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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.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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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.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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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.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Erica H

Series 66

Zanesville, OH

Edward Jones

Erica Holt is a Series 66 licensed financial advisor with Edward Jones, based in Zanesville, Ohio. She has six years of industry experience, all with Edward Jones, where she has worked since 2017. Outside of her advisory role, she is a co-owner of Freddie Sasha LLC, a real estate company involved with holding property for a new office. 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 advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jessica B

Series 66

Zanesville, OH

Raymond James & Associates

Jessica Bloebaum is a financial advisor at Raymond James & Associates with two years of industry experience. She holds a Series 66 designation and has prior work experience in healthcare settings including OhioHealth Riverside Methodist Hospital and the University of Cincinnati Medical Center. Outside of her advisory role, she serves on the finance and investment committees for the Downtown Newark Association, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations with a broad range of advisory and consulting services, combining firm research, multiple portfolio management styles, and municipal advisory capabilities.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Marissa W

Series 66

Zanesville, OH

Merrill

Marissa Ward is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Zanesville, Ohio. She joined Merrill in October 2018, bringing extensive experience from her previous role as a partner at a regional CPA firm in southeast Ohio where she worked for 13 years. Marissa is part of the Conley, Maxwell, Luburgh & Ward team which combines nearly 50 years of experience to serve clients with a range of wealth management services. Her background as a CPA allows her to bring a unique perspective on the tax implications of financial decisions, and she specializes in wealth management, debt management, investment management, business succession strategies, and retirement planning. Marissa's client focus includes education planning, family wealth management strategies, services for endowments, foundations and non-profits, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, and women and wealth. She holds a Personal Investment Advisor (PIA) designation and earned her bachelor's degree from Capital University. In addition to her professional pursuits, Marissa is actively involved in her community, serving as a board member of Big Brothers Big Sisters of Licking and Perry Counties, participating in the Bishop Rosecrans High School auction committee, and assisting as a girls' high school basketball coach at New Lexington High School. She resides in New Lexington with her husband and two daughters and participates in various activities such as golf, basketball, camping, music, reading, and spending time with her family.

Wealth management Debt management Business succession planning Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Executive Founder/Business Owner Approaching retirement Parents Women Professionals
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Matthew M

Series 66

Zanesville, OH

Edward Jones

Matthew Madden is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked in healthcare and pharmacy roles at Genesis Healthcare System, Rite-Aid Pharmacy, Dayton Children's Hospital, Waynesville Pharmacy, and Clark's Pharmacy. 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, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance General retirement planning Founder/Business Owner Doctor or Medical Professional
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Gavin M

Series 66

Zanesville, OH

Edward Jones

Gavin Mawhorr is a financial advisor with Edward Jones in Zanesville, OH, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is involved in local real estate activities through ownership and partnership in several LLCs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies. The firm is known for its large network of financial advisors and branch offices, offering both discretionary and non-discretionary services under a fiduciary standard.

Charitable giving & philanthropy Divorce financial planning Business ownership considerations General estate planning guidance General retirement planning Founder/Business Owner
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Edward H

Series 63

Zanesville, OH

Primerica Advisors

Edward Hickman is a financial advisor with Primerica Advisors in Cambridge, OH, holding a Series 63 license and 23 years of industry experience. He has worked with Primerica Financial Services since 2001 and was associated with Bushby Enterprise Inc. from 2016 to 2019. Outside of his advisory role, he owns Hickman & Associates, an independent representation connected to Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, emphasizing a tiered percentage-based fee model.

ESG / Sustainable investing Tax-loss harvesting Income planning
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John B

Series 66

Zanesville, OH

Edward Jones

John Barr is a financial advisor at Edward Jones in Zanesville, OH, holding a Series 66 designation with one year of industry experience. His prior work experience includes roles at Absolute Security, Syxsense Inc, SMACT Works, MAPSYS Inc, Alpha EMC, and Linear Active LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and maintains affiliated services such as a trust company and securities-based lending.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Layke F

Series 66

Zanesville, OH

Edward Jones

Layke Fletcher is a Series 66-credentialed financial advisor with four years of industry experience. He has worked at Edward Jones since 2023 and previously held roles at LPL Financial and Webb Financial Group. Outside of finance, his background includes positions in education and the construction and automotive sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charities. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management General retirement planning Founder/Business Owner Doctor or Medical Professional Real Estate Professional
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Edward L

CFP®, Series 63

Zanesville, OH

LPL Financial

Edward Leedom is a CFP® with 33 years of industry experience, currently affiliated with LPL Financial since 2020. His prior experience includes 18 years at Harbor Funds Distributors, Inc. and Harbor Capital Advisors, Inc. He serves as co-trustee of a family trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Ryan B

CFP®, Series 66

New Concord, OH

Edward Jones

Ryan Braglin is a CFP®-certified financial advisor at Edward Jones with six years of industry experience. Prior to joining Edward Jones in 2020, he held various roles in health services, counseling, and law enforcement. He is associated with Braglin Vocational Services LLC and occasionally assists with a holistic health business owned by his spouse. 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, including discretionary and non-discretionary strategies, and maintains a large national network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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