Natalie Lariccia is a Wealth Management Advisor with Merrill Lynch Wealth Management. She began her career with Merrill Lynch in 2001, initially working as a Client Associate where she obtained her Series 7 and Series 66 FINRA registrations. Since 2009, Natalie has worked with her team, Jones Wealth Management, focusing on individual clients and small business owners, as well as assisting with 401(k) plan clients. Natalie holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), and Certified 401(k) Professional (C(k)P®). She earned her Bachelor of Science degree in Journalism from Ohio University. Her expertise encompasses areas such as retirement planning, family wealth management, corporate retirement plan services, and women and wealth. Active in her community, Natalie volunteers with organizations that promote women and animals, including The Friends of the Public Library of Youngstown and Mahoning County and The YWCA of Mahoning Valley. She serves as president of the Buckeye chapter of the Merrill Women's Exchange and has been involved with this organization since 2011. Outside of work, Natalie enjoys traveling, wine tasting, music, movies, theater, running, camping, cooking, writing, and yoga.

Amanda Bolinger is a Series 65-credentialed financial advisor with NewEdge Advisors, based in New Castle, PA. She has been with NewEdge Advisors since 2016, including her current role starting in 2026, and has prior experience at Ameriprise Financial in 2016. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers a wide range of services including portfolio management and retirement consulting, utilizing both in-house and third-party strategies with an emphasis on due diligence and technology integration.

Kevin Meek is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 66 credentials and 14 years of industry experience. His career includes roles at Merrill and Bank of America, N.A. He is based in Poland, Ohio. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Daniel Ambroskiewicz is a financial advisor at MAI Capital Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at firms including WCG Wealth Advisors and Equitable Advisors. He is also a Financial Service Associate at Treloar & Heisel, LLC, where he is involved in fixed and accident and health insurance sales. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, and institutional clients. The firm offers tailored portfolio management strategies across multiple asset classes and integrates financial planning and tax services into many client relationships.

Liam Jones serves as a Wealth Management Advisor at Merrill Lynch Wealth Management and is a key member of the Jones Wealth Management team. He focuses on helping clients prepare for their unique financial needs through a goals-based wealth management approach, combining prudent portfolio management and attentive, personalized service. Liam holds a Bachelor's Degree in Finance from Youngstown State University. He has earned the Accredited Portfolio Management Advisor (APMA) designation from the College for Financial Planning Institutes Corp., and the Certified Investment Management Analyst (CIMA) certification through the Investments & Wealth Institute after completing the program at the University of Chicago Booth School of Business. He is also a Chartered Market Technician (CMT) and a Personal Investment Advisor (PIA). Liam is affiliated with professional organizations including the CMT Association and the Investments & Wealth Institute. Born and raised in the Boardman area, Liam is involved in the community through participation with Boardman Park, Boardman Rotary, and Easterseals of Mahoning, Trumbull, & Columbiana Counties. Outside of his professional activities, he enjoys watching and playing various sports such as baseball, basketball, football, golf, and running. He is also passionate about music, including playing guitar, writing songs, and managing a band.

Jeffrey Wherry is a CFP® and ChFC® professional with 29 years of industry experience. He currently works at MAI Capital Management, LLC and has held positions at Treloar & Heisel, LLC, WCG Wealth Advisors, LLC, and MML Investors Services. Wherry holds a Mass Mutual Career Agent Emeritus status related to fixed insurance sales but is no longer involved in new production. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of portfolio management strategies and serves both product-sponsor and advisory roles, managing mutual funds and private investment vehicles.

Michael Krarup is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and possessing 28 years of industry experience. He has been with Ameriprise and its related entities since 1996. Outside of his advisory work, he is involved as an owner of Professional Management Group and is a member and investor in RKM Partners LLC, both non-investment-related business activities. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations through a centralized consulting team.

John Fahey is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at Eagle Strategies LLC and Nylife Securities LLC, as well as New York Life Insurance Company. He also operates Fahey Financial Strategies LLC, through which he sells New York Life products and brokers non-registered insurance products. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, consulting, and access to model wealth portfolios and third-party asset management. The firm’s integrated platform combines advisory programs with sales of financial products, including insurance, and supports lending through a collateralized credit program.

William Miner is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been active in the financial services industry since 1999 and joined Merrill Lynch in 2007. William serves a diverse clientele focusing on areas such as education planning, family wealth management, institutional investment consulting, retirement income, and small business strategies. He holds multiple professional designations including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). William earned both a Bachelor's Degree, magna cum laude, and a Master of Business Administration from Youngstown State University. Throughout his career, he has received recognition including being named to Forbes' "Best-in-State Wealth Advisors" list multiple times between 2018 and 2026, as well as Forbes/SHOOK's "America's Top Next-Generation Wealth Advisors" list in 2017 and 2018. He is also a member of the Miner Wealth Management Team, which was named to Forbes' "Best-in-State Wealth Management Teams" list in 2025 and 2026. Born and raised in Mahoning County, William resides in Lowellville with his wife Melissa and their three children. Outside of work, he coaches his children in sporting activities and enjoys baseball, basketball, billiards, camping, chess, cooking, football, golfing, spending time with family, and traveling. William actively participates in community organizations including United Way, Northeast Ohio Adoption Services (where he serves as a board member), Rotary, and the American Heart Association.

Clyde Tommelleo is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with LPL Financial since 2009. Outside of advisory work, he is involved in fixed insurance products through his business, Tommelleo & Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various investment strategies.

Callie Lucich is a financial advisor with Ameriprise in Poland, Ohio, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, she worked at BNY Mellon for four years. She is also an associate financial advisor with Integrated Professional Partners, LLC, where she manages an advisory business. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. As a large institutional firm, it also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Joseph Thomas Jr. is a financial advisor with Osaic Wealth, Inc., holding a Series 66 credential and bringing 24 years of industry experience. His career includes roles at Securities America, Sterne Agee, and Diversified Advisors. Outside of advising, he serves as Board President for a social services organization and has been involved in local civic and builder associations. Osaic Wealth, Inc. serves a diverse range of clients, including individuals, institutions, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and various investment platforms. The firm employs asset-allocation tools, risk assessment, and automated rebalancing to construct diversified portfolios across multiple asset classes.

James Aeppli is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2022. His broader career includes over 20 years at JPMorgan Chase Bank, N.A. 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 in its recommendations. The firm delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

Scott Viano is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with JPMorgan Securities LLC since 2012. 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, investment adviser, and commodity-related registrations, delivering recommendations on a non-discretionary basis.

Emily Ciavarella is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. She has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of her advisory role, she is also an independent Medicare insurance agent with Neishloss and Fleming LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to a range of investment and insurance products through an integrated platform.

Damion Barrett Jr. is a financial advisor at Ameriprise with the Series 66 designation and two years of industry experience. He has held various roles, including positions at Butler County Community College, Marshall’s, and Kent State University prior to his current advisory role. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies. The firm’s offerings are supported by investment research, third-party data, and algorithmic tools, with implementation executed on a non-discretionary basis.

Sarah Bury is a financial advisor at LPL Financial in Youngstown, OH, holding a Series 66 credential with two years of industry experience. Her prior experience includes roles at OSAIC, SagePoint Financial, and managing Bury Financial Group. She also worked at The Ohio State University and Poland Local Schools before entering the financial services industry. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and specialized services for institutional clients.

Anthony Ricciardi is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Financial Services, Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, AXA Advisors, and Mass Mutual. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports various managed-account solutions.

Joshua Barr is a financial advisor with Mass Mutual Investors Services. He holds a Series 66 designation and has one year of industry experience. His work history includes positions at MassMutual Life Insurance Company and MML Investors Services LLC, as well as roles outside finance such as at Pantalone Paving LLC, Kennsington Golf Club, and Youngstown State University. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and provide tailored recommendations.

Mark Handel is a financial advisor at Ameriprise with seven years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services since 2018 and previously held roles at Buckeye Real Estate and The Ohio State University. Outside of his advisory work, he owns and manages E18B23M22, LLC, a business involved in hiring, payroll, and vendor management. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.