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Michelle B
ChFC®, Series 63, Series 66
Zanesville, OH
Raymond James & Associates
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 M
Series 66
Zanesville, OH
Raymond James & Associates
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 H
Series 66
Zanesville, OH
Edward Jones
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 S
Series 66
Zanesville, OH
Edward Jones
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 B
Series 66
Zanesville, OH
LPL Financial
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.
Monica F
Series 66
Zanesville, OH
Edward Jones
Monica Farley is a financial advisor at Edward Jones in Zanesville, Ohio, holding a Series 66 designation with five years at Edward Jones and a total of six years in the industry. Prior to joining Edward Jones, she worked at Spectrum and has experience in other fields including a role at Grillin Dave's Style. 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 solutions supported by a large network of financial advisors and branch offices nationwide.
Stephen M
Series 63, Series 65
Zanesville, OH
Ameriprise
Stephen Mcelroy is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Alpha Financial Planning, Stratos Wealth Partners, The Huntington Investment Company, and Mercer Advisors. Outside of his advisory work, he serves as president of the Quarry Place Owners Association and is co-owner of McSwearingen Farms, a cattle farm. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored retirement planning and ongoing advice focused on income sources and tax-aware withdrawal strategies.
Seth C
Series 63, Series 65
Zanesville, OH
Merrill
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 D
Series 63
Zanesville, OH
LPL Financial
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 C
Series 66
Zanesville, OH
LPL Financial
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 Z
Series 66
Zanesville, OH
Raymond James & Associates
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 B
Series 63
Zanesville, OH
Edward Jones
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 G
Series 63, Series 66
Zanesville, OH
J.P. Morgan Securities
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 M
Series 66
Nashport, OH
Thrivent Investment Management
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 M
Series 66
Zanesville, OH
Merrill
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 M
Series 63, Series 65
Zanesville, OH
Raymond James & Associates
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 K
Series 66
Zanesville, OH
Raymond James & Associates
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.
Adam G
Series 66
Zanesville, OH
Raymond James & Associates
Adam Garber is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and Century National Bank. He serves as a committee member of the Genesis Foundation Pro-AM Committee, organizing a charitable golf tournament supporting a local health initiative in Zanesville, Ohio. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.
Joanne B
Series 66
Zanesville, OH
Raymond James & Associates
Joanne Bills is a financial advisor with Raymond James & Associates holding a Series 66 designation and 24 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 is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.
Marcus F
Series 66
Zanesville, OH
Edward Jones
Marcus Farley is a financial advisor at Edward Jones in Zanesville, Ohio, with six years of industry experience. He holds a Series 66 designation and has previously worked at Mark Mckinniss Allstate, IGS Energy, and Nickles Bakery. Farley serves as a board member for the West Muskingum Local School District and the Mid East Career and Technology Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.
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