Michael Flory is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on assisting retirees and pre-retirees manage the complexities of today's financial landscape, providing clients with a comprehensive range of financial solutions. His practice emphasizes client relationships, treating clients like family and striving to deliver exceptional service through a combination of investment and planning insights, lending, and daily cash management. Michael holds a Bachelor's Degree from Kent State University and has earned several professional designations, including Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise encompasses education planning, family wealth management strategies, retirement planning, philanthropic planning, and socially responsible investing. Beyond his professional work, Michael is involved with the YMCA as a board member and supports Akron Children's Hospital. He has personal interests in basketball, cooking, golfing, hiking, music, spending time with family, traveling, and watching movies.

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.

Jeroen Heijnen is a financial advisor with LPL Financial in Akron, OH, holding a Series 66 designation and 19 years of industry experience. He previously worked at Cantella & Co., Inc. for six years before joining LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Casey Kittridge is a financial advisor at Edward Jones in Uniontown, OH, holding a Series 66 designation. Casey has prior experience working at Huntington National Bank and U.S. Bank, as well as positions outside the financial industry at Victoria's Secret. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large national presence with more than 23,700 financial advisors and provides services under a fiduciary standard.

David Kucharski is a financial advisor with Mass Mutual Investors Services and holds the Series 63 designation. He has 27 years of industry experience, including 25 years with Mass Mutual Life Insurance and Mass Mutual Investors Services. He is an owner of two marketing LLCs and serves as a board member of the Medina County Estate Planning Council, which organizes quarterly educational sessions for attorneys, CPAs, and financial advisors. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers a range of planning programs and educational seminars, with financial planning engagements structured as ongoing, collaborative relationships.

Christine Stutzman is a financial advisor with Morgan Stanley in Canton, Ohio, holding a Series 66 designation and seven years of industry experience. She has worked at Morgan Stanley since 2019 and previously was associated with USA Financial and Covenant Financial Advisors. Outside of her advisory role, she sells jewelry through a direct home sales business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs with a financial planning process that uses structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Raffaella Owens is a financial advisor with Primerica Advisors in Fairlawn, OH, holding 10 years of industry experience. She has been associated with Primerica Financial Services since 2011 and currently operates under Primevision Financial Group, conducting sales of investment-related products and referring home security and automation services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities while offering a tiered wrap fee structure.

Aaron Good is a Series 66-licensed financial advisor at Morgan Stanley with seven years of industry experience. Prior to joining Morgan Stanley in 2018, he worked at Apo Pumps and Compressors LLC for 13 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to support client objectives.

Timothy May is a financial advisor with Primerica Advisors in Medina, OH, holding a Series 63 designation and nine years of industry experience. His prior work includes positions at LRC Realty and Mr. T's Jewelry. He also engages in sales of investment-related products and provides referrals for 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 employs model-delivery strategies managed by third parties and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Janet Keener is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She previously worked at Morgan Stanley for nine years before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and public entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

Kimerly Cowgill is a financial advisor at Edward Jones with 27 years of industry experience. She has been with Edward Jones since 1998 and holds a Series 63 designation. Outside of her advisory work, she is a member of Kodi's Crossing LLC, a real estate entity based in Kensington, OH. 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.

Nathan Hershman is a financial advisor at Edward Jones in Uniontown, OH, holding the ChFC® and Series 66 designations with 19 years of industry experience, all spent at Edward Jones since 2007. He serves as a Hope Ambassador for Akron Children's Hospital. Edward Jones is a wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Joseph Thomas is a financial advisor with LPL Financial in Canton, Ohio. He holds the Series 66 designation and has two years of industry experience. Outside of his advisory role, he also works as a tennis coach. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Vincent Rosnack is a financial advisor at Edward Jones in Akron, OH, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a broad range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Matthew Thomas is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities. Outside of his advisory role, he serves as a professor teaching business courses at Ohio Business College. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm integrates its investment management with Bank of America affiliates and emphasizes manager-selection capabilities and tax-focused strategies.

Shannon Waggoner is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and 29 years of industry experience. Prior to joining Raymond James, Shannon spent 12 years with Morgan Stanley Smith Barney LLC. Shannon also works as an associate at Brenneman Group, a support company based in Uniontown, OH. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored, non-discretionary planning and risk profiling tools and supports municipal and public-finance work through affiliations uncommon among large institutional advisors.

Patton Teagle is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked at Raymond James & Associates since 2014. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

William Smith is a financial advisor with Raymond James & Associates in Medina, OH, holding a Series 63 designation and 34 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Kimberley Parsons is a financial advisor at Primerica Advisors with 41 years of industry experience. She holds a Series 63 designation and has worked at firms including Financial America Securities and Primerica Financial Services. Parsons also works as a substitute teacher at the Educational Service Center of Northeast Ohio. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery investment strategies managed by unaffiliated asset managers and supports accounts through BNY Mellon Advisors and Pershing custody.

Ashley Watson is the Vice President, Wealth Planner at Fidelity Investments, a role she has held since 2025. In this position, she partners with individuals and their families to understand their goals and creates customized financial plans centered on their priorities. Prior to this, she held several positions at Fidelity Investments, including Financial Consultant (2024-2025), Investment Consultant (2023-2024), Planning Consultant (2021-2023), Relationship Manager (2020-2021), and Financial Representative (2018-2020). Throughout her career at Fidelity Investments, Ashley has developed expertise in wealth planning, financial consulting, investment consulting, and client relationship management. She is dedicated to helping families work toward financial security to provide peace of mind and flexibility. Outside of work, Ashley is married with two young children. She enjoys spending time with her family, gardening, golfing, and traveling.