Brent Markley is a financial advisor at Janney Montgomery Scott with 40 years of industry experience. He holds a Series 63 designation and previously worked at Stratos Wealth Partners, Ltd and LPL Financial. Markley is based in Cambridge, Ohio. 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 solutions, and in-house portfolio management.

Grant Beckley is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stratos Wealth Partners, LTD and LPL Financial, LLC from 2011 to 2024. 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 range of services including portfolio management, financial planning, and retirement plan advisory.

Mikelle Copella is a financial advisor at Janney Montgomery Scott with 20 years of industry experience. She holds a Series 63 designation and previously worked at Stratos Wealth Partners, LTD and LPL Financial. 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 third-party manager strategies, model-based solutions, and in-house portfolio management.

Matthew Lashley is a Series 66 licensed financial advisor with Edward Jones in Cambridge, Ohio, and has one year of industry experience. Prior to joining Edward Jones, he held positions at Integrity Kokosing Pipeline Services, Beaver Excavating, and Bi-Con Services Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining a nationwide network of more than 23,700 financial advisors.

Steven Marvin is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to this, he worked at Huntington National Bank for 29 years. 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 nationwide network of more than 23,000 financial advisors.

Christina Bradison is a financial advisor with Edward Jones in Cambridge, OH, holding a Series 66 designation and 19 years of experience at the firm. Outside of her advisory role, she has worked as a restaurant server. Edward Jones is a full-service wealth management firm serving over four million clients, with approximately $1.01 trillion in assets under management and a large national network of advisors. The firm offers a range of advisory programs, including wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

Hanna Luburgh Agin is an Associate Resident Director at Merrill, where she joined in 2015. She works as a financial advisor on the Conley, Maxwell, Luburgh & Ward team based in Zanesville, Ohio. Alongside her colleagues, she provides a range of services including college education planning, divorce transition planning, family wealth management strategies, legacy planning, philanthropic planning, and portfolio management. She holds a Bachelor's Degree from The University of Akron and has earned the Personal Investment Advisor (PIA) designation. Hanna is involved in professional and community organizations such as the Genesis Hospital Foundation Board and previously served on the Muskingum Valley Park District and Salvation Army boards. In addition, she contributes to local activities as the Zanesville City Half Marathon Race Director. Hanna lives in Zanesville with her husband, Josh, their daughter, Alyxandra, and their two Siberian huskies. She participates in basketball, golfing, and running, and brings a focus on connecting all aspects of clients' financial lives to prioritize and pursue their goals.

Ryan Moyer is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations primarily through non-discretionary advisory relationships and also serves municipal clients with public-financing and investment banking capabilities.

Rory Stelzer is a financial advisor with Edward Jones in Cambridge, Ohio, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2017 and previously was employed by Southeastern Ohio Regional Medical Center from 2012 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Beau Moyer is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and supports municipal clients with public-financing and investment banking capabilities.

Jordan Hunkins is a Series 66-licensed financial advisor at Edward Jones with seven years of industry experience. He has worked primarily at Edward Jones since 2018, with prior experience at OneMain Financial and Bethany College. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Lidia Laurie is a financial advisor with Edward Jones in Cambridge, Ohio, holding Series 63 and Series 65 designations and six years of industry experience. Her prior roles include positions at The Huntington Investment Company and The Huntington National Bank. 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 broad network of advisors and branch offices, offering a range of advisory strategies, affiliated mutual funds, and fiduciary services.

Michelle Brown is a financial advisor at Raymond James & Associates with 22 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining Raymond James in 2024, she worked at State Farm Investment Management and managed her own insurance agency. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports municipal clients with specialized public finance and institutional consulting capabilities.

Steven Moyer is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America prior to joining his current firm. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and municipal finance services.

Zachary Cline is a financial advisor at Raymond James Financial with three years of industry experience. He holds a Series 66 designation and has worked at several firms including Ameriprise and W&S Brokerage Services. Cline also serves as a relationship manager for trust accounts at Peoples Bank. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations across brokerage, advisory, and managed account platforms.

Thane Blosser is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with LPL Financial and The Community Bank-Ohio, having previously worked at firms including Manning & Napier Advisors, U.S. Bancorp Investments, and Raymond James Financial Services. 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 range of financial planning and investment management solutions supported by an in-house research team and a broad platform of advisory and brokerage options.

Stephen Mcelroy is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Alpha Financial Planning, Inc. outside of his current role. In addition to his advisory work, he co-owns a cattle farm and serves as president of a homeowners association board. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies to provide tailored recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Alicia Dassylva is a financial advisor at Merrill with 12 years of industry experience and holds the Series 66 designation. She has worked at Merrill since 2013 and is also affiliated with Bank of America, N.A. since 2020. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients through managed account programs, discretionary portfolio management, and brokerage services. The firm offers multiple investment program strategies with advisor or client discretion, supported by a platform that integrates closely with Bank of America’s broader banking and capital-markets services.

Seth Conley is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in wealth management and financial education. Since joining Merrill in 2011, he has worked alongside a team of professionals to help clients live their best lives by providing goal-based retirement planning, investment management, and financial guidance tailored to their needs. His expertise includes areas such as divorce transition planning, employee benefits planning, employee financial health, legacy planning, and personal retirement planning. Seth holds a Master’s degree from Ohio Dominican University and a Bachelor’s degree from Ohio University. He is a CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In addition to his financial advisory role, he teaches finance and economics at Mount Vernon Nazarene University. Seth serves on the Licking Memorial Development Council and is involved with MCBI Zanesville. He also coaches youth football and baseball and serves as a deacon at Licking Valley Church of Christ. Seth resides in Nashport, Ohio, with his wife and three children. His personal interests include boxing, football, gardening, ice hockey, reading, swimming, and traveling. He is focused on delivering professional financial advice and supporting clients across central and southeastern Ohio.

Ronald Davis Jr. is a financial advisor with LPL Financial in Newark, Ohio, holding a Series 63 designation and 32 years of industry experience. He has been with LPL Financial since 1998. Outside of his advisory role, he is involved in a non-investment-related real estate rental business. 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 a large network of investment adviser representatives.

Christopher Clewell is a Series 66-licensed financial advisor with LPL Financial, based in New Concord, Ohio. He has 21 years of industry experience and has been with LPL Financial and its predecessor since 2007. Outside of his advisory role, he is involved in financial institution duties at The Community Bank in Zanesville, Ohio. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, institutions, and charities. 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.

Christa Ziegler is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 16 years of industry experience. She previously worked at Merrill Lynch for 15 years before joining Raymond James in 2022. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and maintains capabilities in public finance and municipal services.

Daniel Maxwell is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 2008, providing expertise in areas such as Retirement Plans, Wealth Management, Debt Management, and Investment Management. His client focus includes College Education Planning, Family Wealth Management Strategies, Legacy Planning, Personal Retirement Planning, Small Business Strategies, and Retirement Income. Daniel holds a Bachelor's Degree from the University of Dayton and carries the Professional Investment Advisor (PIA) designation. He resides in Zanesville with his wife, Marianne, and their four children. Outside of his professional work, Daniel is active in his church community and participates in various local youth sports programs. His personal interests include golfing, soccer, and spending time with his family.

Mark Moyer is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and Bank of America. Outside of his advisory role, he serves on the advisory board of Friends of Secrest, a nonprofit organization focused on enhancing the Secrest Auditorium in his community. Raymond James & Associates offers financial planning and investment consulting to a diverse client base including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

Nathan Larrick is a financial advisor with Raymond James Financial Services Advisors, Inc. in Cambridge, Ohio, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has been affiliated with Raymond James since 2011 and is also involved as an instructor with Dave Ramsey Financial Peace University since 2019. 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 governmental entities. The firm offers financial planning and non-discretionary investment consulting, leveraging asset-allocation analysis and firm research, with a distinctive focus on advisory services that often maintain client decision authority rather than discretionary management.

Jacob Stelzer is a financial advisor with Edward Jones in Cambridge, Ohio, holding a Series 66 designation and two years of industry experience. He has been with Edward Jones since 2022. Outside of his advisory role, Stelzer serves as a volunteer deputy sheriff with the Noble County and Guernsey County Sheriff's Offices. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Danielle Knox is a financial advisor at Raymond James & Associates with nine years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Terillium. She serves on the finance and investment committee of the Zanesville Museum of Art, advising on the selection of their outside investment manager. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations supported by proprietary research and serves both retail and institutional clients.

Adam Garber is a financial advisor with Raymond James & Associates in Zanesville, Ohio, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Bank of America, Merrill, Southern New Hampshire University, and Century National Bank. He serves as a committee member for the Genesis Foundation Pro-AM, a charitable organization that raises funds through an annual golf tournament to support a local health initiative. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and has capabilities in public finance and institutional consulting.

Joanne Bills is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 23 years of industry experience. She worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 22 years before joining Raymond James in 2022. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides both non-discretionary advisory services and institutional consulting, with a notable focus on public finance and municipal work.

Jessica Bloebaum is a financial advisor at Raymond James & Associates with one year of industry experience. She holds a Series 66 designation and has a background that includes roles at OhioHealth Riverside Methodist Hospital and the University of Cincinnati Medical Center. Bloebaum serves as a finance and investment committee member for the Downtown Newark Association, a nonprofit organization. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs, with additional capabilities in public finance and municipal services.

Jeffery Willard is a financial advisor with Edward Jones in Cambridge, OH, holding a Series 66 designation and bringing 15 years of industry experience. He has been with Edward Jones since 2010. 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 network of nearly 24,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and proprietary funds, operating under a fiduciary standard.

Marissa Ward is a Senior Financial Advisor with Merrill Lynch Wealth Management, joining the firm in 2018. Prior to her current role, she was a partner at a regional CPA firm in southeast Ohio for 13 years, where she worked with business owners, physicians, executives, and families. This background provides her with a distinctive perspective on wealth management, particularly in understanding the tax implications of financial decisions. Marissa is a member of the Conley, Maxwell, Ludburgh & Ward team based in Zanesville, Ohio, a group recognized on the Forbes "Best-in-State Wealth Management Teams" list for 2023, 2024, and 2025. Her expertise includes wealth management, debt management, investment management, business succession strategies, and retirement planning. Marissa serves a diverse client base with a focus on education planning, family wealth management strategies, philanthropic planning, and specialized services for endowments, foundations, and non-profits. She holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Capital University. Marissa is active in her community, contributing as a board member for Big Brothers Big Sisters of Licking and Perry Counties and serving as an assistant girls’ basketball coach at New Lexington High School. She participates in several organizations, including Bishop Rosecrans High School, New Lexington High School, and St. Rose Church. Outside of her professional and community activities, she enjoys basketball, camping, golfing, music, reading, movies, and spending time with her husband and two daughters.

Edward Hickman is a financial advisor with Primerica Advisors in Cambridge, OH, holding a Series 63 license and 23 years of industry experience. He has worked with Primerica Financial Services since 2001 and was associated with Bushby Enterprise Inc. from 2016 to 2019. Outside of his advisory role, he owns Hickman & Associates, an independent representation connected to Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, emphasizing a tiered percentage-based fee model.

Robert Howell is a Series 66-licensed financial advisor with Edward Jones in Cambridge, Ohio, with nine years of industry experience. He has worked at Edward Jones since 2016 and previously spent one year at Home Point Financial Corp. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets and supports its advisory services with a large national network of financial advisors and branch offices.

Ryan Braglin is a Series 66-registered financial advisor at Edward Jones in New Concord, OH, with six years at the firm and a total of five years in the industry. His prior work includes roles in various health and counseling services as well as public service positions. He is associated with Braglin Vocational Services LLC and assists occasionally with Braglin LLC, a holistic health business owned by his spouse. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory programs and strategies supported by a large network of advisors and branch offices nationwide.