Marshall Weinberg is a financial advisor with LPL Financial in Massillon, OH, holding a Series 63 designation and 24 years of industry experience. He has worked at LPL Financial since 2016 and operates Weinberg Financial Services, a business he has owned since 2013. Outside of his advisory roles, he consults for a family business specializing in business reorganization and expansion. 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, financial planning, and retirement plan consulting, supporting both discretionary and non-discretionary management with access to model portfolios and third-party research.

Randal Longacher is a financial advisor with Cetera, holding CPA credentials and bringing 37 years of industry experience. He has worked with Cetera and Cetera Financial Specialists LLC since 2008 and owns and operates Tuscarawas Tax & Insurance Service, where he provides income tax preparation and insurance sales. Longacher also serves as a board member for the Buckeye Joint Vocational School District. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services via a multi-manager platform with access to affiliated and third-party managers, covering a broad range of program structures and custodial relationships.

Harry Anderegg is a financial advisor with Primerica Advisors in New Philadelphia, OH, holding 11 years of industry experience. He has been with Primerica Advisors since 2010 and also operates outside the financial sector as a driving instructor and owner of AAA Stables. Additionally, he serves as an instructor at Primerica Financial Services University. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Chase Piatko is a financial advisor with Mass Mutual Investors Services in Massillon, OH, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Equitable Advisors, Ameriprise, Raymond James Financial Services, and Prudential Insurance Company of America. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management using firm-approved analytical tools and offers specialized programs such as divorce planning and estate-settlement services.

Lesley Gambone is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and possessing 23 years of industry experience. She has been with J.P. Morgan Securities since 2012. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Adam Yekin is a financial advisor with Ameriprise in Canton, Ohio, holding a Series 66 designation and 13 years of industry experience. He has worked at Ameriprise since 2017, following four years at Edward Jones. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Christine Sanor is a financial advisor with Raymond James Financial in Navarre, Ohio, holding a Series 63 designation and bringing 32 years of industry experience. She has been with Raymond James since 2007 and leads the Sanor Wealth Group, a financial advisory practice established in 2018. Outside of her advisory work, she is the owner of Poh, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work, as well as specialized advisory programs.

Douglas Baltzer is a financial advisor at Edward Jones with 20 years of industry experience. He has worked at Edward Jones since 2005 and holds a Series 63 designation. Outside of his advisory role, he owns and operates DBALTZER LLC, a limited liability company based in Navarre, OH. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and fiduciary services. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

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.

Zachary Bishop is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019 and previously held roles at W&S Brokerage Services, Western Southern Financial Group, Terra Strategies, and Kelly Staffing Inc. Outside of finance, he is the owner and partner of HOF Collectibles, LLC, an e-commerce business focused on sports memorabilia and hobby cards. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

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.

Natalie Watson is a financial advisor at Edward Jones with over 11 years of experience at the firm. She holds a Series 66 designation and is based in New Philadelphia, OH. Outside of her advisory role, she serves as a substitute teacher at Bolivar Wesleyan Preschool. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and affiliated financial products. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices across the United States.

Rebecca Korns is a financial advisor at Primerica Advisors with 16 years of industry experience. She holds a Series 63 designation and has worked at Primerica Advisors since 2008, including prior roles at TM & Associates and Woda Cooper Companies. Outside of her advisory work, she is self-employed as a DoorDash driver and is involved in real estate investing and flipping through Homes by NTS, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure, offering a range of strategic investment models implemented via BNY Mellon Advisors.

Kent Beal is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 32 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, as well as at NewEdge Advisors, LLC and Mid Atlantic Financial Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Kyle Kendall is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 credential and two years of industry experience. Prior to joining Ameriprise, he worked at Edward Jones and Gartner. He also operates an independent insurance brokering business specializing in fixed annuities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research and algorithmic tools to provide tailored, tax-aware withdrawal strategies.

Diane Evans is a financial advisor with Edward Jones in Minerva, Ohio, holding a Series 63 designation and 21 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she is a part owner of a rental property, which is managed by her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Jason Byers is a financial advisor with Edward Jones in Massillon, OH, holding a Series 63 designation and 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Michael Johnson is a financial advisor with Primerica Advisors based in New Philadelphia, OH, holding 16 years of industry experience. He has worked with Primerica Financial Services since 2005 and is also involved with Minerva Enterprise Landfill and PFS Investments Inc. Outside of his advisory role, he participates in the sale 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 discretionary separately managed accounts. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure, offering various investment models implemented through BNY Mellon Advisors.

David Zastawny is a financial advisor with Thrivent Investment Management in Navarre, Ohio. He holds Series 63 and Series 66 credentials and has 16 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of his advisory role, he manages a rental duplex with his spouse. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across a broad set of financial topics. The firm emphasizes ongoing planning relationships without discretionary trading authority and integrates planning with managed-account options through a consolidated billing program called “WealthPlan.”

Elaine Parrot is a financial advisor at Raymond James Financial with 23 years of industry experience. She holds a Series 66 designation and has worked with Raymond James Financial Services, Inc. since 2012. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports both advisory programs and institutional portfolio management.