Rickey Allman is a financial advisor with Primerica Advisors in New Philadelphia, Ohio, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has been with Primerica Advisors since 1983 and previously worked at Blue Global Trucking from 2018 to 2020. Outside of advisory services, he is involved in the sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-delivery investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Dawn Galbraith is a financial advisor with Primerica Advisors in New Philadelphia, OH, holding 12 years of industry experience. She has worked at Primerica Advisors since 2013 and has prior experience at Robert Allen Trucking and North Star Metals. Outside of her advisory role, she participates in the Isagenix supplement program and may receive reimbursements if others join. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Elizabeth Tyger is a CFP® professional with seven years of industry experience, currently advising clients at LPL Financial in Dover, OH. She has previously worked at NewEdge Advisors, LLC, Mid Atlantic Capital Corporation, and Alco Services. Outside of her advisory role, she is a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research.

Christopher Greenland is a CFP® professional at Edward Jones with 12 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 range of investment strategies and affiliated capabilities, managing approximately $1.01 trillion in assets across a nationwide network of advisors and offices.

Jeffrey White is a financial advisor at Osaic with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Sagepoint Financial, Inc. for 14 years and AIG American General Life Insurance Company for over two decades. Outside of advising, he co-owns a wine tasting room and a retail outfitters business with his family. Osaic Wealth, Inc. serves a wide range of clients, including individuals, institutions, and charitable organizations, offering integrated brokerage, advisory, and financial planning services through a large network of affiliated advisors. The firm utilizes a range of asset-allocation tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Robert Positano is a financial advisor with Cetera who holds a Series 63 license and has 28 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Investment Services, Inc. for 27 years. In addition to his advisory role, he serves as an elected official for Archer Township and operates a coin buying and selling business as well as a tax preparation service. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to a wide range of investment strategies and third-party managers.

Kiley Kendall is a financial advisor with Ameriprise in New Philadelphia, OH, holding CFP® and Series 66 credentials and bringing 12 years of industry experience. Prior to joining Ameriprise in 2025, Kendall worked for Edward Jones from 2013 to 2025. Outside of advisory work, Kendall serves on the boards of the Tuscarawas County University Foundation and the Tuscarawas County University Branch District. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, with an emphasis on assets held in Ameriprise Managed Accounts.

Jeric Wisecup is a financial advisor at Ameriprise with 26 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliates since 1999. Outside of his advisory role, he serves on the board of a professional networking group and coaches middle school wrestling. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, employing a combination of research, modeling, and tax-efficient strategies to develop personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Randal Longacher is a financial advisor with Cetera, holding CPA credentials and bringing 37 years of industry experience. He has worked with Cetera and Cetera Financial Specialists LLC since 2008 and owns and operates Tuscarawas Tax & Insurance Service, where he provides income tax preparation and insurance sales. Longacher also serves as a board member for the Buckeye Joint Vocational School District. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services via a multi-manager platform with access to affiliated and third-party managers, covering a broad range of program structures and custodial relationships.

Harry Anderegg is a financial advisor with Primerica Advisors in New Philadelphia, OH, holding 11 years of industry experience. He has been with Primerica Advisors since 2010 and also operates outside the financial sector as a driving instructor and owner of AAA Stables. Additionally, he serves as an instructor at Primerica Financial Services University. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Lesley Gambone is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and possessing 23 years of industry experience. She has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Zachary Bishop is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019 and previously held roles at W&S Brokerage Services, Western Southern Financial Group, Terra Strategies, and Kelly Staffing Inc. Outside of finance, he is the owner and partner of HOF Collectibles, LLC, an e-commerce business focused on sports memorabilia and hobby cards. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Gary Nist II is a financial advisor with Raymond James Financial, holding a Series 63 designation and 29 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1996 and founded G.L. NIST in 1995. Outside of his advisory work, he is an associate at PortfolioVision, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses fact-finding and analytical tools to tailor non-discretionary planning and consulting to client goals and supports municipal and public-finance work through a municipal advisor affiliation.

Natalie Watson is a financial advisor at Edward Jones with over 11 years of experience at the firm. She holds a Series 66 designation and is based in New Philadelphia, OH. Outside of her advisory role, she serves as a substitute teacher at Bolivar Wesleyan Preschool. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and affiliated financial products. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices across the United States.

Rebecca Korns is a financial advisor at Primerica Advisors with 16 years of industry experience. She holds a Series 63 designation and has worked at Primerica Advisors since 2008, including prior roles at TM & Associates and Woda Cooper Companies. Outside of her advisory work, she is self-employed as a DoorDash driver and is involved in real estate investing and flipping through Homes by NTS, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure, offering a range of strategic investment models implemented via BNY Mellon Advisors.

Kent Beal is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 32 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, as well as at NewEdge Advisors, LLC and Mid Atlantic Financial Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Kyle Kendall is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 credential and two years of industry experience. Prior to joining Ameriprise, he worked at Edward Jones and Gartner. He also operates an independent insurance brokering business specializing in fixed annuities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research and algorithmic tools to provide tailored, tax-aware withdrawal strategies.

Michael Johnson is a financial advisor with Primerica Advisors based in New Philadelphia, OH, holding 16 years of industry experience. He has worked with Primerica Financial Services since 2005 and is also involved with Minerva Enterprise Landfill and PFS Investments Inc. Outside of his advisory role, he participates in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure, offering various investment models implemented through BNY Mellon Advisors.

Elaine Parrot is a financial advisor at Raymond James Financial with 23 years of industry experience. She holds a Series 66 designation and has worked with Raymond James Financial Services, Inc. since 2012. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports both advisory programs and institutional portfolio management.

Paul Kendall is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Ameriprise Financial Services LLC and was previously with Edward Jones and The Middlefield Banking Company. Outside of his advisory role, Kendall is a co-owner of Kendall Capital Group LLC, a real estate business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning through a written Recommendation Report and ongoing advice focused on income reliability and tax-aware withdrawal strategies.