Pete Stamatis is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked for Signator Investors, Inc. and John Hancock Mutual Life Insurance Company over a 30-year period. Stamatis also conducts investment and insurance business under Signature Financial Group, LLC. OSAIC serves a broad clientele including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to construct diversified portfolios tailored to client risk tolerance and investment restrictions.

Alec Musolino is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel Nicolaus & Company, Incorporated, he worked at Cintas Corporation for three years and has experience in educational roles at Kent State University and Struthers High School. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Zachary Byler is a financial advisor with Primerica Advisors in Youngstown, OH, holding Series 63 and Series 65 licenses and three years of industry experience. He has been with Primerica Financial Services since 2014 and previously operated Byler Elite Strength Training for ten years. Primerica Advisors sponsors a wrap-fee asset management program serving mainly individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery investment strategies managed by unaffiliated asset managers and supports trade execution and custody through established financial services partners.

Jon Lenton is a financial advisor at Raymond James Financial with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various entities within Raymond James since 2017. Outside his advisory role, he is also employed as a financial representative at Wentz Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Karen Segesto is a Financial Advisor with Merrill Lynch Wealth Management, bringing over 35 years of experience in the financial services industry. Her professional background includes personal banking, lending, financial planning, and investment management. She utilizes the resources of the Merrill Lynch Wealth Management investment platform along with Bank of America's banking services to provide comprehensive financial support to her clients. Karen's approach emphasizes understanding her clients' goals, priorities, and aspirations to ensure the advice she provides aligns with both their short-term needs and long-term objectives. Her expertise encompasses family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. She holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Hiram College. In addition to her professional work, Karen is actively involved in her community. She serves on the Board of Youngstown Area Goodwill and is the Vice President and Co-Founder of Sight For All United. She is also a member of the Leadership Mahoning Valley Class of 2003. Her personal interests include cooking, reading, spending time with family, traveling, watching movies, writing, and practicing yoga.

Patrick Mc Fall is a financial advisor with Ameriprise in Cortland, Ohio, holding a Series 66 designation and four years of industry experience. He previously worked at Penn Care for eleven years and has been involved with the Greater Western Reserve Council Boy Scouts of America for eighteen years. Outside of his advisory role, he is a high school varsity soccer assistant coach and operates an online retail business specializing in hobby items. Ameriprise provides retirement-income planning services aimed at individuals with significant investable assets, delivering tailored recommendation reports through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Ralph Fajack is a financial advisor at Stifel with 34 years of industry experience. He has been with Stifel since 2009 and holds Series 63 and Series 65 licenses. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology that uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Steven Hanousek is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 18 years of industry experience. He has been with Raymond James since 2017 and previously worked at Wells Fargo Clearing for eight years. Outside of advisory work, he owns a real estate investment LLC and operates a consulting agency focused on Medicare insurance options. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using risk profiling and modeling tools, and supports municipal and public-finance work through its affiliation with a municipal advisor.

David English is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2015. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kimberly Verini is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing, Wells Fargo Advisors Financial Network, and UBS Financial Services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and planning tools to develop tailored recommendations for clients.

Ryan Dauterman is a financial professional with 25 years of industry experience, currently affiliated with OSAIC since 2013. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in insurance sales and serves as co-trustee of a family irrevocable trust. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing various tools and platforms to support portfolio construction and management across multiple asset classes.

Joel Matthews is a financial advisor with Ameriprise in Canfield, Ohio, holding the ChFC® and Series 63 designations and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, Matthews manages cattle operations through Matthews Cattle Company, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on income planning and tax-aware withdrawal strategies for clients approaching or in retirement.

Daniel Cvercko is a financial advisor at Cetera with 26 years of industry experience. He holds a Series 63 designation and has worked at Cetera Investment Advisors since 2017. Outside of his advisory role, he serves as the financial secretary for St. John's Greek Orthodox Church and volunteers as a coach for multiple youth sports, including baseball, soccer, basketball, and football. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to various investment models and third-party managers.

Daniel Aulizia is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. He previously worked at UBS Financial Services from 2001 to 2005 before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kyle Vaclav is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Ameriprise since 2016. He holds the Series 66 designation and is based in Poland, Ohio. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, delivering tailored Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with a focus on assets held in Ameriprise-managed accounts, supported by algorithmic tools overseen by a dedicated Retirement Income Oversight Committee.

Keith Downard is a financial advisor at Stifel with 47 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Scott Schulick is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Stifel since 2012. Outside of his advisory role, Schulick is actively involved in numerous community and nonprofit organizations, including serving on boards related to education, historic preservation, cultural awareness, and charitable foundations, as well as teaching part-time in accounting and finance at Youngstown State University. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses, emphasizing client discretion in implementation.

Tamara Gilmartin is a financial advisor with Edward Jones, holding a Series 66 designation and bringing 31 years of experience with the firm. She is based in Canfield, Ohio. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Strollo is a financial advisor at Stifel with two years of industry experience and holds the Series 66 designation. Prior to joining Stifel in 2024, he worked at Lane and Burke, L.P.A. and has a background that includes time at Cleveland Marshall College of Law. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation, retirement, insurance, and estate planning analyses.

John O'neil III is a financial advisor at Ameriprise with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at The Huntington Investment Company and The Huntington National Bank. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on written recommendations and ongoing retirement-income planning that emphasizes dependable income sources and tax-aware withdrawal strategies.