Richard Fox is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and its affiliates since 2015. Fox serves on the Board of Directors for the Wooster Citizens Police Academy Alumni Association. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

James Lepore is a financial advisor with LPL Financial holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for eight years before joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. 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.

Mark Mahoney is a financial advisor with Ameriprise Financial Services in North Lawrence, Ohio, holding CFP® and Series 66 credentials and bringing 33 years of industry experience. He has been with Ameriprise since 2005. Outside of his advisory work, he teaches art classes and participates in plein air painting events. Ameriprise Financial Services is a large, diversified firm that serves both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice.

Jason Helterbridle is a financial advisor with Ameriprise in Wooster, OH, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis through a centralized consulting team to deliver tailored, non-discretionary recommendations.

Tina Snyder is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Her prior roles include positions at JPMorgan Securities LLC and Merrill. She is currently with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios drawn from an investable universe of mutual funds, ETFs, and ETPs.

Justin Shetler is a financial advisor with Cetera, holding Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Cetera in 2025, he worked at J.P. Morgan Securities, LLC and JPMorgan Chase Bank, N.A. from 2021 to 2025, and at PNC Bank from 2015 to 2021. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management services and operates a multi-manager platform with access to both affiliated and third-party investment strategies across multiple program structures.

Kim Robinson is a financial advisor with Primerica Advisors in Akron, OH, holding 10 years of industry experience. She has been with Primerica Advisors since 2015 and also worked at Primerica Financial Services starting in 2013. Outside of her advisory role, Robinson is involved in the sale of home security and automation products through affiliated companies and operates as an independent provider in Kent, OH. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Jeffrey Stoll is a financial advisor with Raymond James Financial in Massillon, Ohio, holding a Series 63 designation and 39 years of industry experience. He has worked at Raymond James Financial Services since 1991 and established Stoll Financial Group LLC in 2015. Outside of advising, he owns oil wells on existing property. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and advisory services supported by analytical tools, with a notable affiliation supporting its municipal and public finance work.

Annette Bantz is a financial advisor at Edward Jones with 19 years of experience at the firm and holds a Series 66 designation. She is based in Wooster, OH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee accounts, SMAs, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Adam Ward is a financial advisor with J.P. Morgan Securities in Barberton, Ohio, holding a Series 66 credential and 19 years of industry experience. He has been with J.P. Morgan Securities since 2013 and has also worked at JPMorgan Chase Bank, N.A. since 2007. Outside of his advisory role, he serves as an unpaid business consultant for a construction company specializing in pole-style buildings. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting delivered on a non-discretionary basis. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Marshall Weinberg is a financial advisor with LPL Financial in Massillon, OH, holding a Series 63 designation and 24 years of industry experience. He has worked at LPL Financial since 2016 and operates Weinberg Financial Services, a business he has owned since 2013. Outside of his advisory roles, he consults for a family business specializing in business reorganization and expansion. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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, supporting both discretionary and non-discretionary management with access to model portfolios and third-party research.

Cole Hissong is a financial advisor with Stifel in Wooster, Ohio, holding a Series 66 designation and two years of industry experience. Before joining Stifel, he worked at The College of Wooster and Triway Local School District. He serves on the boards of the College of Wooster W Association and the YMCA of Wayne County, and volunteers as an assistant football coach for Triway Local Schools. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Chase Piatko is a financial advisor with Mass Mutual Investors Services in Massillon, OH, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Equitable Advisors, Ameriprise, Raymond James Financial Services, and Prudential Insurance Company of America. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management using firm-approved analytical tools and offers specialized programs such as divorce planning and estate-settlement services.

Connor Norgrove is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has worked previously at Union Home Mortgage, Walmart, Home Depot, and several other companies. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a large nationwide network of financial advisors and branch offices.

Josh Kaluzne is a financial advisor at Edward Jones in Akron, OH, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked for Wayne Homes from 2016 to 2019. He is also a co-owner of J & C Management Holdings LLC, where he manages mortgage payments and property repairs. 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 extensive network of financial advisors and branch offices, as well as its affiliated services including trust, mutual funds, and securities-based lending.

Christine Sanor is a financial advisor with Raymond James Financial in Navarre, Ohio, holding a Series 63 designation and bringing 32 years of industry experience. She has been with Raymond James since 2007 and leads the Sanor Wealth Group, a financial advisory practice established in 2018. Outside of her advisory work, she is the owner of Poh, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work, as well as specialized advisory programs.

Douglas Baltzer is a financial advisor at Edward Jones with 20 years of industry experience. He has worked at Edward Jones since 2005 and holds a Series 63 designation. Outside of his advisory role, he owns and operates DBALTZER LLC, a limited liability company based in Navarre, OH. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and fiduciary services. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Joseph Hanna is a financial advisor at Stifel with Series 63 and Series 65 designations and 38 years of industry experience. He has been with Stifel since 2012. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to support asset allocation, retirement, insurance, and estate planning analyses.

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.

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.