Brian Kelly is a financial advisor with LPL Financial, holding a Series 66 designation and possessing 27 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Frederick Berndt is a financial advisor with LPL Financial, holding a Series 63 license and bringing 49 years of industry experience. His career includes roles at Summit Capital Inc and Investment Network, Inc., and he has operated Berndt & Associates since 1982. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning services, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Misty Rogers is a financial advisor at Edward Jones in Canton, OH, with eight years of industry experience. She holds a Series 66 designation and previously worked for Citizens Bank for 20 years before joining Edward Jones in 2025. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Toth is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved in tax preparation and accounting through a separate business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and retirement consulting services, employing both discretionary and non-discretionary management supported by in-house and third-party research.

Jeffrey Eisenberg is a financial advisor at SecuraWealth in Canton, Ohio, holding Series 63 and Series 65 designations with 19 years of industry experience. He has been with SecuraWealth Investment Strategies since 2010. SecuraWealth provides portfolio management, financial planning, and pension consulting primarily for individual clients. The firm manages approximately $22.3 million in assets for 18 households, focusing on non-discretionary client relationships and combining individualized portfolio management with pension consulting services.