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 with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and 13 years of industry experience. Prior to joining Steward Partners, Rowell worked at Cetera and Securian Financial Services. Outside of advisory work, Rowell is involved in managing residential real estate rental properties in Point Pleasant, WV. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in regulatory assets and serves a diverse client base, including individuals, charitable and corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management using proprietary and third-party strategies across various asset classes, with solutions tailored to client objectives.

Jaime Traywick is a financial advisor with LPL Financial in Gallipolis, Ohio, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with LPL Financial and Stratos Wealth Partners since 2016 and previously worked at WesBanco Bank and WesBanco Securities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team and a broad network of investment adviser representatives.

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 Series 66 licensed financial advisor with Edward Jones in Gallipolis, Ohio, bringing six years of industry experience. Prior to joining Edward Jones in 2019, she worked at Big Wheel Carryout, Farmers Bank and Savings Company, and Ohio Valley Bank Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Nicholas Smith is a financial advisor with Robert Baird & Co. in Gallipolis, Ohio, holding a Series 66 designation and six years of industry experience. He has been with Robert Baird & Co. and J.J.B. Hilliard W.L. Lyons, LLC since 2019 and previously worked at Mountwest Community & Technical College for ten years. Outside of his advisory role, he is a co-founder of Vivid Anatomy, Inc., a company that produces smoked hot pepper powders, and serves as a board member of the Gallia County Port Authority. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services combining in-house and third-party managers across a range of traditional and non-traditional strategies.

Anthony Sola is a financial advisor with Raymond James Financial Services Advisors Inc. in Gallipolis, Ohio, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has been with Raymond James and Peoples Bank since 2015, where he is also involved in securities sales and financial advisory activities. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Brandy Richards is a financial advisor with Robert Baird & Co. in Gallipolis, Ohio, holding a Series 63 designation and 21 years of industry experience. She has worked at Hilliard Lyons since 2005 and joined Robert Baird & Co. in 2019. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Martin Ellison is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has prior experience with the West Virginia Army National Guard, serving since 1997 in various capacities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory services, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

James Saunders is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird since 2019 and J.J.B. Hilliard, W.L. Lyons, LLC since 2014. Outside of his advisory role, Saunders co-owns and manages two cattle farming and genetics businesses and serves on the boards of Holzer Health System and the Community Improvement Corporation of Gallia County. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services that incorporate a range of traditional and alternative investment strategies.

Lesley Marrero is a financial advisor with Edward Jones in Point Pleasant, WV, holding Series 63 and Series 66 designations and 27 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Isaac Mills is a financial advisor with Edward Jones in Gallipolis, Ohio, holding a Series 63 designation and with 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he maintains rental properties in Gallipolis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types and corporate entities. The firm manages over $1 trillion in assets through a large nationwide network of advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Kari Gibbs is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and beginning her advisory career in 2024. Prior to joining Baird, she worked in various roles including nearly a decade in broadcast media at Gray Television and has been a yoga instructor at The Root Sports and Fitness Center since 2021. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients with tailored financial planning and portfolio management services that include both traditional and non-traditional investment strategies.

Lori Young is a financial advisor with Robert Baird & Co. in Gallipolis, Ohio, holding a Series 63 designation and 27 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously at Hilliard Lyons since 2005. Outside of her advisory role, she serves as treasurer for several local community organizations, including Gallipolis In Lights and athletic and academic boosters for Gallipolis City Schools. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio management services, utilizing a mix of in-house and third-party managers and providing a range of strategies from traditional allocations to complex investments.