Cade Kreps is a financial advisor at Commonwealth Financial Network with two years of industry experience. He holds the Series 66 designation and has worked previously at W3 Wealth Management, Tolmiros Financial Designs, and has experience associated with Youngstown State University and the University of Akron. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Nicole Jervis is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. She has been with Stratos Wealth Partners and LPL Financial since 2015. Outside of her advisory role, Jervis is co-owner of Jervis Insurance Agency and partner in Jervis Insurance Group, LLC, which provides insurance and tax preparation services. Stratos Wealth Partners offers advisory services to a broad client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm provides portfolio management, financial planning, and access to third-party advisory solutions through its Strategic Wealth Management platform, which supports both advisor-managed and model-based portfolios across multiple custodians.

Matthew Oaks is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and eight years of industry experience. He previously worked at Simplicity Wealth, LLC and Horter Investment Management. Outside of his advisory role, Oaks is involved in promoting and educating about Electronic Caregiver, an AI-powered virtual caregiving service. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plans, trusts, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and specialized plan services.

John Bates is a financial advisor at Commonwealth Financial Network based in Youngstown, OH. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Tolmiros Financial Designs and W3 Wealth Management, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, and compliance, allowing affiliated advisors to offer customized portfolio solutions under Commonwealth’s supervision.

Joseph Kuzmanko is a financial advisor at The Huntington Investment Company with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Ameriprise, PNC Investments, and Citizens Securities. Kuzmanko began his career with Huntington in 2014 and returned to the firm in 2022 after experience with multiple other financial institutions. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and corporations. The firm offers a range of wrap-fee programs utilizing an open-architecture model that combines third-party managers with proprietary models from its Private Bank.

Thomas Strouse is a financial advisor with Principal Financial Services in Girard, Ohio, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Principal Life Insurance and Principal Securities Inc., as well as experience with Northwestern Mutual and associate staffing services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Douglas Emery is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Woodbury Financial Services Inc for 15 years. Outside of advising, Emery is involved in firearms instruction as a registered pistol instructor and range safety officer, and he serves as president of a nonprofit focused on firearms training for local law enforcement. He is also president of several small businesses related to security services and firearms products, and he is writing an action adventure book about the investment industry and armed personal security. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing to construct portfolios across various asset classes, with options for discretionary or non-discretionary management.

Frank Mindicino is a CFP®-designated financial advisor with Ameriprise Financial Services, LLC, where he has worked since 1981, totaling 45 years of industry experience. He has served in multiple roles within Ameriprise and is involved in providing consulting services to financial advisors through his business, P.G.P. Advisors, LLC. Mindicino also holds board positions with UPMC Hospital and eCenter@LindenPointe, and participates in leadership education for financial service firms through NGCSA, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning, using proprietary research and third-party data within a defined investment framework.

Dominic Naples is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. His previous roles include positions at Farmers National Bank, Baird Brothers, and Robert F Naples DO Inc. Outside of advising, he is a 50% owner of 2 Brothers Properties Ltd, a business involved in rental property renovations. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of managed account programs, financial planning, and access to third-party managers across discretionary and non-discretionary platforms.

William Melago is a financial advisor with J.P. Morgan Securities in Warren, OH, holding Series 63 and Series 66 credentials and eight years of industry experience. His work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as a previous position with the City of Youngstown. Prior to entering finance, he spent 15 years at Pizza Joe's. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering customized investment solutions through a quantitative asset-allocation approach combined with centralized due diligence.

Thomas Shortreed is a financial advisor with Ameriprise based in Warren, Ohio, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he owns and operates Personality Profiles LLC, a company that provides a profiling system to help advisors understand clients’ relationships with money, risk, and trust. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, focusing on customized written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement-income advice primarily to clients with substantial investable assets.

James Aeppli is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2022. His broader career includes over 20 years at JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations. The firm delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

John Redmond is a financial advisor with Ameriprise in Warren, Ohio, holding 46 years of industry experience. He has been with Ameriprise and its predecessor firm since 1979. Outside of his advisory role, he manages his advisory business through Diamond Strategic Solutions LLC. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in investable assets, offering written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized advice within a large institutional framework.

Philip Lammers is a financial advisor with Cetera, holding a Series 66 designation and 24 years of industry experience. He has worked at Cetera since 2014 and concurrently at Farmers National Bank since 2008. Outside of his advisory work, he serves as a board member for a children’s rehabilitation center and works as a fitness instructor. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, utilizing various program structures and third-party managers.

Derek Glabecki is a financial advisor with Equitable Advisors in Austintown, Ohio, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors since 2010 and previously worked at Axa Advisors, LLC. Outside of finance, he operates a gourmet catering business. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers, utilizing a hybrid referral and implementation model.

Lori Ferreri is a financial advisor at Edward Jones with 15 years of industry experience and holds the Series 66 designation. She has been with Edward Jones since 2010. 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, supported by a nationwide network of approximately 23,701 financial advisors.

Isaiah Wilhelm is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked in the retail and service sectors, including positions at Total Asphalt, Giant Food, Walmart, and Liberty University/90.9 The Light FM. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Timothy Halchuck is a financial advisor with LPL Financial in Youngstown, OH, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Newedge Advisors, LLC and Mid Atlantic Financial Management, Inc. He is also CEO and Treasurer of AMI Benefit Plan Administrators, Inc., a third-party administrator of qualified plans. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options supported by research and model portfolios.

Joshua Barr is a financial advisor with LPL Financial in Cortland, OH, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Edward Jones, MassMutual, MML Investors Services, and Seven Seventeen CU Inc. He is also involved with the 7 17 Retirement & Investment Group, a DBA related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technology-driven strategies.

Eric Vitelli is a financial advisor at Edward Jones with 12 years of industry experience. He previously worked at The Huntington Investment Company and Huntington National Bank. Outside of his advisory role, he coaches youth basketball for his daughter's team at the Youngstown YMCA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory programs, supported by a large national network of advisors and branch offices.