Kimbery Powell is a financial advisor at Ameriprise with 23 years of industry experience. She holds a Series 66 designation and has worked with Ameriprise since 2018, including prior roles at Investment Professionals Inc. Powell is also involved in independent insurance brokering. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets, combining research-driven modeling and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Austin Shortreed is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. He has been with Ameriprise since 2020. Prior to his advisory role, he worked at Youngstown State University, Avalon Golf & Country Club, and Lakeview Local Schools. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides personalized written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Daniel Henry is a financial advisor with Cetera, holding a Series 63 designation and 26 years of industry experience. His career includes roles at Cetera Advisors LLC since 2013 and New England Securities from 2005 to 2007. He is also licensed as an insurance agent, selling life, disability, fixed annuities, long-term care, and property and casualty insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Nicolas Wildman is a financial advisor at OSAIC with Series 63 and Series 65 licenses and five years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services and has held roles in law enforcement and insurance. He is co-owner of Wildman Family Insurance and Investment Planning, where he assists clients with Medicare and life insurance products, and also provides private security services through Belltower International. OSAIC Wealth serves a diverse range of retail and institutional clients through a large multi-advisor platform, offering brokerage and advisory services including financial planning, managed portfolios, and retirement consulting. The firm employs model-based asset allocation and portfolio optimization techniques and supports discretionary and third-party manager strategies.

Christina Lee is a financial advisor with Primerica Advisors in Youngstown, OH, holding nine years of industry experience. She has worked at PFS Investments Inc. since 2015 and has been affiliated with Primerica Financial Services since 2011. Outside of her advisory role, she owns and operates a home health care business in Bristolville, OH. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Gregory Costantino is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has previously worked at Henegan Financial, Hannon & Associates Financial Services LLC, Home Depot, and in various roles with McDonald Local School Districts and the Village of McDonald. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by multiple program options and a complex affiliate network.

Carol Penny is a financial advisor with Primerica Advisors in Austintown, OH, holding a Series 63 designation and over 42 years of industry experience. She has been affiliated with Primerica Advisors since 1983 and Primerica Financial Services since 2000. Outside of advisory services, she is involved in sales of loan products and home-related services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

James Carpenter III is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2017. Prior to that, he was affiliated with PNC Bank and PNC Investments from 2014 to 2017. He has served as a board member of the Steam Academy of Warren, where he participates in monthly meetings related to the school's operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across the wealth spectrum, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Erin Spalding is a financial advisor with Primerica Advisors, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Ameriprise and BNY Mellon. Outside of her advisory work, she is involved in sales of non-investment related services such as home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors and select corporate and charitable clients. The firm employs model-based investment strategies supported by third-party asset managers and custodians.

Ashley Glabecki is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. She has worked at Equitable Advisors since 2018 and previously worked at Axa Advisors, LLC. Outside of her advisory work, she serves as a basketball coach for Perry Local Schools in Perry, Ohio. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Stacey Rozzo is a Series 66-credentialed financial advisor with Edward Jones, based in Warren, Ohio. She has 13 years of industry experience and has been with Edward Jones since 2005. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Michael Conrow is a CFP®, ChFC®, and Series 66-licensed financial advisor with Edward Jones, based in Cortland, OH. He has 10 years of industry experience, all of which have been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated proprietary funds, operating under a fiduciary standard.

Stacy Foster is a financial advisor at OSAIC with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has served as Assistant Treasurer for the Trumbull County Educational Service Center since 2000. In addition to her advisory role, she provides administrative support at Hannon & Associates Financial Services, LLC. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services delivered through multiple channels, utilizing model-based asset allocation and portfolio optimization tools.

David Clementi is a financial advisor at Equitable Advisors in Youngstown, OH, holding a Series 66 designation with three years of industry experience. Prior to his current role, he worked in various capacities including roles at Christ for all Nations and Light of Life Rescue Mission. He is also an author of a non-investment book published in 2025. 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 through a network of Investment Adviser Representatives, utilizing a mix of firm-managed and third-party advisory solutions.

William Day is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked at LPL Financial since 2022 and previously spent over two decades at Cuna Mutual Group and Cuna Brokerage Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Robert Ford is a financial advisor with Primerica Advisors in Youngstown, OH, holding a Series 63 designation and 20 years of industry experience. He has been with Primerica Advisors and its affiliate Primerica Financial Services since 2006. Prior to his financial advisory career, Ford worked for 29 years as a school teacher for fifth and sixth graders at Austintown Local Schools. He also receives compensation related to home security and automation product referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services through a large network of advisors and utilizes model-delivery strategies managed by unaffiliated asset managers.

Jason Witkoski is a financial advisor at Edward Jones with 13 years of industry experience. He previously worked at PNC Investments, Huntington National Bank, and VALIC Financial Advisors. Outside of his advisory role, he is a member of MJ2 Holdings, LLC, a real estate-related business based in Hubbard, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management.

Lindsay Lewis is a financial advisor with LPL Financial based in Austintown, OH, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining LPL Financial in 2022, she worked at CUNA Mutual Group and CUNA Brokerage Services, Inc., among other firms. Outside of her advisory role, she is involved as a business owner in real estate rental activities. 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 other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and technology tools for operational and research purposes.

James Clarke is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 16 years of industry experience. His prior work includes roles at Bartlett Tree Experts and ongoing positions with Local Knowledge, PFS Investments Inc., and Primerica Financial Services. He is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm employs model-based strategies developed by external asset managers, supported by custodial and trade execution services through Pershing and BNY Mellon Advisors.

Randall Pompeo Jr. is a Series 66-licensed financial advisor with 16 years of industry experience. He is currently with J.P. Morgan Securities in Warren, OH, and has held positions within JPMorgan Chase entities since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, with recommendations limited to eligible strategies and incorporating ESG considerations.