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.

Matthew Pallo is a financial advisor with Edward Jones in Stow, Ohio. He holds the CFP® designation and Series 66 license and has eight years of industry experience, all with Edward Jones following a 19-year career at Walgreens. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

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.

Caleb Beery is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He is currently affiliated with Cetera and has served as an operations manager at Ramsier Financial Services since 2015. Outside of his advisory work, Beery is involved in community service as a treasurer for a local school district levy fund, a board member for the Apostolic Christian Church of America endowment fund, and a member of the Rittman Exempted Village School District Board of Education. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

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.

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.

Jesse Blankenship is a financial advisor with J.P. Morgan Securities in Canton, OH, holding Series 63 and Series 66 designations and 13 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Matthew Draper is a Senior Financial Advisor with Merrill Lynch Wealth Management who has been working with clients since 1998. He joined Merrill’s Canton, Ohio office and brings 24 years of experience helping clients streamline and plan their financial futures. Matthew holds the Chartered Retirement Planning Counselor™ designation and Personal Investment Advisor (PIA) credential. His client focus includes college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and tax minimization. He holds a bachelor's degree from The Ohio State University. Committed to community involvement, Matthew participates in activities with LifeShare Community Blood Services, including plasma donations.

Ryan Keefer is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., PNC Investments, and PNC Bank, N.A. 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 through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Courtney Wolf is a Planning Consultant at Fidelity Investments, a position held since 2021. In this role, she focuses on helping clients understand how their financial planning affects their future and legacy, providing them with the knowledge to make informed financial decisions in everyday life. Prior to this, she worked as a Private Client Investment Associate at JP Morgan Chase from 2013 to 2021. Her professional experience encompasses client-focused financial planning and investment advisory services. Courtney's commitment lies in delivering value by enhancing clients' understanding of their financial situations and decision-making processes. Outside of her professional work, Courtney enjoys cooking and baking, participating in social events with friends, listening to music, scuba diving, and volunteering.

Luke Maurer is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 14 years of industry experience, including prior work at H.Beck, Inc. and operating as an independent insurance agent through his own firm. He maintains ongoing business activities as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and estates, offering services such as financial planning, investment management, and retirement plan advisory. The firm provides multiple portfolio management solutions across various custody platforms, combining proprietary and third-party strategies tailored to client objectives.