Jesse Stacy is a CFP® and Series 66 registered advisor with six years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and previously worked at Edward Jones and Hikma Pharmaceuticals. Stacy serves on the board of the Financial Planning Association in Columbus and operates businesses focused on tax services and financial education. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management and model-based solutions.

David Taylor is a financial advisor with Cetera in Bellville, Ohio, holding a Series 63 designation and bringing 27 years of industry experience. He has worked at Cetera since 2008 and also operates a CPA practice since 1982. Outside of his advisory role, he serves as a fiscal officer and non-voting municipal board member for Jefferson Township, Ohio, and supervises local road and fire departments as an administrator. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various discretionary and non-discretionary program options.

Robert Knapp is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked with J.P. Morgan in various capacities since 2008, including a period at RWK Group, LLC. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Dakota Durbin is a CFP® professional with 13 years of industry experience, currently advising at Cetera. Prior to joining Cetera in 2022, Durbin worked at Mechanics Bank and Infinex Investments, Inc. He also serves as a private banker at Mechanics Bank, assisting clients with traditional banking deposit accounts. Cetera Investment Advisers LLC operates as a nationwide multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients with a range of investment management and financial planning services across discretionary and non-discretionary program structures.

Preston Boyd is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 19 years of industry experience, including prior roles at Invicta Capital, Trustmont Financial Group, and ESB Wealth Management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals, utilizing a variety of portfolio management and model-based solutions across multiple custody platforms.

Allison Besancon is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2017. Prior to that, she worked at Luk USA from 2015 to 2017. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver comprehensive services.

Brinton Brafford is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2007. He began his career at Merrill after working as Assistant Director in the Financial Aid Office at Ashland University. In his role, Brinton manages personalized and defined investment strategies on a discretionary basis, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment solutions. He also serves as a Retirement Benefits Consultant, focusing on defined contribution plans and providing ERISA 3(21) Fiduciary Advisory Services to Plan Sponsors. Brinton holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He graduated with a Bachelor of Arts degree from Ashland University and was part of the Ashbrook Scholar program. He resides in Mansfield, Ohio with his wife, Susan, their two children, and several family pets. Brinton's client focus areas include college education planning, divorce transition planning, legacy planning, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, tax minimization, and retirement income.

Robert Rice is a financial advisor with Raymond James Financial in Mansfield, OH, holding a Series 66 designation and bringing 12 years of industry experience. His prior experience includes roles at Bank of America and Merrill from 2014 to 2020. He also manages Platinum Family Wealth, LLC, an entity he owns that handles administrative business expenses. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory services and maintains notable involvement in municipal and public finance through its affiliate network.

Lauren Warren is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies and affiliated services under a fiduciary standard.

Mitchell Rooks is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Loudonville Farmers Equity Company and has a background in agricultural businesses. He serves as a board director for the Ashland County Farm Bureau, where he participates in public policy and agriculture education initiatives. Edward Jones is a wealth management firm serving individual and institutional clients through a nationwide network of over 23,700 advisors. The firm offers a range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Lisa Tittle is a financial advisor at LPL Enterprise with 10 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. since 2016. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and access to brokerage and insurance products through an integrated platform.

Richard Sjostedt is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at Merrill and Bank of America before joining Raymond James in 2020. Sjostedt is also a managing partner at Platinum Family Wealth, a support company based in Mansfield, OH. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, working with clients through tailored plans and a variety of implementation options supported by firm research and outside managers.

Hunter Mariotti is a financial advisor at Ameriprise with one year of industry experience. Prior to joining Ameriprise, he worked at Chipotle Mexican Grill for several years. He maintains dual employment with Sutton Investment Services as part of an affiliated setup. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing algorithmic tools and research to support its retirement income recommendations.

Todd Buck is a Series 66-credentialed financial advisor with four years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes roles in education with Springfield City Schools and Port Clinton City Schools. Outside of his advisory work, he owns and consults for Compelled Organizational Consulting. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of proprietary and third-party investment strategies delivered across multiple platform arrangements.

James Hogan is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Nationwide Securities, LLC and Nationwide. Outside of his advisory role, he serves as chairman of the board for Lower Lights Ministries in Columbus, OH. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals, utilizing a variety of portfolio management strategies across multiple custody platforms.

Kevin Depue is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and having 17 years of industry experience. He has been with J.P. Morgan Securities since 2015 and previously worked with the Lucas Schools Sustaining Fund from 2009 to 2017. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jared Strickler is a financial advisor with Edward Jones in Mansfield, OH, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he held roles at Ohio University, Walmart Inc., Marietta College, Snow Trails Ski Resort, and T&D Investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory and investment services, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Lydia Herrnstein is a financial advisor with Edward Jones, holding a Series 66 designation and five years of industry experience. Her prior work includes positions at Ohio Mutual Insurance Group and various roles associated with Ohio Northern University. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by an extensive national network of financial advisors and branch offices.

Jeffrey Bail is a financial advisor at Edward Jones in Ontario, Ohio, holding Series 63 and Series 66 credentials with 12 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is involved with Connect Land Technologies, a programming company serving abstracting, and has business interests in energy and property development ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies through a large nationwide network of financial advisors.

Rex Linkenbach is a CFP® professional with 31 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes long tenures at Princor Financial Services Corporation and Principal Mutual Life Insurance, as well as roles at Invicta Advisors LLC and Trustmont Advisory Group. He serves as a board member for Ashland University’s Fastbreak Club and Giving Club. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals. The firm provides a range of portfolio management options with both proprietary and third-party strategies and maintains institutional features such as formal compliance processes and advisor business relationship disclosures.