Dawn Wilson is a financial advisor with Athens Impact Socially Responsible Investments in Athens, Ohio. She holds Series 63 and Series 66 licenses and has 12 years of industry experience. Her prior work includes roles at Cambridge Investment Research, Lincoln Financial Securities Corporation, and Edward Jones. Athens Impact Socially Responsible Investments serves individual clients, employer-sponsored retirement plans, and nonprofit or pooled-vehicle clients, providing investment management, financial planning, and employee benefit plan consulting. The firm emphasizes socially responsible investing through ESG-focused portfolio screening and offers investor education programs including seminars and financial coaching.

Michael Carpenter is a CFP® professional with over 31 years of experience in financial services. He is affiliated with LexAurum Advisors and has held roles at Brokers International Financial Services, Broker Dealer Financial Services Corp, and Vsr Advisory Services, Inc. Carpenter serves as an adjunct instructor at Ohio University College of Business, teaching a senior-level financial planning course. He is also involved with several nonprofit organizations, including Habitat for Humanity and The Athens Foundation. LexAurum Advisors provides investment management, financial planning, and retirement plan services to individuals, families, businesses, and institutional clients. The firm employs diversified, asset-allocation strategies based on modern portfolio theory and offers a standardized managed-account program with multiple risk-based models, utilizing low-cost ETFs and other investment vehicles.

Kyle Barnhouse is a financial advisor with Raymond James Financial in Athens, Ohio, holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked at OhioHealth for six years. He is also an associate at Karageorge Wealth Management, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis, modeling tools, and firm research to develop tailored financial plans and recommendations.

Drew Smart is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and previously worked at Ohio University Credit Union and Cuso Financial Services. He has been with Edward Jones since 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Daniel Stroh is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and totaling 15 years of industry experience. His prior roles include positions at Kestra Advisory, NFP Securities, and Snider, Fuller & Associates. He operates Dan Stroh LLC for tax and investment purposes. 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 wide range of investment solutions supported by an in-house Research team and delivers services through a large network of investment adviser representatives.

Holly Gibbs Engel is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2018. Prior to that, she worked at Innspire and Coldwell Banker Hubbell Briarwood. Outside of her advisory role, Engel is president of Ohana JBL Holdings LLC. 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 and investment strategies supported by a large national network of financial advisors and branch offices.

Phillip Smeltzer is a financial advisor with Ameriprise in Athens, OH, holding a Series 66 designation and having 27 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in managing a tree farm and rental real estate holdings through several LLCs. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver tailored advice primarily for clients holding assets in Ameriprise managed accounts.

Sheryl Hill is a financial advisor with Ameriprise in Athens, Ohio, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliate since 2012. Hill serves as president of the board of trustees for The Athens County Historical Society and Museum and is a board member of Habitat for Humanity of Southeast Ohio. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendations delivered through a centralized consulting team.

Romney Cox is a CFP® certificant with 16 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Ohio University Credit Union, Cuso Financial Services, and Thrivent Financial For Lutherans. He is involved in financial institution duties and non-variable insurance activities in Athens, OH. 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 a wide range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Antal Vegh is a financial advisor at Edward Jones in Athens, OH, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Edward Jones, Athens County, Planet Fitness, and Cornerstone Homebuilders. Outside of advising, he has worked in member services at a local gym and as a construction laborer. 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 over $1 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors.

Andrew Mc Rill is a financial advisor with LPL Financial in Athens, Ohio, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Kestra Investment Services and Huntington National Bank. He is also a notary and operates OUCU Investment Services, a DBA for his LPL business. 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, offering a broad range of financial planning and investment management solutions supported by an in-house research team.

Jacob Haywood is a financial advisor at Raymond James Financial with Series 66 credentials and two years of industry experience. He has been affiliated with Raymond James Financial Services since 2023 and holds a role as an associate at Cornerstone Retirement Advisors. Outside of his advisory work, Haywood has been involved with Ohio University since 2020. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various programs and collaborates with clients to develop tailored financial plans using asset-allocation analysis and firm research.

Jacob Fraylick is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He has also been associated with OUCU Financial since 2021. Outside of his advisory work, he serves as a notary at OUCU Financial. 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 a range of financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

Danette Carr is a financial advisor with LPL Financial based in Athens, Ohio, holding a Series 66 designation and five years of industry experience. She has worked extensively with Ohio University Credit Union and CUSO Financial Services, LP. Outside of advisory work, she is a licensed fixed insurance agent focusing on fixed annuities and serves as a notary. 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 a variety of financial planning and investment management options supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

James Karageorge is a financial advisor with Raymond James Financial in Athens, Ohio, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 12 years before joining Raymond James and leading Karageorge Financial Group, LLC. Outside of advising, he is involved in managing his own investment-related businesses, including Karageorge Enterprises, LLC and Karageorge Properties, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base with financial planning and non-discretionary investment consulting, focusing on tailored financial plans and asset allocation. The firm emphasizes advisory services with significant non-discretionary assets and supports clients through a broad affiliate network including banking and trust services.

Aaron Mc Allister is a financial advisor with Edward Jones, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones in Athens, OH since 2012. Outside of advising, he is a member of Roclet LLC, a commercial space entity in Athens, OH. 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 through a nationwide network of financial advisors, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.

Sandor Vegh is a financial advisor with Edward Jones in Athens, Ohio, holding the Series 66 designation and bringing 16 years of industry experience. He has been with Edward Jones since 2009. 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 programs and fiduciary services, supported by a large network of advisors and branch offices across the United States.

Mark Snider is a financial advisor at LPL Financial with over 50 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Kestra Advisory and NFP Securities. He is also a commissioned notary in Ohio. LPL Financial provides advisory and brokerage services to a diverse client base, offering a range of financial planning, asset management, and retirement solutions supported by an in-house research team and a large network of investment adviser representatives.

Michael Chapman is a financial advisor with Raymond James Financial in Athens, OH, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James, he worked at The Royal Group and operated Pawpurr's Bar. He is also associated with Karageorge Wealth Management as a financial advisor. 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 emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by extensive research and a broad affiliate network.

Patrick Pepper is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 credential and has been with LPL Financial since 2010. Outside of his advisory role, he assists a CPA with minor tax review and preparation and serves as a notary for the state of Ohio. 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 a wide range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.