Evan Brockmeier is a Series 65 licensed advisor with Commonwealth Financial Services in Marietta, OH, where he has worked since 2022. He has two years of industry experience and previously worked at Fleming Watson Financial, Marietta College, and Chevron Corporation. Outside of his advisory role, he serves as an assistant baseball coach at Marietta High School. Commonwealth Financial Services is an SEC-registered investment adviser serving individuals, pensions, trusts, estates, corporations, broker/dealers’ customers, and state and municipal government clients. The firm offers a range of services including discretionary asset management, retirement-plan advisory programs, and insurance products through its affiliated agency.

Neal Watson is a CFP® with 29 years of industry experience, currently serving at Commonwealth Financial Services since 2023. His prior roles include positions at Arbor Point Advisors, Maplewood Investment Advisors, and Fleming Watson Financial Advisors, LLC. Outside of advisory work, he is also licensed as an insurance agent. Commonwealth Financial Services is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth clients, pensions, trusts, estates, corporations, and state and municipal government entities. The firm offers discretionary asset management, retirement-plan advisory programs, third-party money manager arrangements, and financial planning, combining fundamental and technical analysis with both direct and co-advisory account management.

John Miller is a financial advisor at Kovack Advisors, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kovack Advisors since 2006. Outside of his advisory role, he serves as chair of the Endowments Committee for the First Presbyterian Church in Marietta, Ohio. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, while also recommending third-party asset managers and offering financial planning and account aggregation services.

Mark Schwendeman is a financial advisor with ValMark Advisers, Inc. in Marietta, Ohio, holding a Series 63 designation and over 44 years of industry experience. He has been with ValMark Advisers and ValMark Securities since 2009 and is also a half-owner of the Schwendeman Agency, Inc., an independent full-service insurance agency. Outside of his advisory work, Schwendeman serves as Chairman of the Board for Shale Crescent USA, Inc., a nonprofit organization focused on economic development in the Mid-Ohio Valley, and holds leadership roles in several local businesses and community organizations, including the Marietta Country Club. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm emphasizes diversified, goal-based model portfolios with multi-asset allocation, utilizing mutual funds, ETFs, and third-party managers, and offers a range of proprietary platforms and advisory services including ETF-focused portfolio solutions.

Christin Neese is a financial advisor at Janney Montgomery Scott with four years of industry experience. She holds the Series 66 designation and has worked at Janney Montgomery Scott since 2020, with prior experience at Converge and Covenant College. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts through a broad range of services including portfolio management, financial planning, retirement plan consulting, and traditional brokerage.

William Howell is a CFP® professional with 42 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2005. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he has an ownership interest in an inherited condominium. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts through portfolio management, financial planning, retirement advisory, and brokerage services.

James Parsons is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2023. His prior experience includes roles at Wells Fargo Clearing and Edward D. Jones & Co., L.P. Parsons is also president of Parsons Properties, LLC, a non-investment rental property business. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm offers a multi-channel investment platform and a range of services including portfolio management, financial planning, and retirement advisory for individuals, high-net-worth clients, corporations, charities, and institutions.

Derek Smith is a financial advisor with Janney Montgomery Scott in Marietta, OH, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory role, he manages a family-owned farm LLC focused on recreational use, farming, timber selection, and potential family housing. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts through a multi-channel investment platform that includes third-party manager strategies, model-based and manager-traded solutions, and in-house portfolio management.

Joseph Bell is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Bell has been with Janney Montgomery Scott since 2014. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutions, offering portfolio management, financial planning, retirement plan advisory, and brokerage services through a multi-channel investment platform that includes third-party managers and in-house portfolio management.

Hollie Cremeans is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2020. Outside of advising, she is involved in selling Scentsy candles and wax products as a personal consultant, and also engages in home makeup sales through Avon, primarily promoting products to family and friends. Additionally, she performs data entry and bookkeeping work for a medical office during her personal time. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs and affiliated investment products under a fiduciary standard.

Wendy Martin is a financial advisor at Raymond James Financial with six years of industry experience. She previously worked at Wells Fargo Advisors for five years and spent over two decades at Peoples Bank. Martin holds Series 63 and Series 65 licenses. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans supported by extensive research and a broad affiliate network.

Brayden Sallee is a financial advisor at LPL Financial with a Series 66 designation and experience beginning in 2024. Prior to joining LPL, he held positions at River Cities Financial Services and United Parcel Service, and worked in education at Shawnee State University and local schools. 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 investment management solutions supported by an in-house research team and a broad network of investment adviser representatives.

Jill Howe is a financial advisor at Raymond James Financial with seven years of industry experience. She holds the Series 66 designation and has worked at firms including Wells Fargo Advisors and Hall Financial Advisors, where she also serves as Branch Manager and Operations Manager. Raymond James Financial Services Advisors, Inc. serves a wide range of clients including individual investors, high-net-worth individuals, pension plans, and institutional entities. The firm focuses on non-discretionary financial planning and investment consulting, emphasizing tailored strategies developed through client collaboration and supported by extensive research and a broad affiliate network.

Michael Mc Creary is a financial advisor with Raymond James Financial Services Advisors, Inc. in Marietta, Ohio. He holds a Series 66 designation and has four years of industry experience. Prior to joining Raymond James, he worked in education and retail, including roles with the Warren Local School District and Young's Family Market. Mc Creary is also an associate at Hall Financial Advisors LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and public entities. The firm provides financial planning and non-discretionary investment consulting, offering various implementation options and leveraging a broad affiliate network to support municipal and institutional clients.

Michelle Corbett is a financial advisor with Raymond James Financial in Marietta, OH, holding a Series 66 designation and 23 years of industry experience. She has worked with Peoples Bank and its affiliated entities since 2000 and has been with Raymond James Financial since 2001. Corbett also provides investment advice on 401(k) plans to individual clients and business owners through Peoples Investment Services. 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 consulting, offering tailored investment recommendations supported by extensive research and a broad affiliate network.

Brian Stover is a financial advisor with Raymond James Financial in Marietta, Ohio, holding a Series 66 designation and four years of industry experience. He has been with Raymond James Financial since 2021 and previously worked at Peoples Bank and Ohio University. Outside of his advisory role, he owns Brian Stover Drone Photography, providing drone services to local businesses and individuals. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed client interviews and supported by firm research and asset-allocation analysis.

Stephen Kirk is a financial advisor with Edward Jones in McConnelsville, OH, holding a Series 66 designation and 12 years of industry experience. He worked at J.P. Morgan Securities LLC from 2013 to 2019 before joining Edward Jones in 2019. Outside of his advisory role, he is a joint owner of a general farming business, Red Barn Acres, which is currently not income-producing. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors and emphasizes fiduciary standards in its services.

Michael Schneider is a financial advisor with Raymond James Financial Services Advisors, Inc. in Marietta, Ohio, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Prior to joining Raymond James, he worked at WesBanco Securities, Inc. and The Huntington Investment Company. He also serves as Vice President at Peoples Bank, where he provides retirement plan services and fiduciary products. 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 notable emphasis on advisory services delivered in a non-discretionary capacity.

Angela Ward is a financial advisor with Raymond James Financial in Marietta, Ohio, holding a Series 63 designation and over 31 years of industry experience. She has been with Raymond James Financial and its affiliates since 2006 and previously worked at Peoples Bank. Outside of her advisory role, she manages and supervises a team of client service associates at Peoples Investment Services. 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, offering tailored advice supported by extensive research and a broad affiliate network.

Patrick Reed Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. in Marietta, Ohio, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at United Bank, United Brokerage Services, and PNC Investments. He also serves as trustee of the Pat Reed Trust, which manages investments related to a life insurance policy held by an irrevocable life insurance trust. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a diverse client base, including individual investors, pension plans, charitable organizations, and institutions. The firm emphasizes tailored financial plans developed through client collaboration and utilizes a predominantly non-discretionary advisory model supported by a broad affiliate network.