Steven Conley is a financial advisor with Money Concepts Capital Corp in Portsmouth, OH, holding a Series 63 designation and over 30 years of industry experience. He has been with Money Concepts since 1995 and also has a longstanding role at American Savings Bank dating back to 1990. Outside of his advisory work, he serves on the Board of Directors for Southern Ohio Medical Center and owns Conley Consulting. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory in managing assets.

Nicholas Doerr is a financial advisor at SPC with three years of industry experience. He holds a Series 66 designation and previously worked at Money Concepts, Glockner Auto Sales, and Sandy Sinclair Real Estate. He is also involved in the sale of non-variable insurance products. SPC serves individual clients, charitable organizations, corporations, and retirement plans through a network of over 460 advisors managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies based on client suitability with both discretionary and nondiscretionary management options.

Erica Mccain is a financial advisor at AE Wealth Management, LLC with 22 years of industry experience. She holds a Series 63 designation and has worked at AE Wealth Management since 2020, following roles at Fusion Capital Management and Questar Asset Management. Outside of her advisory work, she is the author of the publication "Ladies with Loot," for which she collects royalties. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm uses a platform-centered approach combining internally managed and third-party models, offering services such as portfolio management, financial planning, and plan consulting.

Ray Mc Ginnis is a financial advisor with PlanMember Securities Corporation, holding a Series 63 designation and over 32 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, Metlife Securities, and Metlife Insurance Company. He is also the owner of Ray McGinnis Financial Services, and serves as a board member for both 8th St. Wesleyan Chapel and the charity organization Mylee's Missions. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach emphasizes a strategic asset allocation framework with risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Barry Rodbell is a financial advisor at Edward Jones with 23 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. 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 strategies, tax-efficient services, and affiliated investment products.

Valerie Enz is a financial advisor with Raymond James Financial in Portsmouth, Ohio, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has been with Raymond James Financial since 2009 and concurrently works at Dave Burton Trucking. Outside of her advisory role, she serves as the Clerk of Otway, Ohio, a political office. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, leveraging asset-allocation analysis and firm research to develop tailored recommendations.

Breydan Tilley is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and one year of industry experience. His background includes roles at Cambridge Investment Research, Inc. and prior positions at Shawnee State University, Glockner, and Minford. 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 a range of advisory services such as financial planning, portfolio management, and retirement plan consulting, utilizing multiple account platforms and third-party strategists.

Gregory Gulker is a financial advisor at Edward Jones with a Series 66 credential and four years of industry experience. His work history includes roles at Edward Jones since 2022, as well as prior positions in automotive sales and community health. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,700 financial advisors.

Benjamin Vannatta is a financial advisor with Ameriprise in New Boston, Ohio, holding a Series 66 designation and three years of industry experience. His work history includes roles at Ameriprise since 2017 and multiple positions at Shawnee State University. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jodi High is a financial advisor with Edward Jones in Portsmouth, Ohio, holding a Series 63 designation and 32 years of industry experience. She has been with Edward Jones since 1999 and concurrently involved with Oak Hill Banks since 1998. 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 wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 financial advisors.

Trevor High is a CFP® and holds a Series 66 license with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Enterprise Rent-A-Car, AXA Advisors, Northwestern Mutual Investment Management, and Marshall University. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of asset levels. The firm manages over $1 trillion in assets and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, tax-efficient services, and access to affiliated mutual funds.

Jeremy Frazie is a Series 66-credentialed financial advisor with 17 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014. Outside of his advisory role, Frazie is involved in financial education as a member and instructor with the American Financial Education Alliance, where he also contributes as an author, podcaster, and speaker. 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, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a range of investment strategies implemented through various custodians.

Andrew Ruby is a financial advisor with Thrivent Investment Management in Franklin Furnace, OH. He holds Series 63 and Series 66 designations and has five years of industry experience. His prior work includes roles at Gateway Wealth Partners, LPL Financial, Evans Wealth Management, Edward Jones, Bank of America, Merrill, and University of Rio Grande. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and written recommendations on a broad range of financial topics, with clients able to combine planning services with managed-account programs under a consolidated billing option.

Elijah Duduit is a financial advisor with Ameriprise in Wheelersburg, Ohio, holding a Series 66 designation and eight years of industry experience. Prior to joining Ameriprise in 2022, he worked at Morgan Stanley from 2017 to 2022 and has held various roles in analytics and financial services. Outside of his advisory work, he contracts as a data analytics specialist for two companies, focusing on data cleaning and analysis unrelated to finance. Ameriprise offers retirement-income planning services designed for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Darius Jordan is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 licenses and one year of industry experience. He previously worked at Frazie Wealth Management and has experience in educational roles at the University of Rio Grande and Marshall University. Jordan is also involved as an independent insurance agent and maintains a role with Frazie 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 services through a large network of independent financial professionals using multiple account platforms and third-party strategists.

Debbie Kratzenberg is a financial advisor with Ameriprise in Minford, Ohio, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 1999. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations, supported by a centralized consulting team and algorithmic tools.

Nathaniel Frazie is a Series 66-credentialed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2022. He has four years of industry experience and previously spent eleven years at Minford Telephone Company. Frazie also operates a wealth management business under the trade name Frazie 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 advisory services through a large network of independent financial professionals using multiple account platforms.

Crystal Carmon is a financial advisor with Edward Jones in Wheelersburg, Ohio, holding a Series 66 designation and 19 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory work, she is involved in a snap jewelry business called Magnolia and Vine for personal and family use. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm has a large national network of advisors and branch offices and offers additional services such as tax-efficient strategies and securities-based lending.

James Daehler Jr. is a financial advisor at Raymond James Financial with 16 years of industry experience and holds a Series 66 designation. He previously worked at Northwestern Mutual Investment Services LLC before joining Raymond James in 2018. Outside of his advisory role, he is the owner and CEO of Capital Wealth Partners, a support company based in Portsmouth, Ohio. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing client collaboration and tailored strategies supported by extensive research and a broad affiliate network.

Marc Cottle is a financial advisor with Ameriprise in Portsmouth, Ohio, holding a Series 63 designation and 33 years of industry experience. He has worked with Ameriprise and its affiliates since 2005. Outside of advising, he serves on the board of Sole Choice Inc., a shoe care products company, and is involved with a restaurant business in Jackson, Ohio, as well as participating on an investment provider monitoring committee at Shawnee State University. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, using a centralized consulting team to deliver tailored, research-driven recommendations that include tax-efficient withdrawal strategies and Social Security options.

Cecil Mc Graw is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. Prior to joining the firm, he worked for eleven years at Minford Local Schools. He is also registered as an insurance agent and operates under the trade name Frazie Wealth Management. 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, portfolio management, and retirement plan advisory services using a variety of account platforms and third-party strategists.

Asa Jewett is a financial advisor with Edward Jones in Portsmouth, OH, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with Edward Jones since 2003. Jewett serves as a board member of the Southern Ohio Museum and is president of the Washington Nile Local School District board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets with a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Clay Cottle is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. He has worked at Ameriprise since 2023. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, focusing on clients with Ameriprise-managed accounts and employing algorithmic automation to support its advice process.

Christopher Mauk is a financial advisor with Edward Jones in Portsmouth, Ohio, holding a Series 66 designation and nine years of industry experience. Before joining Edward Jones in 2017, he worked at ECLI Products LLC from 2013 to 2017. Mauk serves on the board of trustees for Notre Dame School, focusing on maintaining Catholic and academically rigorous education. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and provides a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of more than 23,000 financial advisors.

Dawn Joyce is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. She has been with Edward Jones since 2002. 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 under management through a nationwide network of financial advisors and offers a range of advisory programs and affiliated investment products.

Jeffrey Vannatta is a financial advisor with Ameriprise in Lucasville, Ohio, holding a Series 63 designation and 15 years of industry experience. He has been with Ameriprise since 2010, including six years in his current role. Outside of his advisory work, he is a co-owner of Paradise in the Pass LLC, a real estate business. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to develop customized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.