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 at Cetera with 25 years of industry experience. He holds a Series 63 designation and has been with Cetera Advisors LLC since 2013. In addition to his advisory role, he works 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 individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with access to both affiliated and third-party managers across multiple program structures.

Nicolas Wildman is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Woodbury Financial Services and co-ownership of Wildman Family Insurance and Investment Planning, where he assists clients with Medicare and life insurance education. Outside of finance, he is involved with Belltower International, providing private security and risk assessment services. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services with a range of investment solutions and third-party managed account options. The firm employs asset-allocation tools and automated rebalancing to build portfolios across various asset classes, supporting both discretionary and non-discretionary account management.

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 the Series 66 designation and has previously worked at Henegan Financial, Hannon & Associates Financial Services LLC, Home Depot, and McDonald Local School Districts. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using tools such as asset-allocation models and automated rebalancing to construct diversified portfolios.

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 licenses and seven years of industry experience. She has worked at Equitable Advisors since 2018 and previously at Axa Advisors, LLC. Ashley also coaches basketball for Perry Local Schools. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers, using a hybrid referral and implementation model.

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 with Osaic Wealth, Inc., holding Series 63 and Series 66 credentials and over 11 years of industry experience. She has served as Assistant Treasurer for the Trumbull County Educational Service Center since 2000, where she manages invoicing and account balancing for local schools. Foster also provides administrative support for Hannon & Associates Financial Services, LLC. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with a focus on diversified portfolios constructed using firm-supported asset-allocation and risk management tools.

David Clementi is a Series 66-licensed financial advisor with Equitable Advisors in Youngstown, OH, and has three years of industry experience. Prior to joining Equitable Advisors, he worked at Christ for All Nations and Light of Life Rescue Mission. He is also the author of a non-investment book scheduled for release in 2025. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services tailored to clients’ goals and risk tolerance.

William Day is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Cuna Mutual Group and Cuna Brokerage Services, Inc. Day operates out of Cortland, Ohio. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting supported by research, model portfolios, and technology-driven strategies.

Robert Ford is a financial advisor with Primerica Advisors in Youngstown, OH, holding a Series 63 designation and 19 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2006. Prior to his financial services career, he taught 5th and 6th grade social studies at Austintown Local Schools for 29 years. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, utilizing model-delivery strategies and a limited number of separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing a tiered wrap-fee structure and a range of investment models.

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, holding Series 63 and Series 65 credentials and nine years of industry experience. Prior to joining LPL Financial in 2022, Lewis worked at CUNA Mutual Group, CUNA Brokerage Services, Carrie Ratliff State Farm, Cetera Investment Services, and First National Bank of Pennsylvania. Outside of advisory work, Lewis is involved in real estate rental activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

James Clarke is a financial advisor with Primerica Advisors in Youngstown, OH, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked with Primerica Financial Services since 2009 and is also affiliated with PFS Investments Inc. and Local Knowledge. In addition to advisory services, he is involved in sales of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. 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 uses a tiered wrap-fee structure and curates third-party asset managers, delegating model implementation to BNY Mellon Advisors.

Randall Pompeo Jr. is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 66 designation and has been with JPMorgan Chase Bank NA and its affiliated entities since 2009. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

David Rider is a CFP® professional with 29 years of experience in the financial services industry. He has been with Ameriprise since 1999, currently serving at their Cortland, OH office. Outside of his advisory role, he is chairman of the City of Cortland Zoning Appeals Board and owns ALK Operations LLC, a financial services management company. Ameriprise provides retirement-income planning services for individuals nearing or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations through a centralized consulting team.