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Graig D

Series 63, Series 65

Youngstown, OH

Primerica Advisors

Graig Dedomenic is a financial advisor with Primerica Advisors in Austintown, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993 and previously worked at Jackson Milton Schools from 2017 to 2019. Outside of advisory services, he is involved in sales 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 separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses an independent due-diligence process, with portfolio implementation delegated to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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John S

Series 66

Cortland, OH

Ameriprise

John Smith is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and previously worked at Home City Ice and Youngstown State University. 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 planning advice focused on retirement income strategies. The firm’s approach combines proprietary research and third-party data within a defined investment framework, serving clients with specific asset minimums.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Matthew S

Series 63, Series 65

Hermitage, PA

Raymond James Financial

Matthew Shack is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including The Wealth Advisory Group of Dilauro Wracher & Thomas and VOYA Financial Advisors. Outside of his advisory role, he is co-owner of Shack Holdings LLC, which acquires and sells land and property in the Raleigh, NC area. 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, and institutional clients. The firm uses tailored planning and analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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David P

Series 63, Series 65

Youngstown, OH

OSAIC

David Pintaric is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors and Sterne Agee Financial Services. Outside of advising, Pintaric is a professional automobile racing driver and holds a 10% ownership stake in Scoop Media, LLC, a web-based discussion board focused on Ohio State college football. OSAIC serves a broad range of clients including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a comprehensive investment platform that includes automated portfolio management and access to third-party managers.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Matthew M

Series 66

Greenville, PA

LPL Financial

Matthew Mcewen is a financial advisor with LPL Financial in Greenville, PA, holding a Series 66 designation and nine years of industry experience. He has worked at LPL Financial since 2024 and previously held roles at Cetera and Strategic Lifestyle Advisors. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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Brian T

CFP®, Series 63

New Wilmington, PA

Ameriprise

Brian Taylor is a CFP® professional with 35 years of industry experience, currently serving at Ameriprise since 2005. His career includes 15 years with Ameriprise Financial Services, Inc. and six years with Ameriprise. Outside of his advisory role, he owns and manages businesses related to office properties in New Wilmington, PA. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice, primarily for clients maintaining assets in Ameriprise Managed Accounts.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Roberta H

Series 63

Youngstown, OH

Primerica Advisors

Roberta Hiller is a financial advisor with Primerica Advisors in Youngstown, OH, holding a Series 63 designation and 26 years of industry experience. She has been with Primerica since 1999 and is active in local real estate associations including the Youngstown Columbiana Association of Realtors and the Stark Trumbell Area Realtors. Outside of advisory work, she is involved in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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David S

Series 63, Series 65

Hermitage, PA

Raymond James Financial

David Stabile is a financial advisor with Raymond James Financial Services, Inc. He holds Series 63 and Series 65 designations and has 45 years of industry experience. Prior to joining Raymond James in 2020, he worked at Merrill Lynch for nine years and has been associated with FINRA since 2010. Outside of his advisory role, he serves as a director on the Sharon Sanitary Authority board. 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, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its recommendations through advisory programs and other providers.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Lori C

Series 63, Series 66

Youngstown, OH

OSAIC

Lori Costantino is a financial advisor with OSAIC based in Youngstown, Ohio, holding Series 63 and Series 66 credentials and 11 years of industry experience. She has worked with Hannon & Associates/Royal Alliance since 2015 and became the Office Supervisory Jurisdiction (OSJ) producing supervisor in 2025 following the passing of Tom Hannon. Costantino is also a State of Ohio Notary Public. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, efficient-frontier analysis, and automated rebalancing to construct diversified portfolios managed on both discretionary and non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Zachary R

Series 66, Series 63

Youngstown, OH

OSAIC

Zachary Rasile is a financial advisor at OSAIC with Series 66 and Series 63 credentials and two years of industry experience. He has worked at Hannon and Associates and has teaching experience at West Liberty University and McDonald Local Schools. Additionally, he is involved with Hannon & Associates Financial Services, supporting sales and marketing of securities and insurance products. OSAIC serves a diverse client base including retail, high-net-worth, institutional, and charitable organizations, offering integrated brokerage and advisory services supported by advanced asset-allocation tools and multiple third-party platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Emily S

Series 65

Youngstown, OH

Edelman Financial Engines

Emily Stark is a financial advisor with Edelman Financial Engines in Youngstown, OH. She holds a Series 65 designation and has been with Edelman Financial Engines since 2019, following four years at PNC Bank. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a proprietary modeling process with planner delivery and online tools, offering diversified model portfolios with a long-term investment orientation and managing approximately $326 billion for roughly 477,000 clients.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Zachary W

Series 66

Youngstown, OH

Thrivent Investment Management

Zachary White is a financial advisor with Thrivent Investment Management in Youngstown, Ohio. He holds the Series 66 designation and has one year of industry experience. Prior to joining Thrivent, he worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. Outside of finance, he has been involved with ATA Poland Martial Arts for over a decade. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s approach includes periodic plan reviews and the option to combine planning with managed-account services under a consolidated billing system.

Business ownership considerations
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Zachary H

Series 66

Greenville, PA

OSAIC

Zachary Henegan is a financial advisor with OSAIC based in Greenville, PA, holding a Series 66 designation and nine years of industry experience. He has worked at Royal Alliance Associates since 2017 and operates Henegan Financial Services, a sole proprietorship focused on research and office administration. Prior to his financial services career, he worked for Pennsylvania State DCNR from 2013 to 2016. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to various managed-account platforms. The firm employs asset-allocation tools and automated rebalancing and supports multiple investment vehicles managed on discretionary or non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Austin S

Series 66

Cortland, OH

Ameriprise

Austin Shortreed is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. He has been with Ameriprise since 2020. Prior to his advisory role, he worked at Youngstown State University, Avalon Golf & Country Club, and Lakeview Local Schools. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides personalized written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Michael S

Series 63, Series 65

Sharon, PA

LPL Financial

Michael Sirianni is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. Before joining LPL Financial in 2025, he worked for Stifel Independent Advisors, LLC for 11 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Daniel H

Series 63

Youngstown, OH

Cetera

Daniel Henry is a financial advisor at Cetera with 25 years of industry experience. He holds a Series 63 designation and has been with Cetera Advisors LLC since 2013. In addition to his advisory role, he works as an insurance agent selling life, disability, fixed annuities, long-term care, and property and casualty insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with access to both affiliated and third-party managers across multiple program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Nicolas W

Series 63, Series 65

Vienna, OH

OSAIC

Nicolas Wildman is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Woodbury Financial Services and co-ownership of Wildman Family Insurance and Investment Planning, where he assists clients with Medicare and life insurance education. Outside of finance, he is involved with Belltower International, providing private security and risk assessment services. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services with a range of investment solutions and third-party managed account options. The firm employs asset-allocation tools and automated rebalancing to build portfolios across various asset classes, supporting both discretionary and non-discretionary account management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Christina L

Youngstown, OH

Primerica Advisors

Christina Lee is a financial advisor with Primerica Advisors in Youngstown, OH, holding nine years of industry experience. She has worked at PFS Investments Inc. since 2015 and has been affiliated with Primerica Financial Services since 2011. Outside of her advisory role, she owns and operates a home health care business in Bristolville, OH. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Gregory C

Series 66

Youngstown, OH

OSAIC

Gregory Costantino is a financial advisor at OSAIC with one year of industry experience. He holds the Series 66 designation and has previously worked at Henegan Financial, Hannon & Associates Financial Services LLC, Home Depot, and McDonald Local School Districts. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using tools such as asset-allocation models and automated rebalancing to construct diversified portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Carol P

Series 63

Austintown, OH

Primerica Advisors

Carol Penny is a financial advisor with Primerica Advisors in Austintown, OH, holding a Series 63 designation and over 42 years of industry experience. She has been affiliated with Primerica Advisors since 1983 and Primerica Financial Services since 2000. Outside of advisory services, she is involved in sales of loan products and home-related services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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