Nancy Kropko is a financial advisor at Equitable Advisors with 28 years of industry experience. She has worked at Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory solutions.

Brent Steiner is a CFP®-certified financial advisor with 26 years of industry experience. He is affiliated with Cetera and has served clients through RamSier Financial for over two decades. Steiner is a board member of the Wayne County Community Foundation, where he participates in scholarship and grant selection and supports the endowment’s investment policy. He also conducts educational seminars at Wayne College and serves on the board of a retirement community. Cetera Investment Advisers LLC operates a multi-manager platform offering portfolio management, financial planning, and retirement services to a broad client base including individuals, employer-sponsored plans, and institutional accounts. The firm provides access to various investment strategies through affiliated and unaffiliated managers and supports multiple program structures with ongoing supervision.

Douglas Ingold is a financial advisor with Cetera, holding the ChFC® designation and Series 63 license, and has 17 years of industry experience. He has been associated with Cetera Advisors LLC since 2013 and is also a part owner of Quills Schoolhouse, LLC. Outside of his advisory work, he serves as a treasurer for a local school district levy campaign, is a board member of the Norwayne School Board, and acts as treasurer for the Apostolic Christian Church of Canaan. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse investment and consulting services through a large network of independent advisors, utilizing both affiliated and third-party managers across multiple program structures.

Broderick Haer is a financial advisor with Equitable Advisors in Canal Fulton, OH, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2007, including its predecessor Axa Advisors. Outside of his advisory role, he serves on the board of the St Philips and James Church Endowment Fund. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory programs and third-party asset managers, delivering solutions that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Matt Franklin is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 37 years of industry experience. His prior roles include positions at United Planners' Financial Services of America and SSN Advisory, Inc. Outside of his advisory work, he owns Standardbred racehorses. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and technology, providing both discretionary and non-discretionary portfolio management options.

Ashlee Tatum is a financial advisor with Cetera holding a Series 66 designation. She has professional experience beginning in 2024, including roles at Cetera Advisors LLC, Ramsier Financial Services, and PNC Bank. Cetera Investment Advisers LLC is an SEC-registered adviser distributing services through a nationwide network of independent advisors, serving a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that incorporates affiliated and third-party managers along with customizable strategies.

Loni Weaver is a Series 66-licensed financial advisor with Edward Jones, based in Orrville, Ohio, with five years of industry experience. She has been with Edward Jones since 2020 and previously worked at the firm from 2006 to 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of over 23,700 financial advisors and 15,000 branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jessica Boling is a financial advisor with Edward Jones in Canal Fulton, OH, holding a Series 66 designation and 26 years of industry experience. She has been with Edward Jones since 2016 and previously worked at PNC Bank from 2000 to 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors. The firm provides both discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services under a fiduciary standard.