John Messina is a CFP®-credentialed financial advisor at Edward Jones with 28 years of industry experience, including 26 years at Edward Jones. He is based in Alliance, Ohio. 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 and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Andrew Garlock is a Series 66-licensed financial advisor with Edward Jones in Canton, Ohio, and has six years of industry experience. He has worked at Edward Jones since 2019 and was previously employed by TimkenSteel Corporation from 2013 to 2019. Edward Jones is a full-service wealth management firm serving more than 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, with a focus on fiduciary standards and tax-efficient services.

Lee Krabill is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 42 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1983. Outside of his advisory role, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plans.

Kathy Kappler is a financial advisor with Morgan Stanley in Canton, Ohio, holding a Series 66 designation and bringing 26 years of industry experience. She has been with Morgan Stanley since 2014 and previously worked with Morgan Stanley Services Group, Inc. Outside of her advisory role, she is involved in direct sales of home fragrance products through a small business venture. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individuals and institutions with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market modeling techniques.

Brad Hansen is a financial advisor with LPL Financial in Salem, Ohio, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial since 2010, following prior roles at Chase Investment Services Corp. and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and extensive resources.

Larry Fitting is a CFP® professional with 29 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has operated his own CPA practice since 1979 and has been involved with Fitting Tax & Financial since 2011, offering tax preparation and independent insurance services. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through a network of thousands of financial professionals managing multi-billion dollar assets.

Jon Heddleson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 22 years of industry experience. He has worked at Cetera and related entities since 2023 and previously spent a decade at LifeMark Securities. In addition to his advisory role, he teaches Management 2100 at Ohio University and operates an insurance agency offering fixed insurance products. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Jeanine Brindus is a financial advisor at LPL Financial with nine years of industry experience and holds the Series 66 designation. Her prior roles include positions at Huntington Financial Advisors and The Huntington Investment Company. She is also involved as an insurance agent selling fixed annuities, life, disability, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management programs supported by technology and a broad network of over 22,800 advisors.

Brian Kelly is a financial advisor with LPL Financial based in Canton, OH, holding a Series 66 designation and 27 years of industry experience. He has worked at LPL Financial since 2008 and previously spent eight years at Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by advanced operational tools and a broad suite of affiliated financial services.

Frederick Berndt is a financial advisor at LPL Financial with 49 years of industry experience. He has held prior roles at Summit Capital Inc, Investment Network, Inc., and operated his own firm, Berndt & Associates, for over four decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

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 licenses and bringing 33 years of industry experience. He has worked at LPL Financial since 2007 and was previously with Morgan Stanley DW Inc. from 2001 to 2007. Outside of advising, he is involved with Toth Financial Inc., which provides tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset managers, supported by a large network of investment adviser representatives and various technology tools.

Scott Wilkinson is a financial advisor at Ameriprise with 22 years of industry experience. He previously worked for The Huntington Investment Company from 2004 to 2026 before joining Ameriprise. Wilkinson holds Series 63 and Series 66 licenses. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

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.