Amanda Silfani is a financial advisor with Eagle Strategies (NY Life) in Canton, Ohio, holding the ChFC® and Series 63 credentials and bringing 24 years of industry experience. She previously worked at William A. Hardy Financial Group for 16 years and has been associated with New York Life Insurance Company for 25 years. Outside of her advisory work, she volunteers as a Girl Scouts troop administrator, serves as vice president of the Beta Psi Beta Alumnae Chapter supporting collegiate philanthropy, and co-manages an Etsy shop specializing in art reprints and vintage items. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors, with a focus on tailored recommendations and mostly non-discretionary asset management.

Blake Castaldo is a financial advisor with Eagle Strategies (New York Life) based in Canton, Ohio, holding Series 63 and Series 65 licenses and with 14 years of industry experience. He has worked with various New York Life entities since 2009 and is the owner of Eagle Wealth Partners LLC d/b/a Lifetime Wealth Partners, which brokers non-registered insurance products and sells New York Life products and services. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Thomas Albers is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 designations and over 53 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved in insurance sales and ownership through TAP Insurance Agency since 2012 and Total Asset Planning since 1985, where he serves as president. Ameritas Advisory Services provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients, offering a variety of managed account programs and fee-based management of variable annuity and life subaccounts.

Michael Oberholzer is a financial advisor with Primerica Advisors, holding a Series 63 designation and 28 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company of America since 2019, with prior roles at Pruco Securities, The Prudential Insurance Company of America, and The Romig Agency. He serves on the Tuscarawas Central Catholic High School Finance Committee. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services alongside financial and business consulting. The firm employs a variety of investment strategies through proprietary and third-party platforms and supports a range of account services including lending and donor-advised funds.

Jeffry Axe is a financial advisor at The Huntington Investment Company with 29 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services LLC and Citizens Securities Inc., among other firms. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment approach, combining third-party managers with proprietary private bank models, and offers multiple wrap-fee programs through the Envestnet MAS platform.

Jason Slates is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with Huntington since 2010 and has also been associated with Ameriprise Financial Services, LLC since 2026. Outside of his advisory work, he owns rental properties. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform, combining third-party sub-managers and proprietary Private Bank models in an open-architecture investment approach.

Joseph Wagner is a financial advisor with NewEdge Advisors holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at NewEdge Advisors since 2021 and has also been with Mid Atlantic Financial Management, Inc. since 2015. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support advisor and client needs.

James Kampetis is a CFP® with six years of industry experience, currently serving as a financial advisor at CWM, LLC. His prior roles include positions at Carson Wealth, Aptus Wealth Management, and E.E. Powell & Company, Inc., as well as experience as a self-employed advisor. CWM, LLC is an SEC-registered investment adviser with over 600 advisors, serving a diverse clientele that includes individuals, high-net-worth families, foundations, and institutional clients. The firm employs a discretionary management approach using model portfolios and integrates multiple investment strategies, offering a range of services including portfolio management, financial planning, and retirement-plan solutions.

Bailey Carani is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and five years of industry experience. Carani has worked at Huntington entities since 2016, including positions at Huntington National Bank and The Huntington Investment Company. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party sub-managers and proprietary Private Bank models.

Coleman Chamarro is a financial advisor at Mariner in Canton, OH, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has four years of industry experience, including prior roles at Janney Montgomery Scott LLC, Valmark Securities, Inc., and JPMorgan Chase Bank. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by an internal team and third-party managers, with integrated tax and accounting capabilities uncommon for a firm of its size.

James Scott is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. Prior to joining Independent Advisor Alliance in 2019, he worked at Independent Financial Partners and LPL Financial. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting through a network model supported by technology platforms and a range of portfolio management approaches.

Joshua Thurman is a financial advisor at The Huntington Investment Company with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Huntington and its affiliated entities since 2014. Outside of his advisory role, Thurman serves as a board member for the North Canton Cares Pantry. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and corporations. The firm offers a range of wrap-fee programs using an open-architecture model that combines third-party and proprietary investment strategies.

John Mullett is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and 16 years of industry experience. Prior to joining Kestra in 2019, he worked at Hummel Wealth Management, O.N. Investment Management Company, The O.N. Equity Sales Company, and Ohio National Financial Services. He is also the owner of Counterpoint Wealth, LLC, a pass-through entity used for business record keeping and cash flows. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, and plan-level investment advice. The firm serves a diverse client base ranging from plan sponsors to sovereign wealth funds and utilizes multiple management platforms and third-party managed solutions within its supervisory framework.

Thomas Addessi is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 63 designation and has 42 years of industry experience. He has been with Benjamin F. Edwards since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, corporations, and other institutions. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, employing both strategic and tactical portfolio management approaches.

Elizabeth Hand is a CFP® with 15 years of experience in financial advisory services. She is currently with Kestra Advisory and has prior experience at The O.N. Equity Sales Company and Hummel Wealth Management, LLC. Outside of her advisory role, she is involved in ontological and group coaching and serves as a board member for Women’s Impact. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services including fiduciary consulting, plan design, and pooled plan solutions. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Matthew Diruzza is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities since 2016 and Guardian Life Insurance since 2015. In addition to his advisory role, he is involved in selling group insurance products outside of Guardian. Park Avenue Securities serves a diverse retail client base including individual and high-net-worth investors, offering brokerage and advisory services along with financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and a digital advice platform.

Lisa Becher is a financial advisor with The Huntington Investment Company, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. She has been with Huntington since 2007. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment model that incorporates third-party sub-managers and proprietary Private Bank offerings, delivering a range of wrap-fee programs and portfolio management services.

Tyler Kahler is a financial advisor with MAI Capital Management, LLC, holding a Series 65 credential and four years of industry experience. Prior to joining MAI Capital Management, he worked at Storey & Associates and served at the Stark County, Ohio Probate Court. He is also winding down a law practice through Kahler Law Office, LLC, and manages agricultural activities on a family ranch during his personal time. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, institutional clients, and sports professionals. The firm employs a comprehensive approach across various asset classes and offers integrated financial planning, tax, and trust services, managing over $72 billion in assets as of mid-2026.

Jeffrey Sirak is a financial advisor with Primerica Advisors in Canton, OH, holding the ChFC® and Series 66 credentials and bringing 19 years of industry experience. He has worked with Park Avenue Securities, Guardian Life Insurance Co., and operates Sirak Financial Companies since 2006. Outside of his advisory role, he serves as co-trustee of the Lindsay Morgan Sirak Living Trust. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Benjamin Reker is a financial advisor at Mariner with a Series 65 designation and two years of industry experience. He has previously worked at Cerity Partners, Signal Tree Financial Partners, LLC, Equitable Advisors, LLC, and Schulte & Company, Inc. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax and Core Family Office services, utilizing discretionary, customized portfolios supported by both internal and third-party managers.