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Outside of his advisory role, Burt is a sole proprietor of a rental property business in Littleton, Colorado. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning processes and offers a wide range of investment and wealth management solutions.

Keith Crytzer is a financial advisor at Ameriprise with 13 years of industry experience and holds a Series 66 designation. His career includes roles at Huntington National Bank, The Huntington Investment Company, and PNC Investments. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

Isabella Marshall is a financial advisor at Edward Jones in Akron, Ohio, holding a Series 66 designation with two years of industry experience. Before joining Edward Jones, she worked at DRB Systems and Lowe's and has a background that includes roles in education and a small business in homemade ice cream. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs and affiliated investment products, operating under a fiduciary standard.

Drew Donohoe is a financial advisor with LPL Financial in North Canton, Ohio, holding a Series 63 designation and 24 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Cambridge Investment Research Advisors and other firms, including Ameritas Life Insurance Corp and Principal Financial Services. He is also a partner and owner of D2 Wealth Management. 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, including financial planning, model portfolios, and institutional platforms, supported by extensive technology and a wide network of over 22,800 advisors.

Deb Orians is a Senior Financial Advisor with Merrill Lynch Wealth Management. She provides personalized wealth management strategies tailored to each client's unique financial situation and goals. Her approach emphasizes understanding the client's full financial picture and adapting strategies to the changing market conditions while utilizing investment insights from Merrill and banking solutions from Bank of America. With expertise in managing new wealth, personal retirement planning, philanthropic planning, women and wealth, tax minimization, and retirement income, Deb works closely with clients and their families to help pursue long-term financial objectives. She holds a Bachelor's Degree from Bowling Green State University and the Professional Investment Advisor (PIA) designation. Deb is actively involved in her community, volunteering with organizations such as Refuge of Hope, the Colonial Williamsburg Foundation, Best Friends Animal Sanctuary, Animal Legal Defense Fund, Samaritan's Purse, and Soar International. Her personal interests include gardening, interior decorating, and spending time with her family.