Quentin Peters is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Symmetry Financial Group for two years and held positions at Bev Smith Toyota and Bev Smith Kia. His background also includes four years at the University of Mount Union and four years at Lincoln Park Academy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices.

Amy Adelman is a financial advisor with Raymond James Financial, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. She has worked with Raymond James Financial Services Advisors, Inc. since 2019 and operates her own advisory business, Amy L. Adelman Retirement Services LLC, which focuses on qualified plan business. 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 plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting supported by analytical tools, with a notable presence in municipal advisory and recent expansions into SIMPLE IRA Employer Advisory & Consulting Services.

Misty Rogers is a financial advisor at Edward Jones in Canton, OH, with eight years of industry experience. She holds a Series 66 designation and previously worked for Citizens Bank for 20 years before joining Edward Jones in 2025. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Loni Weaver is a Series 66-licensed financial advisor with Edward Jones, based in Orrville, Ohio, with five years of industry experience. She has been with Edward Jones since 2020 and previously worked at the firm from 2006 to 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of over 23,700 financial advisors and 15,000 branch offices. The firm 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.

John Toth is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at LPL Financial since 2007 and was previously with Morgan Stanley DW Inc. from 2001 to 2007. Outside of advising, he is involved with Toth Financial Inc., which provides tax preparation and accounting services. 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 and access to third-party asset managers, supported by a large network of investment adviser representatives and various technology tools.

Mark Rojek is a financial advisor with Raymond James Financial in Massillon, OH, holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James Financial since 2009 and concurrently works with Stoll Financial Group LLC and teaches at Walsh University, both since 2013. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work alongside specialized advisory programs.

Jessica Boling is a financial advisor with Edward Jones in Canal Fulton, OH, holding a Series 66 designation and 26 years of industry experience. She has been with Edward Jones since 2016 and previously worked at PNC Bank from 2000 to 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors. The firm provides both discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Robert Seaman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 36 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, spanning a total of 15 years. He serves on the finance committee of Habitat for Humanity in Akron, Ohio. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Aaron Hayn is a financial advisor with Ameriprise in Akron, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked in various roles including at United Parcel Service and operated a lawn care business. He serves on the Board of Directors for Next Life - Arko Jiwan. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, utilizing a centralized consulting team to deliver tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis.

Michelle Shaheen Wires is a financial advisor at LPL Financial with 27 years of industry experience. She holds the Series 66 designation and has worked at Linsco/Private Ledger Corp., Kestra Investment Services, and Merrill. Outside of her advisory role, she serves as treasurer for the Phoenician Auxiliary church group. 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 a range of financial planning and portfolio management services through a large network of investment adviser representatives.

Andrew Wright is a financial advisor with LPL Enterprise in Uniontown, Ohio, holding Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining LPL Enterprise, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Wright serves as a board member for the Rayl Charitable Organization, a nonprofit. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Zachary Bush is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at JP Morgan Securities, TD Ameritrade, PNC Wealth Management, and Merrill. 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 offers tailored non-discretionary planning using analytical tools and supports clients through advisory programs and institutional consulting.

John Aigler Jr. is a financial advisor with LPL Financial in North Canton, OH, holding a Series 63 designation and bringing 43 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 2004. Outside of his advisory role, he sells non-variable life, long-term care, group, and individual health insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing a network of investment adviser representatives and a variety of strategic and tactical investment options.

David Haney is a financial advisor with Primerica Advisors in Canton, OH, holding a Series 63 designation and 14 years of industry experience. He has worked at Primerica Financial Services since 2010 and is involved with PFS Investments Inc. and RNR Technologies. Outside of investment services, he also engages in the sale of home security, automation products, and loan referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-delivery strategies and discretionary separately managed accounts. The firm operates at scale with nearly 3,700 advisors, offers a range of investment models including those with cryptocurrency ETFs, and provides custody and trade execution through Pershing and BNY Mellon Advisors.

William Haak is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 41 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also maintains affiliations with Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company dating back to 1991. In addition to his advisory role, he operates as an independent insurance agent specializing in life, accident, health, and property and casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring planning engagements as annual collaborative relationships using firm-approved analysis tools.

Jeffrey Eisenberg is a financial advisor at SecuraWealth in Canton, Ohio, holding Series 63 and Series 65 designations with 19 years of industry experience. He has been with SecuraWealth Investment Strategies since 2010. SecuraWealth provides portfolio management, financial planning, and pension consulting primarily for individual clients. The firm manages approximately $22.3 million in assets for 18 households, focusing on non-discretionary client relationships and combining individualized portfolio management with pension consulting services.