Ryan Wagner is a financial advisor with The Huntington Investment Company in Ashtabula, OH, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with The Huntington Investment Company since 2017, including time when the firm operated as part of Huntington National Bank, and previously worked at HHGregg. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm offers multiple wrap-fee programs through an open-architecture platform that combines third-party managers with proprietary Private Bank models.

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.

Angela Bowman is a financial advisor at The Huntington Investment Company with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with The Huntington Investment Company since 2010, including concurrent roles at Huntington National Bank until 2017 and Ameriprise Financial Services since 2026. Outside of her advisory work, she is a cosmetics consultant and involved in managing a small farm with horse stall leasing. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs through an open-architecture model that integrates third-party and affiliate investment strategies with various management and overlay services.

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 at OSAIC Institutions, INC. with 27 years of industry experience. He holds a Series 63 designation and has worked at Infinex Investments, Inc. and Andover Bank since 2009. Outside of his advisory work, he is a co-owner of MKKD Properties, LLC, a commercial property leasing company. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services. The firm provides customized financial solutions through a network of investment adviser representatives, employing a mix of fundamental and technical analysis alongside access to alternative investments and lending options.

Jon Glink is a financial advisor with LPL Financial, holding a Series 63 designation and 17 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and Pelorus Financial Group. He is also involved in insurance services through Pelorus Financial Group LLC and as a self-employed non-variable insurance provider. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and technology-driven strategies.

David Branham is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials. He has 14 years of industry experience and has worked at firms including The Prudential Insurance Company of America, Mass Mutual Investors Services, Equitable Advisors, and Western & Southern Life. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform that combines advisory programs with brokerage and insurance products.

Ally Durkovic is a financial advisor at Equitable Advisors with one year of industry experience. She holds the Series 66 and Series 63 designations. Her prior work includes roles in education at Youngstown State University and Mount Vernon Nazarene University, as well as experience in various customer service positions. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a delivery model that heavily incorporates LPL-sponsored programs and endorsed third-party managers.

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 credentials and bringing 29 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to his current position. Outside of advisory services, he has majority ownership in several rental property ventures. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of financial planning services. The firm offers tailored investment recommendations supported by proprietary research and integrates advisory services with other financial products and referral channels.

Jacob Flautt is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked in various roles within the furniture and waterproofing industries. 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 and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Chad Vavpetic is a financial advisor with Equitable Advisors in Jefferson, OH, holding a Series 66 designation and 19 years of industry experience. He has worked at Equitable Advisors since 2006, including its prior iteration as Axa Advisors, LLC. Vavpetic serves as a board member for Junior Achievement of Mahoning Valley. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that leverages numerous third-party programs and emphasizes individualized financial planning and fiduciary services.

Phillip Anderson is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked within the Wells Fargo organization since 2012, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to his current position. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers tailored planning solutions supported by proprietary research and tools, covering areas such as retirement, education, risk, and wealth-transfer planning, with services available through both brokerage and advisory programs.

Nathan Smith is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently with LPL Financial, where he has worked since 2022, following eight years at Cetera Advisor Networks. Smith is also involved with NMS Investments LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

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® professional with 44 years of experience in the financial industry. He is currently with Wells Fargo Advisors and has a long tenure within the Wells Fargo organization dating back to 2009. Outside of his advisory role, he serves as a basketball official for the Ohio High School Athletic Association. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, employing a broad range of planning services and leveraging an integrated platform combining advisory and brokerage solutions.

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 27 years of industry experience. He has worked at PFS Investments Inc. since 1998 and with Primerica Financial Services since 1986. Outside of his advisory role, he serves as an election poll worker for the Board of Elections in Jefferson, Ohio. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

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.

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 at Wells Fargo Advisors with 20 years of industry experience. He holds a Series 66 designation and has worked at various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, with specialized planning options available for clients meeting certain net-worth criteria.

Jack Schumacher is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His background includes roles at The Prudential Insurance Company of America and Pruco Securities LLC, as well as work experience outside finance at Aracri Pizzeria and Amazon. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to managed portfolios, third-party asset management, and a variety of brokerage and insurance products via its integrated platform.

Joseph Zappitelli is a financial advisor with Equitable Advisors in Jefferson, OH, holding a Series 66 designation and seven years of industry experience. He has worked at Equitable Advisors since 2018 and previously held roles at Axa Advisors and A-tech. Outside of his advisory work, he is a member of Atlas Group Holdings, an LLC based in Jefferson, OH. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Anthony Monda is a financial advisor with Equitable Advisors and holds Series 63 and Series 66 licenses. He has two years of industry experience. Prior to his current role, he worked in physical therapy and operates an online personal training business. Equitable Advisors serves a diverse client base, including individuals, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, brokerage, insurance, and access to third-party asset management programs. The firm emphasizes a delivery model using LPL-sponsored programs and endorsed TAMPs while offering both discretionary and non-discretionary advisory services.

Joseph Massucci is a financial advisor with LPL Financial in Ashtabula, Ohio. He holds Series 63 and Series 65 licenses and has been working in the financial industry since 2026. Prior to his advisory role, he has experience working at McDonald's and Aldi. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Joshua Gottron is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Cetera Advisor Networks, Northwest Bank, and US Bank. He is also a commissioned notary in the state of Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management strategies supported by research from LPL Research and third-party subadvisors.

James Lebzelter is a financial advisor at LPL Financial with 38 years of industry experience. He holds a Series 63 designation and previously worked at Cetera Advisor Networks, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory roles, he was involved with Calloway's Grill for several years. 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, offering a range of advisory programs and financial planning services.

Jacob Zappitelli is a financial advisor at Equitable Advisors with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Greg Sweet Chevrolet and Youth Opportunities. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered investment adviser and broker-dealer model.

Kristen Futchko is a financial advisor at Equitable Advisors with one year of industry experience. She holds Series 63 and Series 66 licenses and previously worked at G&S Development for 13 years. Outside of advising, she serves as a public notary in Geneva, Ohio, and acts as trustee and power of attorney for her parents’ affairs. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers services tailored to clients’ goals, risk tolerance, and time horizon.

Gerald Giangola is a financial advisor with LPL Financial and holds the ChFC® and Series 63 designations. He has 41 years of industry experience, including long tenures at THE O.N. Equity Sales Company and The Travelers. Giangola also maintains his own insurance agency, the Giangola Insurance Agency, which he has operated since 1977. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of advisors. The firm offers a range of financial planning, advisory programs, and retirement plan consulting services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Jaymes Pew is a CFP® and holds a Series 66 license with eight years of experience at Edward Jones and a total of seven years in the financial services industry. Before joining Edward Jones in 2018, he worked at Westfield Bank and held positions at Ohio State University and University Catering. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.