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. He previously worked at Bank of America and Merrill from 2019 to 2024. Outside of his advisory role, Weinberg serves on the steering committee for Muskingum County Emerging Leaders and owns a real estate business focused on property rehabilitation and management. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers a range of investment products and platforms with discretionary and non-discretionary arrangements, serving both individual and institutional clients.

David Weinberg is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and bringing 19 years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill. Outside of his advisory work, he owns W.K.T.B. LLC and is involved with Attain Wealth Partners, where he provides holistic financial planning services. Kestra Private Wealth Services offers investment advisory through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients with a broad range of investment products and specialized services.

Travis Dragan is a CFA® charterholder with nine years of industry experience. He currently works at Mission Wealth Management, LP and has previously held roles at Sequoia Financial Group, Lineweaver Wealth Advisors, PNC Asset Management, and Boyd Watterson Asset Management. Mission Wealth Management is a multi-team advisory firm that serves affluent and high-net-worth individuals and families, as well as entities like pension plans and endowments. The firm offers customized, long-term investment strategies and comprehensive financial planning using a range of investment vehicles, including alternative assets and third-party sub-advisors.

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. She holds 17 years of industry experience and has worked at Stratos Wealth Partners and LPL Financial since 2015. Her career includes roles at these firms, and she provides administrative support to Stratos Wealth Partners. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients through independent adviser representatives who use an open-architecture platform combining multiple third-party managers and customized portfolio solutions.

Nicholas Weiner is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Bankers Life, he worked at Gabe's and has held a role as a unit field trainer recruiting and training insurance agents affiliated with Bankers Life & Casualty, Inc. He is based in Zanesville, Ohio. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to develop tailored asset allocations and ongoing portfolio management aligned with clients' goals and risk tolerances.

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, holding Series 63 and Series 65 credentials and having 21 years of industry experience. He has worked at LPL Financial since 2017 and previously at Investment Professionals Inc. from 2012 to 2017. Carpenter serves on the Franklin Local School Board in Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports a range of investment strategies and operates extensive non-advisory financial activities alongside its advisory platform.

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.

Beau Moyer is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 13 years of industry experience. He has worked at Raymond James since 2022 and previously was with Bank of America and Merrill from 2014 to 2022. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research.

Daniel Kaufman is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018. Prior to joining J.P. Morgan, he was employed at ARES GEAR, INC. from 2015 to 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.