Dominic Naples is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. His previous roles include positions at Farmers National Bank, Baird Brothers, and Robert F Naples DO Inc. Outside of advising, he is a 50% owner of 2 Brothers Properties Ltd, a business involved in rental property renovations. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of managed account programs, financial planning, and access to third-party managers across discretionary and non-discretionary platforms.

William Melago is a financial advisor with J.P. Morgan Securities in Warren, OH, holding Series 63 and Series 66 credentials and eight years of industry experience. His work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as a previous position with the City of Youngstown. Prior to entering finance, he spent 15 years at Pizza Joe's. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering customized investment solutions through a quantitative asset-allocation approach combined with centralized due diligence.

Thomas Shortreed is a financial advisor with Ameriprise based in Warren, Ohio, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he owns and operates Personality Profiles LLC, a company that provides a profiling system to help advisors understand clients’ relationships with money, risk, and trust. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, focusing on customized written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement-income advice primarily to clients with substantial investable assets.

John Redmond is a financial advisor with Ameriprise in Warren, Ohio, holding 46 years of industry experience. He has been with Ameriprise and its predecessor firm since 1979. Outside of his advisory role, he manages his advisory business through Diamond Strategic Solutions LLC. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in investable assets, offering written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized advice within a large institutional framework.

Philip Lammers is a financial advisor with Cetera, holding a Series 66 designation and 24 years of industry experience. He has worked at Cetera since 2014 and concurrently at Farmers National Bank since 2008. Outside of his advisory work, he serves as a board member for a children’s rehabilitation center and works as a fitness instructor. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, utilizing various program structures and third-party managers.

William Fry IV is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has previously worked at Slippery Rock University and Shenango. Outside of his advisory role, he is involved with Diamond Strategic Solutions LLC. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Isaiah Wilhelm is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked in the retail and service sectors, including positions at Total Asphalt, Giant Food, Walmart, and Liberty University/90.9 The Light FM. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Max Messett is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has prior experience at Mass Mutual Investors Services, MassMutual Life Insurance Co, and State Farm. Outside of his advisory work, Messett is involved in selling life and disability insurance as well as fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by research, model portfolios, and various investment strategies.

Timothy Halchuck is a financial advisor with LPL Financial in Youngstown, OH, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Newedge Advisors, LLC and Mid Atlantic Financial Management, Inc. He is also CEO and Treasurer of AMI Benefit Plan Administrators, Inc., a third-party administrator of qualified plans. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options supported by research and model portfolios.

Joshua Barr is a financial advisor with LPL Financial in Cortland, OH, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Edward Jones, MassMutual, MML Investors Services, and Seven Seventeen CU Inc. He is also involved with the 7 17 Retirement & Investment Group, a DBA related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technology-driven strategies.

Eric Vitelli is a financial advisor at Edward Jones with 12 years of industry experience. He previously worked at The Huntington Investment Company and Huntington National Bank. Outside of his advisory role, he coaches youth basketball for his daughter's team at the Youngstown YMCA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory programs, supported by a large national network of advisors and branch offices.

Theodore Stazak is a CFP®-designated financial advisor with Edward Jones, based in Warren, OH, and has 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves on the Board of Trustees for the 60 Club, a nonprofit organization in Youngstown, OH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branches.

Stephen Lewis is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 credential and 41 years of industry experience. Prior to joining Cambridge in 2018, he worked at Stifel for nine years. He serves as a school board member and has experience coaching in the Greenville Area School District, and he is also vice president of a local bar and restaurant. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, offering various portfolio management options and model-based solutions tailored to client objectives.

Kaitlyn Emery is a financial advisor with OSAIC in Vienna, OH, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining OSAIC, she worked at Woodbury Financial Services and spent several years with Verizon Wireless. Outside of financial services, she owns a photography business specializing in family, couples, and wedding sessions. OSAIC serves a diverse client base, including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services. The firm employs a range of asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Kevin Orsinger is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining LPL Financial in 2024, he spent 14 years with Cambridge Investment Research Advisors. He is co-owner of ORSINGER IMPACT, LLC, a non-investment related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios and research from internal and third-party sources.

Michael Holdford is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 2000 and holds a Series 63 designation. Outside of his advisory role, he is involved with MJ2 Holdings, a real estate business that leases office space back to Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Matthew Bower is a financial advisor with Cetera, holding a Series 66 designation and 24 years of industry experience. He has worked with Cetera and Cetera Investment Services LLC since 2014 and has been affiliated with First National Bank PA since 2009. Outside of his advisory work, he is involved in fixed life insurance sales and is eligible to receive referral fees from a trust department. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors and provides access to both affiliated and unaffiliated third-party managers across various program structures.

Sophia Schmidt is a financial advisor at Edward Jones in Hermitage, PA, holding a Series 66 designation with three years of industry experience. Prior to her current role, she spent time at Slippery Rock University Honors College and Hickory High School. 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, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Alexei Hartwick is a financial advisor with Raymond James Financial in Hermitage, PA. He holds Series 66 and Series 63 designations and has been with Raymond James Financial since 2026. Prior to this, he spent eight years at Youngstown State University. 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 emphasizes tailored, non-discretionary advice using risk profiling and analytical tools and supports its recommendations through various advisory programs.

Chrystal Swope is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. She previously worked at Morgan Stanley Private Bank, N.A. for nine years before joining Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in an IPS-driven, modern portfolio theory approach. The firm serves institutional clients with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.