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Jack M

Series 66

Marietta, OH

Raymond James Financial

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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Stuart G

Series 63, Series 65

Parkersburg, WV

Raymond James Financial

Stuart Goldsberry is a financial advisor with Raymond James Financial in Parkersburg, WV, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Raymond James Financial since 2009 and was previously with Morgan Stanley DW Inc. from 2002 to 2005. Outside of his advisory role, he owns Goldsberry Wealth Strategies, LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools to support goal-based investment strategies.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Kevin K

CFP®, Series 66

Marietta, OH

Raymond James Financial

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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Christopher H

Series 63, Series 65

Marietta, OH

Raymond James Financial

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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Eric E

Series 63, Series 65

Marietta, OH

Raymond James Financial

Eric Erb is a financial advisor with Raymond James Financial in Marietta, Ohio, holding Series 63 and Series 65 designations and 26 years of industry experience. He has worked at Raymond James since 2009 and has held various roles with Peoples Bank and its affiliated entities since 2006. Outside of his advisory work, Erb serves as Treasurer on the finance committee for First United Methodist Church in Williamstown, West Virginia, and is a board director of the Rampp Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network through wrap-fee programs and institutional portfolio management.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Loretta G

Series 66

Marietta, OH

Raymond James Financial

Loretta Gilliam is a financial advisor at Raymond James Financial with 15 years of industry experience. She holds the Series 66 designation and has worked with firms including Peoples Investment Services and Hazlett, Burt & Watson, Inc. since 2013. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary advice based on risk profiling and analytical modeling and supports municipal and public-finance services through a unique advisory affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Lauryn S

Series 63, Series 65

Parkersburg, WV

Raymond James Financial

Lauryn Simpson is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Raymond James, she worked at J.P. Morgan Securities and JP Morgan Chase Bank, N.A. She also has experience outside finance, including roles in education and hospitality. 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, institutions, and charitable organizations. The firm emphasizes non-discretionary planning tailored to client goals and supports its advisory network with advanced analytical tools and specialized programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Brett B

Series 63

Parkersburg, WV

Raymond James Financial

Brett Bronski is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 24 years of industry experience. He has worked at Wells Fargo Advisors and has been involved with Hall Financial Advisors, LLC as an officer and vice president since 2004. 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, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting supported by analytical tools and sponsors wrap-fee advisory programs and institutional portfolio management across a large network of advisors.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Melissa B

Series 66

Vienna, WV

Raymond James Financial

Melissa Blankenship is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and having 10 years of industry experience. Her prior work includes roles at Morgan Stanley and United Brokerage Services, Inc. She is also employed as an associate and client service associate at Peoples Bank and Peoples Investment Services in Vienna, WV. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad advisor network with specialized programs including municipal and public finance advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Brian M

Series 66

Parkersburg, WV

Equitable Advisors

Brian Morgan is a Series 66-licensed financial advisor at Equitable Advisors with one year of industry experience. His prior roles include positions outside of finance in retail and nutrition services, as well as time spent at St. Vincent Hospital Food and Nutrition and Grove City Market. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives, utilizing both proprietary programs and third-party asset managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Danielle B

Series 66

Marietta, OH

Raymond James Financial

Danielle Bruni is a financial advisor with Raymond James Financial in Marietta, Ohio, holding a Series 66 designation. She has no prior industry experience and has been with Raymond James Financial since 2026. Before joining the financial industry, she worked at Western Governors University and Peoples Bank. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, institutions, and organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a wide range of clients through a large network of advisors and specialized programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Aaron P

Series 66

Marietta, OH

Ameriprise

Aaron Piatko is a financial advisor with Ameriprise in Cambridge, 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 serves as President on the Board of Directors for Massillon Community Future Stars. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice, primarily focusing on assets managed within Ameriprise accounts.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Kimberly L

Series 66

Marietta, OH

Edward Jones

Kimberly Luft is a Series 66 licensed financial advisor with Edward Jones in Marietta, OH, where she has worked since 2015. She has 11 years of industry experience. Outside of her advisory role, she serves as manager of The Old Stone Quarry Farm LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm supports its advisory services with a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Zachary D

Series 63, Series 65

Vienna, WV

Edward Jones

Zachary Duncan is a financial advisor with Edward Jones in Vienna, WV, holding Series 63 and Series 65 licenses and twelve years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, managed solutions, and affiliated mutual funds, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Marc D

Series 63, Series 65

Parkersburg, WV

LPL Financial

Marc Decicco is a financial advisor with LPL Financial in Parkersburg, West Virginia, holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Wells Fargo Clearing from 2016 to 2020. 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, supporting advisors with research, technology, and multiple investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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