Stacey Rozzo is a Series 66-credentialed financial advisor with Edward Jones, based in Warren, Ohio. She has 13 years of industry experience and has been with Edward Jones since 2005. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

Lindsay Lewis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and nine years of industry experience. Prior to joining LPL Financial in 2022, Lewis worked at CUNA Mutual Group, CUNA Brokerage Services, Carrie Ratliff State Farm, Cetera Investment Services, and First National Bank of Pennsylvania. Outside of advisory work, Lewis is involved in real estate rental activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

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.

Randall Pompeo Jr. is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 66 designation and has been with JPMorgan Chase Bank NA and its affiliated entities since 2009. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

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.

Cynthia Shively is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 39 years of industry experience. She has worked at Ameriprise and its affiliated entities since 1986. Outside of her advisory role, she serves as treasurer for Central Christian Church, sits on the board of the Elmview Professional Park Condominium Association, and participates on the local advisory board for the Salvation Army Warren OH Corps. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, using a centralized consulting team alongside individual advisors.

Matthew Ristvey is a financial advisor with Raymond James Financial in Hermitage, PA, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has been with Raymond James Financial and its affiliate, Raymond James Financial Services, since 2011. Outside of his advisory role, he serves as treasurer for the Hermitage School Board and is involved in local condominium association governance. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public-finance work through an affiliated municipal advisor.

Karen Sandrella is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and seven years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Liberty Mutual Insurance Company, United Healthcare Medicare Solutions, and Aflac. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs supported by research and technology, with offerings that include discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Robert Asmus Jr. is a financial advisor at Raymond James Financial Services Advisors, Inc. with 55 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses detailed risk profiling and analytical tools to tailor non-discretionary planning and consulting services aligned with client goals.

Joshua Stelle is a financial advisor with Cetera in Hermitage, PA, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has worked at Cetera and Cetera Investment Services LLC since 2018 and has held a role at First National Bank of PA since 2003. Outside of his advisory work, he serves as the treasurer for Eintracht Maennerchor, a position that requires dual signatures. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of advisors and supports multiple program structures and custodial arrangements.

Phillip Natale is a financial advisor at Equitable Advisors with 21 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2006, following a tenure at Axa Advisors. Outside of his advisory role, he is a shareholder in INCA Tea in Parma, Ohio. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying extensively on LPL-sponsored platforms and third-party managers to deliver advisory and brokerage solutions.

Paul Orend is a CFA® charterholder and the sole advisor at Orend Investment Management, Inc., an independent firm he has led since 1992. He has 26 years of industry experience and is based in Youngstown, Ohio. Orend Investment Management, Inc. provides portfolio management and financial planning services to individual clients. The firm operates on a small scale, managing approximately $2.52 million in assets for seven clients, and employs a range of investment strategies detailed in its regulatory disclosures.