Carl Garrison is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Chase Bank since 2015, joining J.P. Morgan Securities LLC in 2023. Prior to his current roles, he was involved in property management from 2008 to 2021. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

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.

John Messina is a CFP®-credentialed financial advisor at Edward Jones with 28 years of industry experience, including 26 years at Edward Jones. He is based in Alliance, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Andrew Garlock is a Series 66-licensed financial advisor with Edward Jones in Canton, Ohio, and has six years of industry experience. He has worked at Edward Jones since 2019 and was previously employed by TimkenSteel Corporation from 2013 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with a focus on fiduciary standards and tax-efficient services.

Kathy Kappler is a financial advisor with Morgan Stanley in Canton, Ohio, holding a Series 66 designation and bringing 26 years of industry experience. She has been with Morgan Stanley since 2014 and previously worked with Morgan Stanley Services Group, Inc. Outside of her advisory role, she is involved in direct sales of home fragrance products through a small business venture. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individuals and institutions with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market modeling techniques.

Brad Hansen is a financial advisor with LPL Financial in Salem, OH, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial since 2010 and was previously employed by Talmer Bank and Trust from 2014 to 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to support both discretionary and non-discretionary management strategies.

Brian Kelly is a financial advisor with LPL Financial, holding a Series 66 designation and possessing 27 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Kathryn Smith is a financial advisor at Thrivent Investment Management with 17 years of industry experience. She holds the Series 66 designation and has been with Thrivent and its affiliated entities since 2008. Outside of her advisory role, Smith serves as Secretary/Treasurer of the Malvern Rotary Club and as Vice-President of Trinity Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account services under a consolidated billing option, with an emphasis on written recommendations and periodic reviews.

Misty Rogers is a financial advisor at Edward Jones in Canton, OH, with eight years of industry experience. She holds a Series 66 designation and previously worked for Citizens Bank for 20 years before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Eisenberg is a financial advisor at SecuraWealth in Canton, Ohio, holding Series 63 and Series 65 designations with 19 years of industry experience. He has been with SecuraWealth Investment Strategies since 2010. SecuraWealth provides portfolio management, financial planning, and pension consulting primarily for individual clients. The firm manages approximately $22.3 million in assets for 18 households, focusing on non-discretionary client relationships and combining individualized portfolio management with pension consulting services.