Christine Rice is a financial advisor at Raymond James Financial with four years of industry experience. She holds a Series 66 designation and previously worked for TSG Resources, Inc. for 19 years. Rice is also an independent advisor with Stoll Financial Group, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work, as well as specialized retirement plan consulting.

Dennis Lint is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Walter Korns is a financial advisor at Primerica Advisors with 15 years of industry experience. He holds the Series 63 designation and has been with Primerica Advisors since 2009. Outside of his advisory role, he owns and assists with a silk screening company, Country Boys Printing, based in Dover, Ohio. 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 curates third-party asset managers and uses a tiered wrap fee structure for its services.

Kevin Phillips is a financial advisor with Primerica Advisors in New Philadelphia, OH, holding eight years of industry experience. He has worked with Primerica and its affiliated entities since 2018 and previously was employed by Alliance City Schools. Outside of financial advising, Phillips works as an energy advisor, a caretaker, and has been involved in delivery services. Primerica Advisors is a large-scale firm primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and provides a range of portfolio approaches supported by external custody and trade execution services.

Larry Cavalena is a financial advisor with Raymond James Financial in Dover, Ohio, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked with Raymond James Financial Services since 1988 and has been in his current role at Raymond James Financial since 2009. Outside of his advisory work, he is the owner and proprietor of The Cavalena Group. 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, corporations, and institutional clients. The firm emphasizes non-discretionary planning tailored to client goals and supports a broad network through specialized programs and consulting services.

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.

Phillip Gebhardt is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at LPL Financial during two separate periods and has held roles at NewEdge Advisors, Mid Atlantic Financial Management, and Mid Atlantic Capital Corporation. He also operates Gebhardt Financial, Ltd., a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

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.

Lucas Fox is a financial advisor at Edward Jones with 15 years of industry experience and holds the Series 66 designation. His prior work includes roles at Everence Trust Company, ProEquities, Inc., The Huntington Investment Company, and a previous tenure at Edward Jones. Outside of his advisory work, he serves as an ordained minister involved in preaching and community visits, including jail outreach. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Ian Sanor is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and nine years of industry experience. He has been associated with Raymond James since 2017 and is also involved with Sanor Wealth Group, where he provides financial advice under an alternate business name. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network with specialized programs and partnerships.

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.

Rickey Allman is a financial advisor with Primerica Advisors in New Philadelphia, Ohio, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has been with Primerica Advisors since 1983 and previously worked at Blue Global Trucking from 2018 to 2020. Outside of advisory services, he is involved in the sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-delivery investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Steven Worsham is a financial advisor with Ameriprise in Dover, OH, holding a Series 66 designation and 22 years of industry experience. He previously worked at The Huntington Investment Company for 18 years before joining Ameriprise. Outside of his advisory role, he owns and operates an online business buying and selling postage stamps. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides tailored retirement-income planning and recommendations based on proprietary research and analytical tools.

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.

Michael Hutkowski is a financial advisor with Primerica Advisors in Canton, OH, holding a Series 66 designation and 18 years of industry experience. His work history includes roles at Massillion Digital Academy and Massillon City Schools. He also engages in sales of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates model implementation 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.

Mark Lipps is a financial advisor with Primerica Advisors in Canton, OH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at PFS Investments Inc. since 1996 and Primerica Financial Services since 1994, and previously spent 37 years at Timken Co. In addition to his advisory role, Lipps is involved in part-time sales of home security and automation products through affiliated companies and holds a partnership in a property holdings LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and select separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis rather than fixed fees.

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.

Dawn Galbraith is a financial advisor with Primerica Advisors in New Philadelphia, OH, holding 13 years of industry experience. She has worked at Primerica Advisors since 2013 and has prior work history in the trucking and metals industries. Outside of her advisory role, she participates in a supplement program through Isagenix.com. Primerica Advisors sponsors and manages 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 investment strategies supported by third-party asset managers and operates with approximately 3,700 advisors and $15.5 billion in assets under management.

Elizabeth Tyger is a CFP® professional with seven years of industry experience, currently serving as an advisor at LPL Financial since 2025. Her prior roles include positions at NewEdge Advisors, LLC, Mid Atlantic Capital Corporation, and Gebhardt Financial Group, where she has been involved since 2017. Additionally, she holds a notary designation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of over 22,800 advisors and extensive operational and research tools.