Derrick Edwards is a financial advisor at CoreCap Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at W & S Brokerage Services and Western & Southern Life. Edwards is also involved with Cooper Adel Vu Financial, providing financial services including insurance and annuity sales. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm emphasizes a relationship-oriented, long-term investment approach, utilizing mutual funds, ETFs, individual securities, and selective use of options.

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.

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 worked at Cambridge Investment Research since 2018, following prior roles at Pruco Securities, The Prudential Insurance Company of America, NYLIFE Securities, and New York Life Insurance. Outside of his advisory work, he serves as treasurer for Compassionate Acres Farm Sanctuary. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors by providing financial planning, investment management, and retirement advisory services. The firm offers multiple investment platforms and proprietary as well as third-party strategies, with services tailored to client objectives through a network of independent Financial Professionals.

Jacob Bresnahan is a financial advisor at Edward Jones in Mount Vernon, Ohio, holding the CFP® and Series 66 designations with nine years of industry experience. He has worked at Edward Jones since 2017 and previously held a role at Longhorn Steakhouse from 2014 to 2017. 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 wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Wehner is a financial advisor with LPL Financial in Mount Vernon, Ohio, holding the Series 63 designation and bringing 28 years of industry experience. He previously worked at INVEST Financial Corp. for 10 years and has been involved with Putnam Senior Care since 1997. Outside of finance, he serves as a statutory agent for a shrimp farm in Mount Vernon and acts as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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 extensive technology and oversight of more than $819 billion in discretionary assets.

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.

David Kuhn is a financial advisor at Ameriprise with 16 years of industry experience. He holds the Series 66 designation and previously worked at The Huntington Investment Company for 14 years. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which combines written recommendations with ongoing advice focused on income sources and tax-aware withdrawal strategies.

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 the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 14 years before joining LPL Financial in 2019. 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, including financial planning, model portfolios, and institutional platforms, supported by various investment strategies and advisor tools.

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.

Todd Buck is a Series 66-credentialed financial advisor with four years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes roles in education with Springfield City Schools and Port Clinton City Schools. Outside of his advisory work, he owns and consults for Compelled Organizational Consulting. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of proprietary and third-party investment strategies delivered across multiple platform arrangements.

Alexander Bullock is a CFP®-certified financial advisor with Edward Jones in Mt Vernon, OH, bringing eight years of industry experience. He has worked at Edward Jones since 2017, with prior experience at Washington University in St. Louis and Postmates. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions backed by a large network of financial advisors and branch offices.