Robert Ferraro is a financial advisor with Ameriprise in Youngstown, Ohio, holding a Series 66 designation and 25 years of industry experience. He previously worked at Stifel for 10 years before joining Ameriprise Financial Services Inc and Ameriprise. Outside of his advisory role, he is involved in a personal business focused on employee benefits and tax preparation. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Krista Cartwright is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously held roles at J.P. Morgan Securities and JPMorgan Chase Bank NA. Outside of her advisory work, she is a notary public in Ohio and serves as power of attorney and executrix for her mother. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Owen Rimel is a financial advisor with Ameriprise in Darlington, PA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise, he worked at The Huntington Investment Company and other financial institutions. Outside of his advisory work, Rimel owns and operates a small working farm and serves as an assistant coach for a local school district. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides clients with tailored retirement-income planning and tax-aware withdrawal strategies.

Timm Schreiber is a financial advisor at Stifel with 25 years of industry experience and holds the Series 66 designation. He has been with Stifel since 2009. Outside of his advisory role, he serves as a trustee for the Canfield Fair Foundation and the Western Reserve Village Foundation, and is a director and chairman of the Audit and Budget Committee for the Mahoning County Agriculture Society. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Joseph Musolino is a financial advisor at Stifel with 21 years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities. The firm provides brokerage and investment advisory services utilizing a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Katie Mcdermott is a financial advisor with Ameriprise who holds a Series 66 designation and has eight years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports delivered in partnership with advisors like Mcdermott.

Ryan Wilson is a financial advisor at Stifel with 19 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus since 2013. Outside of his advisory role, Wilson serves as Vice President of Recreation and Executive Board Member for the Canfield Soccer Club, helping to organize and run the local youth summer soccer league. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Scott Viano is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Key Investment Services LLC, The Huntington Investment Company, Chase Investment Services Corp., Butler, Wick & Co., Inc., and LPL Financial. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their process integrates centralized due diligence and combines quantitative and qualitative research, with capabilities that include derivatives and commodities through affiliated entities.

Bryan Rossodivita is a financial advisor with Edelman Financial Engines, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at Empower Financial Services, Personal Capital Advisors Corporation, Bank of America, Merrill, Guardian Life Insurance, Luttner Financial Group, and JPMorgan Chase. Outside of financial services, he was involved with I Am Handyman LLC from 2017 to 2021. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary investment options.

Donald Rodenbaugh is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 35 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, combining research and analytics with diversification principles and modern portfolio theory.

Armand De Paul is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior roles include positions at Morgan Stanley, Ameriprise, Stifel Nicolaus & Co Inc, Wells Fargo Clearing Services LLC, Alphastar Capital Management, and Scottrade. He is also a notary in Ohio, performing notary duties on a part-time basis. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary investment strategies.

Adam Coppock is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. Prior to joining Raymond James in 2024, he worked for Prudential Insurance Company of America and Pruco Securities, LLC for eight years. Outside of his advisory role, he owns and operates Stable Health Insurance Group, LLC, an agency specializing in Medicare sales. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting supported by analytical tools and also maintains unique advisory programs such as municipal and SIMPLE IRA employer consulting services.

Patrick Russo is a financial advisor with LPL Financial, holding a Series 66 credential and 14 years of industry experience. He previously worked at Bank of America and Merrill from 2012 to 2019. Outside of his advisory role, he is involved in a family trucking business in Canfield, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors.

Emily Ciavarella is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Her prior work includes positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advising, she serves as an independent Medicare insurance agent through Neishloss and Fleming LLC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is largely model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with services that include financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Colten Mc Fadden is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and has prior work experience in athletic administration and education, including roles at Youngstown State University and the Poland Schools System. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

George Morris III is a financial advisor at OSAIC with 39 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors Corporation from 1986 to 2025. Outside of his advisory role, he serves as president of the Sustainable Opportunity Development Center, which provides business development and employee training in Salem, Ohio. Osaic Wealth serves a diverse client base including retail investors, high-net-worth individuals, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services utilizing model-based asset allocation, discretionary strategies, third-party managers, and alternative investments within a large multi-advisor platform.

Sarah Bury is a financial advisor at LPL Financial with a Series 66 credential and three years of industry experience. Her prior roles include positions at OSAIC, SagePoint Financial, and The Ohio State University. Bury also operates Bury Financial Group as a DBA for her LPL business. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Joel Bender is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has developed personalized financial strategies to help clients pursue their long-term goals. He began his career with Merrill in 1989 and has accumulated over 37 years of experience in the financial services industry. Joel is a lifelong resident of the Youngstown/Canfield area and has worked in the local office throughout his career. His expertise covers a range of client focus areas, including education planning, family wealth management strategies, managing new wealth, personal retirement planning, small business strategies, and individual and corporate investment strategy. Joel holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Baldwin-Wallace College. In addition to his professional work, Joel participates in community service, volunteering with organizations in the areas he serves. He also engages in personal interests such as cooking, fishing, and gardening.

Anthony Ricciardi is a financial advisor at OSAIC with seven years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Financial Services, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, AXA Advisors, and Mass Mutual. Outside of finance, he has held roles with the Poland Swim Club and Avalon Athletic Center. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a wide range of brokerage and advisory services. The firm’s investment process focuses on model-based asset allocation and portfolio optimization through various program options and third-party manager selections.

Joshua Barr is a financial advisor at MassMutual Investors Services with Series 66 credentials and two years of industry experience. His prior work includes roles at MassMutual Life Insurance Company and MML Investors Services LLC. Outside of financial services, he has experience working with a paving company and at a golf club. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools, along with programs such as wrap accounts and educational seminars.