Rickie Walters

Evan Brockmeier is a Series 65 licensed advisor with Commonwealth Financial Services in Marietta, OH, where he has worked since 2022. He has two years of industry experience and previously worked at Fleming Watson Financial, Marietta College, and Chevron Corporation. Outside of his advisory role, he serves as an assistant baseball coach at Marietta High School. Commonwealth Financial Services is an SEC-registered investment adviser serving individuals, pensions, trusts, estates, corporations, broker/dealers’ customers, and state and municipal government clients. The firm offers a range of services including discretionary asset management, retirement-plan advisory programs, and insurance products through its affiliated agency.

Neal Watson is a CFP® with 29 years of industry experience, currently serving at Commonwealth Financial Services since 2023. His prior roles include positions at Arbor Point Advisors, Maplewood Investment Advisors, and Fleming Watson Financial Advisors, LLC. Outside of advisory work, he is also licensed as an insurance agent. Commonwealth Financial Services is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth clients, pensions, trusts, estates, corporations, and state and municipal government entities. The firm offers discretionary asset management, retirement-plan advisory programs, third-party money manager arrangements, and financial planning, combining fundamental and technical analysis with both direct and co-advisory account management.

John Miller is a financial advisor at Kovack Advisors, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kovack Advisors since 2006. Outside of his advisory role, he serves as chair of the Endowments Committee for the First Presbyterian Church in Marietta, Ohio. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, while also recommending third-party asset managers and offering financial planning and account aggregation services.

Mark Schwendeman is a financial advisor with ValMark Advisers, Inc. in Marietta, Ohio, holding a Series 63 designation and over 44 years of industry experience. He has been with ValMark Advisers and ValMark Securities since 2009 and is also a half-owner of the Schwendeman Agency, Inc., an independent full-service insurance agency. Outside of his advisory work, Schwendeman serves as Chairman of the Board for Shale Crescent USA, Inc., a nonprofit organization focused on economic development in the Mid-Ohio Valley, and holds leadership roles in several local businesses and community organizations, including the Marietta Country Club. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm emphasizes diversified, goal-based model portfolios with multi-asset allocation, utilizing mutual funds, ETFs, and third-party managers, and offers a range of proprietary platforms and advisory services including ETF-focused portfolio solutions.

Christin Neese is a financial advisor at Janney Montgomery Scott with four years of industry experience. She holds the Series 66 designation and has worked at Janney Montgomery Scott since 2020, with prior experience at Converge and Covenant College. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts through a broad range of services including portfolio management, financial planning, retirement plan consulting, and traditional brokerage.

William Howell is a CFP® professional with 42 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2005. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he has an ownership interest in an inherited condominium. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts through portfolio management, financial planning, retirement advisory, and brokerage services.