Patrick Mc Fall is a financial advisor with Ameriprise in Cortland, Ohio, holding a Series 66 designation and four years of industry experience. He previously worked at Penn Care for eleven years and has been involved with the Greater Western Reserve Council Boy Scouts of America for eighteen years. Outside of his advisory role, he is a high school varsity soccer assistant coach and operates an online retail business specializing in hobby items. Ameriprise provides retirement-income planning services aimed at individuals with significant investable assets, delivering tailored recommendation reports through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Diane Gardner is a CFP® certificant with 24 years of industry experience, currently affiliated with LPL Financial since 2010. She serves as a board member of the Community Counseling Center of Mercer County. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios.

Kristopher Wildman is a Series 66-credentialed advisor at Osaic Wealth, Inc. with one year of industry experience. His prior work includes a role at Global Fitness and over a decade as a self-employed insurance agent. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory services and employs tools such as asset-allocation models, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include various asset classes, supporting both discretionary and non-discretionary account management.

Michaela Matthews is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at CUNA Brokerage Services, Inc., CUNA Mutual Group, and Mid-East CTC. 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 broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Paul Finch is a CFP® and ChFC® with 30 years of industry experience. He is currently with LPL Financial and has worked with Cuna Brokerage Services, Inc. and Cuna Mutual Group since 2008. He also holds a notary commission. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research.

Charles Ricciardi is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and bringing 16 years of industry experience. He has been with J.P. Morgan Securities since 2013. 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 its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Dana Dunn is a financial advisor at LPL Financial with 36 years of industry experience. Prior to joining LPL in 2025, Dunn worked at Cambridge Investment Research Inc. for seven years, along with roles at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of advisory work, Dunn is involved with Creative One, focusing on non-variable insurance advisory activities. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a large national network of investment advisers. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, with access to both discretionary and non-discretionary management options supported by research and alternative strategies.

Alexander Ferry is a Series 66 licensed financial advisor with Ameriprise in Greenville, PA, having one year of industry experience. His prior work includes roles in education and facilities management, as well as a position at Olive Garden. He also serves as an associate advisor to an Ameriprise franchisee’s practice through ACAG3 LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling techniques to deliver customized, non-discretionary recommendations focused on income sources, Social Security options, and tax-efficient withdrawal strategies.

John Smith is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and previously worked at Home City Ice and Youngstown State University. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income strategies. The firm’s approach combines proprietary research and third-party data within a defined investment framework, serving clients with specific asset minimums.

Matthew Shack is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including The Wealth Advisory Group of Dilauro Wracher & Thomas and VOYA Financial Advisors. Outside of his advisory role, he is co-owner of Shack Holdings LLC, which acquires and sells land and property in the Raleigh, NC area. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored planning and analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

David Pintaric is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors and Sterne Agee Financial Services. Outside of advising, Pintaric is a professional automobile racing driver and holds a 10% ownership stake in Scoop Media, LLC, a web-based discussion board focused on Ohio State college football. OSAIC serves a broad range of clients including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a comprehensive investment platform that includes automated portfolio management and access to third-party managers.

Matthew Mcewen is a financial advisor with LPL Financial in Greenville, PA, holding a Series 66 designation and nine years of industry experience. He has worked at LPL Financial since 2024 and previously held roles at Cetera and Strategic Lifestyle Advisors. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from internal and third-party sources.

Michael McMahon is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He previously worked for Cuna Brokerage Services, Inc. and Cuna Mutual Group from 2006 to 2019. McMahon is also involved with McMahon Financial Group, LLC, an investment-related business operating as a DBA for his LPL practice. 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 advisers. 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.

David Stabile is a financial advisor with Raymond James Financial Services, Inc. He holds Series 63 and Series 65 designations and has 45 years of industry experience. Prior to joining Raymond James in 2020, he worked at Merrill Lynch for nine years and has been associated with FINRA since 2010. Outside of his advisory role, he serves as a director on the Sharon Sanitary Authority board. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its recommendations through advisory programs and other providers.

Kimbery Powell is a financial advisor at Ameriprise with 23 years of industry experience. She holds a Series 66 designation and has worked with Ameriprise since 2018, including prior roles at Investment Professionals Inc. Powell is also involved in independent insurance brokering. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets, combining research-driven modeling and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Austin Shortreed is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. He has been with Ameriprise since 2020. Prior to his advisory role, he worked at Youngstown State University, Avalon Golf & Country Club, and Lakeview Local Schools. 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 personalized written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Michael Sirianni is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. Before joining LPL Financial in 2025, he worked for Stifel Independent Advisors, LLC for 11 years. 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. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Nicolas Wildman is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Woodbury Financial Services and co-ownership of Wildman Family Insurance and Investment Planning, where he assists clients with Medicare and life insurance education. Outside of finance, he is involved with Belltower International, providing private security and risk assessment services. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services with a range of investment solutions and third-party managed account options. The firm employs asset-allocation tools and automated rebalancing to build portfolios across various asset classes, supporting both discretionary and non-discretionary account management.

Jeremy Evans is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining Ameriprise in 2026, he worked at Good Life Advisors, LLC and LPL Financial, LLC for a combined total of over a decade. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice based on extensive investment research and tax-aware withdrawal strategies.

James Carpenter III is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2017. Prior to that, he was affiliated with PNC Bank and PNC Investments from 2014 to 2017. He has served as a board member of the Steam Academy of Warren, where he participates in monthly meetings related to the school's operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across the wealth spectrum, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.