Adam Kenley is a financial advisor with PNC Wealth Management in Akron, OH, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with PNC Wealth Management since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account currently available as an invitation-only pilot for employees, which uses algorithm-driven risk assessments to select approved investment strategies implemented with mutual funds and ETFs.

Kurt Faulhaber is a financial advisor with Benjamin F. Edwards & Company, Inc. in Canton, OH, holding a Series 63 designation and 40 years of industry experience. His career includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. before joining his current firm in 2011. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm provides a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage, insurance products, and certain M&A advisory services.

Lindsay Graves is a financial advisor at Carson Wealth with one year of industry experience and holds a Series 65 designation. She is also the owner and partner of Graves & Graves, LLC dba The Graves Law Firm, where she has worked since 2013, representing clients in estate planning. Additionally, she holds an insurance license and sells life, health, disability, annuities, and long-term care insurance. CWM, LLC is an enterprise platform managing approximately $50.6 billion across a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios using both fundamental and technical analysis.

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.

Emily Sipes is a CFP® with seven years of industry experience, currently affiliated with Mercer Global Advisors Inc. Her career includes roles at Valmark Financial Group and a brief employment at Chipotle Mexican Grill. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using various asset management strategies, and offers specialized programs and client education initiatives.

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.

Dolores Alquist is a financial advisor with PNC Wealth Management in Akron, OH, holding Series 63 and Series 66 licenses and 29 years of industry experience. She has been with PNC Investments since 2010. Outside of her advisory role, she owns and operates businesses related to health and wellness, life coaching, and small business coaching. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital discretionary model account offered to eligible employees. The firm uses algorithmic tools to recommend investment risk bands and employs approved model strategies managed by PNC or third-party strategists.

Thomas Albers is a financial advisor at Ameritas Advisory Services, LLC with 53 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Ameritas and related entities since 2006. He is also president and owner of Total Asset Planning, an independent insurance agency he founded in 1985. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of investment models and platforms, combining proprietary and third-party solutions to build customized portfolios.

Michael Oberholzer is a financial advisor with Guardian Life in Canton, OH, holding a Series 63 designation and 28 years of industry experience. He has previously worked at Park Avenue Securities, Pruco Securities, The Prudential Insurance Company of America, and The Romig Agency, Inc. He serves on the finance committee at Tuscarawas Central Catholic High School. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory solutions.

Joseph Wagner is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at Mid Atlantic Financial Management and LPL Financial. He is based in North Canton, Ohio. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support advisor and client needs.

James Kampetis is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Carson Wealth and CWM, LLC and has previously worked at Aptus Wealth Management, Merrill, and E.E. Powell & Company, Inc. He has experience both as a self-employed advisor and at multiple wealth management firms. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients through discretionary asset management, financial planning, and retirement plan services, utilizing a model portfolio approach guided by an Investment Committee and offering tailored investment solutions.

Coleman Chamarro is a financial advisor at Mariner with the ChFC® designation and Series 63 and 65 licenses, bringing five years of industry experience. Prior to joining Mariner, he worked at Janney Montgomery Scott LLC and Valmark Securities, Inc. Chamarro is based in Canton, Ohio. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines customized discretionary portfolios with in-house research and third-party managers, along with integrated tax and accounting services uncommon among large advisory enterprises.

Danny Horn is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His work history includes roles at Brokers International Financial Services, Sterne Agee Investment Advisor Services, Sterne Agee Financial Services, and WRP Investments. He is also the owner of a sole proprietorship, Senior Capital Services. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers a range of investment management and consulting services, utilizing various portfolio approaches and custodial platforms to meet client needs.

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.

Elizabeth Sharp is a financial advisor with Fifth Third Securities, Inc. in Akron, Ohio, holding Series 66 and Series 63 credentials with 15 years of industry experience. She has spent the majority of her career with Fifth Third Securities and Fifth Third Bank. Outside of her advisory role, she owns and operates two small businesses: a seasonal baking company and a residential/commercial cleaning service. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, utilizing various portfolio management strategies and direct indexing options.

Bruce Dipietro is a CFA® charterholder with 18 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and previously held roles at Brookshire Wealth Management, LPL Financial, and several other firms. He also serves as a director of Brookshire Wealth Management. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, and alternative investments, supported by sub-advisory arrangements and platform integrations.

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.

Thomas Addessi is a financial advisor with Benjamin F. Edwards & Company, Inc. in Canton, Ohio, holding a Series 63 designation and 42 years of industry experience. His prior work includes positions at Wells Fargo Clearing, A.G. Edwards & Sons, Inc., and Advest, Inc. He has been with Benjamin F. Edwards since 2013. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and M&A advisory services.

Elizabeth Hand is a CFP® with 15 years of experience in financial advisory services. She is currently with Kestra Advisory and has prior experience at The O.N. Equity Sales Company and Hummel Wealth Management, LLC. Outside of her advisory role, she is involved in ontological and group coaching and serves as a board member for Women’s Impact. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services including fiduciary consulting, plan design, and pooled plan solutions. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Matthew Diruzza is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Guardian Life since 2015 and Park Avenue Securities since 2016. He also sells group insurance products outside of Guardian Life. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of investment strategies including advisor-led discretionary management and model-based approaches, along with access to proprietary and third-party advisory solutions.