Melissa Johns is a financial advisor with Empower Advisory Group and holds Series 63 and Series 65 licenses. She has 10 years of industry experience, including prior roles at Ally Invest Advisors, Citizens Securities Inc., and CITIZENS Bank. In addition to her advisory work, she manages client service teams supporting Ally Bank customers. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm integrates its services with affiliated Empower entities, offering point-in-time financial plans and optional managed accounts within plan lineups established by plan sponsors.

Eric Tata is a financial advisor at The Huntington Investment Company with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services, Citizens Securities, and Edward Jones. Outside of his advisory role, he owns a rental duplex property. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that combines third-party and proprietary portfolio management strategies.

Susan Coy Kamph is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and 25 years of industry experience. Her career includes prior roles at The Huntington Investment Company and National Planning Corporation. Kamph also operates an insurance agency, Agency Development Corporation, alongside her advisory work. Stratos Wealth Partners serves a diverse clientele, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Scott Wilkinson is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at The Huntington Investment Company since 2004 and previously with Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that integrates third-party and affiliate investment strategies, with portfolio management supported by National Financial Services custody.

Paul Gorgas is a CFP®-certified financial advisor with Edward Jones in New Philadelphia, OH, where he has worked since 1998, totaling 27 years of industry experience. He is the sole proprietor of Gorgas, LLC, a private limited liability company. Edward Jones serves more than four million individual and institutional clients, offering a range of wealth management services through a nationwide network of over 23,000 financial advisors. The firm provides both discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stephen Malek is a financial advisor with J.P. Morgan Securities in Canton, Ohio, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Prior to joining J.P. Morgan in 2023, he worked at Huntington Financial Advisor and The Huntington Investment Company from 2018 to 2022. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Kevin Surnear is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2024, he worked at Ohio Roofing and Restoration Solutions, Inc. and operated Surnear Insurance and Financial Services, INC. from 2013 to 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.

Philip Robinson II is a Series 66-licensed financial advisor with Edward Jones, based in Massillon, OH, and has six years of industry experience. Prior to joining Edward Jones in 2019, he worked at AstraZeneca Pharmaceuticals and Teva Pharmaceuticals for a total of 13 years. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of more than 23,700 financial advisors and over 15,000 branch offices nationwide.

Jeffrey Craft is a Series 66 licensed financial advisor with six years of industry experience. He currently works at Cetera and has held previous roles at Avantax Advisory Services and related firms. Outside of his advisory career, he owns and operates J Craft Consulting LLC, an accounting and tax preparation firm. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a large network of over 10,000 advisors.

William Butler is a financial advisor at Primerica Advisors with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm utilizes third-party asset managers and a wrap-fee structure to deliver its investment solutions.

Joshua Daniels is a financial advisor with Primerica Advisors in New Philadelphia, OH, holding 18 years of industry experience. He has worked with Primerica Advisors since 2007 and Primerica Financial Services since 2006. Outside of advisory services, he is involved in the sale of loan products and home security and automation referrals through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure while delegating trading to BNY Mellon Advisors.

Karl Elsass is a CFP® professional with 36 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2005. He has been affiliated with Cambridge Investment Research, Inc. since 2003. Outside of his advisory role, Elsass serves on several local nonprofit boards, including the Wadsworth Tax Incentive Review Council and Meals on Wheels of Wadsworth, and participates in community organizations such as the Wadsworth Rotary Foundation and the Wadsworth Schools Business Advisory Council. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing both proprietary and third-party strategies, with various custody and platform options tailored to client objectives.

Carson Gessner is a financial advisor at Edward Jones in New Philadelphia, OH, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Newton Asphalt Paving, Vertical Knowledge, and AXS Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Gary Aller is a financial advisor with Primerica Advisors in New Philadelphia, Ohio, holding 18 years of industry experience. He has worked at PFS Investments Inc. since 2007 and Primerica Financial Services since 2006. Outside of advisory services, Aller is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and offers an exclusively percentage-based, tiered wrap fee structure.

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.