Avery Stutz is a financial advisor at Edward Jones in Newark, Ohio, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, Avery worked at Pigskin Bar & Grill and has a background that includes roles in education and community organizations such as Dawes Arboretum. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Marissa Ward is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has served since October 2018. Prior to joining Merrill, she was a partner in a regional CPA firm in southeast Ohio for 13 years. This background enables her to provide comprehensive wealth management services, particularly to businesses and business owners, with a focus on wealth management, debt management, investment management, business succession strategies, and retirement plans. She is part of the Conley, Maxwell, Luburgh & Ward team based in Zanesville, Ohio, which combines nearly 50 years of experience. Marissa holds a bachelor's degree from Capital University and holds the designation of Personal Investment Advisor (PIA). She has been recognized as a member of the Forbes "Best-in-State Wealth Management Teams" list for four consecutive years from 2023 through 2026. Her client focus areas include education planning, family wealth management strategies, philanthropic planning, and services for endowments, foundations, and non-profits. Outside of her professional work, Marissa is active in her community through involvement with organizations such as Big Brothers Big Sisters of Licking and Perry Counties, Bishop Rosecrans High School, New Lexington High School, and St. Rose Church. She serves in roles including board member and assistant girls high school basketball coach. She resides in New Lexington with her husband and two daughters.

Shannon Montell is a financial advisor with Ameriprise in Heath, OH, holding a Series 66 designation and 17 years of industry experience. Prior to joining Ameriprise in 2026, Shannon worked at The Huntington Investment Company, Morgan Stanley, and JP Morgan Securities LLC. Ameriprise Financial Services serves individual and institutional clients and offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Matthew Madden is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked in healthcare and pharmacy roles at Genesis Healthcare System, Rite-Aid Pharmacy, Dayton Children's Hospital, Waynesville Pharmacy, and Clark's Pharmacy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Gavin Mawhorr is a financial advisor with Edward Jones in Zanesville, OH, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is involved in local real estate activities through ownership and partnership in several LLCs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies. The firm is known for its large network of financial advisors and branch offices, offering both discretionary and non-discretionary services under a fiduciary standard.

Edward Hickman is a financial advisor with Primerica Advisors in Cambridge, OH, holding a Series 63 license and 23 years of industry experience. He has worked with Primerica Financial Services since 2001 and was associated with Bushby Enterprise Inc. from 2016 to 2019. Outside of his advisory role, he owns Hickman & Associates, an independent representation connected to Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, emphasizing a tiered percentage-based fee model.

Randal Clossman Jr. is a financial advisor with Ameriprise in Newark, Ohio, holding a Series 66 designation and 14 years of industry experience. Prior to joining Ameriprise, he worked at The Huntington Investment Company and Huntington National Bank for over a decade. Outside of his advisory role, he is involved in a real estate flipping business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients and offers a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies.

John Barr is a financial advisor at Edward Jones in Zanesville, OH, holding a Series 66 designation with one year of industry experience. His prior work experience includes roles at Absolute Security, Syxsense Inc, SMACT Works, MAPSYS Inc, Alpha EMC, and Linear Active LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and maintains affiliated services such as a trust company and securities-based lending.

Shad Tyson is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 23 years of industry experience. He previously worked for The Huntington Investment Company for 24 years before joining Ameriprise. Tyson is based in Zanesville, Ohio. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Layke Fletcher is a Series 66-credentialed financial advisor with four years of industry experience. He has worked at Edward Jones since 2023 and previously held roles at LPL Financial and Webb Financial Group. Outside of finance, his background includes positions in education and the construction and automotive sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charities. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Nathan Adams is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and previously worked in management roles at State Farm and owned the Tony Adams Insurance Agency. Outside of advising, Adams serves as a board member for Licking County Crime Stoppers and coaches 7th grade basketball locally. 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. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors.

Edward Leedom is a CFP® with 33 years of industry experience, currently affiliated with LPL Financial since 2020. His prior experience includes 18 years at Harbor Funds Distributors, Inc. and Harbor Capital Advisors, Inc. He serves as co-trustee of a family trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.