Sophia Schmidt is a financial advisor with Edward Jones in Hermitage, PA, holding a Series 66 designation and having four years of industry experience. She has worked at Edward Jones since 2018 and has prior experience at Slippery Rock University Honors College. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Zachary Byler is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. He has been associated with PFS Investments Inc. since 2023 and with Primerica Financial Services since 2014. Outside of his advisory work, he operated Byler Elite Strength Training for ten years. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm uses model-based investment strategies managed by third-party asset managers and operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management.

Alexei Hartwick is a financial advisor at Raymond James Financial in Hermitage, PA, holding Series 66 and Series 63 licenses with one year of industry experience. He has been associated with Raymond James Financial since 2025 and previously worked at Ristvey Investment Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports implementation through its advisory programs or other providers.

Chrystal Swope is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. She previously worked at Morgan Stanley Private Bank, N.A. for nine years before joining Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in an IPS-driven, modern portfolio theory approach. The firm serves institutional clients with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Patrick Mc Fall is a financial advisor with Ameriprise in Cortland, Ohio, holding a Series 66 designation and four years of industry experience. He previously worked at Penn Care for eleven years and has been involved with the Greater Western Reserve Council Boy Scouts of America for eighteen years. Outside of his advisory role, he is a high school varsity soccer assistant coach and operates an online retail business specializing in hobby items. Ameriprise provides retirement-income planning services aimed at individuals with significant investable assets, delivering tailored recommendation reports through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Diane Gardner is a CFP® with 24 years of experience in the financial industry. She has been with LPL Financial since 2010. Gardner serves on the board of the Community Counseling Center of Mercer County. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, supported by research and technology tools.

Lucas Rider is a financial advisor with Ameriprise in Youngstown, OH, holding Series 63 and Series 65 designations and six years of industry experience. His career includes roles at Huntington National Bank and The Huntington Investment Company before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice. The firm’s approach integrates investment research, third-party data, and algorithmic tools, emphasizing dependable income sources and tax-aware withdrawal strategies.

David English is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2015. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Krisuk is a financial advisor with Ameriprise in Pulaski, PA, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is the owner and vice president of Diamond Strategic Solutions, a business used for bill payment and payroll management. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Joshua Schroder is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and previously worked for NursingABC, Inc. for eight years. Outside of advising, he is employed by 313 North Market Street, LLC, which is owned by the Ameriprise franchise owner he works with. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Kristopher Wildman is a financial advisor with OSAIC, holding a Series 66 designation and beginning his industry experience in 2026. His prior work includes roles at Global Fitness and as a self-employed insurance agent. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plans, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization strategies.

John O'neil III is a financial advisor at Ameriprise with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at The Huntington Investment Company and The Huntington National Bank. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on written recommendations and ongoing retirement-income planning that emphasizes dependable income sources and tax-aware withdrawal strategies.

Paul Finch is a financial advisor with LPL Financial in Cortland, Ohio, holding CFP® and ChFC® designations and over 30 years of industry experience. He has worked at LPL Financial since 2022 and was previously with Cuna Mutual Group and CUNA Brokerage Services for a combined 18 years. In addition to his advisory role, Finch serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.

Lisa Hlinka is a Series 65 registered advisor with Primerica Advisors in Youngstown, OH, with 17 years of industry experience. She has been associated with Primerica Financial Services and PFS Investments Inc. since 2009 and has worked at Heinen's since 2012. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies managed by unaffiliated asset managers and supports accounts through custodians such as Pershing.

Daniel Corbett is a financial advisor with Primerica Advisors, holding a Series 63 designation and seven years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 2018 and operates out of Youngstown, OH. Outside of finance, he owns and runs a 3D printing business, 3D Fun Factory, which sells 3D prints online. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven strategies managed by unaffiliated asset managers and supports account custody and trade execution through major custodians.

Jon Denman is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. The firm serves more than four million individual and institutional clients with a range of wealth management services. Edward Jones manages approximately $1.01 trillion in assets under management and offers discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jonathan Kosco is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has previous work experience at Youngstown State University and The Daily Grind. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Sydney Woolard is a financial advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors, Woolard worked at Davey Tree Expert Company and held various roles in education and nonprofit organizations, including at Kent State University and the Humane Society of Summit County. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Dana Dunn is a financial advisor with LPL Financial, holding a Series 63 designation and 36 years of industry experience. Prior to joining LPL in 2025, Dunn worked at Cambridge Investment Research Inc. for seven years and held roles at Mass Mutual Investors Services and MSI Financial Services, Inc. Dunn is also involved in a non-variable insurance advisory business based in Overland Park, KS. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides access to various investment strategies and platforms, including model portfolios and third-party asset management, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Tracey Direnzo is a financial advisor at Primerica Advisors with 15 years of industry experience. She has worked at Primerica Financial Services since 2009 and PFS Investments Inc. since 2011, and is currently involved with Circle of Care. Outside of her advisory role, she owns a real estate investing business. Primerica Advisors sponsors a wrap-fee asset management program that serves individual, corporate, and charitable clients, delivering advisory services through a large network of advisors and utilizing model-driven strategies managed by third-party asset managers.