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.

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.

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.

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.

Marissa Ward is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of the Conley, Maxwell, Ludburgh & Ward team based in Zanesville, Ohio. She joined Merrill in October 2018 after a 13-year tenure as a partner at a regional CPA firm in southeast Ohio. Her background in accounting and tax provides her with a distinct perspective in wealth management, particularly in serving business owners, physicians, executives, and families. Marissa's expertise includes wealth management, debt management, investment management, business succession strategies, and retirement planning. She has been named to the Forbes "Best-in-State Wealth Management Teams" list for 2023, 2024, and 2025 as part of her team. Marissa holds a Bachelor's Degree from Capital University and the Personal Investment Advisor (PIA) designation. Beyond her professional work, she is active in community organizations such as Big Brothers Big Sisters of Licking and Perry Counties, Bishop Rosecrans High School, New Lexington High School, and St. Rose Church. Her community involvement includes serving on the Bishop Rosecrans High School Auction Committee, as a board member for Big Brothers Big Sisters of Licking and Perry Counties, and as an assistant girls high school basketball coach at New Lexington High School. Marissa resides in New Lexington with her husband and two daughters. She enjoys spending time with her family, participating in sports like basketball and golf, camping, music, reading, and watching movies.

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.

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.

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.

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.

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.

Edward Leedom is a financial advisor at LPL Financial with 32 years of industry experience. He holds the CFP® and Series 63 designations and previously worked for Harbor Funds Distributors, Inc. and Harbor Capital Advisors, Inc. for 18 years. He serves as a co-trustee for a family investment trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, including discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.