Matthew Ferris is a financial advisor with Eagle Strategies (a New York Life firm) based in Dover, Ohio. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, including ongoing roles at Ferris Financial, LLC and New York Life since 2003. Outside of advisory work, he serves as Treasurer for a local nonprofit, Toys 4 Christmas, which provides free toys to children in need. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm’s approach involves a range of program types and emphasizes tailoring recommendations to client and Plan Sponsor objectives, with the majority of its assets managed on a non-discretionary basis.

Austin Fearon is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. He has worked at Commonwealth Financial Network and MaPP Investment Service, LLC since 2023 and previously was employed at the University of Mount Union and Garaway High School. His other business activities include fixed insurance sales conducted at his branch location. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including wealth management, retirement plan consulting, and discretionary model portfolios, while acting as a platform and operations provider for affiliated advisors.

Stephen Ericksen is a financial advisor with Primerica Advisors based in Sherrodsville, Ohio. He holds a Series 63 designation and has six years of industry experience. His prior firms include Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual. Outside of advising, he serves as power of attorney for a family member. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Bradley Wheeler is a financial advisor at The Huntington Investment Company with 26 years of industry experience. He holds a Series 63 designation and has worked previously at Shaker Investments LLC, Earnings Scout LLC, and Cleveland Research Company LLC. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture model that integrates third-party sub-managers and proprietary Private Bank models, offering multiple wrap-fee programs through the Envestnet MAS platform.

Julie Zeigler is a financial advisor at The Huntington Investment Company with 18 years of industry experience. She holds a Series 66 designation and has been with Huntington since 2002. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and proprietary Private Bank models, with advisory arrangements primarily based on percentage-of-assets wrap fees.

Heather Milburn is a financial advisor at Commonwealth Financial Network with 16 years of industry experience. She holds the Series 66 designation and has been with Commonwealth and Rea Wealth Management since 2010. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Mark Molk is a financial advisor with The Huntington Investment Company in Dover, Ohio, holding a Series 66 designation and 22 years of industry experience. He has been with The Huntington Investment Company since 2006 and previously worked at Ameriprise Financial Services, LLC. Outside of his advisory work, Molk serves as a varsity assistant football coach at Dover High School. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs through an open-architecture model that integrates third-party sub-managers, affiliate private bank models, and Envestnet overlay services.

Eric Tata is a financial advisor at The Huntington Investment Company with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services, Citizens Securities, and Edward Jones. Outside of his advisory role, he owns a rental duplex property. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that combines third-party and proprietary portfolio management strategies.

Paul Gorgas is a CFP®-certified financial advisor with Edward Jones in New Philadelphia, OH, where he has worked since 1998, totaling 27 years of industry experience. He is the sole proprietor of Gorgas, LLC, a private limited liability company. Edward Jones serves more than four million individual and institutional clients, offering a range of wealth management services through a nationwide network of over 23,000 financial advisors. The firm provides both discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Butler is a financial advisor at Primerica Advisors with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm utilizes third-party asset managers and a wrap-fee structure to deliver its investment solutions.

Joshua Daniels is a financial advisor with Primerica Advisors in New Philadelphia, OH, holding 18 years of industry experience. He has worked with Primerica Advisors since 2007 and Primerica Financial Services since 2006. Outside of advisory services, he is involved in the sale of loan products and home security and automation referrals through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure while delegating trading to BNY Mellon Advisors.

Jeffrey Positano is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked with Avantax Advisory Services and Avantax Investment Services and has operated Positano Tax & Financial Services LLC since 2008. Outside of his advisory role, he is involved in tax preparation and accounting, as well as insurance sales. Cetera Investment Advisers is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement services through a multi-manager platform with access to a variety of investment strategies and third-party managers.

Carson Gessner is a financial advisor at Edward Jones in New Philadelphia, OH, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Newton Asphalt Paving, Vertical Knowledge, and AXS Group. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

Gary Aller is a financial advisor with Primerica Advisors in New Philadelphia, Ohio, holding 18 years of industry experience. He has worked at PFS Investments Inc. since 2007 and Primerica Financial Services since 2006. Outside of advisory services, Aller is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and offers an exclusively percentage-based, tiered wrap fee structure.

Dennis Lint is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Walter Korns is a financial advisor at Primerica Advisors with 15 years of industry experience. He holds the Series 63 designation and has been with Primerica Advisors since 2009. Outside of his advisory role, he owns and assists with a silk screening company, Country Boys Printing, based in Dover, Ohio. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Kevin Phillips is a financial advisor with Primerica Advisors in New Philadelphia, OH, holding eight years of industry experience. He has worked with Primerica and its affiliated entities since 2018 and previously was employed by Alliance City Schools. Outside of financial advising, Phillips works as an energy advisor, a caretaker, and has been involved in delivery services. Primerica Advisors is a large-scale firm primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and provides a range of portfolio approaches supported by external custody and trade execution services.

Larry Cavalena is a financial advisor with Raymond James Financial in Dover, Ohio, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked with Raymond James Financial Services since 1988 and has been in his current role at Raymond James Financial since 2009. Outside of his advisory work, he is the owner and proprietor of The Cavalena Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes non-discretionary planning tailored to client goals and supports a broad network through specialized programs and consulting services.

Phillip Gebhardt is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work includes roles at NewEdge Advisors, Mid Atlantic Financial Management, and Mid Atlantic Capital Corporation. He is also involved in fixed insurance as an agent. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning and various advisory programs, providing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Lee Brown is a financial advisor with LPL Financial and holds a Series 63 designation. He has 36 years of industry experience and previously worked for Avantax Advisory Services and its affiliated firms for over three decades. Outside of his advisory role, Brown owns Lee E. Brown Tax Service, which provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, retirement consulting, and brokerage services supported by research, model portfolios, and technology solutions.