Jacob May is a CFP® and holds a Series 65 license, currently serving as a financial advisor at AWM Capital, LLC. He has three years of industry experience with previous roles at BIP Wealth, United Midwest Savings Bank, Budros, Ruhlin & Roe Inc., and Live Oak Bank. Prior to his financial services career, he worked for the Chicago White Sox from 2013 to 2018. AWM Capital is a multi-team registered investment adviser managing approximately $1.15 billion for high- and ultra-high-net-worth individuals and families. The firm offers financial planning, retirement advice, business consulting, and asset management, with a focus on liability-driven investing and diversified portfolio construction using mutual funds, ETFs, equities, bonds, and private placements.

Michael Skaggs is a financial advisor at Edward Jones in Marion, Ohio, holding a Series 66 registration with one year of industry experience. He previously worked for Kokosing, Inc. for ten years. Outside of advising, he is the sole proprietor of a family farm in Bucyrus, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including managed solutions and separately managed accounts, supported by a large nationwide network of financial advisors and branch offices.

Andrew Bower is a financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2012 and holds a Series 66 designation. Outside of his advisory role, he operates a commercial rental property business in Mount Gilead, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Daniel Wigton is a financial advisor at Stifel with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2009, with prior experience at UBS Financial Services and Mcdonald Investments Inc. He serves on The Ohio State University at Marion Alumni Advisory Board. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

Justin Parisi is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has spent 17 years assisting clients in defining and pursuing their financial goals, working with a range of clients including families, non-profits, endowments, and corporations. His professional experience includes roles such as Senior Financial Consultant for High Net Worth Families and Endowments at Manning & Napier Advisors from 2020 to 2022, Senior Financial Consultant at TD Ameritrade from 2014 to 2020, and Regional Internal Consultant for Retirement Plans at Mutual Of Omaha and Nationwide Financial between 2008 and 2014. Justin's background supports his approach to addressing complex financial situations with customized strategies. Outside of his professional career, Justin enjoys boating, camping, classic cars, comedy, family activities, and volunteering. He is also pursuing his Private Pilot's license.

Jeffrey Hite is a financial advisor at Edward Jones in Lexington, Ohio, holding Series 63 and Series 66 designations with 15 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branches, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services under a fiduciary standard.

Chad Wilford is a financial advisor at Edward Jones in Lexington, Ohio, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked at Buckeye Educational Systems, APT, and IST. Outside of advising, he has been a partner in an excavation business, Precision Grade Excavation, though the venture is currently under consideration for closure. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining a large retail advisor and branch presence.

Daniel Goodlin is a financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Hedstrom Plastics. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kit Fogle is a financial advisor at Stifel with 21 years of industry experience. He has worked at Bank of America and Merrill and has been involved in farming since 1986. He serves on the Board of Trustees at Marion Technical College and is the board president as of 2024. Stifel serves a broad range of clients, including individuals, institutional clients, and nonprofit organizations, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support its planning and allocation guidance.

Todd Everingham is a financial advisor at Cetera with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at The Huntington Investment Company and The First Citizens National Bank. Outside of his advisory role, he serves as an executor of his mother's estate. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Allison Besancon is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2017. Prior to that, she worked at Luk USA from 2015 to 2017. J.P. Morgan Securities 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 broker-dealer and investment adviser registrations to deliver comprehensive services.

Patrick Carey is a financial advisor at Stifel with Series 63 and Series 65 designations and 52 years of industry experience. He has worked with Stifel since 2009 and previously held roles at UBS Financial Services and Mcdonald Investments Inc. Carey serves as president of the Marion Public Library Board. Stifel provides brokerage and investment advisory services to individuals, institutional clients, and charitable organizations. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Jeffrey Brooks is a financial advisor with LPL Financial in Marion, Ohio, holding a Series 63 designation and 35 years of industry experience. He has been with LPL Financial since 2009. Brooks operates under the name Marion Wealth Management Group, Ltd. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Abigail Spears is a financial advisor at Stifel with three years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Merrill Lynch. Outside of her advisory role, she serves on the board of BookMarks of the Marion Public Library, where she participates in fundraising and event planning. Stifel serves a broad range of individual and institutional clients, providing brokerage and investment advisory services. The firm’s investment approach uses proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Eric Wigton is a financial advisor with Stifel in Marion, Ohio, holding Series 63 and Series 66 licenses and having seven years of industry experience. He has been with Stifel since 2017, following five years at Bowling Green State University. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning.

Ryan Campbell is a CFP® and ChFC® with 31 years of experience in the financial industry. He has worked at Stifel since 2009 and previously held roles at UBS Financial Services and Mcdonald Investments Inc. Campbell serves on the investment committee of the Marion Ohio YMCA and acts as a non-voting advisor to the Board of Turning Point, an organization supporting victims of domestic abuse. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Alexis Fogle is a Series 66-registered financial advisor at Stifel with three years of industry experience. Prior to joining Stifel in 2023, Alexis worked at Bank of America, Merrill, and The Ohio State University. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses proprietary investment analysis and allocation methods developed by its Investment Strategy Group to inform client planning and decision-making.

Jason Brooke is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works with JPMORGAN Chase Bank, N.A. since 2004. Outside of his advisory role, he serves as a baseball and basketball official for the Ohio High School Athletic Association. J.P. Morgan Securities provides institutional consulting services to 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 large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by a centralized due diligence framework.

David Winand is a financial advisor at Edward Jones in Mount Gilead, OH, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, he worked at NetJets Inc. for 15 years. 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 and investment options, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Donald Sazdanoff is the sole advisor at Sovereign Asset Management in Lexington, Ohio, where he has provided investment advisory services since 1993. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. Sovereign Asset Management is an independent, single-advisor firm managing approximately $53 million in assets for around 66 clients. The firm offers portfolio management services to individual investors as well as pension or profit-sharing plans and other institutional clients, combining solo-practitioner scale with institutional-level services and published market commentaries.

Henrietta Sazdanoff is a financial advisor at Sovereign Asset Management with 17 years of industry experience. She holds a Series 63 designation and has worked with Lexington Local Schools since 2003. Sovereign Asset Management is an independent, single-advisor registered investment adviser managing approximately $53 million in client assets for about 66 clients. The firm offers portfolio management services for individual investors as well as pension or profit-sharing plans and other institutional clients, combining solo-practitioner scale with services typically found at larger firms.

Lori Seckel is a financial advisor with MWA Financial Services Inc. in Marion, Ohio, holding a Series 63 designation and 23 years of industry experience. She has been associated with Modern Woodmen of America and MWA Financial Services since 2002. Outside of her advisory work, she serves as president of the Ladies Auxiliary-VFW in Marion, overseeing meetings and coordinating fundraising events. MWA Financial Services, Inc. serves individuals, trusts, corporations, charitable organizations, and retirement plans through a network of 134 advisors. The firm offers tiered financial planning, adviser-managed and third-party managed accounts, and access to commissionable products and insurance through its affiliation with Modern Woodmen of America.