Clare Schwemlein Brownfield is a financial advisor at Janney Montgomery Scott with 20 years of industry experience. She holds the Series 66 designation and has been with Janney since 2007. 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 institutions through a multi-channel investment platform that includes portfolio management, financial planning, retirement advisory, and custody services.

Mark Frazier is a financial advisor at Money Concepts Capital Corp with 24 years of industry experience. He holds a Series 63 designation and has been with Money Concepts since 2001. In addition to his advisory role, he is the president and managing partner of Mark A. Frazier CPA & Associates, a CPA office he has operated since 1992. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs using a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, employing fundamental and technical analysis alongside modern portfolio theory.

William Barber is a Series 66-licensed financial advisor with seven years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. He has worked at United Planners since 2018 and previously at Justice Financial Services Inc. from 2018 to 2022. Outside of his advisory role, he is a co-owner of Barber & Annunziata Wealth Management LLC, a pass-through LLC for tax purposes. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform using multiple custodians and third-party money managers and is notable for its largely non-discretionary asset mix and limited partnership ownership structure.

Cody Stapleton is a financial advisor with Money Concepts Capital Corp who holds Series 63 and Series 66 licenses and has eight years of industry experience. He has worked at Money Concepts Capital Corp since 2016 with a two-year period at Cambridge Investment Research Advisors and Cambridge Investment Research Inc. from 2019 to 2021. Outside of his advisory role, he is involved in Ollies Burgers & Barbeque, a family-owned restaurant business. Money Concepts Advisory Service (MCAS) offers portfolio management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and combines model portfolios, advisor-designed portfolios, and third-party sub-advisers, utilizing fundamental and technical analysis alongside modern portfolio theory.

Seth Ash is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds the Series 66 designation and has worked at Janney Montgomery Scott since 2016, following five years at Kroger. Outside of his advisory role, he serves on the boards of several Chillicothe community organizations, including the Main Street Program, Build Chillicothe, and Jaycee Public Golf Course. 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 with portfolio management, financial planning, and retirement consulting services for individuals, high-net-worth clients, corporations, charities, and institutions.

Tammy Ashworth is a financial advisor at Janney Montgomery Scott with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Janney since 2008. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm offers a range of services including portfolio management, financial planning, retirement plan advisory, and traditional brokerage for individuals, high-net-worth clients, corporations, charities, and institutions.

Levi Gerber is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked at firms including Park Avenue Securities and Guardian Life Insurance Company. His background also includes roles outside financial services, such as positions at Miami University and the Chillicothe Country Club. 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 various account platforms and third-party strategists.

Olivia Dresbach is a financial advisor with Edward Jones in Chillicothe, OH, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at the University of the Incarnate Word School of Physical Therapy from 2015 to 2017. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides services under a fiduciary standard.

Laura Baker is a Series 66 credentialed financial advisor with Edward Jones in Chillicothe, Ohio, and has three years of industry experience. She previously worked at Roosters and spent eleven years with the Pickaway County Family YMCA. Laura has been with Edward Jones since 2014, including her current tenure starting in 2023. 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 network of financial advisors and branch offices nationwide.

William Willis is a financial advisor with Primerica Advisors in Chillicothe, OH, holding a Series 63 designation and 24 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2001. Outside of investment advisory, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating a percentage-based wrap fee structure and maintaining authority over its investment models.

Edward Roberts is a financial advisor with LPL Financial in Waverly, Ohio, holding a Series 63 designation and 25 years of industry experience. He has worked at LPL Financial since 2000 and has been associated with Homeland Credit Union since 2011. Outside of his advisory role, Roberts serves as a for-profit board member of Ohio Valley Bancorp and owns Dogwood Hills Golf Course. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan participants, institutions, and high-net-worth households. The firm supports its investment advice with an in-house research team and offers a broad range of portfolio management options and financial planning services through a large network of investment adviser representatives.

Kevin Norman Jr. is a CFP® professional with 18 years of industry experience, currently affiliated with Raymond James Financial. He previously worked at Wells Fargo Advisors for eight years. Norman operates an independent investment firm and serves as CEO of Compass Investment Group. 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 offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through client collaboration and supported by firm research.

Matthew Edler is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2003 and holds a Series 63 designation. Outside of his advisory role, he is involved in agricultural landownership through the Edler Family Farm in Frankfort, 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 and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Matthew Dresbach is a financial advisor with Edward Jones in Chillicothe, Ohio, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of sectors. The firm manages approximately $1.01 trillion in assets and delivers both discretionary and non-discretionary investment strategies through a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Benjamin Karst is a financial advisor with Edward Jones in Chillicothe, Ohio, holding a Series 66 designation and over four years of industry experience. Before joining Edward Jones, he worked in various educational roles with Hilliard City Schools, Buckeye Valley Schools, and Unioto Local Schools. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Joseph Uhrig is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012 and operates his own independent financial services business, Uhrig Financial. Uhrig serves on the board of directors for Kingston National Bank and participates in the United Way of Ross County’s income grant committee. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services across multiple account platforms, utilizing both model-based and individualized investment approaches.

Nicholas Arnold is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 credentials and has been associated with various Fidelity entities since 2014, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI in research.

Arthur Dossman is a financial advisor with Edward Jones in Chillicothe, Ohio, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors.

James Schafer is a CFP® professional with 35 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2014. He has worked within the Cambridge group since 2010. Outside of his advisory role, Schafer is an independent insurance agent and serves as secretary of the Masonic Lodge Scioto #6 in Chillicothe, OH. 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 various account platforms and a combination of model-based and discretionary approaches.

William Betson Jr. is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017. Prior to his current role, he was employed at Sprint PCS for one year. 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 solutions, supported by a large nationwide network of financial advisors and branch offices.

Matthew Crace is a financial advisor with LPL Financial in Chillicothe, OH, holding a Series 63 designation and eight years of industry experience. Prior to joining LPL Financial in 2018, he worked at W&S Brokerage Services and Western Southern Life. He serves on the board of the EA "Eddie Robbins" Memorial Scholarship Fund in Piketon, 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 range of delivery options supported by an in-house research team that constructs model portfolios and provides strategic and tactical investment implementations.

Natalie Dulaney is a financial advisor with LPL Financial in Waverly, Ohio, holding a Series 66 credential and three years of industry experience. Her prior roles include positions at Raymond James Financial Services, Wells Fargo Advisors, and Compass Investment Group. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a broad network of investment adviser representatives.

Zachary Holbert is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. and BHM CPA Group, Inc. Holbert also engages in tax preparation and accounting services through Rathkamp Financial, Inc., a business related to his advisory activities. 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 investment solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product offerings such as insurance and annuities.

William Rathkamp is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., VOYA Financial Advisors, and managing Rathkamp Financial Inc., which also provides tax preparation and accounting services. Rathkamp Financial Inc. has operated since 2009 alongside his advisory work. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with in-house research and a range of investment models, combining large-scale advisory capabilities with various product offerings such as insurance and cash-management services.

Jarrell Witty is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. His career includes roles at LPL Financial, Securities America, and OSAIC. Outside of his advisory work, he owns Creative Visuals LLC, a photography and video business. 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 and financial planning services, combining advisor-managed accounts, model portfolios, and third-party solutions with notable retirement and fiduciary capabilities.

Adam Halm is a financial advisor with LPL Financial, holding the CFP® designation and Series 66 license, and has 20 years of industry experience. He previously worked at VOYA Financial Advisors and operates his own tax preparation business, Adam Halm Investment Services LLC, which he has owned since 2013. In addition to his advisory work, Halm is involved in insurance sales through the Lansing Insurance Agency. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plans, institutions, and charities. The firm offers a range of investment solutions supported by an in-house research team, combining large-scale advisory operations with additional non-advisory product offerings.