Emillia Samosky is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Equitable Advisors, she worked at Ralph Lauren and has experience operating an Etsy shop called Critter Society. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm’s advisory approach involves assessing client risk tolerance and matching clients to program models or discretionary managers, utilizing a range of mutual funds, ETFs, separately managed accounts, and alternative investments.

Brian Stover is a financial advisor at Raymond James Financial in Marietta, Ohio, with five years of industry experience. He holds the Series 66 designation and has worked previously at Marietta College and Peoples Bank. Outside of his advisory role, he owns a drone photography business serving local clients. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and leverages analytical tools and risk profiling to support client goals.

Heather Winebrenner is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her career includes roles at United Brokerage Services, United Bank, Primelending, and Nationwide Securities before joining Cetera in 2022. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Michael Schneider is a financial advisor at Raymond James Financial Services Advisors, Inc. with 17 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked previously at WesBanco Securities, Inc. and The Huntington Investment Company. Schneider also serves as a Vice President at Peoples Bank, where he provides retirement plan services and fiduciary products. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm provides tailored non-discretionary planning and utilizes analytical tools to support client goals, with specialized offerings in municipal and public finance as well as SIMPLE IRA advisory services.

Angela Ward is a financial advisor at Raymond James Financial with 32 years of industry experience. She holds a Series 63 designation and has worked at Raymond James Financial and its affiliates since 2006. In addition to her advisory role, she supervises a team of client service associates at Peoples Investment Services. 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 institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools, and it supports municipal and public-finance work through a municipal advisor affiliation.

Patrick Reed Jr. is a financial advisor with Raymond James Financial Services, Inc. in Marietta, Ohio, holding a Series 66 designation and 11 years of industry experience. He has worked at Peoples Investment Services, Peoples Bank, United Bank, and PNC Bank during his career. Reed also serves as trustee of the Pat Reed Trust, which manages investments related to a life insurance policy within an irrevocable life insurance trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting services using advanced analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Ethan Travis is a financial advisor with Equitable Advisors in Parkersburg, WV, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Equitable Advisors, he worked at R&R Logistics and Services, True North LLC, and several other companies across various sectors. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing a combination of firm-offered and third-party advisory solutions.

Isaac Beardmore is a Series 66 registered financial advisor with Raymond James Financial, based in Marietta, Ohio. He has 10 years of industry experience, including five years at Raymond James and five years at Wells Fargo Advisor Financial Network. Outside of his advisory work, Beardmore owns and operates several small businesses related to oil and gas consulting and royalties. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm utilizes tailored non-discretionary planning supported by analytical tools and offers unique advisory programs including municipal and SIMPLE IRA consulting services.

Kimberly Betz is a financial advisor with Edward Jones in Marietta, Ohio, holding a Series 66 designation and 15 years of industry experience. She has worked at Edward Jones since 2013. Outside of her advisory role, she serves as chairperson of a committee at Ashington State Community College and is a board member of The Boys & Girls Club of Washington County. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors.

Barbara Wilson is a Series 66-credentialed financial advisor with Raymond James & Associates, bringing 23 years of industry experience. She has been with Raymond James since 2015. Outside of her advisory role, Wilson serves as an assistant coach for the Ohio Valley All-Stars/Cheer Elite competition cheerleading team. 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, institutions, and municipalities, offering comprehensive financial planning and consulting services with a range of portfolio management strategies.

William Mannix is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been a financial services professional since 1996 and joined Merrill in 2005. In his role, he focuses on building enduring relationships with clients by providing personalized financial strategies tailored to their goals and aspirations. His client focus areas include employee financial health, managing new wealth, personal retirement planning, and retirement income. William holds a Bachelor’s Degree from the University of Mississippi and has earned the Personal Investment Advisor (PIA) designation. He is actively involved in his community through participation in organizations such as the Marietta Noon Lions Club, Club Ohio Soccer, and Marietta High School. His approach emphasizes working closely with clients to simplify investing complexities and help them concentrate on what matters most in their lives. Outside of his professional work, William enjoys camping, fishing, hiking, skiing, soccer, and traveling.

Joseph Stoltzfus is a financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Global Cooling, Inc. from 2016 to 2019. His credentials include the Series 66 designation. His wife operates a sewing business called Hopefully Hooked, which sells scrub hats. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options under a fiduciary standard.

David Treadway is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on offering a comprehensive approach to managing wealth that begins with understanding a client's financial situation, family, and priorities. David works with clients to develop personalized wealth management strategies that can adapt to changing needs and market conditions. He provides access to the investment insights of Merrill and the banking and lending solutions of Bank of America to support various aspects of clients' financial lives. David's client focus areas include college education planning, portfolio management services, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation and earned an Associate's Degree from Washington State Community College. In addition to his professional work, David participates in community organizations such as the Boys and Girls Club of America, Harmar Bridge Repair Company, Kiwanis Club, and Marietta Chamber of Commerce. He enjoys outdoor activities and spending time with his family, including golfing with his son Hayden.

Timothy Kern is a financial advisor with Edward Jones in Marietta, Ohio, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2015 and has also been self-employed since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of investment strategies and maintaining a large nationwide network of financial advisors and branch offices.

Cody Venderlic is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked in education roles at Marietta City Schools and the American College of Education. He is also employed as a financial advisor with Hall Financial Advisors in Marietta, Ohio. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs risk profiling and analytical tools to tailor non-discretionary planning and supports municipal and public finance work through a unique municipal advisor affiliation.

Jeremiah Kuhn is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 13 years of industry experience. Prior to joining Raymond James in 2021, he worked at Wells Fargo Advisors for seven years. Kuhn serves on the finance and investment committees of local nonprofit organizations, including First Baptist Church of Williamstown and the Little Hocking Water Association, and is the treasurer of the Hall Financial Advisors Giving Foundation. 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 investment consulting supported by advanced analytical tools and maintains unique affiliations to support municipal and public finance work.

Robert Blasczyk is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 15 years of industry experience, including ten years with Wells Fargo Financial LLC prior to joining Raymond James in 2019. Outside of his advisory role, he serves on the advisory board of a nonprofit foundation focused on charitable giving. 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 municipal and public-finance work through unique affiliations.

Adam Kelly is a financial advisor with Equitable Advisors in Parkersburg, WV. He holds the Series 66 designation and began his advisory career in 2026. Prior to joining Equitable Advisors, Kelly worked in education and community programs, including roles at local schools and involvement with a juvenile drug court. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of advisory models and third-party asset managers, focusing on matching clients to appropriate investment solutions based on personal and plan information.

Mary Segrest is a financial advisor with Edward Jones in Marietta, Ohio. She holds a Series 66 designation and has 12 years of industry experience, all with Edward Jones since 2014. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jeremy Ebert is a financial advisor with J.P. Morgan Securities, holding a Series 63 credential and with 21 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, NA since 2004. Outside of his advisory role, he is an owner and partner of CYA Aviation LLC, a personal aircraft ownership entity. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers its services through a select group of Wealth Advisors on a non-discretionary basis, with clients retaining final decision-making authority.