Eric Potts is a financial advisor at Moment Financial Planning in Circleville, OH, with nine years of industry experience. He holds the Series 65 designation and has previously worked at Key Performance Ideas, Inc., Accelalpha Inc, Pivotal Drive LLC dba Nova Advisory LLC, and Equinix, Inc. In addition to his advisory work, Potts owns and operates Proven Path Tax Services as a tax preparer. Moment Financial Planning provides investment advisory and financial planning services to individual clients, focusing on passive portfolio construction using index mutual funds and ETFs. The firm works with third-party money managers and utilizes the Betterment for Advisors platform for trade execution and ongoing portfolio reviews.

Dylan Bastress is a financial advisor at PACE Financial Advisors with one year of industry experience. He holds a Series 65 designation and has a background that includes roles in fire departments and various companies such as Amazon and Limited Brands. PACE Financial Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, and business entities. The firm provides discretionary wealth management, portfolio management, retirement plan consulting, and standalone financial planning, using diversified investment strategies tailored to client needs.

Scott Braden is a financial advisor with Fifth Third Securities, Inc. in Circleville, Ohio, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Fifth Third Securities since 2005 and has also worked with Fifth Third Bank since 2003. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Charles Pockras is a financial advisor with Edward Jones in Circleville, OH, holding a Series 63 designation and 45 years of industry experience. He has been with Edward Jones since 1980. Outside of his advisory role, he serves as an adjunct professor at Circleville Bible College. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a nationwide network of more than 23,000 financial advisors.

Gideon Hall is a financial advisor with LPL Financial in Circleville, OH, holding a Series 66 credential and four years of industry experience. His prior roles include positions at Edward Jones and Pruco Securities, LLC. Outside of finance, he owns Pickaway Area Shooting and Self Defense Services, providing self-defense training. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services utilizing model portfolios, third-party subadvisors, and customized strategies.

Amy Hammer Huber is a financial advisor with Ameriprise in Independence, Ohio, holding a Series 63 designation and over 34 years of industry experience. She has been with Ameriprise and its related entities since 2005. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored, non-discretionary recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Daniel Malone III is a financial advisor with Edward Jones in Circleville, OH, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he served 16 years in the United States Army. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Dave Christensen is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2003. He holds Series 63 and Series 66 licenses. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

James Klausman Jr. is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked in various roles within J.P. Morgan Chase 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, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Tessa Mack is a financial advisor with Edward Jones in Circleville, OH, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Brian Wolfe is a financial advisor at Fidelity with Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at Merrill, J.P. Morgan Securities, Bank of America, and Nationwide Securities. Outside of his advisory work, Wolfe is the owner and operator of Wolfeman's Plantz & Jamz, a local farmers market in Circleville, Ohio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios across various asset classes.

Diane Hill is a financial advisor with Edward Jones in Circleville, OH, holding a Series 63 designation and 28 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, with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ian Webb is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Raymond James Financial since 2006. He holds a Series 63 designation and is based in Circleville, OH. Webb has spent his entire advisory career with Raymond James Financial Services, Inc. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports clients through various advisory programs while maintaining specialized municipal and public-finance advisory capabilities.

Jonathan Meenach is a financial advisor with Edward Jones in Ashville, OH, holding a Series 66 license and 11 years of industry experience. He has been with Edward Jones since 2014. In addition to his advisory role, Meenach maintains a farm property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs, investment strategies, and affiliated financial services through a nationwide network of advisors and branch offices.

David Webb is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 46 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1987 and continues to work at the firm. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling while supporting municipal and public finance work through a unique affiliation with a municipal advisor.

James Hooks is a financial advisor at Edward Jones with 20 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 2006. 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 manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Caleb Nickell is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Avantax Investment Services, Inc., and operated his own wealth management firm. Outside of advising, he owns Nickell Holdings LLC, a commercial real estate business involved in passive investing. 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 and access to separately managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Jeffrey Williams is a financial advisor with Edward Jones in Circleville, OH, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2026, he worked with Nationwide and its affiliated firms from 2014 to 2025. Outside of his advisory role, he is a partner in K&R Beach Bums LLC, where he produces drone videos used by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.