Dylan Fitchet is a financial advisor at Integrated Planning & Wealth Management, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Integrated Planning & Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and small businesses, with a focus on optometric practice owners. The firm emphasizes diversified, risk-based portfolios and offers discretionary investment management, financial planning, and business consulting, including practice-level services such as valuations and transition assistance.

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.

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 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.

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.

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® 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.

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.

Kacey Mills is a CFP®-certified financial advisor with 10 years of industry experience, currently with Cambridge Investment Research Advisors. Her prior roles include positions at AccessLex Institute, Stitch Fix, and PNC Bank. Outside of her advisory work, she is involved in online sales and acts as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a range of discretionary and non-discretionary strategies.

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.

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 at Wells Fargo Advisors with 21 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors and its affiliated entities since 2009, with prior experience at A. G. Edwards & Sons, Inc. from 2006 to 2008. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and utilizes proprietary research and tools to develop tailored recommendations for clients.

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.

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.

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® and Series 66-licensed financial advisor with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Westfield Bank and held roles at Ohio State University and University Catering. Jaymes is based in Ashtabula, OH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.