Shannon Burdick currently serves as a Wealth Management Planning Consultant at Fidelity Investments. In this role, Shannon collaborates with clients to assess their overall financial situations, provide guidance, and identify opportunities to align their plans with their goals. Shannon has been with Fidelity Investments since 2022, beginning as a Finance Intern, then working as a Financial Representative from 2023 to 2025 before assuming the current Planning Consultant position. This progression reflects Shannon's growing experience in financial planning and client advisory services. Outside of work, Shannon has interests that include beach activities, attending concerts, family activities, fitness, food, and traveling.

Genevieve Adelman is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. She has worked at Edward Jones since 2012. Outside of her advisory role, she operates a photography business specializing in senior portraits, community theater productions, and acting headshots. 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 options, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Scott Simmerer is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 45 years of industry experience. His career includes roles at Concurrent Advisors and Oleinik Financial, alongside a long tenure with Raymond James Financial Services since 1999. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with notable capabilities in municipal and public finance advisory services.

Gillian Boone is a financial advisor with Raymond James Financial in Hudson, Ohio, holding Series 63 and Series 66 designations and three years of industry experience. She has been with Raymond James Financial and its affiliate since 2019 and previously worked as a homemaker for 15 years. Boone also serves as an officer and branch office manager at Western Reserve Resources Corporation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools to support client goals and operates a large network of advisors and affiliated firms.

Gregory Chaplin is a CFP® and ChFC® with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. Prior to his advisory role, he has been involved in healthcare as the owner of a physical therapy practice, though he did not provide patient treatments. He also works as president of an LLC established for commercial property investment. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Thomas Detoro serves as the Resident Director and Wealth Management Advisor at the Canfield, Ohio office of Merrill. He collaborates with families across the Mahoning and Shenango Valleys and other regions, focusing on a comprehensive, goals-based wealth management process that is tailored to clients' long-term objectives. Prior to his current role, he was the Associate Resident Director in the Hermitage, Pennsylvania location for five years before consolidating operations with the Canfield office. Tom holds a Bachelor's degree from Youngstown State University and a Master's degree in Personal Financial Planning from the College for Financial Planning. He has earned professional designations including Certified Financial Planner (CFP), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is also a member of the Youngstown State Penguin Club. In addition to his professional responsibilities, Tom serves on the Board of Directors for the United Way of Mercer County and Whole Life Services, Inc., both located in the Shenango Valley. A lifelong resident of the Mahoning Valley, he currently lives in Boardman with his wife, Katie.

Joseph Beebe Jr. is a financial advisor with Primerica Advisors in Independence, OH, holding 11 years of industry experience. He has been associated with PFS Investments Inc. since 2015 and Primerica Financial Services since 2014. Outside of his advisory role, he is involved in sales of loan products and home-related services referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery investment strategies created by unaffiliated asset managers and provides custodial and trade execution support through BNY Mellon Advisors and Pershing.

Eileen Sindelarivan is a financial advisor with UBS Financial Services in Pepper Pike, OH, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She has been with UBS since 2007. Outside of her advisory role, she serves on the Investment Development Committee at the North Canton Medical Foundation. UBS Financial Services Inc. offers brokerage and investment advisory services to individual, corporate, and institutional clients. The firm utilizes proprietary capital market assumptions and research to tailor financial plans and portfolio management and combines institutional trading capabilities with wealth management services.

Katrina Perez is a financial advisor at Morgan Stanley in Columbus, OH, holding a Series 66 designation with one year of industry experience. She has been with Morgan Stanley since 2010. Outside of her advisory role, she works as a delivery driver for DoorDash and provides customer service for Instacart. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Michael Koler is a CFP® with 39 years of industry experience, currently affiliated with OSAIC since 2023. He previously worked at Sagepoint Financial, Inc. for 17 years. He is a board member of the St. Ambrose Endowment Foundation, where he advises on the management and direction of the endowment funds. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of financial advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, various managed account options, and access to third-party money managers, employing asset-allocation tools and automated portfolio rebalancing.

Shari Wong is a financial advisor with Ameriprise in Cleveland Heights, OH, holding a Series 66 designation and 22 years of industry experience. She has worked at Ameriprise since 2017, following eight years at UBS Financial Services Inc. Ameriprise offers a retirement-income planning service focused on clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Thomas Walton is a financial advisor with Wells Fargo Advisors holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at PNC Investments and Wells Fargo Clearing Services LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, supported by proprietary research and planning tools.

Connor Haskins is a financial advisor at UBS Financial Services with 8 years of industry experience. He holds a Series 66 designation and previously worked at MIM Software, Inc. for two years. Outside of his advisory role, he participates in church activities including assisting in leading services, singing, and managing musical and sound equipment. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Steven Biltz is a Series 66-licensed financial advisor at Equitable Advisors with two years of industry experience. His prior work includes roles at Republic Finance and Youngstown State University. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Timothy Ryan is a financial advisor with UBS Financial Services in Rocky River, OH, holding a Series 63 designation and 38 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he is a member of RJS Steamboat LLC, a timeshare ownership group primarily for personal use. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and model-based asset allocations to tailor client plans.

Kristen Skotko is a financial advisor at Morgan Stanley in Akron, OH, holding a Series 66 designation with nine years of industry experience. She previously worked at Sanford C. Bernstein & Co., LLC. for seven years before joining Morgan Stanley in 2021. In addition to her advisory role, she serves as an executor or co-executor of an estate. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering financial planning services that utilize firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and supports a wide range of investment and planning strategies.

Kevin Herman is a financial advisor with Cambridge Investment Research Advisors, holding 10 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Metlife Securities Inc. Outside of his advisory work, Herman has been affiliated with the Cleveland Browns organization since 2015. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services. The firm offers multiple portfolio management options through independent financial professionals, combining proprietary model strategies and access to third-party managers with various custody and platform arrangements.

Benjamin Bury is a financial advisor at Charles Schwab with 11 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab and its affiliated bank since 2014. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm provides both non-discretionary and discretionary investment options using multi-asset model portfolios, supported by centralized custody, trading, and operational infrastructure.

Dominic D'amico is a financial advisor with Osaic, holding Series 63 and Series 65 credentials and offering 34 years of industry experience. He has worked at Royal Alliance Associates since 2018 and previously at Signator Investors from 2016 to 2018. Dominic is also vice president of Ivan & D'amico CPAs, where he prepares tax returns and financial statements, and he serves as a trustee for immediate family members. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Mackenzie Marshall Flynn is a financial advisor with LPL Financial in Hudson, OH, holding Series 63 and Series 66 credentials and 16 years of industry experience. Flynn has been with LPL Financial since 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.