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Darrell C

Series 63

Canton, OH

Ameriprise

Darrell Cleary is a financial advisor at Ameriprise with 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds a Series 63 designation. Outside of his advisory role, he has a minority ownership interest in a commercial property partnership in Canton, Ohio. Ameriprise serves clients primarily through a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver tailored recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Brian R

Series 63, Series 65

Canton, OH

STIFEL

Brian Robb is a financial advisor at Stifel in Canton, Ohio, with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel since 2009. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and governmental entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

General retirement planning Income planning
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Jennifer T

Series 63

Canton, OH

Edward Jones

Jennifer Twiddy is a financial advisor at Edward Jones with 28 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1998 and holds the Series 63 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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Angela D

Series 66

Canton, OH

Raymond James Financial

Angela Duraine is a financial advisor at Raymond James Financial Services Advisors, Inc. with three years of industry experience. She holds a Series 66 designation and has worked at Raymond James since 2021. Outside of her advisory role, she is involved with PortfolioVision, Inc., a support company based in Canton, Ohio. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored, non-discretionary planning and consulting using quantitative tools and supports a wide network of advisors and affiliated firms.

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

Series 66

Canton, OH

Equitable Advisors

Bryce Mathie is a financial advisor at Equitable Advisors with eight years of industry experience. He holds the Series 66 designation and has worked with firms including AXA Advisors and WH Trading. He serves as a board member for the Local Boys & Girls Club of Massillon. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory programs and third-party asset managers to tailor investment solutions for its clients.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Michael D

Series 63, Series 65

Canton, OH

LPL Financial

Michael Draper is a financial advisor at LPL Financial in Canton, Ohio, with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Securities Corporation for eight years. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Lynne P

Series 66

Canton, OH

Ameriprise

Lynne Peters is a financial advisor with Ameriprise in Alliance, OH, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, Peters owns a welding and fabrication business and serves on the Board of Directors for First Christian Church as the nominating committee chair. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, providing written recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory support through a centralized consulting team and emphasizes managed accounts alongside a broad range of financial solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Scott S

Series 63

Canton, OH

Ameriprise

Scott Sieverts is a financial advisor at Ameriprise in Canton, Ohio, with 31 years of industry experience. He has been with Ameriprise and its predecessor entities since 1994 and holds a Series 63 designation. Outside of his advisory role, he is involved in property management through ownership of AEEA, LLC. Ameriprise offers retirement-income planning services designed for clients approaching or in retirement, focusing on tax-smart withdrawal strategies and Social Security options. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities and employs a centralized consulting team to deliver tailored, research-driven retirement recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Michael H

Series 66

Canton, OH

Primerica Advisors

Michael Hutkowski is a financial advisor with Primerica Advisors in Canton, OH, holding a Series 66 designation and 18 years of industry experience. His work history includes roles at Massillion Digital Academy and Massillon City Schools. He also engages in sales of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates model implementation to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Niki P

Series 66

Canton, OH

Ameriprise

Niki Papic is a financial advisor at Ameriprise with seven years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate since 2014. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset thresholds. The firm uses a centralized consulting team to deliver non-discretionary recommendations incorporating research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise-managed accounts.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Dominic W

Series 66

Canton, OH

Edward Jones

Dominic Wise is a Series 66-licensed financial advisor with Edward Jones in Canton, OH. He joined Edward Jones in 2026 and has a decade of prior experience with the Ohio Army National Guard. Edward Jones is a full-service wealth management firm serving 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 nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Multi-generational wealth transfer General retirement planning Founder/Business Owner Military & Veterans
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George M

Series 63, Series 65

Canton, OH

Merrill

George Merrill is a financial advisor with Merrill in Canton, Ohio, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Merrill since 1991 and has worked concurrently at Bank of America, N.A. since 2009. Outside of his advisory role, he is the owner of FireTower5 Holdings LLC, a for-profit entity organized to hold investment and rental properties. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
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Rodney Z

CFP®, ChFC®, Series 63, Series 66

Canton, OH

LPL Financial

Rodney Zoyhofski is a financial advisor with LPL Financial in Canton, OH, holding CFP® and ChFC® designations and possessing 38 years of industry experience. He has been with LPL Financial since 2004, following four years at WS Griffith Securities, Inc. He also acts as trustee for his office 401(k) plan and manages investments within an estate planning partnership. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Mark L

Series 63, Series 65

Canton, OH

Primerica Advisors

Mark Lipps is a financial advisor with Primerica Advisors in Canton, OH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at PFS Investments Inc. since 1996 and Primerica Financial Services since 1994, and previously spent 37 years at Timken Co. In addition to his advisory role, Lipps is involved in part-time sales of home security and automation products through affiliated companies and holds a partnership in a property holdings LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and select separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis rather than fixed fees.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Michael W

Louisville, OH

OSAIC

Michael Wade is a financial advisor with Osaic Wealth, Inc. He holds 20 years of industry experience, including 17 years at Lincoln Financial Advisors Corp before joining Osaic in 2025. He is also involved as an insurance agent offering accident and health insurance, traditional life insurance, disability income products, and annuities, as well as serving as an advisor in a partnership focused on securities, annuities, employer plans, and life insurance. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to large institutions, providing integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms. The firm utilizes asset-allocation tools, risk assessment methods, and automated portfolio rebalancing to manage a wide range of investment options.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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William L

Series 63, Series 65

Canton, OH

STIFEL

William Liber is a financial advisor at Stifel with 55 years of industry experience. He has held his current position at Stifel since 2009 and holds Series 63 and Series 65 designations. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, offering guidance based on forward-looking capital market assumptions and probabilistic modeling.

General retirement planning Income planning
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Kenneth G

Series 66

Canton, OH

Edward Jones

Kenneth Griffin is a financial advisor at Edward Jones in Canton, OH, holding a Series 66 designation with seven years of industry experience. Before joining Edward Jones in 2019, he worked at Uber, Food Safety Ohio, Lyft, and Metz Culinary Management. Outside of his advisory role, he delivers food on weekends for DoorDash. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory programs. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the country.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Founder/Business Owner Doctor or Medical Professional
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Brian L

Series 63, Series 65

Canton, OH

Morgan Stanley

Brian Lippert is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2010. Outside of his advisory role, he serves as executor and co-executor for multiple estates in Massillon, Ohio, where he is involved in estate administration and investment decisions. Morgan Stanley Wealth Management offers a wide range of financial advisory programs to individual and institutional clients, including customized planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and incorporates structured financial planning tools and investment modeling in its advisory process.

General estate planning guidance
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Mandwel P

Series 66

Canton, OH

LPL Financial

Mandwel Patterson is a financial advisor with LPL Financial in Canton, OH, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones for five years and served on the faculty at Stark State College for 12 years. Starting in 2026, Patterson will serve as a member of the City Council for Massillon, OH. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by extensive research and model portfolios.

College savings (529s, UTMA, etc.)
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Randall R

Series 66

Canton, OH

Merrill

Randall Reed is a financial advisor at Merrill with 28 years of industry experience and holds a Series 66 designation. He has worked at Merrill since 2014 and has been with Bank of America, N.A. since 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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