James Jones is a CFP® and Series 66-licensed financial advisor with Edward Jones in Wooster, OH, with 18 years of industry experience. He 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Terry Wagler is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 65 credentials and has a background including roles at KeyBank, Key Investment Services, and Citizens Bank. Outside of his advisory work, he serves as president of the Hillsdale Ridge Condominium Association in Massillon, Ohio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios through intermediary platforms.

Richard Leffler Jr. is a financial advisor with Raymond James Financial, holding a Series 63 designation and 29 years of industry experience. He is also the CEO of Richard G. Leffler Jr. CPA Inc., an accounting firm he has led since 1991. Leffler has been involved with the Rotary Club of Massillon since 2012, serving as treasurer. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique municipal advisory affiliations and specialized retirement plan consulting programs.

Ian Sanor is a financial advisor with Raymond James Financial who holds a Series 66 designation and has eight years of industry experience. He has been associated with Raymond James Financial Services Advisors, Inc. since 2017 and is also involved with Sanor Wealth Group, where he provides financial advice under a different name while remaining with Raymond James. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains unique affiliations that enhance its municipal and public finance capabilities.

Emily Loxley is a financial advisor with Edward Jones in Canal Fulton, OH. She holds a Series 66 designation and began her advisory career with Edward Jones in 2026. Prior to joining the firm, she worked in environmental consulting and has experience with organizations such as Partners Environmental Consulting, Inc. and the Ohio Department of Natural Resources. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Micah Mullet is a financial advisor at Cambridge Investment Research Advisors with a Series 65 designation and two years of industry experience. His prior work includes roles at Ramsey Solutions and Rosedale Bible College. Outside of advising, he is involved in commercial rental real estate. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, plans, charities, and estates, offering financial planning, investment management, and retirement plan advisory through a large network of independent Financial Professionals. The firm provides a variety of investment management solutions across multiple platforms and maintains both proprietary and third-party strategies.

Michelle Rose is a financial advisor with UBS Financial Services in Massillon, OH. She holds Series 63 and Series 66 licenses and has 26 years of industry experience, including 19 years at UBS and over two decades at Mcdonald Investments Inc. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services and provides research-driven, tailored financial planning and portfolio management.

Robin Larue Beasley is a financial advisor with LPL Financial in Wooster, Ohio, holding a Series 66 designation and 19 years of industry experience. She has been with LPL Financial since 2012. Outside of her advisory role, she serves as the mayor of Hayesville, Ohio, and is a board member of Ashland Community Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with a range of discretionary and non-discretionary management options supported by research and model portfolios.

Brittany Motyka is a financial advisor at Raymond James Financial with seven years of industry experience. She previously worked at Edward Jones for nine years. Motyka is also involved with Stoll Financial Group LLC as an independent advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations, using a tailored, non-discretionary approach supported by advanced analytical tools.

Adam Briggs is a financial advisor with Cetera in Wooster, OH, holding a Series 63 license and 25 years of industry experience. His career includes roles at VOYA Financial Advisors and his own firm, Briggs Financial Group. He serves on several nonprofit and community boards, including the Fund for Our Economic Future and the Wayne County Community Foundation, and is involved in strategic roles for companies supporting people with severe disabilities and local hospitality operations. Cetera Investment Advisers LLC supports a nationwide network of independent advisors, offering a range of portfolio management and financial planning services to individual, corporate, charitable, and institutional clients. The firm employs a multi-manager platform with diverse program options and manages over $256 billion in assets across more than 10,000 advisors.

Stephen Bergman is a financial advisor with Primerica Advisors in Akron, OH, holding a Series 63 designation and 23 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2002. Outside of his advisory role, Bergman has been involved with Sand Run Travel since 2001. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm uses an independent due-diligence consultant to evaluate asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Drew Baltzer is a financial advisor with Edward Jones holding a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Rea Information Services and has held various roles in education and restoration services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment strategies. The firm supports over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Adam Starr is a financial advisor with Cetera, holding a Series 66 credential and 20 years of industry experience. He previously worked at VOYA Financial Advisors from 2014 to 2021 and has been with Cetera and Cetera Wealth Services since 2021. Starr is also the owner of Starr Financial, LLC, which operates as a financial services firm under the name Briggs & Starr. Cetera Investment Advisers LLC is a national SEC-registered advisor serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting various discretionary and non-discretionary investment approaches.

Karrie Stefanov is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 25 years of industry experience. She has been with J.P. Morgan Securities since 2013 and is also a partial owner of Chukar Partnership, LLC. 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 a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kathryn Jesser is a financial advisor with Primerica Advisors in Akron, OH, holding 28 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1997. In addition to her advisory role, she is involved in sales of investment-related and home-related products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its services.

Brandon Patterson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and five years of industry experience. His background includes roles at Cambridge Investment Research Inc. and involvement with Ramsey Financial Group as an owner. Outside of advisory work, he participates in financial networking through Smart Vestor Pro. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of portfolio management solutions and utilizes both proprietary and third-party strategies tailored to client objectives.

Kaleb Reed is a financial advisor at Edward Jones in Wooster, Ohio, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked for six years at Dalton Local Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of portfolios. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard with a nationwide network of financial advisors and branch offices.

Tracy Boorman is a financial advisor with Thrivent Investment Management in Wooster, Ohio, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on comprehensive, goal-based analyses and planning across various financial topics without discretionary portfolio management or institutional advisory services.

Micah Czirr is a financial advisor with Primerica Advisors in Akron, OH, holding Series 63 and Series 65 credentials. He has been with PFS Investments Inc. and Primerica Financial Services since 2025. Outside of advising, Micah has been involved with Malone University since 2017 and previously worked with Boys Town from 2015 to 2017. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based strategies managed by third-party asset managers.

Mallory D'augustine is a financial advisor at Edward Jones in Massillon, Ohio, holding a Series 66 designation with six years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.