Adam Ponton is a financial advisor at Raymond James Financial Services Advisors, Inc. with eight years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Raymond James since 2016. Ponton also serves as president of Ponton Professional Services, LLC, a support entity related to his insurance business activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, supporting a broad advisor network and specialized municipal and public finance services.

Ryan Mills is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 13 years of industry experience. His prior work includes roles at The Granville Investment Group, Inc. Mills serves on the Finance and Investment Committee of the Licking County Foundation, where he reviews the investment portfolio and policy statements. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers non-discretionary planning tailored to client goals through analytical tools and supports municipal and public-finance work, alongside specialized advisory programs.

Michael Chiacchira is a financial advisor at Edward Jones with 20 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cierra Hershey is a financial advisor with Ameriprise in Granville, Ohio, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Agia, Valic Financial Advisors, Farmers National Bank, Northwestern Mutual, TJ Maxx, and Northwestern Local Schools. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Gregory Large is a financial advisor with LPL Financial based in Newark, Ohio, holding a Series 66 license and 26 years of industry experience. He has previously worked at Vantage Financial Group, CETERA Advisor Networks, and NBC Securities. Outside of his advisory role, he is involved with Retirement Blueprints LLC, focusing on non-variable insurance products. 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 financial planning and investment services through a large network of advisors, employing various portfolio management strategies and technology tools to support client solutions.

Douglas Stutz is a financial advisor with Edward Jones in Newark, OH, holding a Series 63 designation and 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he owns and maintains several rental properties and office spaces. 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 programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Tyler Dunlap is a Series 66 credentialed financial advisor with six years of industry experience. He has been with Edward Jones since 2019, following a four-year tenure at Genesis Healthcare. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products supported by a network of more than 23,700 advisors nationwide.

James Barton is a financial advisor at OSAIC with 37 years of industry experience. He has previously worked at FSC Securities Corp and has operated his own firm, Jim Barton & Associates, since 1986. Barton serves as president of the Sugar Loaf Foundation, which manages the beautification and safety of a local park in Granville, Ohio. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and nonprofits, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and risk-tolerance assessments to build portfolios across multiple asset classes, with options for discretionary or non-discretionary management.

David March is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. His prior work includes roles at Nationwide Securities LLC and J.P. Morgan Chase & Co. He holds Series 63 and Series 66 designations. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, money-manager programs, and educational seminars.

Mariah Gibbs is a financial advisor at Edward Jones in Granville, Ohio, holding Series 63 and Series 65 credentials with one year of industry experience. Prior to joining Edward Jones, she worked for Granville Exempted Schools for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Matthew Glover is a financial advisor at Edward Jones in Pataskala, OH, holding a Series 66 designation. He has experience with several financial institutions, including JP Morgan Chase, PNC Financial Services, Stearns Bank, and a brief period of self-employment prior to joining Edward Jones. 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, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Anthony Spring is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. His prior work includes significant tenures at Questar Asset Management and Securities America Advisors. Outside of advisory roles, he also serves as a notary public. OSAIC serves a diverse client base, including individual and institutional investors, offering a range of financial planning, investment advisory, and brokerage services. The firm employs asset-allocation tools and third-party platforms to create tailored portfolios that incorporate various investment products and management styles.

Eric Koller is a financial advisor with Ameriprise in Pataskala, OH, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its predecessor firms since 1997. Outside of his advisory role, he serves as president of the Street Elite Corvette Club. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm offers a broad range of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that combines research, modeling, and tax-efficiency analysis to generate tailored recommendations.

Tabitha Hahn is a financial advisor at Edward Jones with nine years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2016, she worked at McDonald's Corporation for 22 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 investment strategies and affiliated products, operates under a fiduciary standard, and reported approximately $1.01 trillion in assets under management.

Adam Conway is a financial advisor with Cambridge Investment Research Advisors in Newark, Ohio, holding a Series 63 designation and 22 years of industry experience. He has been with Cambridge Investment Research and its affiliate since 2005. Outside of his advisory work, he owns and hosts The Pharmacist Podcast and is an author. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a large network of independent professionals. The firm provides a range of portfolio management options and proprietary and third-party strategies tailored to client objectives.

Keri Holton is a financial advisor at LPL Financial with 23 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Lincoln Financial Advisors and United Planners Financial Services. Holton also operates Holton Financial Advisors, a business related to her LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining broad non-advisory financial services with an extensive advisor network.

Lori Howe is a financial advisor with Mass Mutual Investors Services and holds over 21 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and has been affiliated with MetLife Securities and MetLife Financial Services since 2005. Outside of her advisory role, she is involved in retail sales through independent ventures, including selling beauty products and handmade crafts. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, and charitable organizations. The firm provides comprehensive financial planning and asset management services using firm-approved analytical tools and offers specialized programs such as divorce planning and estate-settlement services.

James Ward is a financial advisor with Edward Jones in Buckeye Lake, Ohio, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Boeing Company for eleven years. Outside of his advisory role, Ward serves as Treasurer on the Board of Directors for Licking Memorial Hospital and owns a small family farm. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Jason Daly is a Series 66-credentialed financial advisor with Edward Jones, based in Thornville, Ohio. He has 18 years of industry experience and has been with Edward Jones since 2008. Outside of his advisory role, Daly coaches basketball for local youth teams, including 1st and 2nd graders as well as 8th grade boys. 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 and affiliated financial services across a broad national network.

Kevin Mc Crorie is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple financial institutions including JPMorgan Chase Bank, Huntington National Bank, Lower.com, and PNC Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.