ADVISOR BIO

Aaron Crewse is an investment advisor representative associated with Raymond James Financial Services Advisors, Inc. and has been in the financial services industry since 1999. Aaron has a Series 7, Series 63 and Series 65 license. Aaron is registered to provide investment advice in Florida, Michigan, North Carolina, Ohio, South Carolina, Texas, Virginia and Washington.

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ADVISOR BIO

Amy Adelman is a financial advisor with over 20 years of experience. Amy has a broad background, having worked with firms such as Northwestern Mutual Investment Services, LLC, Robert W. Baird & Co. Incorporated and Raymond James Financial Services, Inc. Amy currently works with Raymond James Financial Services Advisors, Inc., and has offices in North Canton, Ohio. Amy has a wide range of experience and specialties, and specializes in financial planning and portfolio management for businesses and individuals. Amy is also an expert in retirement planning.

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ADVISOR BIO

Austin Holbrook is a financial advisor with Citizens Securities, Inc., with over 20 years of experience in the industry. Austin Holbrook has a Series 6, 7, and 63 license as well as the SIE exam. Austin Holbrook is registered with the Financial Industry Regulatory Authority (FINRA) and is registered in Arizona, Florida, Illinois, Michigan, Ohio, Pennsylvania, and South Carolina.

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ADVISOR BIO

Bradley Ian Smith is a financial advisor with Raymond James Financial Services Advisors, Inc. located in North Canton, Ohio. Bradley has been in the financial services industry since December 2019. Bradley has a Series 7, Series 66, and SIE license. Bradley is registered in Ohio and other states including Florida, Georgia, New York, Pennsylvania, South Carolina, and Tennessee. Bradley's previous employment includes Edward Jones. Bradley is active with Wright LaHaie Jarvis, a wealth advisory firm located in North Canton, Ohio. Bradley provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.

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ADVISOR BIO

Brian Hamilton is a financial advisor with over 18 years of experience in the financial services industry. He joined Ameriprise Financial Services, LLC in March 2020 and has been registered with the firm since September 2005. Brian holds Series 7 and Series 66 licenses. He also has licenses in 27 states, including Indiana, Ohio and Texas. Brian is experienced in working with individual investors, trusts/estates, insurance companies, pension and profit-sharing plans, and charitable organizations. Brian’s previous experience includes a position at IDS Life Insurance Company.

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Brian Koch is a financial advisor with Voya Financial Advisors, Inc. Brian has been in the industry since 2012. Brian has an active Series 66 license and is registered with the states of Florida, Georgia, Michigan, North Carolina, Ohio, Pennsylvania, Texas, and Virginia. Brian also holds a Series 7 license. Brian has been registered with Voya Financial Advisors, Inc. since 2015 and specializes in retirement planning, financial planning, and portfolio management. Brian is also a licensed independent insurance agent and owner of Koch Cushing Financial Group.

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Bryce Miller is a financial advisor registered with LPL Financial LLC in North Canton, Ohio. Bryce has been in the securities industry since October 2016. Bryce holds a Series 66, Series 7 and SIE. Bryce is currently registered in Ohio. Prior to joining LPL Financial LLC, Bryce was employed by Nationwide Securities, LLC.

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Chelsea Durant is a registered representative with J.P. Morgan Securities LLC. Chelsea has been in the industry since 2021 and has experience in the investment company products and variable contracts industry. Chelsea has passed the Series 6TO and SIE exams. Chelsea is registered with the state of Ohio.

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ADVISOR BIO

Connor Jarvis is a financial advisor with over 7 years of experience in the financial services industry. Connor is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7 and 66 securities licenses as well as the Series 63 insurance license. Connor currently works at Raymond James Financial Services Advisors, Inc. in North Canton, OH. Connor has previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated in Akron, OH. Connor is also the owner of Jarvis Financial Solutions LLC and is a co-owner of CJL Real Estate LLC.

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ADVISOR BIO

Courtney Burns is a registered representative at J.p. Morgan Securities LLC. Courtney has been in the securities industry since October 2016 and is currently located in North Canton, Ohio. Courtney has passed the Series 6 and SIE exams and is registered to sell securities in Ohio. Courtney specializes in providing financial planning, pension consulting and selection of other advisors.

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