Kenton Mickley is a financial advisor with ValMark Advisers, Inc. He holds the Series 66 designation and has five years of industry experience. Prior to joining ValMark Advisers and ValMark Securities in 2020, he worked at First Knox National Bank and People's Bank of Gambier. Outside of his advisory role, Mickley serves on the Knox County Career Center Advisory Board and volunteers with local business networking and his church’s finance committee. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services through a network of approximately 280 representatives. The firm offers diversified, goal-based portfolios primarily implemented with mutual funds, ETFs, and third-party managers, supported by proprietary platforms and third-party programs.

Derrick Edwards is a financial advisor at CoreCap Advisors with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at W & S Brokerage Services and Western & Southern Life. Edwards is also affiliated with Cooper Adel Vu Financial, where he provides financial services including insurance and annuity sales. CoreCap Advisors serves individuals, retirement plans, and institutional clients, offering discretionary investment and portfolio management along with financial planning. The firm employs a relationship-oriented, long-term investment approach focused on mutual funds, ETFs, equities, and bonds, and manages third-party sub-advisors across multiple custodial platforms.

Olivia Groves is a CFP® with five years of industry experience currently affiliated with ValMark Advisers, Inc. She has worked at Valmark Securities, Inc. and Spearman Financial Services since 2021. Outside of her advisory role, she is involved in Mary Kay cosmetics as a consultant hosting makeup parties. ValMark Advisers provides investment advisory and financial planning services to a broad client base, including individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm employs diversified, goal-based model portfolios and asset allocation strategies, utilizing mutual funds, ETFs, and separate-account managers with ongoing monitoring and rebalancing by investment advisory representatives.

J. Howard is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and 23 years of industry experience. His career includes roles at LifePro Asset Management, Kestra Financial Services, Goldberg, Clouse & Edgell, and Merit Advisors, LLC, where he is also an owner involved in financial strategy and insurance sales. Outside of his advisory work, he serves as a board member for the Fellowship of Christian Athletes’ Whole in One Ministry, participating in monthly meetings and fundraiser planning. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a broad platform of services such as model portfolio solutions, discretionary asset management, financial planning, ERISA plan services, and self-directed brokerage support.

David Kuhn is a Series 66-registered financial advisor at The Huntington Investment Company with 15 years of industry experience. He has been with Huntington since 2012 and recently held a position at Ameriprise from 2026 to 2027. The Huntington Investment Company serves individuals—including high-net-worth clients—as well as charitable organizations, corporations, and other business entities through advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party and proprietary investment strategies.

Morgan Zolman is a Series 66 licensed financial advisor at The Huntington Investment Company with two years of industry experience. Prior to joining the firm, he held positions at The Huntington National Bank, JBH-R/W, LLC, Bad Apple Pub, and Panera Bread. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with a range of advisory and brokerage services. The firm utilizes an open-architecture investment model combining third-party and affiliate strategies, offering multiple wrap-fee programs through the Envestnet MAS platform.

Marcus Arnold is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. He holds a Series 63 designation and has previously worked at Pruco Securities, The Prudential Insurance Company of America, and NYLIFE Securities. Arnold serves as treasurer for Compassionate Acres Farm Sanctuary, a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing proprietary models and third-party strategies tailored to client objectives.

Jacob Bresnahan is a CFP® and holds a Series 66 license with eight years of industry experience. He has been with Edward Jones since 2017. Prior to his financial advisory career, he worked at Longhorn Steakhouse for three years. Edward Jones is a full-service wealth management firm serving more than 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 Wehner is a financial advisor with LPL Financial in Mount Vernon, Ohio, holding a Series 63 designation and with 28 years of industry experience. He has worked at LPL Financial since 2018 and has long-standing experience at INVEST Financial Corp. and Putnam Senior Care. Outside of his advisory role, he is involved in a shrimp farming business in Mount Vernon. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management supported by research and model portfolios.

Megan Gentille is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and seven years of industry experience. She has been with Cambridge Investment Research Advisors since 2019 and worked previously at Mosaic Financial Group. Megan operates under multiple trade names in Mount Vernon, Ohio. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm employs a range of portfolio management solutions and offers both proprietary and third-party strategies, with investment implementations tailored to client objectives through various custody and platform arrangements.

James Hill is a financial advisor with Edward Jones in Bellville, Ohio, holding a Series 63 designation and 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory work, Hill is co-owner of a vegetable, fruit, and cattle farm. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including managed accounts, affiliated mutual funds, and overlay services, supported by a large national network of advisors and branches.

Austin Boyd is a financial advisor with Cambridge Investment Research Advisors in Bellville, OH, holding a Series 66 designation and six years of industry experience. Prior to joining Cambridge in 2024, he worked at Morgan Stanley from 2018 to 2023 and had roles at JP Morgan Securities LLC and Western and Southern Life in 2017. Outside of his advisory work, Boyd is involved with ESB Wealth and Investments, where he holds ownership and marketing responsibilities. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals, employing a range of portfolio management strategies and multiple platform arrangements.

Jesse Stacy is a CFP® and holds a Series 66 license with seven years of industry experience. He has worked with Cambridge Investment Research Advisors since 2021 and previously with Edward Jones. Outside of his advisory role, Jesse serves as a board member and NexGen director for the Financial Planning Association in Columbus and owns a firm providing tax services, as well as a media business focused on educational content. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services delivered through independent Financial Professionals utilizing a range of portfolio management approaches and platform arrangements.

David Taylor is a financial advisor with Cetera in Bellville, Ohio, holding a Series 63 designation and bringing 27 years of industry experience. He has worked at Cetera since 2008 and also operates a CPA practice since 1982. Outside of his advisory role, he serves as a fiscal officer and non-voting municipal board member for Jefferson Township, Ohio, and supervises local road and fire departments as an administrator. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various discretionary and non-discretionary program options.

Allen Jacobson is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. His work background includes roles in various service and cleaning companies, as well as employment at Mount Vernon Nazarene University. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Nicki Pifer is a financial advisor at Edward Jones in Mt Vernon, OH, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she was involved with A Place For Me LLC for ten years. Outside of her advisory work, she has participated in teaching meditation classes in Fredericktown, OH. Edward Jones is a full-service wealth management firm serving a diverse client base including individual and institutional investors. The firm manages over $1 trillion in assets and provides a wide range of discretionary and non-discretionary investment services supported by a large network of financial advisors and branch offices nationwide.

Mitchell Rooks is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Loudonville Farmers Equity Company and has a background in agricultural businesses. He serves as a board director for the Ashland County Farm Bureau, where he participates in public policy and agriculture education initiatives. Edward Jones is a wealth management firm serving individual and institutional clients through a nationwide network of over 23,700 advisors. The firm offers a range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Susan Sukys is a CFP® and holds a Series 66 license with 21 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2018, following 13 years at Money Concepts Capital Corp. Outside of her advisory role, she serves as a leadership council member and chair of the Knox County Area Activity Council for the National Federation of Independent Business. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent professionals, utilizing various portfolio management platforms and both proprietary and third-party strategies.

Joshua Lambert is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2019, following 14 years at Ameriprise Financial Services, Inc. Lambert is also licensed as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and various investment strategies.

Sara Mankins is a financial advisor at Edward Jones in Mt Vernon, OH, holding a Series 66 designation with 14 years of industry experience, all with Edward Jones since 2012. Outside of her advisory role, she is involved as a distributor for a vitamins and health supplements business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated services, supported by a large nationwide network of advisors and branch offices.