Gregory Terhune is a CFP® and Series 66 licensed financial advisor with Edward Jones in Cuyahoga Falls, OH, bringing 10 years of industry experience. He has been with Edward Jones since 2016. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Derek Dalton is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals and business owners translate financial complexities into clear, actionable strategies. Derek's approach emphasizes trust, transparency, and delivering consistent results to his clients. His expertise includes college education planning, divorce transition planning, family wealth management, managing new wealth, personal retirement planning, small business strategies, and retirement income. Derek works closely with clients to develop personalized plans that address their unique goals, such as funding education, securing retirement lifestyles, and creating generational impact. Derek holds a Bachelor's Degree from Kent State University and is a Personal Investment Advisor (PIA). Outside of his professional work, he enjoys activities such as baseball, basketball, football, golfing, music, spending time with family, traveling, and watching movies.

James Woods is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2011 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm’s approach includes structured discovery conversations and advanced planning tools, managing approximately $2.74 trillion in client assets.

Cassandra Waitkunas is a financial advisor with Morgan Stanley in Canton, OH, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Morgan Stanley entities since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to support clients’ investment and estate planning needs.

Matthew Jandziszak is a Financial Consultant at the Fairlawn Investor Center with Fidelity Investments. He specializes in working with local clients to provide comprehensive financial planning resources aimed at helping them achieve their financial goals. Matthew focuses on assisting families and individuals in building and maintaining financial plans that promote long-term security and allow clients to concentrate on their personal interests. Matthew's career in financial services began in 2018 and includes roles such as Financial Service Account Executive at Nationwide, Retirement Plan Services Account Executive at Charles Schwab, and various positions at Fidelity Investments, including Financial Representative, Relationship Manager, Planning Consultant, Investment Consultant, and currently Financial Consultant since 2025. Originally from Northeast Ohio, Matthew currently resides in the area with his wife and their dog. Outside of work, his interests include cooking and baking, football, golf, movies, pets, and traveling.

Peter Wojanowski is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings over 30 years of experience in financial industry wealth management and advisory services. Peter is a FINRA registered representative holding Series 7, 63, and 66 registrations, as well as licenses in life, annuity, and health insurance. He holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and the Senior Portfolio Advisor title, enabling him to manage custom investment strategies on a discretionary basis. His professional background includes providing personalized financial, retirement, and wealth management strategies to a diverse client base, including executives, attorneys, accountants, medical professionals, and small business owners. Throughout his career, Peter has worked in various locations including Newport Beach, California; Dallas, Texas; and Cleveland, Ohio, and is licensed to work with clients in multiple states. His areas of expertise encompass family wealth management, legacy planning, personal retirement planning, portfolio management, small business strategies, special needs planning, women and wealth, individual and corporate investment strategies, and retirement income. He emphasizes a personalized approach to developing financial strategies that align with clients' long-term goals. Peter attended The Ohio State University and The University of Akron with a major in finance. He holds a high school diploma from Archbishop Hoban. He is involved in his community through volunteer work and is affiliated with St. Basil the Great Church in Brecksville, Ohio. Outside of his professional work, his interests include biking, music, reading, skiing, traveling, and the arts. Peter lives with his spouse, Nelli, and their daughter Heather, an alumna of Case Western University.

John Carpas is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Merrill since 1990 and has been with Bank of America, N.A. since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Aaron Crewse is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James Financial Services Advisors since 2009. Outside of his advisory role, he is the owner of CJL Real Estate LLC. 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, and institutional entities. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and offers a range of advisory programs and specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Richard Comstock is a Series 66-licensed financial advisor at Stifel with 37 years of industry experience. He has been with Stifel Nicolaus since 2006. Outside of his advisory role, he serves as a board member and trustee of Bluecoats Inc of Summit County, an organization that supports injured or fallen first responders and safety forces through donations and fundraising. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Andrae Hampton is a financial advisor at Fidelity with 18 years of industry experience and holds a Series 66 designation. His prior roles include positions with PNC Funds Distributor LLC and PNC Capital Advisors, LLC. Outside of his advisory work, he is involved with Dreams Academy, a mentorship program for young men, and serves as a wedding officiant. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including registered investment companies and model portfolios.

Romero Llamas is a financial advisor with Ameriprise in Canton, OH, holding 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver personalized, non-discretionary retirement advice.

Jonathan Zepp is a financial advisor with Ameriprise in North Canton, Ohio, holding a Series 66 credential and three years of industry experience. He has been with Ameriprise since 2018 and also manages his own consulting business, Zepp Consulting. Outside of his advisory role, Zepp owns two local businesses, DubTag LLC and Zepps Pizza Inc., and serves on the board of the North Canton Community Improvement Corporation. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, providing tailored recommendations that integrate research, modeling, and tax-efficient strategies. The firm combines advisory, brokerage, and insurance solutions through its broad institutional platform.

Myles Williams is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining J.P. Morgan, he worked at Northwestern Mutual in various roles from 2019 to 2025 and has been involved with 7 Pillars of Life Home Care LLC since 2026. Outside of finance, he was affiliated with the Akron Rubberducks minor league baseball team from 2013 to 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Maria Pace is a financial advisor with Edward Jones in Uniontown, Ohio, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at Fed Ex Custom Critical, Qdoba Mexican Eats, Jones Day, Aliquantum International, and Wadsworth City Schools/Bowling Green State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm is notable for its large advisor network, affiliated mutual funds, trust company services, and a fiduciary standard in its advisory practices.

Lydia Kerr is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. Her prior work includes roles at Raymond James Financial Services, Morgan Stanley, and Citigroup Global Markets. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Adam Jones is a Series 66 designated financial advisor with seven years of industry experience. He has worked at Edward Jones since 2018, following prior roles at Concept LTD and as a self-employed professional. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of about 23,701 advisors and 15,121 branches, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other advisory services.

Cheryl Steiner is a financial advisor at LPL Financial with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Cetera and PNC Investments. She serves as treasurer for the Wayne County Committee for Crippled Children & Adults. 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, offering a range of advisory programs and financial planning services.

Amy Hunter is a Series 66-licensed financial advisor with J.P. Morgan Securities, bringing 24 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 1996. Outside of her advisory role, she is an independent distributor for Young Living Essential Oils. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Bradley Smith is a financial advisor at Raymond James Financial with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for three years. Smith serves as a member of the finance and investment committee for Canton First Friends Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored non-discretionary planning using risk profiling and modeling tools and supports a broad network of advisors and affiliated firms.

Timothy Channel is a financial advisor with Ameriprise in Seville, Ohio, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliate since 2013. Outside of his advisory role, he is involved in independent insurance brokering with several insurance providers. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic tools to generate tailored retirement income plans while offering a broad range of advisory, brokerage, and insurance solutions.