Rachel Israel is a financial advisor with Equitable Advisors in Canton, Ohio, holding Series 63 and Series 66 licenses and three years of industry experience. Her background includes roles at Masonite International, Bank of America-Merrill Lynch, and involvement with the Robert D. Walter Center at Ohio University. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a combination of proprietary offerings and third-party advisory models.

Stacey Truelove is a financial advisor at Edward Jones in Canton, OH, holding a Series 66 designation with 16 years of industry experience. She has been with Edward Jones since 2016. 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, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Jeffrey Craft is a Series 66 licensed financial advisor with six years of industry experience. He currently works at Cetera and has held previous roles at Avantax Advisory Services and related firms. Outside of his advisory career, he owns and operates J Craft Consulting LLC, an accounting and tax preparation firm. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a large network of over 10,000 advisors.

Travis Spicer is a CFP® and Series 66 credentialed financial advisor with 12 years of industry experience. He has been with Edward Jones in Canton, OH since 2013. Outside of his advisory role, he has had involvement with Veterans Affairs in Washington, DC, and the Defense Finance and Accounting Service (DFAS) in Cleveland, OH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers affiliated mutual funds, trust services, and securities-based lending options.

Reigan Vargo is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. She has been with Merrill Lynch Wealth Management since 2019. Her prior roles include positions at the National Inventors Hall of Fame and Peace Love & Little Donuts, as well as time as a student at Samford University and Kent State University. Merrill, along 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, pension plans, corporations, and charitable organizations.

Kimberly Caldwell is a Series 66-licensed financial advisor with Edward Jones in North Canton, OH. She has 17 years of industry experience and has been with Edward Jones since 2008. 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 a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Vela Caspersen is a financial advisor with Morgan Stanley in Canton, OH, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Prior to joining Morgan Stanley, Caspersen worked at Merrill for nine years, KeyBank for one year, BC Forward for one year, and PNC Wealth Management for two years. Morgan Stanley Wealth Management provides a broad range of advisory services to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers both direct and employer-sponsored financial planning programs.

Roger Duffy is a financial advisor with Ameriprise in Massillon, OH, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Duffy serves as president of the NFL Alumni Cleveland Chapter and is chief commercial officer at Integrated Source One, where he focuses on brand awareness and competitive analysis. He also holds board positions with the Lord's Lake Association and CommQuest. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Andrew Varca is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, he worked for The David J. Joseph Company/TEXAS PORT RECYCLING from 2016 to 2018. 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 provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jason Clemens is a CFP®-certified financial advisor with Ameriprise in Canton, OH, bringing 23 years of industry experience. He has been with Ameriprise Financial Service, LLC since 2003 and previously worked at Ameriprise Financial Services, Inc. for 15 years. Clemens serves as Treasurer on the Board of Directors for the Lake Wrestling Club. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm combines investment research, third-party data, and algorithmic tools to provide tailored, non-discretionary retirement strategies within an investment universe influenced by Ameriprise’s affiliated products.

Anthoula Poleondakis is a Wealth Management Advisor at Merrill Lynch Wealth Management. In her role, she works with clients to address various financial goals, including education planning, family wealth management strategies, institutional investment consulting, and socially responsible and values-based investing. She holds a Bachelor's Degree from The University of Akron with a concentration in Financial Planning and Real Estate Finance. Antha is also certified as a CERTIFIED FINANCIAL PLANNER® and has earned the Certified Investment Management Analyst® designation after completing the educational component at The Wharton School of Business. Additionally, she holds the Personal Investment Advisor (PIA) designation. Antha serves as a board member for the Akron Community Foundation Women's Endowment Fund and is involved with other non-profit groups. She has been recognized on multiple Forbes lists for her work in wealth management. Her personal interests include adventure sports, basketball, boating, cooking, horseback riding, scuba diving, skiing, spending time with her family, surfing, and traveling.

Georgia Beach is a financial advisor at Edward Jones with seven years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to her current role, she worked at Origami Owl from 2013 to 2018. Outside of her advisory work, she is a wedding officiant available to friends and family at no cost. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs with approximately $1.01 trillion in assets under management and a large nationwide network of financial advisors and branch offices.

Stephanie Draper is a Senior Financial Advisor at Merrill Lynch Wealth Management. She focuses on providing personalized wealth management strategies to help clients grow and preserve their wealth for both themselves and future generations. Her approach includes retirement planning, long term care discussions, and wealth transfer strategies aligned with clients' goals. Stephanie's expertise encompasses college education planning, divorce transition planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. She holds professional designations including Accredited Domestic Partnership Advisor (ADPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned a Bachelor's Degree from The University of North Carolina at Chapel Hill, a Master's Degree from Toledo College of Law, and a Doctorate from CWRU School of Law. Stephanie also participates actively in her community, devoting time to volunteering with local organizations, reflecting the Merrill tradition of community involvement. Her personal interests include camping, gardening, genealogy, and golfing.

Noah Festi is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and two years of industry experience. He previously worked at LPL Enterprise and The Prudential Insurance Company of America. Outside of finance, his background includes roles in education and small business operations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice, utilizing a combination of proprietary research, third-party data, and algorithmic tools.

Karl Elsass is a CFP® professional with 36 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2005. He has been affiliated with Cambridge Investment Research, Inc. since 2003. Outside of his advisory role, Elsass serves on several local nonprofit boards, including the Wadsworth Tax Incentive Review Council and Meals on Wheels of Wadsworth, and participates in community organizations such as the Wadsworth Rotary Foundation and the Wadsworth Schools Business Advisory Council. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing both proprietary and third-party strategies, with various custody and platform options tailored to client objectives.

Tiffany Troyer is a financial advisor with Ameriprise in Orrville, Ohio, holding a Series 66 designation and 10 years of industry experience. She previously worked at Kestra Advisory Services, Kestra Investment Services, and Wells Fargo Clearing. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team and investment recommendations that leverage proprietary research and external data.

Michelle Morrow is a financial advisor with Morgan Stanley in Canton, OH, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at KeyBank and Key Investments Services LLC. Before entering finance, she worked at West Side Animal Hospital and the Louisville Area YMCA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Olivia Griffith is a financial advisor at Stifel with 12 years of industry experience. She holds CFP® and Series 66 designations and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Olivia serves as Vice Chair and Board Member of Women's Impact Inc., a women's networking and education organization. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Todd Downerd is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. He has 22 years of industry experience and has been with J.P. Morgan Securities for 14 years. Outside of his financial career, he is a guitarist with the musical group Stay Gone. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

David Valentine is a financial advisor with Ameriprise in Canton, Ohio, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as a trustee in fiduciary activities. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide annual, non-discretionary recommendation reports through a centralized consulting team working alongside financial advisors.