Mark Petro is a financial advisor at Lakeland Investor Services, Inc. in Conneaut Lake, PA, with 24 years of industry experience. He holds a Series 66 designation and has worked at the firm since 2002. He is also president of Lakeland Insurance Services, LLC, a business he established to handle insurance sales and related operations. Lakeland Investor Services provides fee-based wealth advisory and investment management services to individuals, multi-generational families, high-net-worth clients, small non-profit organizations, small businesses, and qualified retirement plans. The firm offers comprehensive financial planning, portfolio management, and uses a variety of analytical approaches including fundamental, technical, and Monte Carlo modeling.

Janeen Mihoci is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked with IRM Distributors, Inc. since 1989 and has a long tenure with Greenville School District starting in 1978. PlanMember provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm’s investment approach emphasizes strategic asset allocation and risk-based mutual fund portfolios, complemented by education and support services for plan sponsors and participants.

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.

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.

Warren Seeley is a financial advisor with LPL Financial in Conneaut Lake, PA, holding the ChFC® and Series 63 designations and bringing 30 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc., International Assets Investment Management, LLC, and Seeley Financial, Inc. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research and technology tools while overseeing over $819 billion in discretionary assets.

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.

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.

Angela Bowman is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and 16 years of industry experience. She previously worked at The Huntington Investment Company and Huntington National Bank. Outside of financial advising, she is involved in a cosmetic sales business and manages a small farm where she leases horse stalls. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

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.

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.

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.

Jacob Zappitelli 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 at Greg Sweet Chevrolet and was involved with Youth Opportunities. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

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.