Theodore Stazak is a CFP®-designated financial advisor with Edward Jones, based in Warren, OH, and has 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves on the Board of Trustees for the 60 Club, a nonprofit organization in Youngstown, OH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branches.

Kenneth Kraft is a financial advisor with Cetera who holds 14 years of industry experience. He has worked at Cetera Investment Advisers LLC since 2017 and has been affiliated with Cetera Investment Services and Farmers National Bank since 2011. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and a wide range of program structures supported by a nationwide network of over 10,000 advisors.

Kaitlyn Emery is a financial advisor with OSAIC in Vienna, OH, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining OSAIC, she worked at Woodbury Financial Services and spent several years with Verizon Wireless. Outside of financial services, she owns a photography business specializing in family, couples, and wedding sessions. OSAIC serves a diverse client base, including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services. The firm employs a range of asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Robin Thompson is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds a Series 63 designation and has been with Primerica Advisors since 2015, having worked at Primerica Financial Services since 1997. Outside of his advisory role, Thompson works as a travel agent with Cruise Brothers. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and utilizes a tiered wrap fee structure for its services.

Michael Holdford is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 2000 and holds a Series 63 designation. Outside of his advisory role, he is involved with MJ2 Holdings, a real estate business that leases office space back to Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Zachary Byler is a financial advisor at Primerica Advisors in Youngstown, OH, with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Primerica Financial Services since 2014. In addition to his advisory role, he previously operated Byler Elite Strength Training, a business focused on fitness. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and offers discretionary portfolio management primarily for individual investors.

Patrick Mc Fall is a financial advisor with Ameriprise in Cortland, Ohio, holding a Series 66 designation and four years of industry experience. He previously worked at Penn Care for eleven years and has been involved with the Greater Western Reserve Council Boy Scouts of America for eighteen years. Outside of his advisory role, he is a high school varsity soccer assistant coach and operates an online retail business specializing in hobby items. Ameriprise provides retirement-income planning services aimed at individuals with significant investable assets, delivering tailored recommendation reports through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Diane Gardner is a CFP® certificant with 24 years of industry experience, currently affiliated with LPL Financial since 2010. She serves as a board member of the Community Counseling Center of Mercer County. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios.

David English is a financial advisor at Edward Jones in Austintown, OH, with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2015. 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 offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kristopher Wildman is a Series 66-credentialed advisor at Osaic Wealth, Inc. with one year of industry experience. His prior work includes a role at Global Fitness and over a decade as a self-employed insurance agent. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory services and employs tools such as asset-allocation models, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include various asset classes, supporting both discretionary and non-discretionary account management.

Michaela Matthews is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at CUNA Brokerage Services, Inc., CUNA Mutual Group, and Mid-East CTC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Paul Finch is a CFP® and ChFC® with 30 years of industry experience. He is currently with LPL Financial and has worked with Cuna Brokerage Services, Inc. and Cuna Mutual Group since 2008. He also holds a notary commission. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research.

Charles Ricciardi is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and bringing 16 years of industry experience. He has been with J.P. Morgan Securities since 2013. 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 through its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Lisa Hlinka is a financial advisor with Primerica Advisors in Youngstown, OH, holding a Series 65 credential and 16 years of industry experience. She has worked at PFS Investments Inc. and Primerica Financial Services since 2009 and has been employed at Heinen's since 2012. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment solutions.

Daniel Corbett is a financial advisor with Primerica Advisors, holding a Series 63 designation and seven years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 2018 and operates out of Youngstown, OH. Outside of finance, he owns and runs a 3D printing business, 3D Fun Factory, which sells 3D prints online. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven strategies managed by unaffiliated asset managers and supports account custody and trade execution through major custodians.

Jonathan Kosco is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. Before joining Equitable Advisors, he worked at Youngstown State University and The Daily Grind. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing program sponsors and endorsed TAMPs to deliver advisory and brokerage solutions.

Sydney Woolard is a financial advisor at Equitable Advisors with one year of industry experience. She holds a Series 66 designation and has prior work experience at Davey Tree Expert Company and Kent State University. Woolard has also been involved with the Humane Society of Summit County. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Dana Dunn is a financial advisor at LPL Financial with 36 years of industry experience. Prior to joining LPL in 2025, Dunn worked at Cambridge Investment Research Inc. for seven years, along with roles at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of advisory work, Dunn is involved with Creative One, focusing on non-variable insurance advisory activities. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a large national network of investment advisers. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, with access to both discretionary and non-discretionary management options supported by research and alternative strategies.

Tracey Direnzo is a financial advisor with Primerica Advisors in Youngstown, OH, holding 14 years of industry experience. She has worked with Primerica Financial Services since 2009 and PFS Investments Inc. since 2011, and is currently involved with Circle of Care. Outside of her advisory role, she owns Zanavia, LLC, a real estate investing business. 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 accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure rather than fixed fees.

Dawn Hood is a financial advisor at Primerica Advisors with 21 years of industry experience. Her prior work includes positions at Farmers National Bank, The Middlefield Banking Company, and Valley Title & Escrow. She is also involved in sales of investment-related products and loan referrals for companies affiliated with PFS Investments Inc. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies supported by third-party managers and custodians, focusing primarily on individual investors rather than institutional clients.