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Christopher G

CFP®, Series 63, Series 66

Dover, OH

Edward Jones

Christopher Greenland is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. Prior to joining Edward Jones, he worked at Fidelity for one year in 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and maintains a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Mallory D

Series 66

Massillon, OH

Edward Jones

Mallory D'augustine is a financial advisor at Edward Jones in Massillon, Ohio, holding a Series 66 designation with six years of industry experience. She has been with Edward Jones since 2016. 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 solutions supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Tina S

Series 63, Series 66

Navarre, OH

Fidelity

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.

Charitable giving & philanthropy Active portfolio management
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Cheryl S

Series 63, Series 65

Canton, OH

Ameriprise

Cheryl Sternasty is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Her prior firms include Cambridge Investment Research Advisors, Janney Montgomery Scott, and Parker/Hunter Incorporated. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement income planning advice designed for clients approaching or in retirement.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Kelly B

Canton, OH

Primerica Advisors

Kelly Brown is a financial advisor with Primerica Advisors in Canton, OH, holding 11 years of industry experience. She has worked at Primerica Advisors since 2015 and has prior experience at Amadeus Spa and Industrial Security. Brown is also a Notary Public in Canton, OH. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates through a large network of advisors and offers model-driven investment strategies with custody and trade execution support from BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Jeffrey S

Series 63

Massillon, OH

Raymond James Financial

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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Brian L

Series 66

Canton, OH

Ameriprise

Brian Lake is a financial advisor with Ameriprise in Canton, Ohio, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory work, he serves as Treasurer on the Board of Directors for Moonlight Bay II and is the primary person in the S Corporation Harbor Lake, which is involved in payroll activities. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Kiley K

CFP®, Series 66

New Philadelphia, OH

Ameriprise

Kiley Kendall is a financial advisor with Ameriprise in New Philadelphia, OH, holding CFP® and Series 66 credentials and bringing 12 years of industry experience. Prior to joining Ameriprise in 2025, Kendall worked for Edward Jones from 2013 to 2025. Outside of advisory work, Kendall serves on the boards of the Tuscarawas County University Foundation and the Tuscarawas County University Branch District. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, with an emphasis on assets held in Ameriprise Managed Accounts.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jeric W

Series 66

W Carrollton, OH

Ameriprise

Jeric Wisecup is a financial advisor with Ameriprise, holding a Series 66 designation and 27 years of industry experience. He has been with Ameriprise since 1999 in various roles. Wisecup is a middle school wrestling coach with West Carrollton Schools and serves on the board of a professional networking group as well as Residential Individual Options, Inc. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning, dependable income sources, and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Marshall W

Series 63

Massillon, OH

LPL Financial

Marshall Weinberg is a financial advisor with LPL Financial in Massillon, Ohio, holding a Series 63 license and bringing 24 years of industry experience. He previously worked at Raymond James Financial and operates Weinberg Financial Services. Outside of his advisory work, he consults on business reorganization and expansion for a family business run by his brother. 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 financial planning and investment management services, including access to third-party asset managers and customizable strategies, supported by advisor-facing technology for operational and research purposes.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Randal L

Dover, OH

Cetera

Randal Longacher is a financial advisor with Cetera in Dover, Ohio, holding CPA credentials and bringing 38 years of industry experience. He has been with Cetera and its affiliated entities since 2008 and also owns and operates Tuscarawas Tax & Insurance Service, where he provides income tax preparation and life and health insurance sales. Additionally, Longacher serves as a board member for the Buckeye Joint Vocational School District. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a national network of over 10,000 advisors and manages more than $256 billion in assets.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Harry A

New Philadelphia, OH

Primerica Advisors

Harry Anderegg is a financial advisor with Primerica Advisors in New Philadelphia, OH, holding 11 years of industry experience. He has been with Primerica Advisors since 2010 and also operates outside the financial sector as a driving instructor and owner of AAA Stables. Additionally, he serves as an instructor at Primerica Financial Services University. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Chase P

Series 63, Series 66

Massillon, OH

Mass Mutual Investors Services

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.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Victoria B

Series 66

Dover, OH

Ameriprise

Victoria Burke is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and has worked in various roles including at The Killbuck Savings Bank and Tuscarawas Insurance Agency. Outside of her advisory work, she is actively involved in community organizations, serving on boards and committees such as the Garaway Youth Cheerleading, Sugarcreek Rotary Club, and several local festival and business associations. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, known for its specialized Premier Retirement Income service, which provides tailored retirement income planning and ongoing advice focused on dependable income and tax-aware strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Lesley G

Series 66

Dover, OH

J.P. Morgan Securities

Lesley Gambone is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and possessing 23 years of industry experience. She has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Chelsea H

Series 63, Series 65

Massillon, OH

Ameriprise

Chelsea Haswell is a financial advisor at Ameriprise in Massillon, Ohio, holding Series 63 and Series 65 licenses with seven years of industry experience. Her prior work includes roles at The Huntington Investment Company and J.P. Morgan Securities LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which combines research, third-party data, and algorithmic tools to provide tax-aware withdrawal strategies and income planning.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Adam Y

Series 66

Canton, OH

Ameriprise

Adam Yekin is a financial advisor with Ameriprise in Canton, Ohio, holding a Series 66 designation and 13 years of industry experience. He has worked at Ameriprise since 2017, following four years at Edward Jones. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Neal C

ChFC®, Series 63

Sugarcreek, OH

Cambridge Investment Research Advisors

Neal Clemens is a financial advisor at Cambridge Investment Research Advisors with 38 years of industry experience. He holds the ChFC® designation and has worked at firms including USA Financial Securities and Concourse Financial Group Securities. Outside of advisory work, he is involved in coaching and consulting services and is a licensed drone pilot. Cambridge Investment Research Advisors serves a diverse client base ranging from individual investors to institutional retirement-plan sponsors. The firm offers a variety of financial planning, investment management, and retirement services through a network of independent advisors, utilizing proprietary and third-party model strategies across multiple platform options.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Christine S

Series 63

Navarre, OH

Raymond James Financial

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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Douglas B

Series 63

Navarre, OH

Edward Jones

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.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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