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.

Robert Pozzuto is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience and holds a Series 65 designation. His prior roles include positions at Matune Basile Advisors, Integrity Alliance, LLC, and Lion Street Advisors, LLC, among others. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, using globally diversified, risk-appropriate portfolios implemented through a mix of low-cost ETFs, index funds, separate account managers, direct indexing, and private funds.

Charles Simon is a financial advisor with Janney Montgomery Scott in New Castle, PA, holding a Series 63 designation and over 56 years of industry experience. He has been with Janney Montgomery Scott since 2005. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap and advisory programs.

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.

Kirk Messett is a financial advisor at Benjamin F. Edwards & Company, Inc. with 19 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates for seven years before joining Benjamin F. Edwards in 2022. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models.

Nicholas Perod Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2014. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment strategies and third-party platforms to serve a diverse client base.

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.

Amanda Bolinger is a Series 65-credentialed financial advisor with NewEdge Advisors, based in New Castle, PA. She has been with NewEdge Advisors since 2016, including her current role starting in 2026, and has prior experience at Ameriprise Financial in 2016. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers a wide range of services including portfolio management and retirement consulting, utilizing both in-house and third-party strategies with an emphasis on due diligence and technology integration.

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.

Michael Krarup is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and possessing 28 years of industry experience. He has been with Ameriprise and its related entities since 1996. Outside of his advisory work, he is involved as an owner of Professional Management Group and is a member and investor in RKM Partners LLC, both non-investment-related business activities. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations through a centralized consulting team.

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.

Robyn Yahner is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. She has previously worked with Cetera and Lincoln Heritage, and currently holds a position at Thiel College. Outside of advising, she is involved with Greenville Financial Consultants, Inc., which operates as a DBA for her LPL business. 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. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from various sources.

Dow Lindholm is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 21 years of industry experience. He has been with Cetera Investment Advisors LLC and affiliated entities since 2014. Outside of his advisory role, he serves as chairman of the elder board at Grace Chapel Community Church, coaches youth baseball and softball, and is a commissioner and secretary for the Greenville Municipal Airport. Cetera Investment Advisors 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 various investment management and financial planning services through a multi-manager platform with discretionary and non-discretionary account options.

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.

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.

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.

William Fry IV is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has previously worked at Slippery Rock University and Shenango. Outside of his advisory role, he is involved with Diamond Strategic Solutions LLC. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.