Nicholas Edwin Smith

Richard Mcdaniel is a financial advisor at Creative Financial Designs, Inc. with 19 years of industry experience. He holds a Series 66 designation and has been with Creative Financial Designs since 2013. In addition to his advisory role, Mcdaniel owns and operates Rick McDaniel Income Tax Service, which he has managed since 1980. Creative Financial Designs serves a diverse client base, including individuals, charitable organizations, corporate clients, and retirement plans, offering investment management and financial planning through both model portfolios and adviser-directed strategies. The firm employs a research-driven, asset-class allocation approach and provides a range of investment options, including Biblical Responsible Investing strategies.

Ashley Rowell is a financial advisor at Steward Partners Investment Advisory, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked with firms including Cetera and Securian Financial Services. Outside of her advisory role, she is involved in managing residential real estate rental properties in Point Pleasant, WV, and Gallipolis, OH. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension plans, corporations, trusts, and nonprofits, offering a variety of portfolio management and financial planning services through both proprietary and third-party solutions.

Mark Smith is a financial advisor with Robert Baird & Co. in Gallipolis, Ohio. He holds Series 63 and Series 66 licenses and has 44 years of industry experience. Prior to joining Robert Baird & Co. in 2019, he worked at Hilliard Lyons starting in 2005. Robert Baird & Co.’s DDK Group, where Mark Smith is a team member, advises individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Jennifer Rose is a financial advisor with Edward Jones in Gallipolis, Ohio, holding a Series 66 designation and seven years of industry experience. She has worked at Edward Jones since 2019 and previously held roles at Big Wheel Carryout and Farmers Bank and Savings Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large retail advisor network, extensive branch footprint, and affiliated services beyond traditional advisory capabilities.

Anthony Sola is a financial advisor with Raymond James Financial Services Advisors Inc. in Gallipolis, Ohio. He holds Series 63 and Series 66 licenses and has 21 years of industry experience. In addition to his advisory role at Raymond James, he is also employed by Peoples Bank, where he is involved in securities sales and financial advising. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Brandy Richards is a financial advisor at Robert Baird & Co. with 22 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously spent over 16 years at Hilliard Lyons. Richards holds the Series 63 designation. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, profit-sharing, and charitable clients. The firm offers a range of financial planning, portfolio management, and advisory services supported by internal research and multiple investment strategies.