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.

Nicholas Landy is a financial advisor with Ameriprise in North Canton, Ohio, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at the University of Dayton and has experience in hospitality and service roles. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that focuses on reliable income sources and tax-aware withdrawal strategies.

Jeroen Heijnen is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Cantella & Co., Inc., J.P. Morgan Securities, Chase Investment Services Corp., and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Casey Kittridge is a financial advisor at Edward Jones in Uniontown, OH, holding a Series 66 designation. Casey has prior experience working at Huntington National Bank and U.S. Bank, as well as positions outside the financial industry at Victoria's Secret. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large national presence with more than 23,700 financial advisors and provides services under a fiduciary standard.

Christine Stutzman is a financial advisor with Morgan Stanley in Canton, Ohio, holding a Series 66 designation and seven years of industry experience. She has worked at Morgan Stanley since 2019 and previously was associated with USA Financial and Covenant Financial Advisors. Outside of her advisory role, she sells jewelry through a direct home sales business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs with a financial planning process that uses structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Brian Hamilton is a financial advisor with Ameriprise in Massillon, Ohio, holding a Series 66 designation and 21 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages Compass Consulting Solutions, LLC, a business related to his advisory activities. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Aaron Good is a Series 66-licensed financial advisor at Morgan Stanley with seven years of industry experience. Prior to joining Morgan Stanley in 2018, he worked at Apo Pumps and Compressors LLC for 13 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to support client objectives.

Samantha Ridenour is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2017, following a prior role at Kent Apartments/College Towers. 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 under management and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

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.

Carl Garrison is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Chase Bank since 2015, joining J.P. Morgan Securities LLC in 2023. Prior to his current roles, he was involved in property management from 2008 to 2021. 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.

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.

Mark Minns is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 1998 and previously spent over three decades at Sterling Inc. His other business activities include sales of investment-related products and referrals for home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and custody services facilitated by BNY Mellon Advisors, Pershing, and Primerica Brokerage Services.

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.

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.

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.