Drew Smart

Dawn Wilson is a financial advisor with Athens Impact Socially Responsible Investments in Athens, Ohio. She holds Series 63 and Series 66 licenses and has 12 years of industry experience. Her prior work includes roles at Cambridge Investment Research, Lincoln Financial Securities Corporation, and Edward Jones. Athens Impact Socially Responsible Investments serves individual clients, employer-sponsored retirement plans, and nonprofit or pooled-vehicle clients, providing investment management, financial planning, and employee benefit plan consulting. The firm emphasizes socially responsible investing through ESG-focused portfolio screening and offers investor education programs including seminars and financial coaching.

Michael Carpenter is a CFP® professional with over 31 years of experience in financial services. He is affiliated with LexAurum Advisors and has held roles at Brokers International Financial Services, Broker Dealer Financial Services Corp, and Vsr Advisory Services, Inc. Carpenter serves as an adjunct instructor at Ohio University College of Business, teaching a senior-level financial planning course. He is also involved with several nonprofit organizations, including Habitat for Humanity and The Athens Foundation. LexAurum Advisors provides investment management, financial planning, and retirement plan services to individuals, families, businesses, and institutional clients. The firm employs diversified, asset-allocation strategies based on modern portfolio theory and offers a standardized managed-account program with multiple risk-based models, utilizing low-cost ETFs and other investment vehicles.

Kyle Barnhouse is a financial advisor with Raymond James Financial in Athens, Ohio, holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked at OhioHealth for six years. He is also an associate at Karageorge Wealth Management, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis, modeling tools, and firm research to develop tailored financial plans and recommendations.

Daniel Stroh is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and totaling 15 years of industry experience. His prior roles include positions at Kestra Advisory, NFP Securities, and Snider, Fuller & Associates. He operates Dan Stroh LLC for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house Research team and delivers services through a large network of investment adviser representatives.

Holly Gibbs Engel is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2018. Prior to that, she worked at Innspire and Coldwell Banker Hubbell Briarwood. Outside of her advisory role, Engel is president of Ohana JBL Holdings LLC. 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 supported by a large national network of financial advisors and branch offices.

Phillip Smeltzer is a financial advisor with Ameriprise in Athens, OH, holding a Series 66 designation and having 27 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in managing a tree farm and rental real estate holdings through several LLCs. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver tailored advice primarily for clients holding assets in Ameriprise managed accounts.