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.

Sarah Bury is a financial advisor at LPL Financial in Youngstown, OH, holding a Series 66 credential with two years of industry experience. Her prior experience includes roles at OSAIC, SagePoint Financial, and managing Bury Financial Group. She also worked at The Ohio State University and Poland Local Schools before entering the financial services industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and specialized services for institutional clients.

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 with Equitable Advisors in Austintown, Ohio, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors since 2010 and previously worked at Axa Advisors, LLC. Outside of finance, he operates a gourmet catering business. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers, utilizing a hybrid referral and implementation model.

Anthony Ricciardi is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Financial Services, Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, AXA Advisors, and Mass Mutual. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports various managed-account solutions.

Joshua Barr is a financial advisor with Mass Mutual Investors Services. He holds a Series 66 designation and has one year of industry experience. His work history includes positions at MassMutual Life Insurance Company and MML Investors Services LLC, as well as roles outside finance such as at Pantalone Paving LLC, Kennsington Golf Club, and Youngstown State University. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and provide tailored recommendations.

Bryan Renner is a CFP® professional with 24 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2013. He holds a Series 63 license and operates out of Canfield, Ohio. Outside of his advisory role, Renner is the owner of a tree farm used for timber and agricultural purposes. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers multiple investment platforms and combines proprietary and third-party strategies, with options for discretionary and non-discretionary management tailored to clients’ objectives.

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 with Stifel in Canfield, OH, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has worked at Stifel since 2009 and also has prior experience with UBS Financial Services and Mcdonald Investments Inc. 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.

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.

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. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a non-discretionary advisory model. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Timothy Halchuck is a financial advisor with LPL Financial in Youngstown, OH, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Newedge Advisors, LLC and Mid Atlantic Financial Management, Inc. He is also CEO and Treasurer of AMI Benefit Plan Administrators, Inc., a third-party administrator of qualified plans. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options supported by research and model portfolios.

Brian Laraway is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and at OSAIC for one year. Laraway also operates BML Consulting LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Ronda Noel is a financial advisor with Raymond James & Associates in Boardman, OH, holding a Series 66 designation and bringing 13 years of industry experience. She previously worked at Merrill for 11 years before joining Raymond James in 2026. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, investment consulting, and municipal advisory services with a range of portfolio management styles and affiliated research.

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.

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.

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.

Eric Vitelli is a financial advisor at Edward Jones with 12 years of industry experience. He previously worked at The Huntington Investment Company and Huntington National Bank. Outside of his advisory role, he coaches youth basketball for his daughter's team at the Youngstown YMCA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory programs, supported by a large national network of advisors and branch offices.

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.