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.

Steven Worsham is a financial advisor with Ameriprise, holding a Series 66 designation and 22 years of industry experience. He has worked at Ameriprise and The Huntington Investment Company across multiple periods since 2004. Outside of his advisory role, he owns a business that buys and sells postage stamps online. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing, tax-aware retirement income planning and written recommendation reports based on proprietary research and third-party data.

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 serving as an advisor at LPL Financial since 2025. Her prior roles include positions at NewEdge Advisors, LLC, Mid Atlantic Capital Corporation, and Gebhardt Financial Group, where she has been involved since 2017. Additionally, she holds a notary designation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of over 22,800 advisors and extensive operational and research tools.

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.

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 with Ameriprise, holding a Series 66 designation and 27 years of industry experience. He has been with Ameriprise since 1999 in various roles. Wisecup is a middle school wrestling coach with West Carrollton Schools and serves on the board of a professional networking group as well as Residential Individual Options, Inc. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning, dependable income sources, and tax-aware withdrawal strategies.

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.

Victoria Burke is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and has previously worked at The Killbuck Savings Bank, Tuscarawas Insurance Agency, and Dutchman Hospitality Group. Outside of her advisory role, Burke serves on the Board of Directors for Garaway Youth Cheerleading, is secretary of the Sugarcreek Rotary Club and Tuscarawas County Fair Dairy Committee, and chairs committees for the Sugarcreek Business Association and Ohio Swiss Festival. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports and combining research with modeling and tax-efficiency analysis. The firm also provides a wide range of advisory, brokerage, and insurance solutions through affiliated entities.

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.

Neal Clemens is a financial advisor at Cambridge Investment Research Advisors with 38 years of industry experience. He holds the ChFC® designation and has worked at firms including USA Financial Securities and Concourse Financial Group Securities. Outside of advisory work, he is involved in coaching and consulting services and is a licensed drone pilot. Cambridge Investment Research Advisors serves a diverse client base ranging from individual investors to institutional retirement-plan sponsors. The firm offers a variety of financial planning, investment management, and retirement services through a network of independent advisors, utilizing proprietary and third-party model strategies across multiple platform options.

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.

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 credentials and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley, UBS Financial Services, and KeyBanc Capital Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

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.

Nancy Dawson is a financial advisor at Edward Jones with 11 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bradley Wheeler is a financial advisor at Ameriprise with 26 years of industry experience. He holds a Series 63 designation and has worked at firms including The Huntington National Bank, The Huntington Investment Company, Shaker Investments LLC, and Cleveland Research Company LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies.