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 16 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2016. Prior to that, he was with Bank of America and Merrill from 2014 to 2016 and was involved with Trentens Passage LLC d/b/a Paradise Kingdom from 2007 to 2016. 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 performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Steven Bailey is a financial advisor at OSAIC with 29 years of industry experience. He holds a Series 66 designation and previously worked at American Portfolios for 17 years and Nationwide Provident for 22 years. Outside of his advisory role, he is the owner of Sabatino Cabinet LLC, a cabinet shop, and serves as a board member of the Salem Community Foundation. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors through a broad network of affiliated advisors. The firm offers integrated brokerage and advisory services utilizing proprietary asset-allocation tools and supports various investment platforms and third-party manager solutions.

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 with Osaic Wealth, Inc. He holds 20 years of industry experience, including 17 years at Lincoln Financial Advisors Corp before joining Osaic in 2025. He is also involved as an insurance agent offering accident and health insurance, traditional life insurance, disability income products, and annuities, as well as serving as an advisor in a partnership focused on securities, annuities, employer plans, and life insurance. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to large institutions, providing integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms. The firm utilizes asset-allocation tools, risk assessment methods, and automated portfolio rebalancing to manage a wide range of investment options.

Kenneth Griffin is a financial advisor with Edward Jones in Canton, OH, holding a Series 66 designation and six years of industry experience. He joined Edward Jones in 2019 after roles at Uber, Food Safety Ohio, Lyft, and Metz Culinary Management. Outside of his advisory work, he delivers food on weekends for DoorDash in San Francisco. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions. The firm manages over $1 trillion in assets and maintains a large network of advisors and branches nationwide.

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 at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has worked at various J.P. Morgan entities since 2007. 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. As a subsidiary of J.P. Morgan, the firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Jeric Wisecup is a financial advisor at Ameriprise with 26 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliates since 1999. Outside of his advisory role, he serves on the board of a professional networking group and coaches middle school wrestling. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, employing a combination of research, modeling, and tax-efficient strategies to develop personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Debra Danks is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at J.P. Morgan Securities and Jpmorgan Chase Bank in Ohio since 2017, following a brief tenure at Cetera and Home Savings Bank. 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 performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Lynette Wilson is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also maintaining a role at Jpmorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver comprehensive advisory and brokerage services.

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 Buckeye, AZ, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones from 2013 to 2017 before joining Ameriprise Financial Advisors Inc., where he served from 2017 to 2020. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports and offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

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.

Amy Hunter is a Series 66-licensed financial advisor with J.P. Morgan Securities, bringing 24 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 1996. Outside of her advisory role, she is an independent distributor for Young Living Essential Oils. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Keith Stults is a CFP®-designated financial advisor with Edward Jones in Canton, OH, where he has worked since 1999. He has 26 years of industry experience. Outside of his advisory role, he is the sole shareholder of KM Stults, Inc., a company that owns a parcel of land leased to a manufacturer. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.