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.

Bethany Arnold is a Series 66-licensed financial advisor with Equitable Advisors in Parkersburg, WV, beginning her industry career in 2026. Prior to joining the firm, she has held various roles including positions in the restaurant and hospitality sectors and worked at University of Rio Grande from 2019 to 2023. Outside of her advisory work, she has maintained ongoing involvement with local dining establishments. Equitable Advisors serves individuals across a range of wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and diverse asset-management programs. The firm uses a network of Investment Adviser Representatives and third-party asset managers to implement advisory models and offers ERISA fiduciary services to qualified plans.

Deborah Rhoades is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has worked with Raymond James Financial and its affiliates since 2003 and is also an agent with Peoples Insurance Agency, servicing existing life, annuity, and long-term care policies. 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 emphasizes tailored, non-discretionary planning using a range of analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Jeremiah Rutter is a CFP® professional with 12 years of experience in the financial services industry, currently serving clients at Edward Jones since 2014. He holds Series 66 and Series 63 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jerry Villers is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 designation and has 43 years of experience in the industry. In addition to his advisory role, Villers serves as a director for Leavitt Funeral Home. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored, non-discretionary planning and uses risk profiling and analytical tools to support client goals, with a distinctive affiliation supporting municipal and public-finance work.

Michael Durham II is a financial advisor with LPL Financial in Marietta, Ohio, holding a Series 63 designation and 13 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Cetera Advisors LLC from 2013 to 2018. In addition to his advisory role, he operates Durham Financial Services LLC, which includes tax preparation and non-variable insurance agency activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including model portfolios and third-party asset management, supported by extensive advisor-facing technology and a broad network of over 22,800 advisors.

David Epler is a financial advisor with Primerica Advisors in Parkersburg, WV, holding Series 63 and Series 65 licenses and with 40 years of industry experience. He has worked at Primerica Financial Services since 1985 and with PFS Investments Inc. since 1988. Outside of traditional advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed accounts with support from BNY Mellon Advisors and Pershing.

Brennan Mc Kean is a Series 66-credentialed financial advisor with four years of industry experience. He currently works with Raymond James Financial Services Advisors and is also associated with Hall Financial Advisors in Marietta, Ohio, where he serves as a financial advisor. Prior to his advisory roles, he held positions at Marietta College and Defiance College. Raymond James Financial Services Advisors 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 employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Robert Postlewaite is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at firms including PNC Investments, Edward Jones, and Perry & Associates. 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 applying an ESG eligibility framework to its recommendations.

Robert Snider is a financial advisor with Mass Mutual Investors Services in Vienna, WV, holding a Series 63 designation and 32 years of industry experience. He has worked at MassMutual Life Insurance Co. and Mass Mutual Investors Services since 2017, and previously at MetLife Securities Inc. from 2015 to 2017. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning as annual collaborative engagements using firm-approved analytical tools.

Zane Eschbaugh is a financial advisor at Raymond James Financial with nine years of industry experience. He holds the Series 66 designation and has worked at several firms including Hall Financial Advisors and Wells Fargo Advisors. He is also involved with the Ohio High School Athletic Association, where he has participated for over a decade. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Cynthia Heidebrecht is a financial advisor with Cetera who holds the PFS™ designation and Series 63 license and has 14 years of industry experience. She previously operated her own CPA practice, Cynthia Heidebrecht, CPA, PLLC, where she provided tax and accounting consulting services, including advising nonprofit churches and organizations. Her prior roles include lengthy tenures at Avantax firms and a period at San Dia Producing. Cetera Investment Advisers LLC is an SEC-registered adviser serving a nationwide network of independent advisors and clients ranging from individuals to institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, retirement services, and access to third-party money managers.

Bryce Gandee is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has worked at multiple entities within Raymond James since 2025. Prior to his advisory roles, he held positions at Fouss & Fouss LLC and has a background that includes academic and engineering offices. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, maintaining a broad advisory network and specialized municipal and retirement plan services.

William Humphrey is a financial advisor with LPL Financial and holds Series 63 and Series 65 designations. He has 33 years of industry experience, having previously worked at Merrill, Wells Fargo Advisors LLC, and Wells Fargo Clearing. Humphrey operates a DBA for his LPL business under North Bend Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Dalton Adams is a financial advisor with Equitable Advisors holding a Series 66 designation and two years of industry experience. His prior roles include positions at Pruco Securities LLC and the Bureau of Fiscal Service. He also worked at Marshall University before entering the financial services industry. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a combination of firm-offered programs and third-party asset managers to tailor investment solutions.

Jack Main is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and has worked at multiple related firms since 2024. Outside of his advisory role, he is associated with Hall Financial Advisors in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports advisory programs with a focus on analytical tools and technology integration.

Stuart Goldsberry is a financial advisor with Raymond James Financial in Parkersburg, WV, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Raymond James since 2005 and is also the owner of Goldsberry Wealth Strategies, LLC, a support company. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individuals, high-net-worth clients, pensions, corporations, charities, and institutions. The firm employs tailored, non-discretionary planning using risk profiling and modeling tools and maintains unique affiliations to support municipal finance and SIMPLE IRA advisory services.

Kevin Knab is a CFP®-designated financial advisor with nine years of industry experience, currently working at Raymond James Financial in Marietta, OH. Prior to joining Raymond James in 2021, he worked at Wells Fargo Advisors and Settlers Bank. He also spent four years as a basketball coach during his earlier career. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a tailored, non-discretionary approach that incorporates risk profiling and analytical tools, and it offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Christopher Hall is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 27 years of industry experience. Prior to joining Raymond James in 2021, he worked for Wells Fargo Advisors Financial Network for 17 years. Outside of his advisory role, Hall serves on the board of the Elite Sports Center and participates in the finance committee at St. Lukes Lutheran Church. Raymond James Financial Services Advisors 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 utilizing risk profiling and modeling tools, and supports municipal and public finance clients through a dedicated municipal advisor affiliation.