Jeremy Evans is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining Ameriprise in 2026, he worked at Good Life Advisors, LLC and LPL Financial, LLC for a combined total of over a decade. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice based on extensive investment research and tax-aware withdrawal strategies.

James Carpenter III is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2017. Prior to that, he was affiliated with PNC Bank and PNC Investments from 2014 to 2017. He has served as a board member of the Steam Academy of Warren, where he participates in monthly meetings related to the school's operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across the wealth spectrum, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Lewis Rosa III is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been associated with Raymond James and the Ristvey Investment Group since 2011. Outside of his advisory role, he serves as a board member on the Finance and Investment Committee for Shenango Valley Catholic School System. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting services supported by analytical tools, and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Joseph Trani is a financial advisor with Ameriprise in Sharon, PA, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise since 2016, including his current role starting in 2020, and is also involved with PGP LLC, where he assists with general office operations. Ameriprise provides a retirement-income planning service focused on individuals with significant investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Donald Reed Jr. is a financial advisor with Cetera in Hermitage, PA, holding a Series 63 designation and 32 years of industry experience. He has been associated with Cetera since 2004 and operates Reed & Reed Associates, Inc., an accounting and income tax service, where he is a CPA. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various program options and manages over $256 billion in assets through a nationwide network of more than 10,000 advisors.

David Wright is a financial advisor with LPL Financial in Hermitage, PA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with LPL Financial since 2010 and previously worked at PNC Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a wide range of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Matthew Dailey is a financial advisor with Cetera, holding a Series 63 designation and 22 years of industry experience. He has been with Cetera since 2006 and is also a part owner of Reed & Reed Associates, Inc., an accounting and income tax services firm where he works as a CPA. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services using a multi-manager platform with discretionary and non-discretionary program options.

Stacey Rozzo is a Series 66-credentialed financial advisor with Edward Jones, based in Warren, Ohio. She has 13 years of industry experience and has been with Edward Jones since 2005. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Michael Conrow is a CFP®, ChFC®, and Series 66-licensed financial advisor with Edward Jones, based in Cortland, OH. He has 10 years of industry experience, all of which have been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated proprietary funds, operating under a fiduciary standard.

Mark Steen is a financial advisor with LPL Financial in Hermitage, PA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior work includes roles at Stifel and Butler, Wick & Co., Inc. He also has a minority interest in a teamwear business based in McDonough, GA. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, with access to various investment strategies and platforms.

Joseph Kuzmanko is a financial advisor at Ameriprise with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked with several firms including Huntington Investment Company, PNC Investments, and LPL Financial. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

William Day is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked at LPL Financial since 2022 and previously spent over two decades at Cuna Mutual Group and Cuna Brokerage Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Jason Witkoski is a financial advisor at Edward Jones with 13 years of industry experience. He previously worked at PNC Investments, Huntington National Bank, and VALIC Financial Advisors. Outside of his advisory role, he is a member of MJ2 Holdings, LLC, a real estate-related business based in Hubbard, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management.

Randall Pompeo Jr. is a Series 66-licensed financial advisor with 16 years of industry experience. He is currently with J.P. Morgan Securities in Warren, OH, and has held positions within JPMorgan Chase entities since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, with recommendations limited to eligible strategies and incorporating ESG considerations.

David Rider is a CFP® professional with 29 years of experience in the financial services industry. He has been with Ameriprise since 1999, currently serving at their Cortland, OH office. Outside of his advisory role, he is chairman of the City of Cortland Zoning Appeals Board and owns ALK Operations LLC, a financial services management company. Ameriprise provides retirement-income planning services for individuals nearing or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations through a centralized consulting team.

Lee Schmidt is a financial advisor with Edward Jones in Hermitage, PA, holding Series 63 and 66 licenses and bringing 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. for 30 years. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices. The firm provides both discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cynthia Shively is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 39 years of industry experience. She has worked at Ameriprise and its affiliated entities since 1986. Outside of her advisory role, she serves as treasurer for Central Christian Church, sits on the board of the Elmview Professional Park Condominium Association, and participates on the local advisory board for the Salvation Army Warren OH Corps. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, using a centralized consulting team alongside individual advisors.

Matthew Ristvey is a financial advisor with Raymond James Financial in Hermitage, PA, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has been with Raymond James Financial and its affiliate, Raymond James Financial Services, since 2011. Outside of his advisory role, he serves as treasurer for the Hermitage School Board and is involved in local condominium association governance. 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, pension plans, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public-finance work through an affiliated municipal advisor.

Karen Sandrella is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Liberty Mutual Insurance Company, United Healthcare Medicare Solutions, and Aflac. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies and operational tools.

Robert Asmus Jr. is a financial advisor at Raymond James Financial with 55 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Raymond James since 2021, as well as previously at Wells Fargo Clearing. His other business activities include a non-owner advisory role at the Ristvey Investment Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.