Joshua Barr is a financial advisor at MassMutual Investors Services with Series 66 credentials and two years of industry experience. His prior work includes roles at MassMutual Life Insurance Company and MML Investors Services LLC. Outside of financial services, he has experience working with a paving company and at a golf club. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools, along with programs such as wrap accounts and educational seminars.

Bryan Renner is a CFP® with 25 years of industry experience. He has been with Cambridge Investment Research Advisors since 2013 and previously worked at New England Securities for nine years. Outside of his advisory role, he owns and operates a tree farm focused on timber and agricultural purposes. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm manages assets across multiple platforms and offers proprietary model strategies through its Founders Gate Capital brand.

Mark Handel is a financial advisor at Ameriprise with seven years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services since 2018 and previously held roles at Buckeye Real Estate and The Ohio State University. Outside of his advisory work, he owns and manages E18B23M22, LLC, a business involved in hiring, payroll, and vendor management. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Renee Costantino is a financial advisor at Stifel with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Stifel since 2009. Prior to joining Stifel, she was with UBS Financial Services and Mcdonald Investments Inc. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Lori Ferreri is a financial advisor at Edward Jones with 15 years of industry experience and holds the Series 66 designation. She has been with Edward Jones since 2010. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Amber Richards is a financial advisor with Cetera who holds 15 years of industry experience. She has been with Cetera and its related entities since 2012. Outside of her advisory role, Richards is involved in managing financial and operational activities for a property management company and owns an enterprise that engages in residential property renovation and cryptocurrency mining for personal investment. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a broad range of portfolio management and financial planning services and operates a multi-manager platform with various program options and custodial relationships.

David Philibin is a financial advisor with Ameriprise in Austintown, OH, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He worked at The Huntington Investment Company for 19 years before joining Ameriprise in 2026. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

Brittany Russell is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including Cambridge Investment Research Advisors and The Huntington Investment Company. Russell is based in Poland, Ohio. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Corey Richards is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2016, following roles at Bank of America and Merrill. He also operated Trentens Passage LLC, known as Paradise Kingdom, from 2007 to 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities through various regulatory registrations.

Steven Bailey is a financial advisor at Osaic Wealth with 29 years of industry experience. He holds the Series 66 designation and has worked at firms including American Portfolios and Questar Capital Corporation. Outside of his advisory role, he owns a cabinet shop and serves on the board of the Salem Community Foundation. Osaic Wealth serves a diverse clientele including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing advisors with discretionary and third-party management options.

Timothy Halchuck is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior roles include positions at Newedge Advisors, LLC and Mid Atlantic Financial Management, Inc. He is also actively involved as CEO and corporate officer of AMI Benefit Plan Administrators, Inc., a qualified plan third-party administrator. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm supports its extensive network of over 22,000 advisors with a variety of investment approaches and platforms, including model portfolios, third-party asset management, and institutional programs.

Brian Laraway is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Sagepoint Financial, OSAIC, American General Securities, and New England Securities. Laraway also operates a consulting business focused on tax and investment matters. 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.

Ronda Noel is a financial advisor at Raymond James & Associates with 14 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 11 years and Ameriprise for 2 years. She is based in Boardman, Ohio. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

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.

Philip Bova is a financial advisor with Ameriprise in Youngstown, OH, holding a Series 66 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with a written Recommendation Report and ongoing annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jeffrey Dinard is a financial advisor with Ameriprise in McDonald, Ohio, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages JMD Executives LLC. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, providing detailed, non-discretionary recommendation reports that incorporate tax-efficient strategies and Social Security options. The firm combines algorithmic modeling and research with personalized advice and delivers a broad range of advisory, brokerage, and insurance solutions.