Eric Potts is a financial advisor at Moment Financial Planning in Circleville, OH, with nine years of industry experience. He holds the Series 65 designation and has previously worked at Key Performance Ideas, Inc., Accelalpha Inc, Pivotal Drive LLC dba Nova Advisory LLC, and Equinix, Inc. In addition to his advisory work, Potts owns and operates Proven Path Tax Services as a tax preparer. Moment Financial Planning provides investment advisory and financial planning services to individual clients, focusing on passive portfolio construction using index mutual funds and ETFs. The firm works with third-party money managers and utilizes the Betterment for Advisors platform for trade execution and ongoing portfolio reviews.

Dylan Bastress is a financial advisor at Pace Financial Advisors in Ashville, Ohio, holding a Series 65 designation. He joined Pace Financial Advisors in 2025 and has prior work experience in various industries, including fire departments and retail. Outside of financial advising, he has been involved with the Division of Fire and the Circleville Fire Department. Pace Financial Advisors provides wealth management, discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, retirement plans, and other entities. The firm manages diversified portfolios with a range of investment strategies and serves over 1,300 clients with a 10-advisor team.

Scott Braden is a financial advisor with Fifth Third Securities, Inc. in Circleville, Ohio, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Fifth Third Securities since 2005 and has also worked with Fifth Third Bank since 2003. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Charles Pockras is a financial advisor with Edward Jones in Circleville, OH, holding a Series 63 designation and 45 years of industry experience. He has been with Edward Jones since 1980. Outside of his advisory role, he serves as an adjunct professor at Circleville Bible College. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a nationwide network of more than 23,000 financial advisors.

Gideon Hall is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. His prior work includes roles at Edward Jones, The Prudential Insurance Company of America, and Pruco Securities, LLC. Outside of his advisory work, he owns a self-defense training business and has experience as a delivery driver and security employee. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage capabilities.

Daniel Malone III is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he served in the United States Army from 2007 to 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of over 23,000 advisors and more than 15,000 branch offices nationwide.

Dave Christensen is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2003. He holds Series 63 and Series 66 licenses. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

James Klausman Jr. is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at various entities within the JPMorgan Chase organization as well as US Bank. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities and delivers its program on a non-discretionary basis.

Tessa Mack is a financial advisor with Edward Jones in Circleville, OH, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Brian Wolfe is a financial advisor at Fidelity with Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at Merrill, J.P. Morgan Securities, Bank of America, and Nationwide Securities. Outside of his advisory work, Wolfe is the owner and operator of Wolfeman's Plantz & Jamz, a local farmers market in Circleville, Ohio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios across various asset classes.

Diane Hill is a financial advisor at Edward Jones with 27 years of industry experience. She holds the Series 63 designation and has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Chad Disbennett is a CFP® and Series 66 credentialed financial advisor with 17 years of industry experience. He is currently with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc., having previously worked at Royal Alliance, Sterne Agee Investment Advisor Services, Sterne Agee Financial Services, and Wrp Investments. Outside of his advisory role, he is also a track coach at Logan Elm High School and owns a speaking business, Chad Disbennett International. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, retirement plan advisory, and access to third-party sub-advisers, employing a variety of investment strategies and account platforms.

Ian Webb is a CFP® with 20 years of experience in the financial industry. He has been with Raymond James Financial and its affiliate Raymond James Financial Services, Inc. since 2006. Webb is based in Circleville, OH. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed client interviews and risk profiling.

Jonathan Meenach is a financial advisor with Edward Jones in Ashville, OH, holding a Series 66 license and 11 years of industry experience. He has been with Edward Jones since 2014. In addition to his advisory role, Meenach maintains a farm property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs, investment strategies, and affiliated financial services through a nationwide network of advisors and branch offices.

David Webb is a financial advisor at Raymond James Financial with 45 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James Financial Services, Inc. since 1987. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, with a distinctive emphasis on non-discretionary advisory services.

James Hesseling is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 25 years of industry experience, including 18 years at First National Bank of Waverly, Ohio, and infinex Investments, Inc. He is also involved as an Investment Advisor Representative with Disbennett Wealth Management. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory through a large network of independent professionals using various account platforms and investment strategies.

James Hooks is a financial advisor at Edward Jones with 20 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 2006. 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 manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Caleb Nickell is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Avantax Investment Services, Inc., and operated his own wealth management firm. Outside of advising, he owns Nickell Holdings LLC, a commercial real estate business involved in passive investing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies and access to separately managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Jeffrey Williams is a financial advisor with Edward Jones in Circleville, OH, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2026, he worked with Nationwide and its affiliated firms from 2014 to 2025. Outside of his advisory role, he is a partner in K&R Beach Bums LLC, where he produces drone videos used by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.