Emmalee Mattern is a financial advisor with Ameriprise in Rogers, OH, holding Series 63 and Series 66 credentials and 17 years of industry experience. She previously worked for The Huntington Investment Company for 17 years before joining Ameriprise in 2026. Outside of her advisory role, she serves as a board member for Employment Development, Inc., a nonprofit supporting developmentally disabled individuals, and works as a youth soccer referee. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that include tailored recommendation reports and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Samuel Eddy is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their financial goals and develop personalized wealth management strategies. His approach emphasizes frequent communication and a consultative, objective commitment to helping affluent individuals and their families pursue long-term financial objectives. Sam joined Merrill in 2011 after a more than 30-year coaching career in college football. He holds a Bachelor's degree from Taylor University and a Master of Science degree from the University of Massachusetts Amherst. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Active in the Youngstown community, Sam participates in the Youngstown State University Penguin Club and is a member of St. Patrick's Catholic Church. He and his wife, Connie, live in Boardman, OH and are parents to two adult children. His client focus areas include personal retirement planning, small business strategies, and retirement income.

Ericka Morris is a financial advisor at Edward Jones in Salem, Ohio, holding a Series 66 designation with four years of industry experience. She has worked with Edward Jones across multiple periods since 2015 and was previously involved with Salem Security Storage. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary advisory strategies, separately managed accounts, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Austin Hogan is a financial advisor with Edward Jones in Columbiana, OH, holding a Series 66 designation and eight years of industry experience. He joined Edward Jones in 2018 after working at the University of Toledo, IMG Academy, and Toledo Whitmer High School. Outside of his advisory role, Hogan is a partner in an e-commerce business, Morning Moments LLC, which sells coffee pods online. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients nationwide. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices.

Linda Carey is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 29 years of industry experience. She has been with Cetera and affiliated firms since 2017 and previously worked at The Huntington Investment Company from 2010 to 2017. 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 multi-manager platform, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

John Clark is a CFP® with 13 years of industry experience currently advising at Ameriprise in Boardman, OH. He previously worked at The Huntington Investment Company and The Huntington National Bank from 2012 to 2018. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that focuses on dependable income sources and tax-aware withdrawal strategies.

Raymond Reedy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from its Investment Institute with diversification and modern portfolio theory to support its investment approach.

Stevan Raseta is a financial advisor with Raymond James Financial, holding a Series 66 credential and 18 years of industry experience. He previously worked for Cambridge Investment Research Advisors and Cambridge Investment Research, INC for 13 years. Outside of his advisory work, he owns Peak 28 LLC, a business related to real estate scouting. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides non-discretionary planning tailored to client goals and supports a broad advisor network, with notable expertise in municipal and public-finance work.

Parker Sherry is a financial advisor at Raymond James Financial Services Advisors, Inc. with three years of industry experience. He holds the Series 66 credential and has worked at Cambridge Investment Research Advisors and Raymond James Financial. Sherry is also licensed as an insurance agent through WRS Insurance Solutions. 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, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Richard Sacui is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 credential and has 25 years of industry experience. Prior to joining Raymond James in 2026, he worked at Cambridge Investment Research Advisors and New England Securities. Outside of his advisory role, he is an independent insurance agent with WRS Insurance Solutions. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional customers. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports its clients through various advisory programs.

George Albertini is a financial advisor at Merrill with 22 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2004 and at Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal teams and third-party managers.

Anthony Khoury is a financial advisor with Cetera, holding Series 63, 65, and 66 credentials and 28 years of industry experience. He has worked at firms including Prudential Insurance Company of America and Pruco Securities, LLC, and is currently a managing partner at Sentinel Financial Solutions. Khoury also sells fixed insurance products as an insurance agent. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Christina Catheline is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 25 years of industry experience. She has been with Ameriprise and its affiliate firms since 2005. In addition to her advisory role, she has been involved with Youngstown University since 1996. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized retirement income service that provides written recommendation reports and annual planning advice focused on income sources and tax-aware withdrawal strategies.

Scott Vlaiku is a financial advisor with Edward Jones in Boardman, Ohio, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones for his entire professional career since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

G Byron Abrigg is a financial advisor with Edward Jones in Canfield, Ohio, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Edward Jones since 1993. 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 through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies as well as affiliated mutual funds and tax-efficient services.

George Michael Passas is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds the Series 66 designation and previously worked at MML Investors Services and Massmutual. He is also involved in the sale of fixed insurance products with outside carriers. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charities, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives, utilizing a variety of third-party programs and proprietary investment solutions.

Stephen Vansuch is a CFP® professional with 31 years of experience in the financial services industry. He has worked at Stifel since 2023 and previously spent over two decades at Merrill and 12 years at Bank of America, N.A. Vansuch serves on the Investment Committee for St. Charles Borromeo Parish, providing general investment guidance. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Seth Littleton is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Transamerica and other diverse roles before joining Edward Jones. 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 various advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Pete Stamatis is a financial advisor with Osaic, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He previously worked for 30 years at Signator Investors, Inc. and John Hancock Mutual Life Insurance Company. Stamatis conducts investment and insurance business through Signature Financial Group, LLC, focusing on the sales and marketing of securities and insurance products. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, offering a range of brokerage and advisory services delivered via affiliated broker-dealer and RIA relationships.

Alec Musolino is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel Nicolaus & Company, Incorporated, he worked at Cintas Corporation for three years and has experience in educational roles at Kent State University and Struthers High School. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.