Karl Curtis Saunders

Richard Miller is the sole advisor at Richard Miller Financial Services, LLC in Zanesville, OH, holding the ChFC® designation and Series 66 license with 25 years of industry experience. He has operated his firm since 2011. Outside of his financial advisory work, he is co-owner of a small beef cattle farming business established in 1988. Richard Miller Financial Services provides discretionary investment management and financial planning to individuals, high net worth clients, trusts and estates, pension and profit-sharing plans, and corporations. The firm manages approximately $8.38 million in discretionary assets, typically using mutual funds, ETFs, and individual securities, with a customized investment approach focused on fundamental analysis and both long-term and tactical strategies.

Thomas Lear is a CFA® charterholder with 26 years of industry experience. He has been with Alliant Capital Management LLC since 2007 and holds a Series 63 license. The firm provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, trusts, pension plans, and institutional entities. Alliant Capital Management builds customized portfolios using fundamental analysis and a range of securities, tailoring strategies to client goals with both long- and short-term holdings.

Renee' Smith is a CFA® charterholder with 26 years of industry experience. She has been with Hendley & Company, Inc. since 1984. Hendley & Company provides discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional entities such as corporate pension and profit-sharing plans, foundations, and trusts. The firm uses fundamental, company-level analysis supplemented by external research and manages a sizable asset base with a small advisory team.

Michael Snode is a financial advisor at Hendley & Co. Inc. in Zanesville, OH, with 18 years of industry experience. He has been with Hendley & Company, Inc. since 2006. Hendley & Company provides discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional entities such as corporate pension and profit-sharing plans, foundations, and trusts. The firm uses fundamental, company-level analysis supplemented by external research and typically favors longer-term holdings while employing short-term trades when appropriate.

Ross Weinberg is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and six years of industry experience. He previously worked at Bank of America and Merrill from 2019 to 2024. Outside of his advisory role, Weinberg serves on the steering committee for Muskingum County Emerging Leaders and owns a real estate business focused on property rehabilitation and management. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers a range of investment products and platforms with discretionary and non-discretionary arrangements, serving both individual and institutional clients.

David Weinberg is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and bringing 19 years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill. Outside of his advisory work, he owns W.K.T.B. LLC and is involved with Attain Wealth Partners, where he provides holistic financial planning services. Kestra Private Wealth Services offers investment advisory through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients with a broad range of investment products and specialized services.