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.

Lauretta Burkhart is a Wealth Management Advisor at Merrill Lynch Wealth Management. She focuses on providing personalized wealth management strategies tailored to clients' individual goals and changing market conditions. Her client focus areas include family wealth management strategies, personal retirement planning, and women and wealth. With a background as an economist, Lauretta reads economic reports and charts daily to assist in portfolio construction. She emphasizes active portfolio management based on economic conditions to aim for better short- and long-term returns. Her approach helps clients live full lives both before and after retirement by addressing their goals and risk tolerance, including alleviating common fears about financial security in retirement. Lauretta holds a Bachelor's Degree from Ohio State University and a High School Diploma from Colonel Crawford High School. She has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Life Underwriter (CLU), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of work, she spends time volunteering with community organizations and enjoys biking, cooking, hiking, and yoga.

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.

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.

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 previously worked at Pruco Securities, The Prudential Insurance Company of America, and NYLIFE Securities. Arnold serves as treasurer for Compassionate Acres Farm Sanctuary, a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing proprietary models and third-party strategies tailored to client objectives.

Andrew Bower is a financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2012 and holds a Series 66 designation. Outside of his advisory role, he operates a commercial rental property business in Mount Gilead, Ohio. 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 through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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.

John Stewart is a CFP® and holds a Series 66 license, with 23 years of experience in the financial industry. He has been with LPL Financial since 2009 and also operates Jack P. Stewart, Inc., a law firm where he provides legal services and tax preparation. He is additionally commissioned as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Michael Roberts is a financial advisor with Ameriprise in Lexington, Ohio, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns MVX Incorporated, an S-corp that manages an Ameriprise franchise practice. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions and employs a centralized team to deliver personalized, research-driven retirement income recommendations.

Chad Wilford is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Buckeye Educational Systems and APT. Outside of advising, he has been a partner in an excavation business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branches.

Ryan Kanz is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. 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 an ESG eligibility framework. The firm’s Institutional Consulting Services program operates on a non-discretionary basis, with clients maintaining final decision-making authority.

Jeffrey Morris is a financial advisor with LPL Financial in Mansfield, OH, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior work history includes roles at Merrill for over three decades and Bank of America for eight years. In addition to his advisory work, he is the owner of Morris Land and Cattle LLC, a business unrelated to investment advisory services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services, employing both discretionary and non-discretionary management supported by in-house and third-party research.

Conner Darsee is a financial advisor at Cetera with five years of industry experience. He has previously worked at Mechanics Bank and Infinex Investments, Inc. Darsee serves as board treasurer for both the YMCA of North Central Ohio and IDEA Works, where he is involved in resource committee leadership and dual-capacity check writing. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors, employing a multi-manager platform with various discretionary and non-discretionary program options.

James Hill is a financial advisor with Edward Jones in Bellville, Ohio, holding a Series 63 designation and 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory work, Hill is co-owner of a vegetable, fruit, and cattle farm. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including managed accounts, affiliated mutual funds, and overlay services, supported by a large national network of advisors and branches.

Keith Cawrse is a financial advisor with Cambridge Investment Research Advisors in Mansfield, OH, holding a Series 63 designation and 25 years of industry experience. He has been with Cambridge since 2014. Outside of his advisory role, he serves as a board member for Catalyst Life Services, a trustee of The University Club in Mansfield, and treasurer for the Mansfield City Schools Levy Committee. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements.

Debbie Rowlands is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and 27 years of industry experience. Prior to joining Edward Jones, she worked for Key Investment Services LLC for 15 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Austin Boyd is a financial advisor with Cambridge Investment Research Advisors in Bellville, OH, holding a Series 66 designation and six years of industry experience. Prior to joining Cambridge in 2024, he worked at Morgan Stanley from 2018 to 2023 and had roles at JP Morgan Securities LLC and Western and Southern Life in 2017. Outside of his advisory work, Boyd is involved with ESB Wealth and Investments, where he holds ownership and marketing responsibilities. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals, employing a range of portfolio management strategies and multiple platform arrangements.