Graig Dedomenic is a financial advisor with Primerica Advisors in Austintown, OH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993 and previously worked at Jackson Milton Schools from 2017 to 2019. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses an independent due-diligence process, with portfolio implementation delegated to BNY Mellon Advisors.

John Smith is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and previously worked at Home City Ice and Youngstown State University. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income strategies. The firm’s approach combines proprietary research and third-party data within a defined investment framework, serving clients with specific asset minimums.

Ronald Murray is a financial advisor at Morgan Stanley with 26 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Murray holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and methodologies to assist clients in managing approximately $2.74 trillion in assets.

Michael Phillips is a financial advisor with Stifel in Canfield, Ohio, holding a Series 66 designation and 11 years of industry experience. He has been with Stifel Nicolaus & Co. since 2015. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services that emphasize fee-based financial planning and proprietary investment analysis developed by its Investment Strategy Group.

Michael McMahon is a financial advisor with LPL Financial in Warren, Ohio, holding Series 63 and Series 66 licenses and 27 years of industry experience. Prior to joining LPL Financial in 2019, he worked at CUNA Brokerage Services, Inc. and Cuna Mutual Group for 13 years, and at HBKS Wealth Advisors for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, delivering advice primarily through investment adviser representatives utilizing a range of customized and model-based investment strategies.

David Croutch is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds the Series 63 designation and has worked at Wells Fargo Clearing since 2016 and previously at Robert Baird & Co. from 1999 to 2007. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Traci Reagle is a financial advisor with Merrill based in Canfield, Ohio, holding a Series 66 designation and 18 years of industry experience. She has worked at Merrill Lynch since 2009. 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. The firm offers model-based and discretionary investment strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephen Hoerig is a Series 66-credentialed financial advisor with Thrivent Investment Management, based in Newton Falls, Ohio. He has two years of industry experience and has held roles at Thrivent Financial and Thrivent Investment Management since 2023, with prior experience at Amba, Kufleitner Automotive Group, and Youngstown State University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning that covers retirement, tax, estate, business continuation, and other areas. The firm combines planning with managed-account programs under a consolidated billing option but does not provide discretionary portfolio management for institutional clients.

Kenneth Kondas is a financial advisor with Cetera holding the CFP® and ChFC® designations and has 28 years of industry experience. He has held various roles within Cetera and its affiliated entities since 2011, with prior experience at The Huntington Investment Company, TCF National Bank, and Farmers National Bank. Kondas serves as a board member of the Mariners Point Condominiums association. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with diverse program structures and custodial relationships.

Marco Comichista is a financial advisor at Stifel with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2019, following prior roles at Merrill and FEIC Business Equity Solutions. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary analysis and allocation methodologies developed by its Investment Strategy Group.

Robert Vanes is a financial advisor at Stifel with 39 years of industry experience. He has been with Stifel since 2006 and holds a Series 63 license. Vanes serves on the Finance and Audit Committee of Catholic Charities Diocese of Youngstown and the Finance Committee of the Ursuline Sisters of Youngstown, advising on their organizational finances. Stifel provides brokerage and investment advisory services to a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, offering asset allocation and planning analyses that support client decision-making.

Kevin Helmick is a CFP® certificant with 30 years of industry experience, currently serving as an advisor at Cetera since 2014. He has worked with Cetera Investment Services LLC and Farmers National Bank for over three decades and holds a managerial role at Farmers National Bank. Cetera Investment Advisers LLC is an SEC-registered firm that provides services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to various investment strategies and program structures.

Kevin Chiu is a CFP® with 27 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2005. He also holds roles at Elsass Financial Group, Inc. and Cambridge Investment Research, Inc., each spanning over two decades. Outside of his advisory work, Chiu serves on several nonprofit boards, including the J Ford Crandall Memorial Foundation and the Marion G Resch Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers multiple portfolio management options and combines proprietary and third-party strategies, with infrastructure supporting various custody platforms and compliance controls.

Roberta Hiller is a financial advisor with Primerica Advisors in Youngstown, OH, holding a Series 63 designation and 26 years of industry experience. She has been with Primerica since 1999 and is active in local real estate associations including the Youngstown Columbiana Association of Realtors and the Stark Trumbell Area Realtors. Outside of advisory work, she is involved in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Lori Costantino is a financial advisor with OSAIC based in Youngstown, Ohio, holding Series 63 and Series 66 credentials and 11 years of industry experience. She has worked with Hannon & Associates/Royal Alliance since 2015 and became the Office Supervisory Jurisdiction (OSJ) producing supervisor in 2025 following the passing of Tom Hannon. Costantino is also a State of Ohio Notary Public. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, efficient-frontier analysis, and automated rebalancing to construct diversified portfolios managed on both discretionary and non-discretionary bases.

Amanda Wood is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 24 years of industry experience. She has been with Morgan Stanley since 2009 and previously worked at Citigroup Global Markets from 2007 to 2009. Outside of her advisory work, she is a partner in a landscaping business based in Hermitage, Pennsylvania. Morgan Stanley Wealth Management serves individual and institutional clients, offering customized financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations and secular return estimates, to support its financial planning process.

Lori Allegretto is a CFP®-certified financial advisor with 34 years of experience, currently with Ameriprise in North Lima, OH. She has been with Ameriprise and its predecessor firm since 1991. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team.

Zachary Rasile is a financial advisor at OSAIC with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously been associated with Hannon and Associates and McDonald Local Schools. He also provides support services at Hannon & Associates Financial Services, assisting with client communications and administrative tasks. OSAIC serves a wide range of retail and institutional clients, offering brokerage and advisory services through a large network of advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to create diversified portfolios, with access to multiple investment platforms and third-party managed account solutions.

Ronald Midgley is a CFP® with 37 years of experience in the financial services industry. He is affiliated with Raymond James Financial and has held roles at Capital Wealth Group, Midgley Wealth Strategies, RM Financial Services LLC, and Midgley Financial. Midgley also operates several support companies under his name. 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 institutions. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports a wide range of advisory programs and public finance services.

David Bulkley is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Wells Fargo Clearing, and Prudential Equity Group, LLC. Morgan Stanley Wealth Management serves individuals and institutional clients, providing advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and models.