Derek Taylor is a financial advisor with The Huntington Investment Company in Ashland, Ohio, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. He has worked at The Huntington Investment Company since 2010 and joined Ameriprise Financial Services in 2026. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that combines third-party sub-managers and proprietary Private Bank strategies.

Douglas Walter is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 38 years of industry experience. He has been with Kestra Advisory since 2016 and with Kestra Investment Services, LLC since 2004. Walter is also the owner of Walter and Company Financial Services Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Stacy Wolford is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. 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 and offers brokerage services, financial planning, consulting, and multiple advisory programs utilizing both in-house and third-party portfolio management.

Edward Klesack is a financial advisor with Centaurus Financial, Inc. in Ashland, Ohio, holding a Series 65 designation and over 44 years of industry experience. He has been with Centaurus Financial since 2004. Outside of advisory work, he is involved in trust marketing and referral through The Estate Planning Team and works as an agent selling individual and group health insurance. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management, and specialized advisory services through a variety of investment platforms, combining fundamental and technical analysis with discretionary and non-discretionary management.

Nicole Dray is a CFP® professional with two years of industry experience. She has worked at Farther since 2025 and previously held roles at McKinley Carter Wealth Services, Westfield Bank, Nationwide Insurance Company, and Summit Financial Strategies, Inc. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a combined web and mobile platform as well as in-person meetings. The firm employs an investment approach based on Modern Portfolio Theory, utilizing proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, and individual equities.

Michael Reynolds is a Series 63 licensed financial advisor with Principal Financial Services, based in Mansfield, OH. He has 18 years of industry experience, including roles at Principal Securities Inc. since 2016 and Farley-Peoples Insurance, Inc. prior to that. Outside of advising, he has provided tax support services through a remote role with Teletech. Principal Securities offers brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and military personnel overseas. The firm’s advisory approach includes direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under multiple advisory arrangements.

Gregory Kibler is a CFP® and ChFC® with 38 years of experience in the financial services industry. He has worked at Janney Montgomery Scott since 2024 and previously spent eight years at Kestra Advisory Services and Kestra Investment Services. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a range of brokerage, financial planning, consulting, and advisory programs.

Eric Palomo is a financial advisor with PNC Wealth Management in Ashland, OH, holding Series 63 and Series 66 credentials and having 20 years of industry experience. He has been with PNC in various capacities since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy that uses approved model approaches and an algorithmic questionnaire to guide investment risk levels.

Andrew Elgin is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. He has been with Janney Montgomery Scott since 2007 and holds Series 63 and Series 65 registrations. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various wrap and advisory programs.

Richard Steury is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Janney Montgomery Scott in various capacities since 2007. 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, estates, corporations, retirement plans, charities, and municipal clients, offering brokerage services, financial planning, consulting, and advisory programs.

Donald Graham is a financial advisor with Commonwealth Financial Network in Ashland, Ohio, holding a Series 63 designation and 44 years of industry experience. He has worked with Commonwealth Equity Services, Inc. since 1992 and has operated his own advisory firm, Donald M. Graham and Associates, since 1979. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Kip Matteson is a financial advisor with Commonwealth Financial Network, holding 22 years of industry experience. He has worked at Commonwealth since 2012 and has owned Wixom Investments LLC since 2001. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer a broad range of advisory programs and services.

Thomas Wilson is a financial advisor at Janney Montgomery Scott with 38 years of industry experience. He holds the CFP® designation as well as Series 63 and 65 licenses. Prior to joining Janney in 2020, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is also a trustee of the Wilson Charitable Remainder Trust. 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, offering brokerage, financial planning, consulting, and advisory programs through a combination of in-house and third-party portfolio management.

Jeffrey Deeter is a financial advisor with PNC Wealth Management in Ashland, Ohio, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Investment Professionals Inc for seven years before joining PNC Investments in 2018. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessment and delegates portfolio implementation to approved strategists, focusing on mutual funds and ETFs with annual rebalancing.

Charles Hahn is a financial advisor at Cetera with 44 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Lincoln Financial Advisors for 21 years. Outside of his advisory role, Hahn serves on the governance council of local hospitals in Mansfield, Ohio, and participates in several community committees focused on local government operations and neighborhood development. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of investment management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Benjamin Key is a financial advisor at Edward Jones in Ashland, OH, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he worked at The Counseling Center of Wayne and Holmes Counties and Lifeline Youth and Family Services, and he has experience at Grace College. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Marcus Arnold is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. He holds a Series 63 designation and has worked at Cambridge Investment Research since 2018, following prior roles at Pruco Securities, The Prudential Insurance Company of America, NYLIFE Securities, and New York Life Insurance. Outside of his advisory work, he serves as treasurer for Compassionate Acres Farm Sanctuary. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors by providing financial planning, investment management, and retirement advisory services. The firm offers multiple investment platforms and proprietary as well as third-party strategies, with services tailored to client objectives through a network of independent Financial Professionals.

Jeffrey Hite is a financial advisor at Edward Jones in Lexington, Ohio, holding Series 63 and Series 66 designations with 15 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branches, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services under a fiduciary standard.

Jammi Mc Clead is a Senior Financial Advisor with the Eichinger-Brafford-McClead Group at Merrill Lynch Wealth Management. She joined Merrill in 2018 and focuses on client relations and thematic investing. Jammi provides access to the investment insights of Merrill and the banking services of Bank of America to develop financial strategies aimed at helping clients achieve their wealth management goals. She works closely with clients' other advisors using a consultative approach to tailor recommendations based on each client's financial situation, preferences, and objectives. Jammi holds the Series 7 and Series 66 FINRA registrations and has earned a Bachelor of Science from Lincoln Memorial University and a Master of Science from Utah State University. She also holds the Personal Investment Advisor (PIA) designation. Her client focus areas include college education planning, family wealth management strategies, services for endowments and non-profits, LGBT wealth planning, personal retirement planning, philanthropic planning, socially responsible investing, special needs planning, and women and wealth. Outside of her professional work, Jammi is involved in coaching soccer as a volunteer assistant coach at the College of Wooster, a state team coach for the Ohio Soccer Association Olympic Development Program, and a coach educator for US Soccer. She is an active member of the Rotary Club of Mansfield and serves on the Walk to End Alzheimer's Planning Committee in Mansfield and North Central Ohio. Jammi resides in Mansfield, Ohio with her husband, son, and family pets. Her personal interests include gardening, golfing, soccer, and spending time with family.

Shannon Bauer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. She has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2019 and previously at Fifth Third Securities and Fifth Third Bank from 2016 to 2019. 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, utilizing quantitative asset-allocation modeling and centralized due diligence to support client decision-making.