Daniel Ray Robinson II

Sarah Marcum is a financial advisor at OSAIC Institutions, INC. with five years of industry experience. She holds a Series 66 designation and has worked at firms including Wells Fargo Advisors and Raymond James Financial Services. Outside of her advisory roles, she was involved with Roosters-- We Be Wings, LLC from 2015 to 2017 and worked at Ohio University during 2015 to 2018. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and alternative investment access, operating with a hybrid adviser/broker-dealer structure and a focus on both discretionary and non-discretionary management.

Brandon Adkins is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial, J.P. Morgan Securities, and Compass Investment Group prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Tyler Williams is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and having 23 years of industry experience. His prior roles include positions at WesBanco Securities, U.S. Bancorp Investments, PNC Wealth Management, and Fifth Third Securities. He serves as a board member of Pike Water Inc., a nonprofit organization. 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 financial planning and investment management solutions, leveraging both proprietary research and third-party subadvisors.

Ronald Endicott is a financial advisor with Edward Jones in Waverly, Ohio, holding a Series 63 designation and 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he serves as a board member of Miracle City Academy in Piketon, Ohio. 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 and investment strategies, managing approximately $1.01 trillion in assets, supported by a nationwide network of more than 23,000 financial advisors.