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 15 years of industry experience. He has worked with Cetera Investment Advisers LLC since 2017 and has also been associated with Cetera Investment Services and Farmers National Bank since 2011. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and retirement services, supporting over 10,000 advisors and approximately 800,000 clients.

Kaitlyn Emery is a financial advisor at OSAIC with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services and Verizon Wireless. Outside of financial services, she owns a photography business specializing in family, couple, and wedding sessions. OSAIC serves a wide range of retail and institutional clients, offering brokerage and advisory services including comprehensive financial planning and advisor-managed portfolios. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization supported by various analytical tools.

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 with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. He has been associated with PFS Investments Inc. since 2023 and with Primerica Financial Services since 2014. Outside of his advisory work, he operated Byler Elite Strength Training for ten years. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm uses model-based investment strategies managed by third-party asset managers and operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management.

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® with 24 years of experience in the financial industry. She has been with LPL Financial since 2010. Gardner serves on the board of the Community Counseling Center of Mercer County. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, supported by research and technology tools.

Lucas Rider is a financial advisor with Ameriprise in Youngstown, OH, holding Series 63 and Series 65 designations and six years of industry experience. His career includes roles at Huntington National Bank and The Huntington Investment Company before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice. The firm’s approach integrates investment research, third-party data, and algorithmic tools, emphasizing dependable income sources and tax-aware withdrawal strategies.

David English is a financial advisor at Edward Jones with 18 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 over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kristopher Wildman is a financial advisor with OSAIC, holding a Series 66 designation and beginning his industry experience in 2026. His prior work includes roles at Global Fitness and as a self-employed insurance agent. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plans, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization strategies.

John O'neil III is a financial advisor at Ameriprise with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at The Huntington Investment Company and The Huntington National Bank. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on written recommendations and ongoing retirement-income planning that emphasizes dependable income sources and tax-aware withdrawal strategies.

Michaela Matthews is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. She has worked at LPL Financial since 2022 and previously held roles at CUNA Brokerage Services and CUNA Mutual Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advanced operational tools.

Paul Finch is a financial advisor with LPL Financial in Cortland, Ohio, holding CFP® and ChFC® designations and over 30 years of industry experience. He has worked at LPL Financial since 2022 and was previously with Cuna Mutual Group and CUNA Brokerage Services for a combined 18 years. In addition to his advisory role, Finch serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.

Charles Ricciardi is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2013, following four years at Edward Jones. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non‑discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.

Lisa Hlinka is a Series 65 registered advisor with Primerica Advisors in Youngstown, OH, with 17 years of industry experience. She has been associated with Primerica Financial Services and PFS Investments Inc. since 2009 and has worked 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 a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies managed by unaffiliated asset managers and supports accounts through custodians such as Pershing.

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 at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has previous work experience at Youngstown State University and The Daily Grind. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Sydney Woolard is a financial advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors, Woolard worked at Davey Tree Expert Company and held various roles in education and nonprofit organizations, including at Kent State University and the Humane Society of Summit County. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Dana Dunn is a financial advisor with LPL Financial, holding a Series 63 designation and 36 years of industry experience. Prior to joining LPL in 2025, Dunn worked at Cambridge Investment Research Inc. for seven years and held roles at Mass Mutual Investors Services and MSI Financial Services, Inc. Dunn is also involved in a non-variable insurance advisory business based in Overland Park, KS. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides access to various investment strategies and platforms, including model portfolios and third-party asset management, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.