Paul Gorgas is a CFP®-certified financial advisor with Edward Jones in New Philadelphia, OH, where he has worked since 1998, totaling 27 years of industry experience. He is the sole proprietor of Gorgas, LLC, a private limited liability company. Edward Jones serves more than four million individual and institutional clients, offering a range of wealth management services through a nationwide network of over 23,000 financial advisors. The firm provides both discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Yoder is a financial advisor with Primerica Advisors in Millersburg, OH, holding 14 years of industry experience. He has worked with Primevision Financial Group since 2025 and PFS Investments Inc. since 2012, and prior to that was employed with Alpine Cabinets. Outside of his advisory work, Yoder owns Yoder CAD Design LLC, a custom cabinetry business. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices and uses model-delivery strategies managed by unaffiliated asset managers, supported by custodial and trade execution services.

Zachary Schuch is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation. Prior to joining Cetera, he held roles at Inogen and the Commercial and Savings Bank. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with access to both affiliated and third-party managers.

William Butler is a financial advisor at Primerica Advisors with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm utilizes third-party asset managers and a wrap-fee structure to deliver its investment solutions.

Bartley Hostetler is a financial advisor with Charles Schwab who holds a Series 66 designation and has 16 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2007 and previously spent 11 years with Charles Schwab Bank. Outside of his advisory role, Hostetler is an independent contractor serving as a basketball official for junior and high school contests and is also a silent partner investor in an agriculture-related business. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary managed account services with a multi-asset investment approach supported by centralized operations and a formal alternative-investment process.

Joshua Daniels is a financial advisor with Primerica Advisors in New Philadelphia, OH, holding 18 years of industry experience. He has worked with Primerica Advisors since 2007 and Primerica Financial Services since 2006. Outside of advisory services, he is involved in the sale of loan products and home security and automation referrals through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure while delegating trading to BNY Mellon Advisors.

Carson Gessner is a financial advisor at Edward Jones in New Philadelphia, OH, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Newton Asphalt Paving, Vertical Knowledge, and AXS Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Gary Aller is a financial advisor with Primerica Advisors in New Philadelphia, Ohio, holding 18 years of industry experience. He has worked at PFS Investments Inc. since 2007 and Primerica Financial Services since 2006. Outside of advisory services, Aller is involved in the sale of loan products and home-related services through affiliated companies. 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 offers an exclusively percentage-based, tiered wrap fee structure.

Dennis Lint is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Walter Korns is a financial advisor at Primerica Advisors with 15 years of industry experience. He holds the Series 63 designation and has been with Primerica Advisors since 2009. Outside of his advisory role, he owns and assists with a silk screening company, Country Boys Printing, based in Dover, Ohio. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Kevin Phillips is a financial advisor with Primerica Advisors in New Philadelphia, OH, holding eight years of industry experience. He has worked with Primerica and its affiliated entities since 2018 and previously was employed by Alliance City Schools. Outside of financial advising, Phillips works as an energy advisor, a caretaker, and has been involved in delivery services. Primerica Advisors is a large-scale firm primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and provides a range of portfolio approaches supported by external custody and trade execution services.

Larry Cavalena is a financial advisor with Raymond James Financial in Dover, Ohio, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked with Raymond James Financial Services since 1988 and has been in his current role at Raymond James Financial since 2009. Outside of his advisory work, he is the owner and proprietor of The Cavalena Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes non-discretionary planning tailored to client goals and supports a broad network through specialized programs and consulting services.

Deborah Meitzler is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. Her prior experience includes roles at Morgan Stanley and 3 Sixty LLC before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice. The firm’s approach incorporates proprietary research and third-party data, emphasizing tax-aware withdrawal strategies and requires clients to meet specific asset minimums for participation.

Phillip Gebhardt is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes previous roles at NewEdge Advisors, Mid Atlantic Financial Management, and Mid Atlantic Capital Corporation, along with operating Gebhardt Financial, Ltd since 2002. 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 advisors. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research and model portfolios from various sources.

Lucas Fox is a financial advisor with Edward Jones in Sugarcreek, OH, holding a Series 66 designation and 14 years of industry experience. Prior to joining Edward Jones in 2019, he worked at firms including Everence Trust Company, ProEquities, Inc., and The Huntington Investment Company. Outside of his advisory role, Fox is an ordained minister who preaches and visits people, including conducting jail visits. 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 solutions, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.

Lee Brown is a financial advisor with LPL Financial and holds a Series 63 designation. He has 36 years of industry experience and previously worked for Avantax Advisory Services and its affiliated firms for over three decades. Outside of his advisory role, Brown owns Lee E. Brown Tax Service, which provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, retirement consulting, and brokerage services supported by research, model portfolios, and technology solutions.

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.