Robin Hovis is a financial advisor with LPL Financial in Millersburg, OH, holding a Series 63 license and 37 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 34 years before joining LPL Financial in 2022. Outside of his advisory role, he owns Hovis Supply Co LLC, a catalog supply service for nonprofits. 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 investment adviser representatives. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management, leveraging model portfolios, research, and various investment strategies.

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.

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 ChFC®-designated financial advisor with Cambridge Investment Research Advisors, where he has worked since 2019. He has 37 years of industry experience, including prior roles at USA Financial Securities and operating his own advisory business, Covenant Financial Advisors. Outside of his advisory work, Clemens is a licensed drone pilot and owns several coaching and consulting ventures. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, and charitable organizations. The firm provides financial planning, investment management, retirement plan advisory, and financial wellness services through independent Financial Professionals, offering a range of investment strategies and platform options tailored to client objectives.

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 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.

Benson Beachy is a financial advisor at Edward Jones in Millersburg, OH, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked at First Choice Exteriors and has extensive experience in the restaurant industry. He is the owner of The Crust Baking Co., a wholesale food business where he manages equipment maintenance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, supported by a large nationwide network of advisors and branch offices.

Kyle Kendall is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Gartner. Outside of his advisory role, he is involved in independent insurance brokering and provides personalized financial advice through Buffalo Management Group, LLC. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, utilizing a centralized consulting team to deliver non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis.

John Byler is a financial advisor with Raymond James Financial in Millersburg, Ohio, holding 25 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2000 and Raymond James Financial since 2009. Outside of advising, he is the owner of an accounting firm, Bromund & Byler, Inc., and serves as a director of the Holmes County Airport Authority. 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, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools to project potential outcomes and supports clients through various advisory programs and institutional portfolio management.

Robert Roth is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 license and has been with Edward Jones since 2018, following seven years at Waikem Auto Family. Roth is also a co-owner and beneficiary of Sugar Bay Properties, LLC, a renovation and resale business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

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.

Samuel Gebhardt is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Financial, he spent five years at Troyer & Associates, Inc, following five years in full-time education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Martha Dalcoma is a financial advisor with Primerica Advisors, holding a Series 63 designation and 24 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2001. Outside of her advisory work, she is a senior consultant with Herbalife International of America. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and selectively managed accounts. The firm emphasizes third-party asset manager selection and utilizes a tiered wrap-fee structure.