Anthony Titus is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior roles include positions with Bankers Life and Casualty Company and Advanced Healthcare Solutions LLC. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to clients' goals and risk tolerances.

William Howell is a CFP® professional with 43 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2005. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he has an ownership interest in an inherited condominium in Florida. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage, financial planning, consulting, and advisory programs, employing both in-house and third-party portfolio management.

Kayla Sayres is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and three years of industry experience. She has been affiliated with Bankers Life and Casualty, Inc. since 2009 as an insurance agent and unit sales manager, focusing on Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment approach.

James Parsons is a CFP®-credentialed financial advisor with 34 years of industry experience. He is currently with Janney Montgomery Scott, where he has worked since 2023. Prior to this, Parsons spent seven years at Wells Fargo Clearing. Outside of his advisory work, he serves as president of Parsons Properties, LLC, a rental property business in Marietta, Ohio. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plans, and offers a range of services such as financial planning, brokerage, and advisory programs.

Steven Mooney is a financial advisor with Truist Advisory Services holding a Series 66 designation and four years of industry experience. His prior work includes roles at Truist Investment Services, MVB Bank, and HealthNet AeroMedical. Outside of his advisory role, he is involved in managing a single-family rental property. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing both discretionary and non-discretionary approaches supplemented by AI-enabled research tools and inter-affiliate resources.

Derek Smith is a financial advisor at Janney Montgomery Scott with 39 years of industry experience. He has held his current position since 2005 and holds Series 63 and Series 66 licenses. Outside of his advisory work, he manages a family land and farming venture, D and L Smith Farm, LLC, in Marietta, Ohio. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate sponsors, and municipal entities, offering brokerage, financial planning, and advisory services supported by a combination of in-house and third-party portfolio management.

Joseph Bell is a financial advisor with Janney Montgomery Scott in Marietta, Ohio. He holds the ChFC® designation and Series 63 and Series 65 registrations, and has 32 years of industry experience. Bell has been with Janney Montgomery Scott since 2014. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

David Lyle is a financial advisor with Equitable Advisors in Parkersburg, WV, holding a Series 66 designation and six years of industry experience. His prior roles include work at Robert Morris University and various positions in service and delivery companies. He also operated Lyle Enterprise from 2019 to 2020. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, corporations, pension plans, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives and utilizes both proprietary and third-party asset management programs.

Hollie Cremeans is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2020. Outside of advising, she is involved in selling Scentsy candles and wax products as a personal consultant, and also engages in home makeup sales through Avon, primarily promoting products to family and friends. Additionally, she performs data entry and bookkeeping work for a medical office during her personal time. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs and affiliated investment products under a fiduciary standard.

Wendy Martin is a financial advisor at Raymond James Financial with six years of industry experience. She has previously worked at Wells Fargo Advisors and Peoples Bank. 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 offers tailored, non-discretionary planning and consulting using analytical tools and supports its recommendations through various advisory programs, with a notable focus on municipal and public finance and recently expanded SIMPLE IRA employer advisory services.

Steven Highland is a financial advisor with Edward Jones in Belpre, Ohio, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jill Howe is a Series 66 licensed financial advisor with eight years of industry experience, currently affiliated with Raymond James Financial. She has held roles at Wells Fargo Advisors and Hall Financial Advisors, including management and operations positions. Her background also includes a brief tenure at The Levee House and experience working at Marietta College. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning and uses analytical tools for outcome modeling, supporting clients through advisory programs and institutional consulting.

Michael Mc Creary is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and four years of industry experience. He has concurrently worked with Hall Financial Advisors, LLC as a registered representative and associate. His prior roles include positions in education and recreational services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm employs analytical tools such as risk profiling and probability modeling to support tailored, non-discretionary planning and investment consulting.

Robert Winebrenner is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds the Series 63 and Series 65 securities licenses and has been with Raymond James since 2015. In addition to his financial advisory role, he has served in the West Virginia Army National Guard since 1992. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

James Hinton is a Series 66-credentialed financial advisor with Edward Jones in Belpre, Ohio, where he has worked since 2023. He has two years of industry experience and previously spent 17 years at Ferroglobe. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anastasia Duble is a financial advisor with RBC Capital Markets in Marietta, OH, holding a Series 66 designation and 12 years of industry experience. She previously worked at UBS Financial Services for nine years before joining RBC in 2023. Outside of her advisory role, she operates as a horse broker, connecting buyers and sellers in the equestrian industry on an occasional basis. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored portfolio management and financial planning through a variety of advisory programs and integrated investment solutions.

Stephen Hussey is a CFP® with 25 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Raymond James And Associates, Morgan Stanley, and Citigroup Global Markets. Outside of finance, he is the owner of Merf Records and Entertainment, where he is involved in music production, publishing, and licensing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michelle Corbett is a financial advisor with Raymond James Financial, holding a Series 66 designation and 24 years of industry experience. She has worked with Peoples Bank, Peoples Financial Advisors, and Raymond James Financial Services since 2000, covering roles in both investment advisory and financial services. Outside of her advisory duties, Corbett provides investment advice on 401(k) plans to individual clients and business owners through Peoples Investment Services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs for municipal finance and employer retirement plans.

Brandon De Cicco is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL in 2023, he worked at PNC Bank from 2020 to 2023 and held positions at Amrock and Western Land Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, leveraging a large network of investment adviser representatives and various advisory platforms.

Russell Stemple is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and four years of industry experience. His career includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A., as well as earlier work at Speedway LLC and Consumer Credit Counseling Service. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm emphasizes customized, non-discretionary advice supported by an ESG eligibility framework and access to a broad range of investable strategies.