Victor Perez is a CFP® professional with 16 years of industry experience, currently serving as an advisor at J.P. Morgan Securities in Hartville, OH. He has worked within various J.P. Morgan affiliated entities since 2011. 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 searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations.

Tammy Knouff is a financial advisor at Ameriprise with 16 years of industry experience. She holds a Series 66 designation and previously worked at The Huntington Investment Company for 16 years before joining Ameriprise. 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 written retirement income plans and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Eric Devine is a financial advisor with Ameriprise in Salem, OH, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include seven years at The Huntington Investment Company and positions at Cetera Investment Advisers, Cortland Savings and Banking Co, Stratos Wealth Partners, and LPL Financial. 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 tailored retirement planning focused on reliable income sources and tax-aware withdrawal strategies.

Steven Thomas is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. 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, discretionary and non-discretionary wrap fee strategies, and affiliated investment products through a network of more than 23,700 advisors nationwide.

Maegan Francis is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked in various roles at firms including CNO Services LLC and Bankers Life Advisory Services. Prior to her advisory career, she had brief employment in the hospitality sector. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Kim Smith is a financial advisor with Stifel in Salem, OH, holding Series 63 and Series 65 licenses and 42 years of industry experience. She has been with Stifel since 2009. Outside of her advisory role, she is involved with Ohio Valley Energy, receiving oil and gas royalties as a lessor. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach uses proprietary forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Adam Yekin is a financial advisor with Ameriprise in Canton, Ohio, holding a Series 66 designation and 13 years of industry experience. He has worked at Ameriprise since 2017, following four years at Edward Jones. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Bo Fisher is a financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL, he worked at The J.M. Smucker Co for six years and served in the United States Marine Corps for eleven years. He holds a Series 66 designation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, delivering advice through a large network of investment adviser representatives.

Brian Fitting is a CFP® with 16 years of experience in financial services, currently with Cambridge Investment Research Advisors. He has a background that includes tax preparation and accounting through his role at Fitting Tax & Financial LLC, where he is a partner, as well as experience in insurance and advisory services. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and offers a range of account platforms and proprietary model strategies.

Brandon Caldwell is a financial advisor with Edward Jones, holding a Series 66 designation and eight years of industry experience. Before joining Edward Jones in 2018, he worked at One Main Financial for one year and spent four years with Ichor Restaurant Group/BAJA West Coast Kitchen. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Rachel Hancock is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at Damascus Friends Church from 2016 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its services through a nationwide network of over 23,700 financial advisors and 15,100 branch offices.

Jonathan Zepp is a financial advisor with Ameriprise in North Canton, OH, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise since 2018 and also oversees operational and financial aspects of DubTag LLC and owns Zepps Pizza Inc. Additionally, he serves on the Board of Directors for the North Canton Community Improvement Corporation. 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 planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Lydia Kerr is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her career includes tenures at major firms such as Morgan Stanley, Citigroup Global Markets, and Raymond James Financial Services. She has been with J.P. Morgan Securities and affiliated entities since 2012 in various roles. 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 written asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and quantitative and qualitative research, incorporating ESG considerations and broader derivatives and commodities capabilities.

Amy Hunter is a Series 66 credentialed advisor at J.P. Morgan Securities with 25 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 1996. Outside of her advisory role, she is an independent distributor and sales representative for Young Living Essential Oils. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative screening and qualitative research, incorporates ESG considerations, and leverages its broader derivatives and commodities capabilities.

Ryan Keefer is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 15 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and PNC Bank, N.A., among other financial firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to develop model asset allocations, and recommendations may include ESG considerations.

Keith Stults is a CFP®-designated financial advisor with Edward Jones in Canton, OH, where he has worked since 1999. He has 26 years of industry experience. Outside of his advisory role, he is the sole shareholder of KM Stults, Inc., a company that owns a parcel of land leased to a manufacturer. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Samantha Ridenour is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2017, following a prior role at Kent Apartments/College Towers. 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 and investment solutions through a nationwide network of more than 23,700 financial advisors.

Carl Garrison is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and 25 years of industry experience. He has worked at J.P. Morgan Chase Bank since 2015 and J.P. Morgan Securities since 2023, with prior experience at Chase Investment Services Corp. from 2007 to 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking market assumptions, and it maintains broader regulatory registrations reflecting its derivatives and commodities capabilities.

Nikolche Sobevski is a financial advisor at Ameriprise in North Canton, Ohio, holding Series 66 and Series 63 licenses with six years of industry experience. His prior work includes multiple roles at The Huntington National Bank and The Huntington Investment Company. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice. The firm’s approach involves a collaborative service team that utilizes investment research, third-party data, and algorithmic tools to support asset allocation and withdrawal strategies for clients meeting certain investable asset criteria.

Brian Lehner is a CFP® with 34 years of industry experience, currently serving as an advisor at Cetera since 2025. His prior roles include positions at Strategic Blueprint, LLC, The Strategic Financial Alliance, Inc., BFC Planning, Inc., and Berthel Fisher & Company Financial Services, Inc. He is also a managing partner of Lehner Shope Wealth Group, an investment business. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through various program structures, including access to third-party managers and bespoke investment strategies.