Owen M. Smith

Jeffry Hamilton is a CFP® with 23 years of experience in the financial industry. He has been the sole advisor at Roscoe Financial since 1997. Roscoe Financial serves mainly individual investors, including retirees, professionals, and those managing inheritances or retirement distributions, as well as charitable organizations and fiduciaries for impaired persons. The firm emphasizes client-focused strategic asset allocation using low-cost index and index-like funds, with tailored portfolios governed by written investment policy statements and regular monitoring.

Joshua Fisher is a financial advisor at Plan A Wealth, LLC with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Hummel Wealth Management. Fisher jointly owns an office building leased to Plan A Wealth Management in Coshocton, Ohio. Plan A Wealth advises individuals, charitable organizations, and employer-sponsored retirement plans, offering discretionary asset management, comprehensive portfolio management, standalone financial planning, and a subscription ETF service for smaller household accounts. The firm tailors portfolios to client objectives and uses a range of investment instruments, with a business model that includes brokerage and referral relationships.

Nicholas Schmitt is a ChFC® with 28 years of industry experience, currently affiliated with OSAIC Institutions, Inc. He has previous experience at The Home Loan Savings Bank, Infinex Investments, Inc., and Uvest Financial Services Group, Inc. Outside of financial advising, he is active as a songwriter and musician under the name Nick Barrett. OSAIC Institutions, Inc. serves 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 access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a focus on both discretionary and non-discretionary accounts.

H Thompson is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His prior work includes roles at LPL Financial and Creative Financial Designs, Inc. He is also the managing partner of the Muskingum Valley Rod & Gun Club in Coshocton County, Ohio. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm utilizes a network of advisory representatives who deliver portfolio management through various strategies and technology platforms, operating under a governance and referral model distinct from many other large firms.

Kaden Smith is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and two years of industry experience. Prior to his advisory roles, he worked in various service positions, including at DoorDash and The Ohio State University Faculty Club. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, offering asset management, financial planning, and retirement plan consulting. The firm employs a network model with advisory representatives operating under independent DBAs and integrates multiple portfolio management strategies and technology platforms.

Victor Reidenbach is a financial advisor with Equity Services, Inc., holding a Series 63 designation and 27 years of industry experience. He has worked at Ameritas Investment Corp since 2001 and has been involved with Grange Mutual, Dome Financial, and Albertson Lawrence Insurance Agency since 1986. Outside of his advisory role, he is also active as an insurance agent at Dome Financial Services and Albertson-Lawrence Insurance Agency. Equity Services, Inc. (ESI Financial Advisors) provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, including third-party asset managers and model portfolios, combining long-term and shorter-term investment strategies, with a mix of discretionary and non-discretionary client programs.