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Dennis L

Series 63

Barberton, OH

Raymond James Financial

Dennis Liddle Jr. is a financial advisor with Raymond James Financial, holding a Series 63 designation and 24 years of industry experience. He has been with Raymond James Financial Services since 2002 and Raymond James Financial since 2009. Liddle serves as a committee member on the Barberton Community Foundation’s Finance, Investment, and Economic Development committees. He is also the owner and president of DGL Financial Services LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and supports institutional consulting and portfolio management across a large network of advisors.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Erin S

Series 63, Series 66

Canton, OH

J.P. Morgan Securities

Erin Sardich is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012 and Jpmorgan Chase Bank, N.A. since 2013. Outside of her advisory role, she serves as treasurer and board member for the St. Christine All Sports Boosters, a nonprofit supporting athletic development for students in grades K-8. 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 applying an ESG eligibility framework in its investment recommendations.

Wealth management Executive Founder/Business Owner
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Norman M

Cuyahoga Falls, OH

Primerica Advisors

Norman Mays is a financial advisor with Primerica Advisors in Cuyahoga Falls, OH, holding 12 years of industry experience. He has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 1997. Outside of advisory services, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Chelsie G

Series 66

Uniontown, OH

Raymond James Financial

Chelsie Gibson is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 19 years of industry experience. She has worked at Morgan Stanley and its affiliates from 2013 to 2023 before joining Raymond James in 2023. Outside of her advisory role, she is a partner in Bull Run Ventures LLC, an entity created to develop office space for her Raymond James practice. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting and supports a wide advisor network with specialized programs including municipal advisory and SIMPLE IRA consulting services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Megan M

Series 66

Orrville, OH

Edward Jones

Megan Morrison is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked for CrossCountry Mortgage LLC from 2015 to 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Casey B

Series 66

Akron, OH

Ameriprise

Casey Beswick is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2014. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with algorithmic automation overseen by a dedicated team to deliver tailored retirement advice.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Matthew L

Series 66

Wadsworth, OH

Edward Jones

Matthew Loveless is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors. 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.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Gary F

Series 63, Series 65

Akron, OH

Merrill

Gary Fee is a Wealth Management Advisor with over 35 years of experience in the financial services industry. He has worked with several investment management firms, focusing on creating customized portfolios tailored to each client's specific needs. Gary delivers a comprehensive approach to wealth management that begins with understanding clients' life priorities and financial aspirations. Gary holds the Certified Investment Management Analyst (CIMA) certification and the Personal Investment Advisor (PIA) designation. He graduated from Miami University with a Bachelor's Degree in Business Management and was a four-year varsity letter winner on the wrestling team. He is affiliated with the professional organization Wrestlers in Business. Gary leverages the resources and advisory services of Merrill Lynch Wealth Management to assist clients with complex financial decisions. His client focus areas include college education planning, family wealth management strategies, legacy planning, portfolio management, tax minimization, retirement income, and socially responsible investing. Outside of work, Gary enjoys spending time with his family and participating in various outdoor activities and sports.

Wealth management Social Security optimization Retirement income strategy General retirement planning ESG / Sustainable investing Parents Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Roddy L

CFP®, Series 63, Series 65

Wadsworth, OH

Edward Jones

Roddy Loveless is a CFP® with 23 years of industry experience and has been with Edward Jones since 2010. He holds Series 63 and Series 65 licenses and is based in Wadsworth, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, investment strategies, and affiliated products through a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jerome R

Series 63

Akron, OH

Edward Jones

Jerome Rieke is a financial advisor with Edward Jones in Akron, Ohio, holding a Series 63 designation and bringing 25 years of industry experience, all with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Divorce financial planning Business ownership considerations Founder/Business Owner Executive Religious/faith focused
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Lisa R

Series 66

Wooster, OH

STIFEL

Lisa Reichert is a financial advisor at Stifel with 13 years of industry experience. She has held previous roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Stifel in 2018. Outside of her advisory work, Reichert serves in leadership roles on several nonprofit boards in Wooster, Ohio, including chairing the advisory board for the Salvation Army and the board of commissioners for the Wayne Metropolitan Housing Authority. Stifel serves a broad client base that includes individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

General retirement planning Income planning
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Anthony N

Series 63

Green, OH

Mass Mutual Investors Services

Anthony Nicodemo is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 15 years of industry experience, including roles at MML Investors Services, LLC since 2017 and MassMutual Life Insurance Co since 2016. Nicodemo is also involved in life insurance sales through affiliated financial services firms. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Kenneth S

Series 63, Series 66

Uniontown, OH

Cetera

Kenneth Sharrock is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and having 25 years of industry experience. He has worked at Cetera and its affiliate Cetera Advisors LLC since 2013 and had a prior role at Vestax Securities Corporation. Outside of advisory services, he is a licensed insurance agent. Cetera Investment Advisers LLC is a nationally registered investment advisor serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Sungki L

Series 63, Series 65

Akron, OH

OSAIC

Sungki Leemaster is a financial advisor with OSAIC in Akron, OH, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with Royal Alliance since 2016 and has been involved in life insurance sales since 2000. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with portfolio construction tools and access to third-party money managers.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Daniel D

CFP®, Series 66

Akron, OH

Cetera

Daniel Derrig is a CFP® with 11 years of industry experience, currently affiliated with Cetera. He has worked at multiple firms including Huntington Investment Company, FirstMerit Bank, and LPL Financial. Derrig is also involved with Prosperity Advisors LLC and refers clients to Prosperity Tax Center, LLC for tax services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Steven L

Series 66

Orrville, OH

LPL Financial

Steven Lorson is a financial advisor with LPL Financial, holding a Series 66 credential and 19 years of industry experience. His prior roles include positions at The Huntington Investment Company, The Huntington National Bank, PNC Investments, PNC Wealth Management, Truist Investment Services, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Reid D

Series 66

Wooster, OH

LPL Financial

Reid Delaney is a financial advisor with LPL Financial in Wooster, OH, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2026, he worked at Stifel for three years and The Commercial and Savings Bank for five years. Outside of his advisory role, Delaney serves as the head coach for the varsity boys' lacrosse team at Wooster High School and is a board member and treasurer for the Wayne Center for the Arts, as well as a trustee for Main Street Wooster. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of financial planning and investment management services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage solutions through a large network of representatives, utilizing a variety of portfolio strategies and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Beth R

CFP®, Series 66

Fairlawn, OH

Cambridge Investment Research Advisors

Beth Randall Dodd is a CFP® with 11 years of experience in financial advising, currently with Cambridge Investment Research Advisors since 2017. She has held roles at Cambridge Investment Research, Inc. and Elsass Financial Group since 2013 and 2014, respectively, and was previously involved with Avenues of Counseling and Mediation, LLC. She serves as treasurer for the Ridgewood Lakes Homeowners Association and has authored work in her spare time. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing various platforms and strategies tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Nancy K

Series 63, Series 65

Wadsworth, OH

Equitable Advisors

Nancy Kropko is a financial advisor at Equitable Advisors with 28 years of industry experience. She has worked at Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Equitable Advisors serves a broad 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 delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Brent S

CFP®, Series 66

Smithville, OH

Cetera

Brent Steiner is a CFP®-certified financial advisor with 26 years of industry experience. He is affiliated with Cetera and has served clients through RamSier Financial for over two decades. Steiner is a board member of the Wayne County Community Foundation, where he participates in scholarship and grant selection and supports the endowment’s investment policy. He also conducts educational seminars at Wayne College and serves on the board of a retirement community. Cetera Investment Advisers LLC operates a multi-manager platform offering portfolio management, financial planning, and retirement services to a broad client base including individuals, employer-sponsored plans, and institutional accounts. The firm provides access to various investment strategies through affiliated and unaffiliated managers and supports multiple program structures with ongoing supervision.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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