Richard Miller is the sole advisor at Richard Miller Financial Services, LLC in Zanesville, OH, holding the ChFC® designation and Series 66 license with 25 years of industry experience. He has operated his firm since 2011. Outside of his financial advisory work, he is co-owner of a small beef cattle farming business established in 1988. Richard Miller Financial Services provides discretionary investment management and financial planning to individuals, high net worth clients, trusts and estates, pension and profit-sharing plans, and corporations. The firm manages approximately $8.38 million in discretionary assets, typically using mutual funds, ETFs, and individual securities, with a customized investment approach focused on fundamental analysis and both long-term and tactical strategies.

Thomas Lear is a CFA® charterholder with 26 years of industry experience. He has been with Alliant Capital Management LLC since 2007 and holds a Series 63 license. The firm provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, trusts, pension plans, and institutional entities. Alliant Capital Management builds customized portfolios using fundamental analysis and a range of securities, tailoring strategies to client goals with both long- and short-term holdings.

Karl Saunders is the sole advisor at Saunix Investment Management, LLC in Zanesville, Ohio, holding a Series 65 credential with five years of industry experience. He has been president of Saunix Management, Ltd. since 1996, a management consulting firm offering services including strategic planning, private security, martial arts, self-defense, and fitness training. Prior to his advisory role, he worked for 40 years at Orthopaedic Associates of Zanesville, Inc. Saunix Investment Management is an independent advisory firm serving mid- to high-net-worth individuals as well as organizational clients such as foundations, non-profits, and specialty occupational groups including military, law enforcement, private security, and health-care professionals. The firm provides personalized investment advisory and portfolio management services, using a range of securities and a combination of fundamental and technical analysis focused on low turnover and cost efficiency.

Renee' Smith is a CFA® charterholder with 26 years of industry experience. She has been with Hendley & Company, Inc. since 1984. Hendley & Company provides discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional entities such as corporate pension and profit-sharing plans, foundations, and trusts. The firm uses fundamental, company-level analysis supplemented by external research and manages a sizable asset base with a small advisory team.

Michael Snode is a financial advisor at Hendley & Co. Inc. in Zanesville, OH, with 18 years of industry experience. He has been with Hendley & Company, Inc. since 2006. Hendley & Company provides discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional entities such as corporate pension and profit-sharing plans, foundations, and trusts. The firm uses fundamental, company-level analysis supplemented by external research and typically favors longer-term holdings while employing short-term trades when appropriate.

Ross Weinberg is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and six years of industry experience. Prior to joining Kestra, he worked at Bank of America and Merrill. Outside of advisory work, he serves on the steering committee of Muskingum County Emerging Leaders, contributing to organizational direction and event planning. Kestra Private Wealth Services, LLC supports a diverse client base that includes individuals, retirement plans, and institutional entities by offering advisor-managed portfolios, financial planning, wrap-fee programs, and various investment solutions. The firm provides both discretionary and non-discretionary advisory approaches and maintains notable institutional relationships and affiliated trustee services.

Benjamin Forgrave is a financial advisor at Creative Financial Designs, Inc. in Zanesville, OH, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial, LLC. In addition to his advisory work, he serves as an Associate Pastor at Rooted Bible Fellowship in Newark, OH. Creative Financial Designs serves individual, corporate, and institutional clients, offering discretionary and non-discretionary investment management alongside financial planning and consulting. The firm uses asset-class allocations and risk-based models supported by third-party research and provides specialized strategies, including Biblically Responsible Investing.

David Weinberg is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 19 years of industry experience. His prior experience includes roles at Bank of America and Merrill. He is also involved with ATTAIN WEALTH PARTNERS, where he provides holistic financial planning, and he owns W.K.T.B. LLC, a wealth advisory entity. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory services, including discretionary and non-discretionary accounts, financial planning, and access to both in-house and third-party managed solutions.

Travis Dragan is a CFA® charterholder with nine years of experience in the financial advisory industry. He is currently with Mission Wealth Management, LP, where he has been since 2026. His prior roles include positions at Sequoia Financial Group, Lineweaver Wealth Advisors, PNC Asset Management, and Boyd Watterson Asset Management. Mission Wealth Management is a multi-team advisory firm serving affluent and high-net-worth individuals, families, and institutional clients through customized wealth management and financial planning solutions. The firm employs a long-term investment approach utilizing ETFs, mutual funds, individual securities, alternative investments, and third-party sub-advisors, with discretionary account management and integrated fiduciary services.

Chad Tom is a financial advisor at Independent Advisor Alliance, LLC with 24 years of industry experience. He holds a Series 66 designation and previously worked at Stratos Wealth Partners, LTD and LPL Financial, LLC. Independent Advisor Alliance serves a diverse range of clients including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement plan consulting. The firm employs a network model with several hundred advisory representatives and integrates technology platforms to provide portfolio management and estate-planning solutions.

Wayne Wycoff is a financial advisor with Independent Advisor Alliance, LLC, holding 11 years of industry experience. He previously worked at Stratos Wealth Partners, Ltd for nine years. Wycoff also has ownership interests in several entities, including Modern Gentleman, LLC, although these are not active business ventures. Independent Advisor Alliance serves a diverse range of clients, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm utilizes a network model with numerous advisory representatives and integrates technology platforms to support portfolio management and estate planning.

Stephanie Spillman is a financial advisor with Stratos Wealth Partners, Ltd., holding 17 years of industry experience. She has been with Stratos Wealth Partners and LPL Financial since 2015. Stephanie also provides administrative support within Stratos Wealth Partners. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm with around $18.6 billion in assets under management and approximately 366 advisors serving over 24,000 clients. The firm offers advisor-managed and model portfolios, third-party manager programs, and various financial planning services, utilizing an open-architecture approach that incorporates multiple external platforms and tools.

Nicholas Weiner is a financial advisor with Bankers Life Advisory Services, Inc. in Zanesville, OH, holding Series 65 and Series 63 licenses and six years of industry experience. He has been affiliated with Bankers Life Advisory Services since 2020 and also serves as a Unit Field Trainer for Bankers Life & Casualty, where he recruits and trains insurance agents. Prior to his advisory career, he worked in retail at Gabe's and Morris Hardware. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create customized portfolios tailored to clients’ goals and risk tolerances.

Andrew Wills is a Certified Financial Planner (CFP®) with eight years of industry experience, currently serving as an advisor at The Huntington Investment Company since 2018. His prior work includes roles at Ameriprise Financial Services and Edward Jones, as well as a position with Buckin Burger Food Group LLC. Outside of financial advising, he is a partner in an AirBnB rental property business. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm offers multiple wrap-fee programs on the Envestnet MAS platform, combining third-party sub-managers with proprietary Private Bank models under an open-architecture approach.

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.

Marcus Carpenter is a financial advisor with LPL Financial in Zanesville, OH, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He previously worked at Investment Professionals Inc and has concurrently served at North Valley Bank since 2012. Carpenter is a board member of the Franklin Local School District. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Riley Weber is a financial advisor at Edward Jones in Zanesville, Ohio, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Williams and Blue Racer Midstream. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a wide range of investment strategies and affiliated products supported by a large national network of advisors and branch offices.

Ryan Moyer is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. He previously worked at Bank of America and Merrill, where he spent over a decade in various roles. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

John Wood Jr. is a financial advisor with Stifel who holds Series 63 and Series 66 designations and has 27 years of industry experience. He joined Stifel in 2020 after working at Wells Fargo Clearing from 2016 to 2020 and Wells Fargo Advisors LLC from 2009 to 2016. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, offering analyses and guidance for asset allocation, retirement, insurance, and estate planning.

Michael Connell is a financial advisor with Cetera, holding a ChFC® designation and a Series 63 license. He has 42 years of industry experience, including extensive tenure at Foresters Financial before joining Cetera in 2019. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers multiple investment management options through a large network of advisors and a variety of program structures.