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.

Stephen Myers is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. He previously worked at SagePoint Financial for 13 years before joining LPL Financial. He is the owner of Myers Financial Group LLC, through which he sells fixed annuities and manages investment and tax-related business activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and various management strategies.

Jeffrey Morris is a financial advisor with LPL Financial in Mansfield, OH, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior work history includes roles at Merrill for over three decades and Bank of America for eight years. In addition to his advisory work, he is the owner of Morris Land and Cattle LLC, a business unrelated to investment advisory services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services, employing both discretionary and non-discretionary management supported by in-house and third-party research.

Conner Darsee is a financial advisor at Cetera with five years of industry experience. He has previously worked at Mechanics Bank and Infinex Investments, Inc. Darsee serves as board treasurer for both the YMCA of North Central Ohio and IDEA Works, where he is involved in resource committee leadership and dual-capacity check writing. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors, employing a multi-manager platform with various discretionary and non-discretionary program options.

James Hill is a financial advisor with Edward Jones in Bellville, Ohio, holding a Series 63 designation and 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory work, Hill is co-owner of a vegetable, fruit, and cattle farm. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including managed accounts, affiliated mutual funds, and overlay services, supported by a large national network of advisors and branches.

Keith Cawrse is a financial advisor with Cambridge Investment Research Advisors in Mansfield, OH, holding a Series 63 designation and 25 years of industry experience. He has been with Cambridge since 2014. Outside of his advisory role, he serves as a board member for Catalyst Life Services, a trustee of The University Club in Mansfield, and treasurer for the Mansfield City Schools Levy Committee. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements.

Debbie Rowlands is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and 27 years of industry experience. Prior to joining Edward Jones, she worked for Key Investment Services LLC for 15 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Austin Boyd is a financial advisor with Cambridge Investment Research Advisors in Bellville, OH, holding a Series 66 designation and six years of industry experience. Prior to joining Cambridge in 2024, he worked at Morgan Stanley from 2018 to 2023 and had roles at JP Morgan Securities LLC and Western and Southern Life in 2017. Outside of his advisory work, Boyd is involved with ESB Wealth and Investments, where he holds ownership and marketing responsibilities. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals, employing a range of portfolio management strategies and multiple platform arrangements.

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.

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.

Mitchell Noel is a Series 66-licensed financial advisor at Edward Jones in Ashland, Ohio, with three years of industry experience. Prior to joining Edward Jones, he worked for Nanogate North America LLC for seven years. He also has involvement in agriculture, managing farmland on his primary residence. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

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.

Brianna Noel is a financial advisor at Edward Jones in Ashland, OH, with eight years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to that, she held roles at Ohio Mutual Insurance Group, OhioHealth Mansfield Hospital, and Urbana University. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of wealth levels. The firm manages over $1 trillion in assets and offers discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds, supported by a nationwide network of financial advisors and branches.