Mihai Stan is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 14 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Company since 2016, following five years at MetLife Securities Inc. Stan is based in North Canton, Ohio. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes annual, collaborative planning relationships and uses proprietary software tools to help analyze client goals.

Timothy Adkins is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at W&S Brokerage Services, Western & Southern Financial Group, and academic appointments at Marquette University and the University of Illinois at Chicago. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework.

David Shaffer is a financial advisor with Edward Jones in Canton, OH, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at J Rayl and Wells Fargo. 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 advisors and 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.

Judith Owens is a financial advisor with Primerica Advisors in Akron, OH, holding 10 years of industry experience. She has been with Primerica Advisors since 2015 and Primerica Financial Services since 2012. Outside of her advisory role, Owens owns and operates Owens Cleaning Services, a cleaning business she has managed since 1984. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Nicholas Bryant is a financial advisor with Ameriprise in Akron, OH, holding a Series 66 designation and 25 years of industry experience. He previously worked at UBS Financial Services Inc. for nine years before joining Ameriprise in 2020. Outside of his advisory role, he is involved in independent insurance brokering focused on term life insurance. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed, non-discretionary recommendation reports on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support clients’ retirement planning, with a focus on assets managed within Ameriprise accounts.

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 Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She has worked with Raymond James since 2007 in various capacities and operates Amy L. Adelman Retirement Services LLC, which supports qualified plan business. 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. The firm offers tailored non-discretionary planning and supports municipal and public-finance advisory services, with specialized programs such as 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.

Jared Peters is a Planning Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he works with clients and families to uncover and work toward their financial goals through holistic financial planning. His approach aims to bring clarity to the complexities that wealth planning can involve. Prior to his current position, Jared served as a Financial Advisor at Prudential from 2022 to 2024. His experience in these roles has centered on assisting clients with comprehensive financial strategies tailored to their individual needs.

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.

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.

Scott Wilkinson is a financial advisor at Ameriprise with 22 years of industry experience. He previously worked for The Huntington Investment Company from 2004 to 2026 before joining Ameriprise. Wilkinson holds Series 63 and Series 66 licenses. Ameriprise Financial Services is a large 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.

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.

Eric Strock is a financial advisor at Ameriprise with 28 years of industry experience. Prior to joining Ameriprise, he worked at The Huntington Investment Company and PNC Investments. Outside of finance, he operates a mobile commercial BBQ business, Greybeards BBQ LLC, which caters private events and participates in local festivals. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning focused on dependable income and tax-aware withdrawal strategies.

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.