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 with Plan A Wealth, LLC, holding a Series 66 designation and bringing 22 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he is involved in managing an office building jointly owned with his spouse that is leased to his firm. Plan A Wealth serves individual and high-net-worth clients, charitable organizations, and pension/profit-sharing plans by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment vehicles including stocks, bonds, ETFs, options, and mutual funds, offering both discretionary management and stand-alone planning tailored to clients’ risk tolerance and time horizon.

H Thompson is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 66 licenses. He has 36 years of industry experience and has worked at firms including LPL Financial and Creative Financial Designs, Inc. Thompson also manages the Muskingum Valley Rod & Gun Club as a managing partner. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm offers asset management, financial planning, and retirement plan consulting through a network of 219 advisors using a combination of model portfolios, third-party managers, and technology platforms.

Kaden Smith is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and one year of industry experience. Prior to his advisory roles, he worked in various positions including at DoorDash and The Ohio State University. Independent Advisor Alliance is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm uses a combination of model portfolios, sub-advisors, and technology platforms to provide asset management and financial planning services through a network of over 200 advisors.

Nicholas Schmitt is a ChFC® credentialed financial advisor with 28 years of industry experience. He is currently with OSAIC Institutions, INC. and has prior experience at The Home Loan Savings Bank and Infinex Investments, Inc. Outside of his advisory work, Schmitt is a songwriter and musician performing under the name Nick Barrett. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a range of advisory and brokerage services, including customized financial planning, ERISA plan services, and access to alternative investments through the CAIS platform. The firm’s advisory approach involves both fundamental and technical analysis and features a predominantly non-discretionary asset base.

Charity Lower is a Series 66-credentialed financial advisor with The Huntington Investment Company, bringing 16 years of industry experience. She has worked with Huntington and its affiliated entities since 2008. Outside of her advisory role, she is involved in a family-owned dairy farm where she assists with daily operations. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm manages approximately $6.3 billion in assets through a model-driven platform that integrates third-party and proprietary investment strategies and offers specialized services including tax management and impact/ESG overlays.

Victor Reidenbach is a financial advisor with Equity Services, Inc. in Coshocton, Ohio, holding a Series 63 designation and 26 years of industry experience. He has worked at Ameritas Investment Corp since 2001 and has longstanding roles with Grange Mutual, Dome Financial, and Albertson Lawrence Insurance Agency dating back to 1986. Outside of his advisory work, he is involved as an insurance agent with Dome Financial Services and Albertson-Lawrence Insurance Agency. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management. The firm combines advisory services with broker-dealer product distribution and employs a variety of proprietary and third-party platforms to deliver investment management tailored to client profiles.

Nathaniel Conidi is a Series 66 licensed financial advisor with Cetera, based in Coshocton, Ohio. He has one year of industry experience and previously worked at The Home Loan Savings Bank and Hometown Bank. He is also associated with Bradford Financial Group as an Investment Advisor Representative. 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 supported by multiple investment platforms and retirement capabilities.

Shane Pyle is a financial advisor with Raymond James Financial in Coshocton, Ohio, holding Series 63 and Series 65 credentials and 28 years of industry experience. His career includes roles at Raymond James Financial Services and Peoples Bank, as well as founding Pyle Financial, Inc. Outside of his advisory work, he is involved with Airmid Place, a nonprofit focused on caring for injured and orphaned Ohio wildlife, and serves as a committee member for the Coshocton Civil Service Commission. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset allocation analysis and firm research to tailor recommendations while maintaining client decision authority.

Jason Hammond is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He previously worked at Doug Marmie State Farm and was employed at Muskingum University. Edward Jones is a full-service wealth management firm with over 23,000 financial advisors and more than $1 trillion in assets under management. The firm serves a broad client base including individual, institutional, and charitable clients, offering discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds under a fiduciary standard.

Arthur Saylor is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 21 years of industry experience. His prior work includes roles at Hummel Wealth Management, THE O.N. Equity Sales Company, Home Loan Financial Services, and Ohio National Financial Services. He serves on the investment committee of the Coshocton Foundation and participates in local financial support and career center advisory committees. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and access to third-party sub-advisers, employing a range of investment strategies tailored at the advisor level.

Daniel Croy is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. He has been with Cetera Wealth Services, LLC since 2014 and joined Cetera in 2023. Outside of his advisory role, he is involved in insurance sales, including life, health, annuities, and long-term care, and serves as an investment advisor representative and agent at Bradford Financial Group. 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, combining advisor-managed accounts with firm-sponsored model portfolios and third-party managed solutions.

Douglas Speicher is a Series 66-credentialed financial advisor with Edward Jones, based in Coshocton, Ohio. He has 16 years of industry experience and has been with Edward Jones since 2009. Speicher serves as a trustee for the Kiwanis Foundation and is involved in audio/video production services for various entities. 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 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Owen Smith is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 10 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., with prior experience at The Huntington Investment Company and The Huntington National Bank. 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 multiple market-facing registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Daniel Duren is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and having 39 years of industry experience. He has worked extensively with Prudential Insurance Company of America and Pruco Securities, LLC, spanning over four decades. LPL Enterprise provides advisory services through a large network of investment adviser representatives serving 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 brokerage and insurance products within its platform.