Emily Loxley is a financial advisor with Edward Jones in Canal Fulton, OH. She holds a Series 66 designation and began her advisory career with Edward Jones in 2026. Prior to joining the firm, she worked in environmental consulting and has experience with organizations such as Partners Environmental Consulting, Inc. and the Ohio Department of Natural Resources. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

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.

Kaleb Reed is a financial advisor at Edward Jones in Wooster, Ohio, holding a Series 66 designation with four 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 across a broad range of portfolios. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard with a nationwide network of financial 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.

James Lepore is a financial advisor with LPL Financial holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for eight years before joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Mark Mahoney is a financial advisor with Ameriprise Financial Services in North Lawrence, Ohio, holding CFP® and Series 66 credentials and bringing 33 years of industry experience. He has been with Ameriprise since 2005. Outside of his advisory work, he teaches art classes and participates in plein air painting events. Ameriprise Financial Services is a large, diversified firm that serves both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice.

Jason Helterbridle is a financial advisor with Ameriprise in Wooster, OH, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis through a centralized consulting team to deliver tailored, non-discretionary recommendations.

Justin Shetler is a financial advisor with Cetera, holding Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Cetera in 2025, he worked at J.P. Morgan Securities, LLC and JPMorgan Chase Bank, N.A. from 2021 to 2025, and at PNC Bank from 2015 to 2021. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management services and operates a multi-manager platform with access to both affiliated and third-party investment strategies across multiple program structures.

Annette Bantz is a financial advisor at Edward Jones with 19 years of experience at the firm and holds a Series 66 designation. She is based in Wooster, 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 programs and investment strategies, including discretionary and non-discretionary wrap fee accounts, SMAs, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Cole Hissong is a financial advisor with Stifel in Wooster, Ohio, holding a Series 66 designation and two years of industry experience. Before joining Stifel, he worked at The College of Wooster and Triway Local School District. He serves on the boards of the College of Wooster W Association and the YMCA of Wayne County, and volunteers as an assistant football coach for Triway Local Schools. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Connor Norgrove is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has worked previously at Union Home Mortgage, Walmart, Home Depot, and several other companies. 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 strategies, managing approximately $1.01 trillion in assets with a large nationwide network of financial advisors and branch offices.

Joseph Hanna is a financial advisor at Stifel with Series 63 and Series 65 designations and 38 years of industry experience. He has been with Stifel since 2012. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to support asset allocation, retirement, insurance, and estate planning analyses.

Caleb Beery is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He is currently affiliated with Cetera and has served as an operations manager at Ramsier Financial Services since 2015. Outside of his advisory work, Beery is involved in community service as a treasurer for a local school district levy fund, a board member for the Apostolic Christian Church of America endowment fund, and a member of the Rittman Exempted Village School District Board of Education. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

Cheryl Steiner is a financial advisor at LPL Financial with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Cetera and PNC Investments. She serves as treasurer for the Wayne County Committee for Crippled Children & Adults. 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, offering a range of advisory programs and financial planning services.

Mara Henico is a financial advisor at Cetera with eight years of industry experience. She holds a Series 66 designation and previously worked at Ramsier Financial Services, Inc. for two years. Outside of her advisory work, she operates a small honey sales business as a beekeeper. Cetera Investment Advisers LLC serves a diverse clientele including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies.

Nicholas Stangelo is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is an owner and investor in Mayday Drone LLC, a startup specializing in drone recovery and topographical mapping, and is involved in small business ventures related to glassware craft and antique collectibles resale. 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 reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis through a centralized due-diligence framework.