Matthew Nieschwitz is a CFP® professional with six years of industry experience, currently an advisor at Raymond James Financial in Canton, OH. His prior roles include positions at Key Investment Services, KeyBank, Citizens Bank, and PNC Bank. Outside of his advisory work, he is associated with PortfolioVision, a support company where he serves as an associate. 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, corporations, and institutional clients. The firm provides non-discretionary planning tailored to client goals and supports institutional consulting through a large network of advisors and affiliated firms.

Elizabeth Tyger is a CFP® professional with seven years of industry experience, currently advising clients at LPL Financial in Dover, OH. She has previously worked at NewEdge Advisors, LLC, Mid Atlantic Capital Corporation, and Alco Services. Outside of her advisory role, she is a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research.

Paul Brady is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over 35 years of experience in the investment advisory business. He specializes in family wealth management strategies, legacy planning, managing new wealth, portfolio management services, retirement income, and providing services for endowments, foundations, and non-profits. Paul’s approach centers on listening to clients and helping them make informed decisions to develop personalized wealth management strategies. Paul holds a Bachelor’s Degree from Franklin Pierce University and the Personal Investment Advisor (PIA) designation. Throughout his career, he has worked closely with individual clients as well as institutions and charitable foundations, often supporting multiple generations within families. Outside of his professional work, Paul enjoys boating, fishing, gymnastics, and spending time with his family.

Erika Schrade is a Series 66 licensed financial advisor with Wells Fargo Clearing, based in Canton, OH. She has two years of industry experience, including prior roles at Raymond James. Before entering financial services, she worked in fitness and salon environments and attended the University of Akron. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader set of financial product offerings than typical for large institutional advisers.

Barry Olszewski is a Series 63 licensed financial advisor with Edward Jones in Canton, Ohio, with 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Scott Wilson is a financial advisor with Edward Jones in Canton, OH, holding a Series 66 designation and 11 years of industry experience. He has worked at Edward Jones since 2014 and has also been associated with Sentrx Financial since 2013. 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 through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.

Jared Mathie is a financial advisor with Equitable Advisors in Canton, Ohio, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Equitable, as well as positions outside the financial sector, such as at Swensons Drive-In, Louisville YMCA, Green Acres, Naturescapes Landscaping & Design, and Bistro of Oakwood. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party sponsors.

Beth Graybill is a financial advisor with Ameriprise in Canton, Ohio, holding 18 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2000. Outside of her advisory role, she owns Graybill Analytics LLC and works part-time as a yoga teacher. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Eric Johnson is a financial advisor at Stifel with 25 years of industry experience. He has held roles at Stifel since 2009 and Butler, Wick & Co., Inc. since 2007. Outside of his advisory work, he serves as the head coach for the Jackson High School freshman football team. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Kelly Brown is a financial advisor with Primerica Advisors in Canton, OH, holding 11 years of industry experience. She has worked at Primerica Advisors since 2015 and has prior experience at Amadeus Spa and Industrial Security. Brown is also a Notary Public in Canton, OH. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates through a large network of advisors and offers model-driven investment strategies with custody and trade execution support from BNY Mellon Advisors and Pershing.

Aaron Speakman is a financial advisor with Thrivent Investment Management based in Canton, Ohio. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he spent over 25 years managing agricultural operations as president and owner of Rummell Farms Inc. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a broad range of financial planning topics. The firm delivers planning through a network of advisors without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

Gregory Di Narda is a financial advisor with Merrill in Canton, OH, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith since 2007 and Bank of America, N.A. since 2011. Outside of his advisory role, he owns and manages a pizza shop, EPCO, LTD dba Ermanno's Pizza, in Louisville, Ohio. 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 a range of individual and institutional clients.

Joseph Laubacher is a Series 66 licensed advisor with 18 years of experience, currently with Raymond James Financial in Canton, Ohio. Prior to joining Raymond James in 2018, he worked at McGervey Wealth Management for two years. He is also an associate employee at PortfolioVision, a support company in Canton. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, charitable organizations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals and supports a broad network of advisors with specialized services including municipal advisory and employer consulting programs.

Brian Lake is a financial advisor with Ameriprise in Canton, Ohio, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory work, he serves as Treasurer on the Board of Directors for Moonlight Bay II and is the primary person in the S Corporation Harbor Lake, which is involved in payroll activities. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Randall Kreinbrink is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Ameriprise in Canton, OH. He has been with Ameriprise and its affiliated entities since 1993. Kreinbrink is a trustee on the board of Comet Lake Club, Inc. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service featuring comprehensive, annual retirement-income planning advice and written recommendation reports that incorporate proprietary investment research and algorithmic tools.

Robert Stark is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has 35 years of experience in the financial services industry, primarily serving clients in Northern Ohio throughout his career. Robert focuses on providing personalized wealth management strategies tailored to his clients' unique financial situations. His areas of expertise include investment management, trust services, endowments, 401(k) plans, defined benefit plans, and Taft-Hartley retirement plans. Robert works with individuals, corporations, trusts, endowment funds, and retirement plans, offering specialized services such as divorce transition planning, employee benefits planning, institutional investment consulting, liquidity management, and retirement income planning. Robert holds a Bachelor's Degree from Ohio University’s BBA program and professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, he has personal interests in cooking, fishing, football, golfing, and soccer.

Douglas Wilson is a financial advisor with Morgan Stanley in Canton, OH, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Morgan Stanley since 2009 and previously worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and extensive investment research.

David Cornet is a financial advisor at Stifel with 30 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2005. Cornet serves as a board member of Bank of Magnolia and participates in the investment review committee of the Stark Community Foundation. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation, retirement, insurance, and estate planning analyses.

Diana Cook is a financial advisor at Merrill with 25 years of industry experience. She holds the Series 63 and Series 66 credentials. Prior to joining Merrill in 2018, she worked at Valmark Securities, Inc. and The Prudential Insurance Company of America. Outside of finance, she owns and operates a glass art business where she creates and sells upcycled bird baths and serving trays. Merrill, together 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.

Adam Olenick is a financial advisor with Edward Jones in Canton, OH, holding a Series 63 designation and over 25 years of industry experience. He has been with Edward Jones since 2000. Olenick is a member of TLS Property Enterprises, LLC, a property management business in Massillon, OH. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.