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.

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.

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.

Sean Dodd is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation. He has been with the firm since 2025 and has prior experience in communications at the University of Dayton. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services delivered through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.

Lee Framer is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and 47 years of industry experience. He previously worked at Next Financial Group Inc for 16 years. Outside of advisory work, he is involved in a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and retirement consulting services, with both discretionary and non-discretionary management options supported by proprietary and third-party research.

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.

Mara Henico is a financial advisor at Cetera with eight years of industry experience. She holds a Series 66 designation and previously worked at Ramsier Financial Services, Inc. for two years. Outside of her advisory work, she operates a small honey sales business as a beekeeper. Cetera Investment Advisers LLC serves a diverse clientele including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies.

Nicholas Stangelo is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is an owner and investor in Mayday Drone LLC, a startup specializing in drone recovery and topographical mapping, and is involved in small business ventures related to glassware craft and antique collectibles resale. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis through a centralized due-diligence framework.

Kimerly Cowgill is a financial advisor at Edward Jones with 27 years of industry experience. She has been with Edward Jones since 1998 and holds a Series 63 designation. Outside of her advisory work, she is a member of Kodi's Crossing LLC, a real estate entity based in Kensington, OH. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Bethany Brenner is a financial advisor with Raymond James Financial Services, Inc., holding 10 years of industry experience. She has been with Raymond James since 2016 and is also associated with Timothy D. Brenner and Associates, where she works in an administrative capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations, utilizing analytical tools and tailored strategies to support client goals.

Kyle Adams is a Series 66-licensed financial advisor with 16 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Adams serves on the boards of several local organizations, including Wooster Community Hospital, the Adaptive Sports Program of Ohio, Wooster Country Club, and the Wayne-Holmes Estate Planning Council. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group and engages in diverse activities such as municipal placements and managing affiliated trust companies.

William Conte is a financial advisor at Ameriprise with 27 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial and Avantax Advisory Services. Conte also operates Conte Co., CPA Inc., a tax preparation and accounting firm. Ameriprise Financial Services serves both individual and institutional clients, providing a specialized Premier Retirement Income service that focuses on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Dennis Liddle Jr. is a financial advisor with Raymond James Financial, holding a Series 63 designation and 24 years of industry experience. He has been with Raymond James Financial Services since 2002 and Raymond James Financial since 2009. Liddle serves as a committee member on the Barberton Community Foundation’s Finance, Investment, and Economic Development committees. He is also the owner and president of DGL Financial Services LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and supports institutional consulting and portfolio management across a large network of advisors.

Megan Morrison is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked for CrossCountry Mortgage LLC from 2015 to 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

Lisa Reichert is a financial advisor at Stifel with 13 years of industry experience. She has held previous roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Stifel in 2018. Outside of her advisory work, Reichert serves in leadership roles on several nonprofit boards in Wooster, Ohio, including chairing the advisory board for the Salvation Army and the board of commissioners for the Wayne Metropolitan Housing Authority. Stifel serves a broad client base that includes individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Steven Lorson is a financial advisor with LPL Financial, holding a Series 66 credential and 19 years of industry experience. He previously worked at The Huntington Investment Company, The Huntington National Bank, and PNC Investments. 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 model portfolios and research from multiple sources.

Reid Delaney is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and previously worked at Stifel and The Commercial and Savings Bank. Outside of his advisory role, Delaney is the head coach of the varsity boys' lacrosse team at Wooster High School and serves on the boards of the Wayne Center for the Arts and Main Street Wooster, where he is treasurer and a trustee, respectively. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting supported by research from LPL and third-party subadvisors.