Dirk Miller is a financial advisor at PNC Wealth Management with 29 years of industry experience. He has held positions at PNC Investments since 2009 and previously worked at Natcity Investments, Inc. from 2000 to 2009. Miller holds the Series 63 and Series 65 designations. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven risk assessment and manages investments via approved model strategies with mutual funds and ETFs.

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.

Michael Kays is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. Prior to joining Lincoln Investment in 2017, he worked at Legend Equities Corporation and Valic Financial Advisors. Outside of his advisory role, he serves as an assistant varsity girls soccer coach for Northern Local School District. Lincoln Investment Planning, LLC is an enterprise-level investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm employs an in-house Investment Management & Research team to develop strategic model portfolios and offers a range of financial planning and portfolio management services.

Brett Warrick is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Newark, Ohio, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at The Huntington National Bank and Bankers Life Securities. Outside of his advisory work, he participates as a professional co-angler in bass fishing. FIFTH THIRD SECURITIES, Inc. serves a diverse client base that includes individuals, high-net-worth clients, and institutional accounts. The firm offers investment advisory and brokerage services through various programs on its Passageway Managed Account platform, utilizing third-party managers and strategies such as mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing.

Aryanna Miray is a financial advisor at Empower Advisory Group in Newark, Ohio. She holds the Series 66 designation and began her career in the financial services industry in 2026. Prior to joining Empower Advisory Group, she gained experience at Discover Financial Services and various other companies. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning approach and serves a large participant base relative to its advisor headcount.

Stacy Lynn Schindler is a financial advisor at Fifth Third Securities, Inc. in Newark, Ohio, holding a Series 66 credential with eight years of industry experience. Her prior roles include positions at Edward Jones, Piphany, Plexus Worldwide, and Thirty-One Gifts. She is currently affiliated with both Fifth Third Securities and Fifth Third Bank. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers via the Passageway Managed Account Program and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Kevin Cox is a Certified Financial Planner (CFP®) with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as secretary and board member of Local Partners LLC, a real estate holding company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory strategies and affiliated investment options, supported by a large network of financial advisors and branch offices nationwide.

Ritia Brown is a financial advisor at Mass Mutual Investors Services with 22 years of industry experience. She holds a Series 63 designation and has worked at MML Investors Services since 2017, Massachusetts Mutual Life Insurance Company since 2016, and MetLife Securities from 2004 to 2017. Brown serves as a board member for Lifewise, a program focused on Bible education in public schools, and is a committee member overseeing financial reporting for True Core Supervisory Board, a federal credit union. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures planning engagements as ongoing collaborations, using firm-approved software for goal analysis and delivering written recommendations.

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.

Edward Lowry Jr. is a financial advisor at Edward Jones with one year of industry experience and a Series 66 designation. Prior to joining Edward Jones, he was involved in various entrepreneurial ventures, including owning Magic Mobile LLC, a mobile phone repair and resale business, and Scratch Terminator LLC, which provides mobile car detailing services. He has also worked as a repair technician at Screenshot Repair. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 financial advisors.

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.

Aaron Reed is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 12 years of industry experience. His prior roles include positions at Cetera Advisor Networks, AmSpirit Business Connection, and Questar Capital Corporation. Reed is also involved with the Reed Family Irrevocable Trust and operates Retirement Blueprints, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Edward Lowry is a financial advisor with Edward Jones, holding a Series 63 designation and 26 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he serves as vice president or director of several companies, including BSI Industries Inc, Energrand Inc, and RentalTown.com Inc. 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 nationwide network of advisors and branch offices.

John Wood Jr. is a financial advisor with Stifel in Zanesville, Ohio, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing, A.G. Edwards & Sons, and UBS Financial Services. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

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.

Mitchell Cox is a financial advisor at Edward Jones in Newark, OH, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018. Outside of his advisory role, he is a co-founder of two startups, Bucket Brothers LLC and Shower90 LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages a diverse range of investment strategies through a nationwide network of advisors and offers affiliated mutual funds, a proprietary money market fund, and fiduciary advisory services.