Daniel Kaufman is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018. Prior to joining J.P. Morgan, he was employed at ARES GEAR, INC. from 2015 to 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Gregory Large is a financial advisor with LPL Financial based in Newark, Ohio, holding a Series 66 license and 26 years of industry experience. He has previously worked at Vantage Financial Group, CETERA Advisor Networks, and NBC Securities. Outside of his advisory role, he is involved with Retirement Blueprints LLC, focusing on non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services through a large network of advisors, employing various portfolio management strategies and technology tools to support client solutions.

Douglas Stutz is a financial advisor with Edward Jones in Newark, OH, holding a Series 63 designation and 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he owns and maintains several rental properties and office spaces. 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 strategies supported by a large network of financial advisors and branch offices across the United States.

Tyler Dunlap is a financial advisor with Edward Jones in Newark, Ohio, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2019, following a four-year tenure at Genesis Healthcare. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors, offering a variety of advisory programs with both discretionary and non-discretionary strategies under a fiduciary standard.

Michelle Brown is a ChFC® credentialed financial advisor with 23 years of industry experience. She is currently with Raymond James & Associates and has previously worked at State Farm Investment Management and operated the Michelle Brown Insurance Agency. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, charitable organizations, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services, employing a range of portfolio management strategies supported by firm research and affiliated sub-advisers.

David March is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. His prior work includes roles at Nationwide Securities LLC and J.P. Morgan Chase & Co. He holds Series 63 and Series 66 designations. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, money-manager programs, and educational seminars.

Steven Moyer is a financial advisor with Raymond James & Associates in Zanesville, OH, holding a Series 66 designation and bringing 24 years of industry experience. His prior roles include positions at Bank of America, N.A., and Merrill, where he worked for 13 and 21 years, respectively. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, pension plans, and charitable organizations, offering financial planning and consulting services that emphasize tailored, non-discretionary strategies supported by firm research and a range of portfolio management options.

Matthew Harper is a financial advisor at Edward Jones in Zanesville, OH, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he serves as a board member of the Muskingum County Historical Society. 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 advisory services, including discretionary and non-discretionary wrap fee programs, and operates under a fiduciary standard.

Gavin Supplee is a financial advisor with Edward Jones in Zanesville, OH. He holds a Series 66 designation and has two years of industry experience, including prior roles at BBI Logistics and Prime Solutions LLC. Before joining Edward Jones, he was self-employed for four years. 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 strategies and affiliated investment products, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Thane Blosser is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with LPL Financial and The Community Bank-Ohio, having previously worked at Manning & Napier Investment Services, U.S. Bancorp Investments, and Raymond James Financial Services. 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, supported by a large network of over 22,800 advisors.

Monica Farley is a financial advisor at Edward Jones in Zanesville, Ohio, holding a Series 66 designation with five years at Edward Jones and a total of six years in the industry. Prior to joining Edward Jones, she worked at Spectrum and has experience in other fields including a role at Grillin Dave's Style. 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 supported by a large network of financial advisors and branch offices nationwide.

Tabitha Hahn is a financial advisor at Edward Jones with nine years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2016, she worked at McDonald's Corporation for 22 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, operates under a fiduciary standard, and reported approximately $1.01 trillion in assets under management.

James Martin is a financial advisor with Cambridge Investment Research Advisors and holds 28 years of industry experience. He previously worked at Nationwide Securities, LLC for 10 years and has been involved with Martin Family Enterprises since 1999. Martin is also an independent insurance agent and serves on the board of LifeWise Academy-Tri-Valley. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals utilizing a range of portfolio management strategies and platform arrangements.

Stephen Mcelroy is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Alpha Financial Planning, Stratos Wealth Partners, The Huntington Investment Company, and Mercer Advisors. Outside of his advisory work, he serves as president of the Quarry Place Owners Association and is co-owner of McSwearingen Farms, a cattle farm. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored retirement planning and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Seth Conley is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2011 and brings over 20 years of experience in wealth management and financial education. Seth works collaboratively with a team to help clients achieve their financial goals and improve their wealth. Seth holds a Master's degree from Ohio Dominican University and a Bachelor's degree from Ohio University. He is a CERTIFIED FINANCIAL PLANNER (CFP), a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is affiliated with the Certified Financial Planner Board of Standards, Inc. Outside of his professional work, Seth teaches finance and economics at Mount Vernon Nazarene University. He is involved in community service through the Licking Memorial Development Council and MCBI Zanesville. Seth and his wife Summer live in Nashport with their three children.

Ronald Davis Jr. is a financial advisor with LPL Financial in Zanesville, Ohio, holding a Series 63 designation and 33 years of industry experience. He has been with LPL Financial since 1998. Outside of his advisory work, he has involvement in a non-variable insurance business and operates a real estate rental venture. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a large network of investment adviser representatives and a variety of investment strategies.

Christopher Clewell is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He has been with LPL Financial since 2007 and previously worked at The Huntington Investment Company in 2006. Clewell is also involved with The Community Bank in Zanesville, Ohio, where he dedicates time to financial institution duties. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services supported by model portfolios, third-party asset management, and institutional platforms.

Keri Holton is a financial advisor with LPL Financial in Newark, Ohio, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. Her previous roles include fifteen years at Lincoln Financial Advisors and four years at TCP Asset Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a network of over 22,800 advisors.

Lori Howe is a financial advisor with Mass Mutual Investors Services and holds over 21 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and has been affiliated with MetLife Securities and MetLife Financial Services since 2005. Outside of her advisory role, she is involved in retail sales through independent ventures, including selling beauty products and handmade crafts. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, and charitable organizations. The firm provides comprehensive financial planning and asset management services using firm-approved analytical tools and offers specialized programs such as divorce planning and estate-settlement services.

Christa Ziegler is a financial advisor with Raymond James & Associates, holding a Series 66 credential and 17 years of industry experience. She previously worked at Merrill Lynch for 15 years before joining Raymond James in 2022. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.