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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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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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Jeffery W

Series 66

Cambridge, OH

Edward Jones

Jeffery Willard is a financial advisor with Edward Jones in Cambridge, OH, holding a Series 66 designation and bringing 15 years of industry experience. He has been with Edward Jones since 2010. 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 under management through a network of nearly 24,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and proprietary funds, operating under a fiduciary standard.

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

Series 66

Zanesville, OH

Merrill

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.

Wealth management Debt management Business succession planning Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Women Professionals Married/Couples/Partners Parents
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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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Robert H

Series 66

Cambridge, OH

Edward Jones

Robert Howell is a Series 66 credentialed financial advisor with Edward Jones in Cambridge, Ohio, with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

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

CFP®, Series 63

Zanesville, OH

LPL Financial

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.

College savings (529s, UTMA, etc.)
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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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