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.

Lisa Hlinka is a financial advisor with Primerica Advisors in Youngstown, OH, holding a Series 65 credential and 16 years of industry experience. She has worked at PFS Investments Inc. and Primerica Financial Services since 2009 and has been employed at Heinen's since 2012. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment solutions.

Daniel Corbett is a financial advisor with Primerica Advisors, holding a Series 63 designation and seven years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 2018 and operates out of Youngstown, OH. Outside of finance, he owns and runs a 3D printing business, 3D Fun Factory, which sells 3D prints online. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven strategies managed by unaffiliated asset managers and supports account custody and trade execution through major custodians.

Jonathan Kosco is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. Before joining Equitable Advisors, he worked at Youngstown State University and The Daily Grind. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing program sponsors and endorsed TAMPs to deliver advisory and brokerage solutions.

Sydney Woolard is a financial advisor at Equitable Advisors with one year of industry experience. She holds a Series 66 designation and has prior work experience at Davey Tree Expert Company and Kent State University. Woolard has also been involved with the Humane Society of Summit County. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

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.

Tracey Direnzo is a financial advisor with Primerica Advisors in Youngstown, OH, holding 14 years of industry experience. She has worked with Primerica Financial Services since 2009 and PFS Investments Inc. since 2011, and is currently involved with Circle of Care. Outside of her advisory role, she owns Zanavia, LLC, a real estate investing business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure rather than fixed fees.

Dawn Hood is a financial advisor at Primerica Advisors with 21 years of industry experience. Her prior work includes positions at Farmers National Bank, The Middlefield Banking Company, and Valley Title & Escrow. She is also involved in sales of investment-related products and loan referrals for companies affiliated with PFS Investments Inc. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies supported by third-party managers and custodians, focusing primarily on individual investors rather than institutional clients.

Brendan Jones is a financial advisor with Primerica Advisors in Youngstown, OH. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at PFS Investments Inc. and Erie Indemnity Company, as well as positions in education at Howland Local Schools and Newton Falls Exempted Village Schools. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices and offers model-driven investment strategies supported by third-party asset managers and custodians.

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.

Graig Dedomenic is a financial advisor with Primerica Advisors in Austintown, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993 and previously worked at Jackson Milton Schools from 2017 to 2019. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses an independent due-diligence process, with portfolio implementation delegated to BNY Mellon Advisors.

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.

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.

Roberta Hiller is a financial advisor with Primerica Advisors in Youngstown, OH, holding a Series 63 designation and 26 years of industry experience. She has been with Primerica since 1999 and is active in local real estate associations including the Youngstown Columbiana Association of Realtors and the Stark Trumbell Area Realtors. Outside of advisory work, she is involved in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

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.

Lori Costantino is a financial advisor with OSAIC based in Youngstown, Ohio, holding Series 63 and Series 66 credentials and 11 years of industry experience. She has worked with Hannon & Associates/Royal Alliance since 2015 and became the Office Supervisory Jurisdiction (OSJ) producing supervisor in 2025 following the passing of Tom Hannon. Costantino is also a State of Ohio Notary Public. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, efficient-frontier analysis, and automated rebalancing to construct diversified portfolios managed on both discretionary and non-discretionary bases.