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.

Mark Mc Bride is a financial advisor with Edward Jones in Ashland, OH, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he owns a UPS shipping store in Ashland. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive network of advisors and branch offices.

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 financial advisor with LPL Financial in Mansfield, OH, holding the CFP® and Series 66 designations and possessing 24 years of industry experience. He has been with LPL Financial since 2009 and also operates his own legal and tax preparation practice, Jack P. Stewart, Inc. In addition, he serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network of over 22,800 advisors with various financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

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.

Cara Howard is a financial advisor with Edward Jones in Shelby, OH, holding a Series 66 designation and 2 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she is a consultant for Thirty-One Gifts, selling products through home and book parties. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

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.