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, Ohio, holding Series 63 and Series 66 credentials and eight years of industry experience. His work history includes multiple roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as a 15-year period at Pizza Joe's prior to his financial career. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and utilizes forward-looking capital market assumptions to develop model asset allocations.

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 Series 66-registered financial advisor with LPL Financial, based in Greenville, PA, and has two years of industry experience. Prior to joining LPL Financial, he held positions at Mass Mutual Investors Services, MassMutual Life Insurance Co, and State Farm. Messett is also involved in selling life, disability insurance, and fixed annuities as part of his business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment programs, utilizing both proprietary research and third-party strategies across various asset classes.

Timothy Halchuck is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior roles include positions at Newedge Advisors, LLC and Mid Atlantic Financial Management, Inc. He is also actively involved as CEO and corporate officer of AMI Benefit Plan Administrators, Inc., a qualified plan third-party administrator. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm supports its extensive network of over 22,000 advisors with a variety of investment approaches and platforms, including model portfolios, third-party asset management, and institutional programs.

Joshua Barr is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Edward Jones, MassMutual, and MML Investors Services. Barr is involved with 7 17 Retirement & Investment Group, a DBA entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party model portfolios along with advanced operational tools.

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 in Greenville, PA. He holds a Series 63 designation and has 41 years of industry experience. Prior to joining Cambridge in 2018, he worked at Stifel for nine years. Lewis serves as a school board member and has a background in coaching, as well as experience as vice president of a local bar and restaurant. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, offering both discretionary and non-discretionary services through multiple platforms and proprietary model strategies.

Kaitlyn Emery is a financial advisor at OSAIC with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services and Verizon Wireless. Outside of financial services, she owns a photography business specializing in family, couple, and wedding sessions. OSAIC serves a wide range of retail and institutional clients, offering brokerage and advisory services including comprehensive financial planning and advisor-managed portfolios. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization supported by various analytical tools.

Kevin Orsinger is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Cambridge Investment Research Advisors and Walnut Street Securities. Outside of his advisory role, he is co-owner of business entities including ORSINGER IMPACT, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of strategies including model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

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 with Edward Jones in Hermitage, PA, holding a Series 66 designation and having four years of industry experience. She has worked at Edward Jones since 2018 and has prior experience at Slippery Rock University Honors College. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Zachary Byler is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. He has been associated with PFS Investments Inc. since 2023 and with Primerica Financial Services since 2014. Outside of his advisory work, he operated Byler Elite Strength Training for ten years. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm uses model-based investment strategies managed by third-party asset managers and operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management.

Alexei Hartwick is a financial advisor at Raymond James Financial in Hermitage, PA, holding Series 66 and Series 63 licenses with one year of industry experience. He has been associated with Raymond James Financial since 2025 and previously worked at Ristvey Investment Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports implementation through its advisory programs or other providers.