Jeremy Evans is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining Ameriprise in 2026, he worked at Good Life Advisors, LLC and LPL Financial, LLC for a combined total of over a decade. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice based on extensive investment research and tax-aware withdrawal strategies.

James Carpenter III is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2017. Prior to that, he was affiliated with PNC Bank and PNC Investments from 2014 to 2017. He has served as a board member of the Steam Academy of Warren, where he participates in monthly meetings related to the school's operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across the wealth spectrum, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Lewis Rosa III is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been associated with Raymond James and the Ristvey Investment Group since 2011. Outside of his advisory role, he serves as a board member on the Finance and Investment Committee for Shenango Valley Catholic School System. 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, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting services supported by analytical tools, and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Joseph Trani is a financial advisor with Ameriprise in Sharon, PA, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise since 2016, including his current role starting in 2020, and is also involved with PGP LLC, where he assists with general office operations. Ameriprise provides a retirement-income planning service focused on individuals with significant investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Donald Reed Jr. is a financial advisor with Cetera in Hermitage, PA, holding a Series 63 designation and 32 years of industry experience. He has been associated with Cetera since 2004 and operates Reed & Reed Associates, Inc., an accounting and income tax service, where he is a CPA. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various program options and manages over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Erin Spalding is a financial advisor with Primerica Advisors, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Ameriprise and BNY Mellon. Outside of her advisory work, she is involved in sales of non-investment related services such as home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors and select corporate and charitable clients. The firm employs model-based investment strategies supported by third-party asset managers and custodians.

David Wright is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with LPL Financial since 2010. Wright has business interests including a separate entity, Invest Wright LLC, which is not investment-related. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by model portfolios and research from multiple sources.

Matthew Dailey is a financial advisor with Cetera, holding a Series 63 designation and 22 years of industry experience. He has been with Cetera since 2006 and is also a part owner of Reed & Reed Associates, Inc., an accounting and income tax services firm where he works as a CPA. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services using a multi-manager platform with discretionary and non-discretionary program options.

Ashley Glabecki is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at Equitable Advisors since 2018 and previously at Axa Advisors, LLC. Ashley also coaches basketball for Perry Local Schools. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers, using a hybrid referral and implementation model.

Michael Conrow is a CFP®, ChFC®, and Series 66-licensed financial advisor with Edward Jones, based in Cortland, OH. He has 10 years of industry experience, all of which have been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated proprietary funds, operating under a fiduciary standard.

Stacy Foster is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 credentials and over 11 years of industry experience. She has served as Assistant Treasurer for the Trumbull County Educational Service Center since 2000, where she manages invoicing and account balancing for local schools. Foster also provides administrative support for Hannon & Associates Financial Services, LLC. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with a focus on diversified portfolios constructed using firm-supported asset-allocation and risk management tools.

David Clementi is a Series 66-licensed financial advisor with Equitable Advisors in Youngstown, OH, and has three years of industry experience. Prior to joining Equitable Advisors, he worked at Christ for All Nations and Light of Life Rescue Mission. He is also the author of a non-investment book scheduled for release in 2025. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services tailored to clients’ goals and risk tolerance.

Mark Steen is a financial advisor with LPL Financial in Hermitage, PA, holding Series 63 and Series 65 credentials and with 29 years of industry experience. He has been with LPL Financial since 2014. Outside of his advisory work, he is involved with Compound Teamwear, an apparel business based in McDonough, GA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

William Day is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Cuna Mutual Group and Cuna Brokerage Services, Inc. Day operates out of Cortland, Ohio. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting supported by research, model portfolios, and technology-driven strategies.

Robert Ford is a financial advisor with Primerica Advisors in Youngstown, OH, holding a Series 63 designation and 19 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2006. Prior to his financial services career, he taught 5th and 6th grade social studies at Austintown Local Schools for 29 years. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, utilizing model-delivery strategies and a limited number of separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing a tiered wrap-fee structure and a range of investment models.

Jason Witkoski is a financial advisor at Edward Jones with 13 years of industry experience. He previously worked at PNC Investments, Huntington National Bank, and VALIC Financial Advisors. Outside of his advisory role, he is a member of MJ2 Holdings, LLC, a real estate-related business based in Hubbard, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management.

Robert Kwiat Jr. is a financial advisor with Edward Jones in New Castle, PA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked for 17 years with the Wilmington Area School District. Outside of his advisory role, he coaches the 8th grade boys basketball team at Neshannock Junior/Senior High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment strategies. The firm is known for its large network of advisors and branches, as well as its affiliated capabilities including trust services and proprietary mutual funds.

James Clarke is a financial advisor with Primerica Advisors in Youngstown, OH, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked with Primerica Financial Services since 2009 and is also affiliated with PFS Investments Inc. and Local Knowledge. In addition to advisory services, he is involved in sales of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating model implementation to BNY Mellon Advisors.

David Rider is a CFP® professional with 29 years of experience in the financial services industry. He has been with Ameriprise since 1999, currently serving at their Cortland, OH office. Outside of his advisory role, he is chairman of the City of Cortland Zoning Appeals Board and owns ALK Operations LLC, a financial services management company. Ameriprise provides retirement-income planning services for individuals nearing or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations through a centralized consulting team.

Lee Schmidt is a financial advisor with Edward Jones in Hermitage, PA, holding Series 63 and 66 licenses and bringing 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. for 30 years. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices. The firm provides both discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.