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.

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.

Bryan Renner is a CFP® with 25 years of industry experience. He has been with Cambridge Investment Research Advisors since 2013 and previously worked at New England Securities for nine years. Outside of his advisory role, he owns and operates a tree farm focused on timber and agricultural purposes. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm manages assets across multiple platforms and offers proprietary model strategies through its Founders Gate Capital brand.

Mark Handel is a financial advisor at Ameriprise with seven years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services since 2018 and previously held roles at Buckeye Real Estate and The Ohio State University. Outside of his advisory work, he owns and manages E18B23M22, LLC, a business involved in hiring, payroll, and vendor management. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Renee Costantino is a financial advisor at Stifel with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Stifel since 2009. Prior to joining Stifel, she was with UBS Financial Services and Mcdonald Investments Inc. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Amber Richards is a financial advisor with Cetera who holds 15 years of industry experience. She has been with Cetera and its related entities since 2012. Outside of her advisory role, Richards is involved in managing financial and operational activities for a property management company and owns an enterprise that engages in residential property renovation and cryptocurrency mining for personal investment. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a broad range of portfolio management and financial planning services and operates a multi-manager platform with various program options and custodial relationships.

Brittany Russell is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including Cambridge Investment Research Advisors and The Huntington Investment Company. Russell is based in Poland, Ohio. 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 program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Corey Richards is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2016, following roles at Bank of America and Merrill. He also operated Trentens Passage LLC, known as Paradise Kingdom, from 2007 to 2016. 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. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities through various regulatory registrations.

Catherine Vandermer is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked for the National Restaurant Association for twelve years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Steven Bailey is a financial advisor at Osaic Wealth with 29 years of industry experience. He holds the Series 66 designation and has worked at firms including American Portfolios and Questar Capital Corporation. Outside of his advisory role, he owns a cabinet shop and serves on the board of the Salem Community Foundation. Osaic Wealth serves a diverse clientele including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing advisors with discretionary and third-party management options.

Brian Laraway is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Sagepoint Financial, OSAIC, American General Securities, and New England Securities. Laraway also operates a consulting business focused on tax and investment matters. 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.