Krista Cartwright is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously held roles at J.P. Morgan Securities and JPMorgan Chase Bank NA. Outside of her advisory work, she is a notary public in Ohio and serves as power of attorney and executrix for her mother. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Timm Schreiber is a financial advisor at Stifel with 25 years of industry experience and holds the Series 66 designation. He has been with Stifel since 2009. Outside of his advisory role, he serves as a trustee for the Canfield Fair Foundation and the Western Reserve Village Foundation, and is a director and chairman of the Audit and Budget Committee for the Mahoning County Agriculture Society. 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.

James Aeppli is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2022. His broader career includes over 20 years at JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations. The firm delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

Joseph Musolino is a financial advisor at Stifel with 21 years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities. The firm provides brokerage and investment advisory services utilizing a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Katie Mcdermott is a financial advisor with Ameriprise who holds a Series 66 designation and has eight years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports delivered in partnership with advisors like Mcdermott.

Ryan Wilson is a financial advisor at Stifel with 19 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus since 2013. Outside of his advisory role, Wilson serves as Vice President of Recreation and Executive Board Member for the Canfield Soccer Club, helping to organize and run the local youth summer soccer league. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

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.

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.

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.

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.

Armand De Paul is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior roles include positions at Morgan Stanley, Ameriprise, Stifel Nicolaus & Co Inc, Wells Fargo Clearing Services LLC, Alphastar Capital Management, and Scottrade. He is also a notary in Ohio, performing notary duties on a part-time basis. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary investment strategies.

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.

Patrick Russo is a financial advisor with LPL Financial, holding a Series 66 credential and 14 years of industry experience. He previously worked at Bank of America and Merrill from 2012 to 2019. Outside of his advisory role, he is involved in a family trucking business in Canfield, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors.

Emily Ciavarella is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Her prior work includes positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advising, she serves as an independent Medicare insurance agent through Neishloss and Fleming LLC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is largely model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with services that include financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

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.

George Morris III is a financial advisor at OSAIC with 39 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for nearly four decades. Outside of his advisory role, he serves as president of the Sustainable Opportunity Development Center, which provides business development and employee training in Salem, Ohio. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing advanced asset-allocation tools and third-party solutions to construct and manage client portfolios.

Sarah Bury is a financial advisor at LPL Financial with a Series 66 credential and three years of industry experience. Her prior roles include positions at OSAIC, SagePoint Financial, and The Ohio State University. Bury also operates Bury Financial Group as a DBA for her LPL business. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

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.

Derek Glabecki is a financial advisor at Equitable Advisors with 16 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2010, following a prior role with Axa Advisors. Outside of his advisory work, he is involved in a long-term catering business. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, offering a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Anthony Ricciardi is a financial advisor at OSAIC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, American Portfolios Financial Services, AXA Advisors, and Mass Mutual. Outside of finance, he has experience with the Poland Swim Club and Avalon Athletic Center. OSAIC serves a broad range of retail and institutional clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers, using asset-allocation tools and automated rebalancing to construct diversified portfolios.