Richard Mcdaniel is a financial advisor at Creative Financial Designs, Inc. with 19 years of industry experience. He holds a Series 66 designation and has been with Creative Financial Designs since 2013. In addition to his advisory role, Mcdaniel owns and operates Rick McDaniel Income Tax Service, which he has managed since 1980. Creative Financial Designs serves a diverse client base, including individuals, charitable organizations, corporate clients, and retirement plans, offering investment management and financial planning through both model portfolios and adviser-directed strategies. The firm employs a research-driven, asset-class allocation approach and provides a range of investment options, including Biblical Responsible Investing strategies.

Ashley Rowell is a financial advisor at Steward Partners Investment Advisory, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked with firms including Cetera and Securian Financial Services. Outside of her advisory role, she is involved in managing residential real estate rental properties in Point Pleasant, WV, and Gallipolis, OH. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension plans, corporations, trusts, and nonprofits, offering a variety of portfolio management and financial planning services through both proprietary and third-party solutions.

Mark Smith is a financial advisor with Robert Baird & Co. in Gallipolis, Ohio. He holds Series 63 and Series 66 licenses and has 44 years of industry experience. Prior to joining Robert Baird & Co. in 2019, he worked at Hilliard Lyons starting in 2005. Robert Baird & Co.’s DDK Group, where Mark Smith is a team member, advises individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Jennifer Rose is a financial advisor with Edward Jones in Gallipolis, Ohio, holding a Series 66 designation and seven years of industry experience. She has worked at Edward Jones since 2019 and previously held roles at Big Wheel Carryout and Farmers Bank and Savings Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large retail advisor network, extensive branch footprint, and affiliated services beyond traditional advisory capabilities.

Nicholas Smith is a financial advisor with Robert Baird & Co. in Gallipolis, Ohio, holding a Series 66 designation and six years of industry experience. He has been with Robert Baird & Co. and J.J.B. Hilliard W.L. Lyons, LLC since 2019 and previously worked at Mountwest Community & Technical College for ten years. Outside of his advisory role, he is a co-founder of Vivid Anatomy, Inc., a company that produces smoked hot pepper powders, and serves as a board member of the Gallia County Port Authority. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services combining in-house and third-party managers across a range of traditional and non-traditional strategies.

Anthony Sola is a financial advisor with Raymond James Financial Services Advisors Inc. in Gallipolis, Ohio. He holds Series 63 and Series 66 licenses and has 21 years of industry experience. In addition to his advisory role at Raymond James, he is also employed by Peoples Bank, where he is involved in securities sales and financial advising. 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 offers tailored, non-discretionary planning supported by analytical tools and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Brandy Richards is a financial advisor at Robert Baird & Co. with 22 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously spent over 16 years at Hilliard Lyons. Richards holds the Series 63 designation. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, profit-sharing, and charitable clients. The firm offers a range of financial planning, portfolio management, and advisory services supported by internal research and multiple investment strategies.

Martin Ellison is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has prior experience with the West Virginia Army National Guard, serving since 1997 in various capacities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory services, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

James Saunders is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird since 2019 and J.J.B. Hilliard, W.L. Lyons, LLC since 2014. Outside of his advisory role, Saunders co-owns and manages two cattle farming and genetics businesses and serves on the boards of Holzer Health System and the Community Improvement Corporation of Gallia County. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services that incorporate a range of traditional and alternative investment strategies.

Lesley Marrero is a financial advisor with Edward Jones in Point Pleasant, WV, holding Series 63 and Series 66 designations and 27 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Isaac Mills is a financial advisor with Edward Jones in Gallipolis, Ohio, holding a Series 63 designation and with 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he maintains rental properties in Gallipolis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types and corporate entities. The firm manages over $1 trillion in assets through a large nationwide network of advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Kari Gibbs is a financial advisor at Robert W. Baird & Co. with one year of industry experience. She holds a Series 66 designation and has been with Baird since 2024. Outside of her advisory role, Gibbs teaches a weekly yoga class at The Root Sports and Fitness Center in Gallipolis, Ohio. Baird’s Private Wealth Management department, including the DDK Group, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and investment management services, utilizing both manager- and model-traded SMA strategies and incorporating internal research and tools in its client advice.

Lori Young is a financial advisor with Robert Baird & Co. in Gallipolis, Ohio, holding a Series 63 designation and bringing 28 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously with Hilliard Lyons since 2005. Outside of her advisory role, Young serves as treasurer for several community organizations, including Gallipolis In Lights, GAHS Athletic Boosters, and Gallipolis City Schools Academic Boosters. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies along with tax-management and direct-indexing capabilities.