Matthew Oaks is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and eight years of industry experience. He previously worked at Simplicity Wealth, LLC and Horter Investment Management. Outside of his advisory role, Oaks is involved in promoting and educating about Electronic Caregiver, an AI-powered virtual caregiving service. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plans, trusts, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and specialized plan services.

John Christman is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill for twelve years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services, and uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Marcus Hernandez is a financial advisor at Kestra Advisory with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith, Inc. He is the owner and financial advisor of Cabot Family Office and serves as president of the board for the nonprofit Foundation Fuente De Amor. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services such as fiduciary consulting, compliance testing, employee education, and advisor-managed accounts.

David Moliterno is a Series 65 credentialed advisor affiliated with United Planners Financial Services of America, where he has worked since 2026. He has over a decade of experience in financial services, including running Moliterno Insurance & Financial Services LLC since 2016 and operating independently since 2012. United Planners Financial Services is a national wealth-management enterprise serving a broad client base that includes individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm employs a network of independent Investment Adviser Representatives and offers both advisory and brokerage services using a mix of custodians and third-party money managers.

John Bates is a financial advisor at Commonwealth Financial Network based in Youngstown, OH. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Tolmiros Financial Designs and W3 Wealth Management, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, and compliance, allowing affiliated advisors to offer customized portfolio solutions under Commonwealth’s supervision.

Ryan Harteis is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 16 years of industry experience. He has worked at Infinex Investments, Inc. since 2015 and at FIRST Commonwealth Bank since 2005. At FIRST Commonwealth Bank, he also serves as a client service representative involved in opening accounts and loan services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with extensive third-party relationships and a range of investment platforms.

Stefanos Newman is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with families to manage and grow their wealth through personalized strategies tailored to clients’ unique financial situations and goals. Stefanos focuses on areas including family wealth management strategies, managing new wealth, personal retirement planning, individual and corporate investment strategy, and tax minimization. He holds professional designations as a CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). Stefanos earned his bachelor's degree from The Ohio State University. Outside of his professional commitments, he enjoys basketball, cooking, spending time with his family, and watching movies.

Kirk Messett is a Series 66-licensed financial advisor with 20 years of industry experience, currently with Benjamin F. Edwards & Company, Inc. since 2022. He has prior experience at Raymond James & Associates, Inc. and PNC Wealth Management, spanning a total of 16 years. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory programs, financial planning, retirement consulting, investment management, brokerage services, insurance products, and M&A advisory services.

Nicholas Perod Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and over 28 years of industry experience. He has worked with Private Advisor Group and LPL Financial since 2014 and previously spent seven years at Wrp Investments, Inc. Outside of his advisory role, he is involved in business activities related to his own firms, including Perod Financial and Perod, Masters and Associates LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model utilizing both proprietary and third-party investment strategies and technology platforms to manage client assets.

Natalie Lariccia is a Wealth Management Advisor with Merrill Lynch Wealth Management. She began her career with Merrill Lynch in 2001, initially working as a Client Associate where she obtained her Series 7 and Series 66 FINRA registrations. Since 2009, Natalie has worked with her team, Jones Wealth Management, focusing on individual clients and small business owners, as well as assisting with 401(k) plan clients. Natalie holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), and Certified 401(k) Professional (C(k)P®). She earned her Bachelor of Science degree in Journalism from Ohio University. Her expertise encompasses areas such as retirement planning, family wealth management, corporate retirement plan services, and women and wealth. Active in her community, Natalie volunteers with organizations that promote women and animals, including The Friends of the Public Library of Youngstown and Mahoning County and The YWCA of Mahoning Valley. She serves as president of the Buckeye chapter of the Merrill Women's Exchange and has been involved with this organization since 2011. Outside of work, Natalie enjoys traveling, wine tasting, music, movies, theater, running, camping, cooking, writing, and yoga.

Amanda Bolinger is a Series 65-credentialed financial advisor at NewEdge Advisors with one year of industry experience. She has been with NewEdge Advisors since 2016 and previously worked at Ameriprise Financial. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and financial planning services and employs technology tools and centralized due diligence to support advisor and client needs.

Kevin Meek is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 66 designations and 14 years of industry experience. His prior experience includes roles at Merrill and Mass Mutual Investors Services. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, and is distinctive in its broker-dealer registration and involvement in placement and investment banking activities.

Daniel Ambroskiewicz is a financial advisor at MAI Capital Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at firms including WCG Wealth Advisors and Equitable Advisors. He is also a Financial Service Associate at Treloar & Heisel, LLC, where he is involved in fixed and accident and health insurance sales. 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, sports professionals, and institutional clients. The firm offers tailored portfolio management strategies across multiple asset classes and integrates financial planning and tax services into many client relationships.

Liam Jones serves as a Wealth Management Advisor at Merrill Lynch Wealth Management and is a key member of the Jones Wealth Management team. He focuses on helping clients prepare for their unique financial needs through a goals-based wealth management approach, combining prudent portfolio management and attentive, personalized service. Liam holds a Bachelor's Degree in Finance from Youngstown State University. He has earned the Accredited Portfolio Management Advisor (APMA) designation from the College for Financial Planning Institutes Corp., and the Certified Investment Management Analyst (CIMA) certification through the Investments & Wealth Institute after completing the program at the University of Chicago Booth School of Business. He is also a Chartered Market Technician (CMT) and a Personal Investment Advisor (PIA). Liam is affiliated with professional organizations including the CMT Association and the Investments & Wealth Institute. Born and raised in the Boardman area, Liam is involved in the community through participation with Boardman Park, Boardman Rotary, and Easterseals of Mahoning, Trumbull, & Columbiana Counties. Outside of his professional activities, he enjoys watching and playing various sports such as baseball, basketball, football, golf, and running. He is also passionate about music, including playing guitar, writing songs, and managing a band.

Thomas Strouse is a financial advisor with Principal Financial Services in Girard, OH, holding Series 63 and Series 66 licenses and four years of industry experience. His work history includes roles at Principal Life Insurance, Principal Advised Services, Principal Securities Inc., and Northwestern Mutual. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jeffrey Wherry is a CFP® and ChFC® professional with 29 years of industry experience. He currently works at MAI Capital Management, LLC and has held positions at Treloar & Heisel, LLC, WCG Wealth Advisors, LLC, and MML Investors Services. Wherry holds a Mass Mutual Career Agent Emeritus status related to fixed insurance sales but is no longer involved in new production. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of portfolio management strategies and serves both product-sponsor and advisory roles, managing mutual funds and private investment vehicles.

Michael Krarup is a financial advisor with Ameriprise who holds Series 63 and Series 66 credentials and has 29 years of industry experience. He has been with Ameriprise and its affiliates since 1996. Outside of his advisory role, he is involved in professional management through ownership of Professional Management Group and is a member and investor in RKM Partners LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware strategies.

Douglas Emery is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His prior roles include 15 years at Woodbury Financial Services and three years at ON Investment Management. Outside of his advisory work, Emery is involved in firearms training and safety as a registered pistol instructor and range safety officer, and he leads a nonprofit that provides firearms training to local law enforcement. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and recent consolidation activity.

John Fahey is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Eagle Strategies LLC, Nylife Securities LLC, and New York Life Insurance Company. Fahey also operates Fahey Financial Strategies LLC, where he sells New York Life products and brokers non-registered insurance products. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s model-driven investment approach involves utilizing portfolios developed by internal and third-party strategists, and it offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

William Miner is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been active in the financial services industry since 1999 and joined Merrill Lynch in 2007. William serves a diverse clientele focusing on areas such as education planning, family wealth management, institutional investment consulting, retirement income, and small business strategies. He holds multiple professional designations including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). William earned both a Bachelor's Degree, magna cum laude, and a Master of Business Administration from Youngstown State University. Throughout his career, he has received recognition including being named to Forbes' "Best-in-State Wealth Advisors" list multiple times between 2018 and 2026, as well as Forbes/SHOOK's "America's Top Next-Generation Wealth Advisors" list in 2017 and 2018. He is also a member of the Miner Wealth Management Team, which was named to Forbes' "Best-in-State Wealth Management Teams" list in 2025 and 2026. Born and raised in Mahoning County, William resides in Lowellville with his wife Melissa and their three children. Outside of work, he coaches his children in sporting activities and enjoys baseball, basketball, billiards, camping, chess, cooking, football, golfing, spending time with family, and traveling. William actively participates in community organizations including United Way, Northeast Ohio Adoption Services (where he serves as a board member), Rotary, and the American Heart Association.