Michael Messina is a financial advisor with Edward Jones in Alliance, OH, holding Series 63 and Series 65 designations and having 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and money market funds. The firm operates an SEC-registered advisory program and manages approximately $1.01 trillion in assets, supported by a large nationwide network of advisors and branch offices.

Corey Richards is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2016, following roles at Bank of America and Merrill. He also operated Trentens Passage LLC, known as Paradise Kingdom, from 2007 to 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities through various regulatory registrations.

Steven Bailey is a financial advisor at Osaic Wealth with 29 years of industry experience. He holds the Series 66 designation and has worked at firms including American Portfolios and Questar Capital Corporation. Outside of his advisory role, he owns a cabinet shop and serves on the board of the Salem Community Foundation. Osaic Wealth serves a diverse clientele including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing advisors with discretionary and third-party management options.

Nicholas Messina is a financial advisor at Edward Jones with a Series 66 designation and over four years of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Johns Towing, Chipotle, Walsh University, and Southeast High School. 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 offers a range of investment advisory programs and fiduciary services through a nationwide network of over 23,000 financial advisors.

Michael Wade is a financial advisor at Osaic with 20 years of industry experience. He previously worked for Lincoln Financial Advisors Corp for 17 years before joining Osaic in 2025. Outside of his advisory role, Wade is an insurance agent offering accident and health insurance, life insurance, disability income products, and annuities. He is also involved with Cleveland Financial Group as an advisor focused on securities, annuities, employer plans, and life insurance. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides both brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization supported by various tools and strategies.

Kenneth Griffin is a financial advisor at Edward Jones in Canton, OH, holding a Series 66 designation with seven years of industry experience. Before joining Edward Jones in 2019, he worked at Uber, Food Safety Ohio, Lyft, and Metz Culinary Management. Outside of his advisory role, he delivers food on weekends for DoorDash. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory programs. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the country.

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.

Kenneth Lefever is a Series 66-registered financial advisor with Edward Jones in Salem, Ohio, with eight years of industry experience. Before joining Edward Jones in 2017, he worked at Christian Healthcare Ministries for seven years. Edward Jones serves more than four million individual and institutional clients with a range of wealth management services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

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.

George Burns is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 19 years of industry experience. He has been with various J.P. Morgan entities since 2007. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Its advisory process integrates centralized due diligence with quantitative and qualitative research, offering model asset allocations that may incorporate ESG criteria.

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.

Debra Danks is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms, including PNC Wealth Management and Cetera Investment Advisers LLC, before joining J.P. Morgan Securities in 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may include ESG criteria in its recommendations.

Lynette Wilson is a Series 66-licensed financial advisor with J.P. Morgan Securities, where she has worked since 2012. She has 18 years of industry experience, including a concurrent role with J.P. Morgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program offers written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a focus on eligible strategies that may include ESG criteria.

Eric Devine is a financial advisor with Ameriprise in Salem, OH, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include seven years at The Huntington Investment Company and positions at Cetera Investment Advisers, Cortland Savings and Banking Co, Stratos Wealth Partners, and LPL Financial. 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 tailored retirement planning focused on reliable income sources and tax-aware withdrawal strategies.

Steven Thomas is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. 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, discretionary and non-discretionary wrap fee strategies, and affiliated investment products through a network of more than 23,700 advisors nationwide.

Kim Smith is a financial advisor with Stifel in Salem, OH, holding Series 63 and Series 65 licenses and 42 years of industry experience. She has been with Stifel since 2009. Outside of her advisory role, she is involved with Ohio Valley Energy, receiving oil and gas royalties as a lessor. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach uses proprietary forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

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.

Karen Jeske is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. She has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2002. Jeske serves as an advisory committee member for St. Luke Lutheran Community, a long-term care assisted living facility. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and integrates planning with managed accounts under a consolidated billing option, while maintaining separate planning and investment services.

Gary Nist II is a financial advisor with Raymond James Financial, holding a Series 63 designation and 29 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1996 and founded G.L. NIST in 1995. Outside of his advisory work, he is an associate at PortfolioVision, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses fact-finding and analytical tools to tailor non-discretionary planning and consulting to client goals and supports municipal and public-finance work through a municipal advisor affiliation.

Rachel Hancock is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at Damascus Friends Church from 2016 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its services through a nationwide network of over 23,700 financial advisors and 15,100 branch offices.