Patrick Helderman is a financial advisor with Edward Jones in Hartville, OH, holding CFP® and Series 66 designations and possessing nine years of industry experience. He has been with Edward Jones since 2016 and serves concurrently in the U.S. Army Ohio Army National Guard as a CH-47F helicopter pilot. 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 options supported by a large nationwide network of financial advisors and branch offices.

Jennifer Roneker is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in areas including college education planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. Jennifer holds a Bachelor's Degree from Kent State University and has earned the Personal Investment Advisor (PIA) designation. Drawing on personal experience from her family's background in blue collar work, she is dedicated to helping clients ensure their money works effectively to support their retirement goals. Outside of her professional role, Jennifer enjoys reading, traveling, and spending time with her family.

Clarisse Tur is a Wealth Management Advisor with Merrill Lynch Wealth Management. She joined Merrill in 2012 and holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation along with the Personal Investment Advisor (PIA) credential. Clarisse offers a disciplined, four-step wealth management process tailored to individual client needs, combining time-tested investment principles with flexibility to respond to changing economic conditions. She works with a team of specialists to help families, individuals, and business owners develop long-term financial strategies that address risk management, liquidity creation, education and retirement funding, and wealth transfer. Clarisse's expertise encompasses education planning, family wealth management, legacy planning, liquidity management, and socially responsible investing, among other areas. She applies a holistic approach rooted in scientific rigor, drawn from her academic background which includes a Ph.D. in Nuclear Physics from the University of South Carolina, an Executive MBA from Cleveland State University, and a Bachelor of Science from the University of Paris. Before entering wealth management, she held roles in technical marketing and research science, producing numerous scientific publications. Fluent in English, French, Turkish, and German, Clarisse embraces Merrill’s tradition of community involvement. Her personal interests include biking, drawing and sketching, golfing, hiking, painting, reading, swimming, and traveling. She works closely with clients to develop personalized financial strategies that align with their long-term goals.

Jeffrey Lewis is a Series 66 licensed financial advisor with 17 years of industry experience. He has worked at Edward Jones since 2009, with a six-year tenure at Bank of America/Merrill Lynch in between. He is currently based in Cuyahoga Falls, OH. 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, and manages approximately $1.01 trillion in assets under management.

Douglas Briner is a financial advisor with Edward Jones in Uniontown, Ohio. He holds a Series 66 designation and has one year of experience in the financial industry. Prior to joining Edward Jones in 2026, he worked at Honda for ten years and Aerotek for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices.

Keith Deimling is a financial advisor with Cetera in Medina, Ohio, holding a Series 63 designation and 28 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC for 22 years. Outside of advisory services, he assists clients with health insurance, Medicare supplements, group long-term care insurance, and fixed annuities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Marc Miller is the Vice President and Executive Planning Consultant at Fidelity Investments. In his current role, he partners with clients to support them through their critical financial decisions by leveraging a financial planning process that is comfortable, flexible, and understandable. Marc has been with Fidelity Investments since 2011, holding various positions including Vice President, Financial Consultant from 2017 to 2025, Financial Consultant from 2012 to 2017, and Investment Representative from 2011 to 2012. Prior to joining Fidelity, he held roles at Ameriprise Financial from 2002 to 2010 and at Key Bank from 2010 to 2011. He holds a California Insurance License.

Clinton Nickas is a financial advisor with Edward Jones in North Canton, Ohio, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory work, he owns Second Story Studio, LLC, a company involved in producing and distributing music and social media content. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large national network of advisors and branch offices.

Philip Robinson II is a Series 66-licensed financial advisor with Edward Jones, based in Massillon, OH, and has six years of industry experience. Prior to joining Edward Jones in 2019, he worked at AstraZeneca Pharmaceuticals and Teva Pharmaceuticals for a total of 13 years. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of more than 23,700 financial advisors and over 15,000 branch offices nationwide.

Caleb Francis is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds a Series 66 designation and has worked at Robert W. Baird & Co. since 2021. Prior to his current role, he has experience in education and retail sectors. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using both in-house and third-party managers across traditional and non-traditional investment strategies.

Brian Brown is a financial advisor at OSAIC with 33 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked for Lincoln Financial Advisors Corporation for 10 years. In addition to his advisory role, he offers and services fixed insurance products including annuities, disability insurance, HSAs, long-term care, and traditional life insurance. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs various asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios and provides access to multiple third-party money managers and managed account solutions.

Jeffrey Thorne is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and previously worked at Hudson Financial Group LLC. He is based in Cuyahoga Falls, Ohio. 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, supported by a large network of financial advisors and branch offices.

Robert Auten is a Series 66-licensed financial advisor with Equitable Advisors in Canton, OH, with eight years of industry experience. He previously worked at Axa Advisors and is involved in entrepreneurial activities as the owner of KEA Properties, LLC and White Tree Financial Holdings, LLC. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party partnerships.

Rachel Israel is a financial advisor with Equitable Advisors in Canton, Ohio, holding Series 63 and Series 66 licenses and three years of industry experience. Her background includes roles at Masonite International, Bank of America-Merrill Lynch, and involvement with the Robert D. Walter Center at Ohio University. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a combination of proprietary offerings and third-party advisory models.

Donald Barrett is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with LPL Financial since 2006. Barrett also operates a business under the name Barrett Financial Group in Kent, Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and advanced technologies to support diversified investment strategies.

Lisa Inestroza is a financial advisor at Raymond James Financial in Akron, OH, holding a Series 66 designation with two years of industry experience. She has worked with Raymond James Financial Services, Momentum Wealth Partners, and previously with Howard Hanna. Outside of finance, she is licensed as a real estate agent. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary advisory services supported by analytical tools and has unique affiliations in municipal advisory and employer retirement plan consulting.

Stacey Truelove is a financial advisor at Edward Jones in Canton, OH, holding a Series 66 designation with 16 years of industry experience. She 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 offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

William Smith is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has five years of industry experience, including roles at First Trust Advisors L.P. and First Trust Portfolios L.P. prior to joining Raymond James. His background also includes work at DoorDash, Dell, and Michigan State University. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Alex Morgan is a Financial Consultant at Fidelity Investments, a position held since 2021. Prior to this role, Alex served as an Investment Consultant from 2019 to 2021, Relationship Manager from 2017 to 2019, and Financial Representative from 2015 to 2017, all within Fidelity Investments. Through these roles, Alex has developed experience in financial planning and investment portfolio creation, focusing on simplifying complex financial concepts for clients. Alex's approach centers on understanding clients' goals and preferences to create personalized financial plans that aim to support their comfort and objectives. By analyzing clients' situations collaboratively, Alex helps establish actionable plans towards financial goals. Outside of professional responsibilities, Alex engages in musical instrumentation, outdoor adventures, parenting, reading, snowboarding, and yoga.

Nichole Coyle is a CFP® with 14 years of industry experience, currently affiliated with Cetera. She has held roles at Impact Financial Planning, Impact Wealth Management, and Cetera since 2023. In addition to her financial advisory work, she owns Nichole Coyle Photography, LLC, where she books photo sessions and sells prints. She also operates a business education and coaching venture producing blog posts, workbooks, and e-courses. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management options and financial planning services through a large network of independent advisors, utilizing both affiliated and third-party investment managers.