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Scott V

Series 63, Series 66

Boardman, OH

J.P. Morgan Securities

Scott Viano is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with JPMorgan Securities LLC since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations, delivering recommendations on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
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John R

Warren, OH

Ameriprise

John Redmond is a financial advisor with Ameriprise in Warren, Ohio, holding 46 years of industry experience. He has been with Ameriprise and its predecessor firm since 1979. Outside of his advisory role, he manages his advisory business through Diamond Strategic Solutions LLC. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in investable assets, offering written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized advice within a large institutional framework.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Philip L

Series 66

Niles, OH

Cetera

Philip Lammers is a financial advisor with Cetera, holding a Series 66 designation and 24 years of industry experience. He has worked at Cetera since 2014 and concurrently at Farmers National Bank since 2008. Outside of his advisory work, he serves as a board member for a children’s rehabilitation center and works as a fitness instructor. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, utilizing various program structures and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Bryan R

Series 66

Canfield, OH

Edelman Financial Engines

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.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Donald R

Series 63

Canfield, OH

Wells Fargo Clearing

Donald Rodenbaugh is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds the Series 63 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
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Armand D

Series 63, Series 66

Canfield, OH

LPL Financial

Armand De Paul is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and having 12 years of industry experience. His prior work includes roles at Morgan Stanley, Ameriprise, Stifel Nicolaus & Co Inc, Wells Fargo Clearing Services, Alphastar Capital Management, and Scottrade. Outside of his advisory work, he serves as a notary in Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, third-party research, and technology-driven solutions.

College savings (529s, UTMA, etc.)
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Adam C

Series 63, Series 65

Canfield, OH

Raymond James Financial

Adam Coppock is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses, and has 10 years of industry experience. Prior to joining Raymond James in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2016 to 2024. He is also the owner and operator of Stable Health Insurance Group, LLC, an insurance agency specializing in Medicare sales. 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 institutional investors. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical tools, and supports extensive advisory programs and municipal finance work.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Patrick R

Series 66

Canfield, OH

LPL Financial

Patrick Russo is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Bank of America, N.A. and Merrill from 2012 to 2019. Outside of his financial advisory role, he is involved in a family trucking business based in Canfield, Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, supported by model portfolios and research from various sources.

College savings (529s, UTMA, etc.)
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Emily C

Series 66

Poland, OH

LPL Enterprise

Emily Ciavarella is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. She has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of her advisory role, she is also an independent Medicare insurance agent with Neishloss and Fleming LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to a range of investment and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Colten M

Series 66

Canfield, OH

STIFEL

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.

General retirement planning Income planning
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Sarah B

Series 66

Youngstown, OH

LPL Financial

Sarah Bury is a financial advisor at LPL Financial in Youngstown, OH, holding a Series 66 credential with two years of industry experience. Her prior experience includes roles at OSAIC, SagePoint Financial, and managing Bury Financial Group. She also worked at The Ohio State University and Poland Local Schools before entering the financial services industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and specialized services for institutional clients.

College savings (529s, UTMA, etc.)
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Joel B

Series 63, Series 65

Canfield, OH

Merrill

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.

Wealth management College savings (529s, UTMA, etc.) General retirement planning Family Business
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Derek G

Series 66

Austintown, OH

Equitable Advisors

Derek Glabecki is a financial advisor with Equitable Advisors in Austintown, Ohio, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors since 2010 and previously worked at Axa Advisors, LLC. Outside of finance, he operates a gourmet catering business. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers, utilizing a hybrid referral and implementation model.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Joshua B

Series 66

Boardman, OH

Mass Mutual Investors Services

Joshua Barr is a financial advisor with Mass Mutual Investors Services. He holds a Series 66 designation and has one year of industry experience. His work history includes positions at MassMutual Life Insurance Company and MML Investors Services LLC, as well as roles outside finance such as at Pantalone Paving LLC, Kennsington Golf Club, and Youngstown State University. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and provide tailored recommendations.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Bryan R

CFP®, Series 63

Canfield, OH

Cambridge Investment Research Advisors

Bryan Renner is a CFP® professional with 24 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2013. He holds a Series 63 license and operates out of Canfield, Ohio. Outside of his advisory role, Renner is the owner of a tree farm used for timber and agricultural purposes. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers multiple investment platforms and combines proprietary and third-party strategies, with options for discretionary and non-discretionary management tailored to clients’ objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Renee C

Series 63, Series 66

Canfield, OH

STIFEL

Renee Costantino is a financial advisor with Stifel in Canfield, OH, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has worked at Stifel since 2009 and also has prior experience with UBS Financial Services and Mcdonald Investments Inc. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Lori F

Series 66

Canfield, OH

Edward Jones

Lori Ferreri is a financial advisor at Edward Jones with 15 years of industry experience and holds the Series 66 designation. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

General retirement planning Retirement income strategy Income planning Social Security optimization Retired Founder/Business Owner Executive
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Isaiah W

Series 66

Warren, OH

Edward Jones

Isaiah Wilhelm is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked in the retail and service sectors, including positions at Total Asphalt, Giant Food, Walmart, and Liberty University/90.9 The Light FM. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Retirement income strategy General retirement planning Retirement withdrawal strategies Real estate investing Retired Founder/Business Owner Executive
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Brittany R

Series 66

Poland, OH

J.P. Morgan Securities

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. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a non-discretionary advisory model. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Timothy H

Series 63, Series 65

Youngstown, OH

LPL Financial

Timothy Halchuck is a financial advisor with LPL Financial in Youngstown, OH, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Newedge Advisors, LLC and Mid Atlantic Financial Management, Inc. He is also CEO and Treasurer of AMI Benefit Plan Administrators, Inc., a third-party administrator of qualified plans. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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