Gerald Griffith is a Series 65-licensed financial advisor with Portfolio Medics, LLC, where he has worked since 2009. He has 16 years of industry experience and also operates independently and through Forward Financial Group, offering debt elimination and debt reduction plans as well as life, health, and fixed annuity products. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients with a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, employing a mix of strategic and tactical investment approaches across a variety of model portfolios and strategies.

Matthew Mc Cleese is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Prudential, Edward Jones, and TCP Asset Management. PNC Wealth Management offers retail brokerage and advisory services through model-based portfolio programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend risk-adjusted investment models primarily composed of mutual funds and ETFs.

Parker Brady is a financial advisor with Edward Jones in Logan, OH, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he served in the United States Army from 2022 to 2025 and has experience in various roles including positions at The Savings Bank and Fairfield County Utilities. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices across the country.

Blake Richards is a financial advisor with Thrivent Investment Management in Logan, Ohio, holding a Series 66 designation and bringing 10 years of industry experience. He previously operated B E RICHARDS LLC from 2011 to 2017 before joining Thrivent Financial and Thrivent Investment Management in 2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without portfolio management or discretionary trading authority. The firm offers holistic analyses and periodic reviews of written recommendations across a broad range of planning topics.

Jacob Hill is a CFP® with 28 years of industry experience and has been with Edward Jones since 1997. He serves as president of the Zanesville Investment Club, organizing meetings outside trading hours. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a wide range of investment strategies and affiliated services through a large nationwide network of advisors and branch offices.

Christopher Johnson is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent and its affiliated entities since 2020. Prior to his current roles, Johnson was involved with Scioto Valley Baptist Association and Ebenezer Baptist Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based planning across multiple financial topics and allows clients to integrate planning with managed-account services while keeping them distinct.