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.

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.

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.

Michelle Brown is a ChFC® credentialed financial advisor with 23 years of industry experience. She is currently with Raymond James & Associates and has previously worked at State Farm Investment Management and operated the Michelle Brown Insurance Agency. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, charitable organizations, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services, employing a range of portfolio management strategies supported by firm research and affiliated sub-advisers.

Steven Moyer is a financial advisor with Raymond James & Associates in Zanesville, OH, holding a Series 66 designation and bringing 24 years of industry experience. His prior roles include positions at Bank of America, N.A., and Merrill, where he worked for 13 and 21 years, respectively. 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, institutional clients, pension plans, and charitable organizations, offering financial planning and consulting services that emphasize tailored, non-discretionary strategies supported by firm research and a range of portfolio management options.

Matthew Harper is a financial advisor at Edward Jones in Zanesville, OH, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he serves as a board member of the Muskingum County Historical Society. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, and operates under a fiduciary standard.

Gavin Supplee is a financial advisor with Edward Jones in Zanesville, OH. He holds a Series 66 designation and has two years of industry experience, including prior roles at BBI Logistics and Prime Solutions LLC. Before joining Edward Jones, he was self-employed for four years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Thane Blosser is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with LPL Financial and The Community Bank-Ohio, having previously worked at Manning & Napier Investment Services, U.S. Bancorp Investments, and Raymond James Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors.

James Martin is a financial advisor with Cambridge Investment Research Advisors and holds 28 years of industry experience. He previously worked at Nationwide Securities, LLC for 10 years and has been involved with Martin Family Enterprises since 1999. Martin is also an independent insurance agent and serves on the board of LifeWise Academy-Tri-Valley. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals utilizing a range of portfolio management strategies and platform arrangements.

Stephen Mcelroy is a financial advisor with Ameriprise Financial Services who holds Series 65 and Series 63 licenses and has 33 years of industry experience. He previously worked at Alpha Financial Planning, Inc. for seven years before joining Ameriprise in 2020. Outside of his advisory role, he is involved in managing a cattle farm and serves as president of the Quarry Place Owners Association board. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Seth Conley is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2011 and brings over 20 years of experience in wealth management and financial education. Seth works collaboratively with a team to help clients achieve their financial goals and improve their wealth. 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), a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is affiliated with the Certified Financial Planner Board of Standards, Inc. Outside of his professional work, Seth teaches finance and economics at Mount Vernon Nazarene University. He is involved in community service through the Licking Memorial Development Council and MCBI Zanesville. Seth and his wife Summer live in Nashport with their three children.

Ronald Davis Jr. is a financial advisor with LPL Financial in Zanesville, Ohio, holding a Series 63 designation and 33 years of industry experience. He has been with LPL Financial since 1998. Outside of his advisory work, he has involvement in a non-variable insurance business and operates a real estate rental venture. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a large network of investment adviser representatives and a variety of investment strategies.

Christopher Clewell is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He has been with LPL Financial since 2007 and previously worked at The Huntington Investment Company in 2006. Clewell is also involved with The Community Bank in Zanesville, Ohio, where he dedicates time to financial institution duties. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services supported by model portfolios, third-party asset management, and institutional platforms.

Christa Ziegler is a financial advisor with Raymond James & Associates, holding a Series 66 credential and 17 years of industry experience. She previously worked at Merrill Lynch for 15 years before joining Raymond James in 2022. 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 that includes individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Scott Barr is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward Jones since 1999 and holds a Series 63 designation. Outside of his advisory role, Barr serves as an adjunct instructor in the Business and Finance Department at Zane State College in Zanesville, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of investment advisory programs and services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Ericka Groves is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She has worked at JPMorgan Securities LLC since 2017 and previously spent 12 years with U.S. Bancorp Investments, Inc. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside brokerage, distribution, and investment management capabilities, operating with a centralized due-diligence framework and a non-discretionary program approach.

Amanda Moerch is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise from 2020 to 2023 and in the automotive industry prior to that. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning without discretionary trading authority, combining planning with managed-account programs under a consolidated billing option called "WealthPlan."

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 with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior experience includes long tenures at Merrill and Bank of America. Outside of his advisory work, he serves on the advisory board of Friends of Secrest, a nonprofit organization focused on enhancing the Secrest Auditorium in Zanesville, Ohio. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services supported by a wide range of portfolio management styles and affiliated research.

Danielle Knox is a financial advisor at Raymond James & Associates with nine years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill. She serves on the finance and investment committee of the Zanesville Museum of Art, advising the board on selecting their outside investment manager. 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 charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.