Kathy Martin is a financial advisor with Stratos Wealth Partners, Ltd in Wooster, OH, holding 14 years of industry experience. She has worked at Stratos Wealth Partners and LPL Financial since 2017, and previously was with Voya Financial Advisors and Briggs Financial Group. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform offers an open-architecture approach that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and diversified asset allocation.

Nikolas Kaufman is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PNC Investments LLC since 2022, following tenure at The Huntington Investment Company from 2013 to 2022. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, online discretionary model account for PNC Bank employees that uses algorithm-driven risk assessment and managed portfolios consisting of mutual funds and ETFs.

Ryan Spengler is a financial advisor with Thrivent Investment Management in Wooster, Ohio, holding a Series 66 license and seven years of industry experience. He has been with Thrivent since 2018 and previously worked at Indiana Wesleyan University. Outside of his advisory role, he serves as a board member for Grace Church in Wooster. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations on a wide range of financial topics without managing assets directly. The firm allows clients to combine planning with managed-account programs under a consolidated billing option while keeping those services separate.

Johanna Kelleman is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Chase Bank NA and J.P. Morgan Securities since 2014. J.P. Morgan Securities 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 affiliated brokerage and investment management capabilities.

Mark Mc Bride is a financial advisor with Edward Jones in Ashland, OH, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he owns a UPS shipping store in Ashland. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive network of advisors and branch offices.

Zachary Schuch is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation. Prior to joining Cetera, he held roles at Inogen and the Commercial and Savings Bank. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with access to both affiliated and third-party managers.

Daniel Artrip is a CFP® professional with 16 years of industry experience, currently affiliated with Cetera. He has worked at Cetera Advisors LLC since 2013 and is a part owner and secretary of Ramsier Financial Services, Inc. He also conducts educational seminars on retirement planning at Wayne County Schools Career Center and volunteers pro bono financial education services for Wings for Widows. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supporting a network of over 10,000 advisors and roughly 800,000 clients.

Tiffany Troyer is a financial advisor with Ameriprise in Orrville, Ohio, holding a Series 66 designation and 10 years of industry experience. She previously worked at Kestra Advisory Services, Kestra Investment Services, and Wells Fargo Clearing. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team and investment recommendations that leverage proprietary research and external data.

Daniel Fagert is a financial advisor with Edward Jones in Wooster, Ohio, holding a Series 63 designation and having 29 years of industry experience. He has been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices.

Benjamin Hanna is a financial advisor at Stifel with a Series 66 credential and one year of industry experience. Prior to joining Stifel in 2024, he worked at Revvity (formerly PerkinElmer, Inc.) from 2016 to 2024 and was affiliated with The University of Akron between 2013 and 2018. He serves on the advisory board of the Akron YMCA, where he participates in monthly meetings and helps organize fundraising events. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

James Jones is a CFP® and Series 66-licensed financial advisor with Edward Jones in Wooster, OH, with 18 years of industry experience. He has been with Edward Jones since 2015. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stephen Myers is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. He previously worked at SagePoint Financial for 13 years before joining LPL Financial. He is the owner of Myers Financial Group LLC, through which he sells fixed annuities and manages investment and tax-related business activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and various management strategies.

Micah Mullet is a financial advisor at Cambridge Investment Research Advisors with a Series 65 designation and two years of industry experience. His prior work includes roles at Ramsey Solutions and Rosedale Bible College. Outside of advising, he is involved in commercial rental real estate. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, plans, charities, and estates, offering financial planning, investment management, and retirement plan advisory through a large network of independent Financial Professionals. The firm provides a variety of investment management solutions across multiple platforms and maintains both proprietary and third-party strategies.

Robin Larue Beasley is a financial advisor with LPL Financial in Wooster, Ohio, holding a Series 66 designation and 19 years of industry experience. She has been with LPL Financial since 2012. Outside of her advisory role, she serves as the mayor of Hayesville, Ohio, and is a board member of Ashland Community Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with a range of discretionary and non-discretionary management options supported by research and model portfolios.

Adam Briggs is a financial advisor with Cetera in Wooster, OH, holding a Series 63 license and 25 years of industry experience. His career includes roles at VOYA Financial Advisors and his own firm, Briggs Financial Group. He serves on several nonprofit and community boards, including the Fund for Our Economic Future and the Wayne County Community Foundation, and is involved in strategic roles for companies supporting people with severe disabilities and local hospitality operations. Cetera Investment Advisers LLC supports a nationwide network of independent advisors, offering a range of portfolio management and financial planning services to individual, corporate, charitable, and institutional clients. The firm employs a multi-manager platform with diverse program options and manages over $256 billion in assets across more than 10,000 advisors.

Adam Starr is a financial advisor with Cetera, holding a Series 66 credential and 20 years of industry experience. He previously worked at VOYA Financial Advisors from 2014 to 2021 and has been with Cetera and Cetera Wealth Services since 2021. Starr is also the owner of Starr Financial, LLC, which operates as a financial services firm under the name Briggs & Starr. Cetera Investment Advisers LLC is a national SEC-registered advisor serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting various discretionary and non-discretionary investment approaches.

Lisa Grassbaugh is a financial advisor with Ameriprise in Glenmont, OH, holding a Series 63 designation and 34 years of industry experience. She previously worked at MetLife Securities Inc. and Metropolitan Life Insurance Company for 26 years before joining Ameriprise in 2016. Outside of her advisory role, she serves as a trustee on the boards of Holmes-Wayne Electric Cooperative, Inc. and the Holmes County Education Foundation, and is involved in family farm operations and an Airbnb business through FarmView LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, delivering tailored recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with advisory and brokerage solutions through affiliated entities.

Kaleb Reed is a financial advisor at Edward Jones in Wooster, OH, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he worked for six years at Dalton Local Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high- and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of advisors and branch offices.

Tracy Boorman is a financial advisor with Thrivent Investment Management in Wooster, Ohio, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on comprehensive, goal-based analyses and planning across various financial topics without discretionary portfolio management or institutional advisory services.

Richard Fox is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and its affiliates since 2015. Fox serves on the Board of Directors for the Wooster Citizens Police Academy Alumni Association. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.