Kyle Kendall is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 credential and two years of industry experience. Prior to joining Ameriprise, he worked at Edward Jones and Gartner. He also operates an independent insurance brokering business specializing in fixed annuities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research and algorithmic tools to provide tailored, tax-aware withdrawal strategies.

Robert Roth is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 license and has been with Edward Jones since 2018, following seven years at Waikem Auto Family. Roth is also a co-owner and beneficiary of Sugar Bay Properties, LLC, a renovation and resale business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Michael Johnson is a financial advisor with Primerica Advisors based in New Philadelphia, OH, holding 16 years of industry experience. He has worked with Primerica Financial Services since 2005 and is also involved with Minerva Enterprise Landfill and PFS Investments Inc. Outside of his advisory role, he participates in the sale of loan products and home-related services through affiliated companies. 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 utilizes a tiered wrap-fee structure, offering various investment models implemented through BNY Mellon Advisors.

David Zastawny is a financial advisor with Thrivent Investment Management in Navarre, Ohio. He holds Series 63 and Series 66 credentials and has 16 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of his advisory role, he manages a rental duplex with his spouse. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across a broad set of financial topics. The firm emphasizes ongoing planning relationships without discretionary trading authority and integrates planning with managed-account options through a consolidated billing program called “WealthPlan.”

Elaine Parrot is a financial advisor at Raymond James Financial with 23 years of industry experience. She holds a Series 66 designation and has worked with Raymond James Financial Services, Inc. since 2012. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports both advisory programs and institutional portfolio management.

Paul Kendall is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Ameriprise Financial Services LLC and was previously with Edward Jones and The Middlefield Banking Company. Outside of his advisory role, Kendall is a co-owner of Kendall Capital Group LLC, a real estate business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning through a written Recommendation Report and ongoing advice focused on income reliability and tax-aware withdrawal strategies.

Samuel Gebhardt is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Financial, he spent five years at Troyer & Associates, Inc, following five years in full-time education. 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 retirement consulting through a national network of investment adviser representatives.

Martha Dalcoma is a financial advisor with Primerica Advisors in New Philadelphia, OH, holding a Series 63 designation and 25 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2001. In addition to her advisory role, she is a senior consultant with Herbalife International of America. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through a large network of advisors. The firm delivers model-based investment strategies managed by third-party asset managers and maintains approximately $15.5 billion in assets under management.

Drew Gooding is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones in Dover, OH. His prior work includes roles at Marsh Industries Inc and Ohio University Credit Union. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and advisory services supported by a nationwide network of more than 23,000 advisors.

Daniel Hipp is a financial advisor with Primerica Advisors in New Philadelphia, Ohio, holding a Series 63 designation and over 31 years of industry experience. He has worked with Primerica Financial Services since 1985 and with Connecticut Mutual Life Insurance Co since 1993. Outside of his advisory role, he is an independent contractor property and casualty agent with Bungard Mack Insurance Company and is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors is a sponsor and discretionary portfolio manager of a wrap-fee asset management program serving primarily individual investors, including non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through model-driven strategies managed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.