Daniel Sposito is a financial advisor with Money Concepts Capital Corp in Ashtabula, Ohio, holding 27 years of industry experience. He previously worked at Nationwide Advisory Services, Inc. and Nationwide Insurance Company for 24 years before joining his current firm in 2020. Outside of advising, he serves as secretary of the Redbrook Boat Club. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, including model portfolios and third-party sub-advisers, to serve approximately 14,700 clients across its enterprise of 431 advisors.

Debora Stranman is a financial advisor at Prime Capital Financial with 24 years of industry experience. She holds the Series 65 designation and has previously worked at NFP Retirement, Adviseme National Advisors, Independent Financial Group LLC, and Pension Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and third-party manager selection. The firm employs a range of investment strategies and offers family office services, as well as tax planning and financial administration through its affiliated accounting subsidiary.

Marc Hanneman is a financial advisor with OSAIC Institutions, Inc. and holds a Series 63 designation. He has 27 years of industry experience, including roles at Infinex Investments, Inc., Andover Bank, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of his advisory work, he is a co-owner of MKKD Properties, LLC, a commercial property leasing company. OSAIC Institutions, Inc. is an SEC-registered adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a broad network of investment adviser representatives. The firm offers customized advisory and financial planning services, combining adviser accountability with a hybrid advisor/broker-dealer structure and access to alternative investments and lending solutions.

Jon Glink is a financial advisor with LPL Financial in Jefferson, OH, holding a Series 63 designation and 18 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC, Cetera Wealth Services, LLC, and New England Securities. Outside of his advisory work, he is involved in insurance agency activities through Pelorus Financial Group LLC and self-employed non-variable insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing various investment strategies and technologies, and manages over $819 billion in discretionary assets through a network of more than 22,800 advisors.

David Branham is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Mass Mutual Investors Services, Equitable Advisors, and Western & Southern Life. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Ally Durkovic is a financial advisor at Equitable Advisors with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Equitable Advisors, Ally worked in various roles including positions in education and retail. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing third-party managers and proprietary tools.

H Rocker is a Series 66 licensed financial advisor with Edward Jones in Madison, OH, and has five years of industry experience. Prior to joining Edward Jones in 2020, Rocker worked at Promotional Capital LLC from 2016 to 2020. Outside of his advisory role, he manages administrative activities as a team manager for the BU09 Gray Travel Soccer Team with the Shaker Youth Soccer Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and supports its services through a nationwide network of financial advisors and branch offices.

James Mayer is a financial advisor with Wells Fargo Advisors in Ashtabula, Ohio, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. His career includes previous roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of advising, he has a majority ownership interest in MAYDON LLC. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options including retirement, education, and specialized services such as business-owner transition and special-needs analysis. Advisors use firm research and planning tools to develop tailored recommendations, with clients having flexibility in implementation.

Jacob Flautt is a financial advisor with Edward Jones in Ashtabula, Ohio, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked in retail and waterproofing industries for several years. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Chad Vavpetic is a financial advisor at Equitable Advisors with 20 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2006, including when it operated as Axa Advisors, LLC. Vavpetic serves as a board member for Junior Achievement of Mahoning Valley. Equitable Advisors provides financial planning and asset management services to individuals, pension plans, corporations, and charitable organizations through a network of Investment Adviser Representatives, using a combination of firm-offered programs and referrals to third-party asset managers.

Phillip Anderson is a financial advisor with Wells Fargo Advisors in Ashtabula, OH, holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior work includes nine years at Wells Fargo Clearing and a brief tenure at Ameriprise. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and uses proprietary research and planning tools to develop tailored recommendations for clients.

Nathan Smith is a financial advisor with LPL Financial and holds a Series 66 designation. He has 11 years of industry experience, including eight years at Cetera Advisor Networks before joining LPL Financial in 2022. Outside of his advisory role, he is involved with NMS Investments LLC, a business entity used for tax and investment purposes. 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, and institutional platforms, supported by technology tools and a large network of investment adviser representatives.

Ryan Wagner is a financial advisor with Ameriprise in Ashtabula, OH, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He previously worked for The Huntington Investment Company and Huntington National Bank. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides ongoing retirement planning advice and written recommendations focused on income sources and tax-aware withdrawal strategies.

Earline Stiltner is a financial advisor with Primerica Advisors in Ashtabula, Ohio, holding a Series 63 designation and over 38 years of industry experience. She has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of her advisory role, she serves as an election poll worker for the Board of Elections in Jefferson, Ohio. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses an operational model featuring tiered wrap fees and outsourced trading and custody services.

Daniel Huffman is a CFP® with 44 years of industry experience, currently serving at Wells Fargo Advisors since 2025. His prior roles include nine years at Wells Fargo Clearing and nine years at A. G. Edwards & Sons, Inc. Outside of his advisory work, he is a basketball official for the Ohio High School Athletic Association. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services using proprietary research and tools, with engagements typically structured as discrete planning sessions rather than ongoing advisory relationships.

Toni Armeni is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Roy Stiltner is a financial advisor with Primerica Advisors in Ashtabula, Ohio, holding a Series 63 designation and with 28 years of industry experience. He has worked with PFS Investments Inc. since 1998 and Primerica Financial Services since 1986. Outside of his advisory work, he serves as an election poll worker for the Board of Elections in Jefferson, Ohio. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery investment strategies managed by unaffiliated asset managers and supports portfolio execution through BNY Mellon Advisors and Pershing custody services.

Rachel Dominessy is a financial advisor with Wells Fargo Advisors in Ashtabula, Ohio, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Fidelity Investments, Royal Alliance Associates, NCA Financial Planners, and Bliss Capital Advisors. 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 cash-flow, retirement, education, and niche planning areas, using Wells Fargo research and tools to develop tailored recommendations.

Todd Morgan is a Series 66-licensed financial advisor with J.P. Morgan Securities, bringing 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2013. Outside of finance, he was involved with the Playmaker Hockey School for 35 years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and offers services through a select group of Wealth Advisors on a non-discretionary basis.

Rachel Okorn is a financial advisor at Wells Fargo Advisors with seven years of industry experience. She previously worked at Edward Jones for four years and has held various roles outside finance, including positions at Ohlinger Studios and involvement with the Ashtabula County Educational Association. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services tailored to clients who meet certain net-worth criteria, using proprietary research and tools to develop customized recommendations.

Matthew Tucker is a financial advisor with LPL Financial, holding a Series 66 designation and with two years of industry experience. Prior to joining LPL Financial and Pelorus Financial Group in 2024, he worked in the judicial system for several years, including positions at Ashtabula County Courts and the Lake County Court of Common Pleas. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by various operational and research technologies.

Jennifer Lindsey is a financial advisor at Edward Jones in Ashtabula, Ohio, holding Series 63 and Series 66 designations with five years of industry experience. Her prior experience includes roles at Bank of America/Merrill Lynch and Chase/J.P. Morgan Securities LLC, as well as involvement with private entities such as JandJ10 LLC and Revolution Dog. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

John Bowler is a financial advisor at Edward Jones in Ashtabula, OH, holding a Series 66 designation with six years of industry experience. He previously worked at Oak Advisors, LLC and spent five years at Kent State University. Outside of his advisory duties, Bowler serves as a basketball coach at Buckeye Local Schools. 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 supports more than 23,700 financial advisors nationwide and reported approximately $1.01 trillion in assets under management.

Ryan Wilson is a financial advisor with Edward Jones in North Kingsville, OH, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He worked at KeyBank/Key Investment Services for seven years before joining Edward Jones in 2020. Outside of his advisory role, he manages a rental property in Ashtabula, OH. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of financial advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Richards is a financial advisor with Wells Fargo Advisors in Ashtabula, Ohio, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations using Wells Fargo research and planning tools, with planning engagements typically discrete and optional for implementation through the firm’s brokerage or advisory programs.

Jack Schumacher is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC, as well as experience outside finance working in the food service industry. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and participation in wrap fee programs.

Joseph Zappitelli is a financial advisor at Equitable Advisors with eight years of industry experience. He holds the Series 66 credential and has worked at Equitable Advisors since 2018, including a prior role at Axa Advisors. Outside of his advisory work, he is a member of Atlas Group Holdings, an LLC based in Jefferson, Ohio. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of advisory models implemented through third-party managers and sponsored programs, providing services that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Anthony Monda is a financial advisor at Equitable Advisors with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Equitable Advisors, he worked in physical therapy roles at Broad River Rehab and Cornerstone Rehab. He is also the owner of Anthony Monda Online Personal Training, a personal training business he has operated since 2019. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party asset managers.

Joseph Massucci is a financial advisor with LPL Financial based in Ashtabula, OH. He holds Series 63 and Series 65 licenses and has recently started his advisory career in 2026. Prior to his current roles, Massucci has experience working in the food service industry with McDonald's and Aldi. 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 a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and a large network of advisors.

Joshua Gottron is a financial advisor with LPL Financial, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Cetera Advisor Networks, Northwest Bank, and US Bank, N.A. He is also a commissioned notary public in Ohio and owns a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive resources and technology.

James Lebzelter is a financial advisor with LPL Financial, holding a Series 63 designation and 38 years of industry experience. His previous roles include positions at Cetera Advisor Networks, Massachusetts Mutual Life Insurance Company, Metlife Securities Inc., and New England Securities. Outside the advisory field, he was involved with Calloway's Grill from 2016 to 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a variety of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advisor-facing tools and a broad range of non-advisory financial services.

Jacob Zappitelli is a financial advisor at Equitable Advisors with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Equitable Advisors, he worked in the automotive and youth opportunities sectors and attended the University of Mount Union. Equitable Advisors serves individuals across a range of wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and partners with third-party asset managers to deliver various advisory models and ERISA fiduciary services.

Kristen Futchko is a financial advisor with Equitable Advisors in Jefferson, Ohio, holding Series 63 and Series 66 licenses and two years of industry experience. Before joining Equitable Advisors, she worked for G&S Development for 13 years. Outside of her advisory role, Kristen serves as a public notary and acts as trustee for her parents' revocable trust, as well as their power of attorney. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s approach involves assessing client needs and risk tolerance to recommend suitable investment programs, leveraging third-party asset managers and proprietary resources without sponsoring its own wrap fee program.

Gerald Giangola is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 42 years of industry experience. He previously worked at THE O.N. Equity Sales Company for 28 years and has been involved with Giangola Insurance Agency since 1977. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a network of over 22,800 advisors.

Jaymes Pew is a CFP®-designated financial advisor with eight years of industry experience. He has worked at Edward Jones since 2018 and previously held positions at Westfield Bank and Ohio State University. Pew is based in Ashtabula, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of segments. The firm offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors.