Kurt Faulhaber is a financial advisor at Benjamin F. Edwards & Company, Inc. in Canton, OH, holding a Series 63 designation with 40 years of industry experience. He has been with Benjamin F. Edwards & Co since 2011. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, retirement consulting, and investment management services through in-house and third-party managed strategies.

Edward Mc Gervey is a Series 66-licensed advisor with Mariner in Canton, Ohio, bringing 24 years of industry experience. He previously led McGervey Wealth Management, LLC for 13 years before joining Mariner. Outside of advisory work, he serves as treasurer for The Lakes of Kings Creek Homeowners Association and is managing member of McGervey Holdings, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm implements discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions.

Lindsay Graves is a financial advisor at CWM, LLC with credentials including the Series 65. She has been with CWM and Carson Wealth since 2025 and has prior experience as the owner and partner of Graves & Graves, LLC dba The Graves Law Firm, where she has prepared and executed estate plans since 2013. In addition to her advisory role, she is an active attorney involved in estate planning and also holds a license to sell life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth families, foundations, and institutions. The firm manages portfolios on a discretionary basis using a combination of model portfolios, third-party sub-advisors, and customized investment tools, with a particular focus on retirement-plan services and fiduciary oversight.

Floyd Stroup is a financial advisor with PlanMember Securities Corporation, holding a Series 63 designation and over 34 years of industry experience. His prior roles include fourteen years at Nationwide Insurance and Nationwide Securities, and he serves as Chairman of the Sharon Township Zoning Commission. He is also involved with the Fehlan Insurance Agency and a self-employed insurance practice focused on life and fixed annuities. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering education, support, and participant-level investment options through risk-based mutual fund portfolios.

Amanda Silfani is a financial advisor with Eagle Strategies (NY Life) in Canton, Ohio, holding the ChFC® and Series 63 credentials and bringing 24 years of industry experience. She previously worked at William A. Hardy Financial Group for 16 years and has been associated with New York Life Insurance Company for 25 years. Outside of her advisory work, she volunteers as a Girl Scouts troop administrator, serves as vice president of the Beta Psi Beta Alumnae Chapter supporting collegiate philanthropy, and co-manages an Etsy shop specializing in art reprints and vintage items. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors, with a focus on tailored recommendations and mostly non-discretionary asset management.

Brian Hinkle is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 designations and 18 years of industry experience. He has been with Huntington since 2016 and previously worked at Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities, offering advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm uses an open-architecture model that integrates third-party and affiliate portfolio management strategies.

Blake Castaldo is a financial advisor with Eagle Strategies (New York Life) based in Canton, Ohio, holding Series 63 and Series 65 licenses and with 14 years of industry experience. He has worked with various New York Life entities since 2009 and is the owner of Eagle Wealth Partners LLC d/b/a Lifetime Wealth Partners, which brokers non-registered insurance products and sells New York Life products and services. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Thomas Albers is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 designations and over 53 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved in insurance sales and ownership through TAP Insurance Agency since 2012 and Total Asset Planning since 1985, where he serves as president. Ameritas Advisory Services provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients, offering a variety of managed account programs and fee-based management of variable annuity and life subaccounts.

Michael Oberholzer is a financial advisor with Primerica Advisors, holding a Series 63 designation and 28 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company of America since 2019, with prior roles at Pruco Securities, The Prudential Insurance Company of America, and The Romig Agency. He serves on the Tuscarawas Central Catholic High School Finance Committee. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services alongside financial and business consulting. The firm employs a variety of investment strategies through proprietary and third-party platforms and supports a range of account services including lending and donor-advised funds.

Jeffry Axe is a financial advisor at The Huntington Investment Company with 29 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services LLC and Citizens Securities Inc., among other firms. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment approach, combining third-party managers with proprietary private bank models, and offers multiple wrap-fee programs through the Envestnet MAS platform.

Jason Slates is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with Huntington since 2010 and has also been associated with Ameriprise Financial Services, LLC since 2026. Outside of his advisory work, he owns rental properties. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform, combining third-party sub-managers and proprietary Private Bank models in an open-architecture investment approach.

Joseph Wagner is a financial advisor with NewEdge Advisors holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at NewEdge Advisors since 2021 and has also been with Mid Atlantic Financial Management, Inc. since 2015. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support advisor and client needs.

Richard Canestraro Jr. is a financial advisor with Money Concepts Capital Corp and holds a Series 63 designation. He has 40 years of industry experience, including 28 years with Nationwide Insurance Company and Nationwide Advisory Services, Inc. He also operates the Canestraro Insurance Agency. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing about $3.33 billion for nearly 14,700 clients. The firm offers portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations, using a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers.

James Kampetis is a CFP® with six years of industry experience, currently serving as a financial advisor at CWM, LLC. His prior roles include positions at Carson Wealth, Aptus Wealth Management, and E.E. Powell & Company, Inc., as well as experience as a self-employed advisor. CWM, LLC is an SEC-registered investment adviser with over 600 advisors, serving a diverse clientele that includes individuals, high-net-worth families, foundations, and institutional clients. The firm employs a discretionary management approach using model portfolios and integrates multiple investment strategies, offering a range of services including portfolio management, financial planning, and retirement-plan solutions.

Bailey Carani is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and five years of industry experience. Carani has worked at Huntington entities since 2016, including positions at Huntington National Bank and The Huntington Investment Company. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party sub-managers and proprietary Private Bank models.

Brad Marzano is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior work includes roles at Schwab Retirement Plan Services, The Huntington Investment Company, LPL Financial, and Voya Financial Partners. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering a range of managed advice programs that combine proprietary portfolio models and third-party expertise with a focus on asset allocation and retirement guidance.

Coleman Chamarro is a financial advisor at Mariner in Canton, OH, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has four years of industry experience, including prior roles at Janney Montgomery Scott LLC, Valmark Securities, Inc., and JPMorgan Chase Bank. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by an internal team and third-party managers, with integrated tax and accounting capabilities uncommon for a firm of its size.

James Scott is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. Prior to joining Independent Advisor Alliance in 2019, he worked at Independent Financial Partners and LPL Financial. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting through a network model supported by technology platforms and a range of portfolio management approaches.

Joshua Thurman is a financial advisor at The Huntington Investment Company with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Huntington and its affiliated entities since 2014. Outside of his advisory role, Thurman serves as a board member for the North Canton Cares Pantry. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and corporations. The firm offers a range of wrap-fee programs using an open-architecture model that combines third-party and proprietary investment strategies.

John Mullett is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and 16 years of industry experience. Prior to joining Kestra in 2019, he worked at Hummel Wealth Management, O.N. Investment Management Company, The O.N. Equity Sales Company, and Ohio National Financial Services. He is also the owner of Counterpoint Wealth, LLC, a pass-through entity used for business record keeping and cash flows. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, and plan-level investment advice. The firm serves a diverse client base ranging from plan sponsors to sovereign wealth funds and utilizes multiple management platforms and third-party managed solutions within its supervisory framework.