Robert Pozzuto is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience and holds a Series 65 designation. His prior roles include positions at Matune Basile Advisors, Integrity Alliance, LLC, and Lion Street Advisors, LLC, among others. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, using globally diversified, risk-appropriate portfolios implemented through a mix of low-cost ETFs, index funds, separate account managers, direct indexing, and private funds.

Andrew Rickard is a financial advisor at MAI Capital Management, LLC with 14 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His previous roles include positions at WCG Wealth Advisors, LLC, MML Investors Services, and ongoing involvement with Treloar & Heisel, LLC, where he engages in fixed insurance sales and related products. MAI Capital Management, LLC provides investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and serves both product-sponsor and advisory roles, managing assets totaling $72.3 billion as of May 2026.

Michael Tringhese is a CFP® professional with 23 years of experience in the financial services industry. He currently works at PNC Wealth Management and has previously held roles at Wells Fargo Clearing Services LLC, Allstate Insurance Company, and The Huntington Investment Company. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model portfolio available to select employees. The firm employs approved model strategies using mutual funds and ETFs, with portfolio implementation managed by third parties.

Charles Simon is a financial advisor with Janney Montgomery Scott in New Castle, PA, holding a Series 63 designation and over 56 years of industry experience. He has been with Janney Montgomery Scott since 2005. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap and advisory programs.

Melissa Nuzzo is a financial advisor with TLG Advisors, Inc. She holds Series 63 and Series 65 designations and has 10 years of industry experience. Her prior roles include positions at LPL Financial LLC, Prossen Agency, and The Huntington Investment Company. TLG Advisors, Inc. serves a wide range of clients including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm employs a manager selection and monitoring approach based on fundamental analysis and Modern Portfolio Theory, offering both customized portfolios and a direct-to-consumer digital program called Starlight Portfolios.

John Christman is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Rockefeller Financial in 2026, he 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 offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement 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.

Ryan Harteis is a financial advisor with OSAIC Institutions, INC. He holds a Series 66 designation and has 15 years of industry experience. He has worked at Infinex Investments, Inc. since 2015 and at FIRST Commonwealth Bank since 2005. Outside of his advisory role, he also serves as a client service representative at FIRST Commonwealth Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements. The firm employs a mix of fundamental and technical analysis and provides access to alternative investments, lending, and cash-management options.

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.

Nicholas Perod Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2014. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment strategies and third-party platforms to serve a diverse client base.

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 with NewEdge Advisors, based in New Castle, PA. She has been with NewEdge Advisors since 2016, including her current role starting in 2026, and has prior experience at Ameriprise Financial in 2016. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers a wide range of services including portfolio management and retirement consulting, utilizing both in-house and third-party strategies with an emphasis on due diligence and technology integration.

Kevin Meek is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 66 credentials and 14 years of industry experience. His career includes roles at Merrill and Bank of America, N.A. He is based in Poland, Ohio. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

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.

Randall Hart is a financial advisor with Eagle Strategies (NY Life) based in Columbiana, OH. He holds the ChFC® designation and the Series 63 license, and has 35 years of industry experience. He has been with Eagle Strategies since 2011 and has longstanding affiliations with New York Life and its related entities. Outside of his advisory work, Hart serves as choir director at East Fairfield United Methodist Church and is a board member of the Matthews Boat Owners Association, an antique boat club. Eagle Strategies serves both individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis.

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.

Daniel Memo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 1998 and began his career with Smith Barney. Daniel focuses on serving high net worth individuals and business retirement planning. He holds FINRA Series 7, 66, 3, and 31 registrations. Daniel earned a Bachelor of Science degree in Business Administration from John Carroll University. He also holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His areas of expertise include college education planning, corporate benefits, equity compensation services, retirement income, and small business strategies. Daniel is active in the Poland community where he resides with his wife, Erin, and their four sons. He participates in organizations such as the Poland Community Baseball Association, Poland Flag Football, and St. Vincent De Paul. He has served as a board member of the Rich Center for Autism and is affiliated with Magic of Michael. Outside of work, Daniel enjoys baseball, basketball, football, golfing, swimming, table tennis, traveling, and spending time with his family.

Todd Westfall is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following three years at WELLS FARGO Advisors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.