James Lepore is a financial advisor with LPL Financial in Wooster, OH, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for eight years and Comcast for one year. 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 financial planning and advisory programs, including both discretionary and non-discretionary management, supported by model portfolios, research, and technology-driven solutions.

Jason Helterbridle is a financial advisor with Ameriprise in Wooster, OH, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis through a centralized consulting team to deliver tailored, non-discretionary recommendations.

Justin Shetler is a financial advisor with Cetera, holding Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Cetera in 2025, he worked at J.P. Morgan Securities, LLC and JPMorgan Chase Bank, N.A. from 2021 to 2025, and at PNC Bank from 2015 to 2021. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management services and operates a multi-manager platform with access to both affiliated and third-party investment strategies across multiple program structures.

Robin Hovis is a financial advisor with LPL Financial in Millersburg, OH, holding a Series 63 license and 37 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 34 years before joining LPL Financial in 2022. Outside of his advisory role, he owns Hovis Supply Co LLC, a catalog supply service for nonprofits. 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 financial planning and advisory programs with discretionary and non-discretionary management, leveraging model portfolios, research, and various investment strategies.

Annette Bantz is a financial advisor at Edward Jones with 19 years of experience at the firm and holds a Series 66 designation. She is based in Wooster, OH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee accounts, SMAs, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Mitchell Noel is a Series 66-licensed financial advisor at Edward Jones in Ashland, Ohio, with three years of industry experience. Prior to joining Edward Jones, he worked for Nanogate North America LLC for seven years. He also has involvement in agriculture, managing farmland on his primary residence. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Cole Hissong is a financial advisor with Stifel in Wooster, Ohio, holding a Series 66 designation and two years of industry experience. Before joining Stifel, he worked at The College of Wooster and Triway Local School District. He serves on the boards of the College of Wooster W Association and the YMCA of Wayne County, and volunteers as an assistant football coach for Triway Local Schools. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Brianna Noel is a financial advisor at Edward Jones in Ashland, OH, with eight years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to that, she held roles at Ohio Mutual Insurance Group, OhioHealth Mansfield Hospital, and Urbana University. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of wealth levels. The firm manages over $1 trillion in assets and offers discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds, supported by a nationwide network of financial advisors and branches.

Connor Norgrove is a financial advisor at Edward Jones in Wooster, OH, holding a Series 66 designation. He has one year of industry experience, joining Edward Jones in 2025 after roles in mortgage lending and various retail positions. 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 under management and offers a range of advisory strategies through a nationwide network of over 23,000 financial advisors.

Joseph Hanna is a financial advisor at Stifel with Series 63 and Series 65 designations and 38 years of industry experience. He has been with Stifel since 2012. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to support asset allocation, retirement, insurance, and estate planning analyses.

Caleb Beery is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He is currently affiliated with Cetera and has served as an operations manager at Ramsier Financial Services since 2015. Outside of his advisory work, Beery is involved in community service as a treasurer for a local school district levy fund, a board member for the Apostolic Christian Church of America endowment fund, and a member of the Rittman Exempted Village School District Board of Education. Cetera Investment Advisers 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 a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

Cheryl Steiner is a financial advisor at LPL Financial with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Cetera and PNC Investments. She serves as treasurer for the Wayne County Committee for Crippled Children & Adults. 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, offering a range of advisory programs and financial planning services.

Mara Henico is a financial advisor at Cetera with eight years of industry experience. She holds a Series 66 designation and previously worked at Ramsier Financial Services, Inc. for two years. Outside of her advisory work, she operates a small honey sales business as a beekeeper. Cetera Investment Advisers LLC serves a diverse clientele including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies.

Nicholas Stangelo is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is an owner and investor in Mayday Drone LLC, a startup specializing in drone recovery and topographical mapping, and is involved in small business ventures related to glassware craft and antique collectibles resale. 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 reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis through a centralized due-diligence framework.

Benson Beachy is a financial advisor at Edward Jones in Millersburg, OH, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked at First Choice Exteriors and has extensive experience in the restaurant industry. He is the owner of The Crust Baking Co., a wholesale food business where he manages equipment maintenance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, supported by a large nationwide network of advisors and branch offices.

Kimerly Cowgill is a financial advisor at Edward Jones with 27 years of industry experience. She has been with Edward Jones since 1998 and holds a Series 63 designation. Outside of her advisory work, she is a member of Kodi's Crossing LLC, a real estate entity based in Kensington, OH. 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.

Jenna Mc Bride is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She previously worked at Eight Eleven Group-Brooksource and Amazon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, and manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 advisors.

Kyle Adams is a Series 66-licensed financial advisor with 16 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Adams serves on the boards of several local organizations, including Wooster Community Hospital, the Adaptive Sports Program of Ohio, Wooster Country Club, and the Wayne-Holmes Estate Planning Council. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group and engages in diverse activities such as municipal placements and managing affiliated trust companies.

John Byler is a financial advisor with Raymond James Financial in Millersburg, Ohio, holding 25 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2000 and Raymond James Financial since 2009. Outside of advising, he owns an accounting firm, Bromund & Byler, Inc., and holds ownership or partnership roles in several businesses, including manufacturing and accounting services, as well as serving as a director of the Holmes County Airport Authority. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional clients. The firm offers financial planning and non-discretionary investment consulting, with an emphasis on tailored advice supported by firm research and a broad affiliate network.

Roger Inkrott is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Sagepoint Financial, Inc. for 14 years and AIG American General Life Insurance Company for 21 years. Inkrott also owns New Direction Financial Services LTD, a business for tax and investment purposes. 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 financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.