Scott Marsh is a financial advisor at Edward Jones in Canton, OH, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2022, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC from 2018 to 2022. He also has a background that includes time at Charles Auto Family and involvement with First Christian Church. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Reid Delaney is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and previously worked at Stifel and The Commercial and Savings Bank. Outside of his advisory role, Delaney is the head coach of the varsity boys' lacrosse team at Wooster High School and serves on the boards of the Wayne Center for the Arts and Main Street Wooster, where he is treasurer and a trustee, respectively. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting supported by research from LPL and third-party subadvisors.

Jeanette Arrasmith is a financial advisor with Merrill in Canton, OH, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She has been with Merrill since 2005. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Beth Randall Dodd is a CFP® with 11 years of experience in financial advising, currently with Cambridge Investment Research Advisors since 2017. She has held roles at Cambridge Investment Research, Inc. and Elsass Financial Group since 2013 and 2014, respectively, and was previously involved with Avenues of Counseling and Mediation, LLC. She serves as treasurer for the Ridgewood Lakes Homeowners Association and has authored work in her spare time. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing various platforms and strategies tailored to client objectives.

Nancy Kropko is a financial advisor at Equitable Advisors with 28 years of industry experience. She has worked at Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory solutions.

Brent Steiner is a CFP®-certified financial advisor with 26 years of industry experience. He is affiliated with Cetera and has served clients through RamSier Financial for over two decades. Steiner is a board member of the Wayne County Community Foundation, where he participates in scholarship and grant selection and supports the endowment’s investment policy. He also conducts educational seminars at Wayne College and serves on the board of a retirement community. Cetera Investment Advisers LLC operates a multi-manager platform offering portfolio management, financial planning, and retirement services to a broad client base including individuals, employer-sponsored plans, and institutional accounts. The firm provides access to various investment strategies through affiliated and unaffiliated managers and supports multiple program structures with ongoing supervision.

Brad Huffman is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management, where he has been employed since 1994. He has amassed over 30 years of experience in the financial services industry, specializing in areas such as divorce transition planning, education planning, family wealth management strategies, retirement income, and individual and corporate investment strategies. Brad holds a bachelor's degree in corporate finance from the University of Toledo, graduating summa cum laude. He earned the CERTIFIED FINANCIAL PLANNER® (CFP®) designation in 2005 and also holds the Chartered Retirement Planning Counselor™ (CRPC), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) credentials. His professional approach is consultative, focusing on understanding clients' financial situations and goals to offer tailored recommendations and ongoing strategy reviews. Brad and his team are prepared to collaborate with clients' legal and tax advisors as needed. In addition to his professional work, Brad has served as past president of the North Canton Rotary. He enjoys hiking, reading, traveling, and spending time with his family, including his son and grandson who reside near Columbus, Ohio.

Douglas Ingold is a financial advisor with Cetera, holding the ChFC® designation and Series 63 license, and has 17 years of industry experience. He has been associated with Cetera Advisors LLC since 2013 and is also a part owner of Quills Schoolhouse, LLC. Outside of his advisory work, he serves as a treasurer for a local school district levy campaign, is a board member of the Norwayne School Board, and acts as treasurer for the Apostolic Christian Church of Canaan. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse investment and consulting services through a large network of independent advisors, utilizing both affiliated and third-party managers across multiple program structures.

Joshua Clark is a Series 63-licensed financial advisor with Primerica Advisors, based in Wadsworth, OH. He has 13 years of industry experience and has been with Primerica Advisors and Primerica Financial Services since 2012. In addition to his advisory role, he owns Free & Fearless Financial Solutions, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, providing a tiered wrap-fee structure and maintaining oversight of its curated investment models.

Vincent Rooney is a financial advisor at Ameriprise in Canton, OH, with 32 years of industry experience and a Series 63 designation. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and annual advice focused on income sources and tax-aware withdrawal strategies.

Eric Fuller is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He joined his father's practice, The Fuller Group, in 2005 and has since focused on helping clients plan for their futures and legacies. Eric serves as a Portfolio Manager and manages personalized or defined investment strategies on a discretionary basis, including the use of individual stocks and bonds, as well as various model portfolios. Eric holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Investment Management Analyst® (CIMA), and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA). These credentials support his comprehensive approach to wealth management and investment planning. He graduated cum laude with a Bachelor of Science degree in Finance from Miami University in Oxford. A lifelong resident of Northeast Ohio, Eric lives with his wife, Lauren, a primary care physician, and their three children. Outside of his professional work, he enjoys golfing, skiing, and following Cleveland sports teams.

Kenneth Boldt is a financial advisor with LPL Financial in North Canton, OH, holding a Series 66 credential and 42 years of industry experience. He previously worked at Nationwide Securities, LLC, and Nationwide Insurance Co. Boldt is also involved in managing several insurance and financial service businesses in the North Canton area. 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 advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Juliet Halter is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2013. Outside of her advisory role, she serves as President and signing officer of Birch Road LLC, a family-owned entity managing property interests. 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 performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Chris Gnandt is a financial advisor at Ameriprise with 21 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he has been involved in independent insurance brokering and was previously associated with Finn Financial, Inc. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, primarily focusing on assets managed within Ameriprise accounts.

Matthew Whitson is a ChFC® with 29 years of industry experience, currently affiliated with Osaic Wealth, Inc. He has worked with several firms including Lincoln Financial Advisors Corporation and MetLife Securities Inc. Whitson is also involved in fixed insurance sales. Osaic Wealth, Inc. serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations through a large network of financial advisers and advisory platforms. The firm offers a variety of investment and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across multiple asset classes.

George Hoose is a financial advisor at Edward Jones in Medina, OH, holding a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2018 and previously was affiliated with Heese Inc dba Floor Coverings International of Medina and OEC. Outside of advising, he is involved in managing a long-term rental property through a property management company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment options and operates under a fiduciary standard.

Donald Kuntzman is a financial advisor with Mass Mutual Investors Services in Uniontown, OH, holding 33 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and Massachusetts Mutual Life Insurance Company since 2016, following 26 years at Metlife Securities Inc. He serves as Vice President on the Board of Directors for the Coach Home V Home Owners Association, assisting with meetings and financial statements. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, and charitable organizations, offering structured, ongoing planning engagements and educational seminars.

Joseph Schindel is a financial advisor at Equitable Advisors in Canton, OH, with 12 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Equitable Advisors since 2014, including the period when the firm operated as Axa Advisors. Schindel serves as Treasurer and board member for the nonprofit organization Caring and Serving Together (CAST) in Canton. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm delivers its advisory services through a network of Investment Adviser Representatives and utilizes a range of third-party asset managers and firm-offered programs, focusing on personalized investment strategies without sponsoring its own wrap fee program.

Benjamin Kirksey is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing nearly 20 years of industry experience in wealth management. He began his career with Merrill in Canton, Ohio, in 2007, later joined UBS in 2015 to expand his expertise, and has since returned to Merrill where he continues to assist clients in managing and preserving their wealth. His expertise encompasses areas such as divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, small business strategies, and serving clients in sports and entertainment. Benjamin focuses on connecting clients to appropriate resources and plans tailored to their individual goals, including funding education, retirement lifestyle planning, and addressing potential healthcare costs. He holds a Bachelor's Degree from The Ohio State University and the Personal Investment Advisor (PIA) designation. Outside of his professional work, Benjamin has interests in cooking, horseback riding, music, pickleball, reading, spending time with his family, tennis, and watching movies.

Robert Och is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Raymond James Financial since 2009. Och is also the owner of Navancer Group, which manages group insurance and non-variable life insurance elements of his practice. 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 tailored planning and consulting using analytical tools to support client goals and offers specialized services such as municipal and public-finance advisory work.