Brendan Jones is a financial advisor with Primerica Advisors in Youngstown, OH. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at PFS Investments Inc. and Erie Indemnity Company, as well as positions in education at Howland Local Schools and Newton Falls Exempted Village Schools. 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 operates at scale with thousands of advisors and offices and offers model-driven investment strategies supported by third-party asset managers and custodians.

Graig Dedomenic is a financial advisor with Primerica Advisors in Austintown, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993 and previously worked at Jackson Milton Schools from 2017 to 2019. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated 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 under a wrap-fee structure. The firm curates third-party asset managers and uses an independent due-diligence process, with portfolio implementation delegated to BNY Mellon Advisors.

John Smith is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and previously worked at Home City Ice and Youngstown State University. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income strategies. The firm’s approach combines proprietary research and third-party data within a defined investment framework, serving clients with specific asset minimums.

David Pintaric is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors and Sterne Agee Financial Services. Outside of advising, Pintaric is a professional automobile racing driver and holds a 10% ownership stake in Scoop Media, LLC, a web-based discussion board focused on Ohio State college football. OSAIC serves a broad range of clients including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a comprehensive investment platform that includes automated portfolio management and access to third-party managers.

Michael McMahon is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He previously worked for Cuna Brokerage Services, Inc. and Cuna Mutual Group from 2006 to 2019. McMahon is also involved with McMahon Financial Group, LLC, an investment-related business operating as a DBA for his LPL practice. 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 advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Stephen Hoerig is a Series 66-credentialed financial advisor with Thrivent Investment Management, based in Newton Falls, Ohio. He has two years of industry experience and has held roles at Thrivent Financial and Thrivent Investment Management since 2023, with prior experience at Amba, Kufleitner Automotive Group, and Youngstown State University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning that covers retirement, tax, estate, business continuation, and other areas. The firm combines planning with managed-account programs under a consolidated billing option but does not provide discretionary portfolio management for institutional clients.

Roberta Hiller is a financial advisor with Primerica Advisors in Youngstown, OH, holding a Series 63 designation and 26 years of industry experience. She has been with Primerica since 1999 and is active in local real estate associations including the Youngstown Columbiana Association of Realtors and the Stark Trumbell Area Realtors. Outside of advisory work, she is involved in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Lori Costantino is a financial advisor with OSAIC based in Youngstown, Ohio, holding Series 63 and Series 66 credentials and 11 years of industry experience. She has worked with Hannon & Associates/Royal Alliance since 2015 and became the Office Supervisory Jurisdiction (OSJ) producing supervisor in 2025 following the passing of Tom Hannon. Costantino is also a State of Ohio Notary Public. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, efficient-frontier analysis, and automated rebalancing to construct diversified portfolios managed on both discretionary and non-discretionary bases.

Zachary Rasile is a financial advisor at OSAIC with Series 66 and Series 63 credentials and two years of industry experience. He has worked at Hannon and Associates and has teaching experience at West Liberty University and McDonald Local Schools. Additionally, he is involved with Hannon & Associates Financial Services, supporting sales and marketing of securities and insurance products. OSAIC serves a diverse client base including retail, high-net-worth, institutional, and charitable organizations, offering integrated brokerage and advisory services supported by advanced asset-allocation tools and multiple third-party platforms.

Emily Stark is a financial advisor with Edelman Financial Engines in Youngstown, OH. She holds a Series 65 designation and has been with Edelman Financial Engines since 2019, following four years at PNC Bank. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a proprietary modeling process with planner delivery and online tools, offering diversified model portfolios with a long-term investment orientation and managing approximately $326 billion for roughly 477,000 clients.

Zachary White is a financial advisor with Thrivent Investment Management in Youngstown, Ohio. He holds the Series 66 designation and has one year of industry experience. Prior to joining Thrivent, he worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. Outside of finance, he has been involved with ATA Poland Martial Arts for over a decade. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s approach includes periodic plan reviews and the option to combine planning with managed-account services under a consolidated billing system.

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.

Michael Sirianni is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. Before joining LPL Financial in 2025, he worked for Stifel Independent Advisors, LLC for 11 years. 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, providing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

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.

Jeremy Evans is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining Ameriprise in 2026, he worked at Good Life Advisors, LLC and LPL Financial, LLC for a combined total of over a decade. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice based on extensive investment research and tax-aware withdrawal strategies.