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Brent M

Series 63

Cambridge, OH

Janney Montgomery Scott

Brent Markley is a financial advisor at Janney Montgomery Scott with 41 years of industry experience. He previously worked at Stratos Wealth Partners, Ltd and LPL Financial, holding positions at both firms from 2011 to 2024. He holds the Series 63 designation. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap and advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Grant B

Series 63, Series 65

Cambridge, OH

Janney Montgomery Scott

Grant Beckley is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Stratos Wealth Partners and LPL Financial. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable and municipal organizations, offering a range of brokerage services, financial planning, and advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Mikelle C

Series 63

Cambridge, OH

Janney Montgomery Scott

Mikelle Copella is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. She holds a Series 63 designation and previously worked at Stratos Wealth Partners and LPL Financial for 13 years. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and multiple advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Matthew L

Series 66

Cambridge, OH

Edward Jones

Matthew Lashley is a Series 66 licensed financial advisor with Edward Jones in Cambridge, Ohio, and has one year of industry experience. Prior to joining Edward Jones, he held positions at Integrity Kokosing Pipeline Services, Beaver Excavating, and Bi-Con Services Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General retirement planning Oil & Gas
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Steven M

Series 66

Cambridge, OH

Edward Jones

Steven Marvin is a financial advisor with Edward Jones in Cambridge, Ohio, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Huntington National Bank for 29 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy Retired Founder/Business Owner Executive
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Christina B

Series 66

Cambridge, OH

Edward Jones

Christina Bradison is a financial advisor with Edward Jones in Cambridge, OH, holding a Series 66 designation and 19 years of experience at the firm. Outside of her advisory role, she has worked as a restaurant server. Edward Jones is a full-service wealth management firm serving over four million clients, with approximately $1.01 trillion in assets under management and a large national network of advisors. The firm offers a range of advisory programs, including wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

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

Series 66

Cambridge, OH

Edward Jones

Rory Stelzer is a financial advisor with Edward Jones in Cambridge, Ohio, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2017 and previously was employed by Southeastern Ohio Regional Medical Center from 2012 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Jordan H

Series 66

New Concord, OH

Edward Jones

Jordan Hunkins is a Series 66-licensed financial advisor at Edward Jones with seven years of industry experience. He has worked primarily at Edward Jones since 2018, with prior experience at OneMain Financial and Bethany College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Business ownership considerations General estate planning guidance Founder/Business Owner
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Lidia L

Series 63, Series 65

Cambridge, OH

Edward Jones

Lidia Laurie is a financial advisor at Edward Jones in Cambridge, OH, with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked for Edward Jones since 2022, following roles at The Huntington Investment Company and The Huntington National Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management General retirement planning Founder/Business Owner Women Professionals
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Nathan L

Series 63, Series 66

Cambridge, OH

Raymond James Financial

Nathan Larrick is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has been associated with Raymond James since 2011 and is also involved as an instructor at Dave Ramsey Financial Peace University since 2019. Additionally, Larrick works with Peoples Investment Services in a registered representative capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and employs analytical tools to present potential outcomes, supporting a range of advisory programs and institutional consulting services.

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

Series 66

Cambridge, OH

Edward Jones

Jacob Stelzer is a financial advisor with Edward Jones in Cambridge, Ohio, holding a Series 66 designation and two years of industry experience. He has been with Edward Jones since 2022. Outside of his advisory role, Stelzer serves as a volunteer deputy sheriff with the Noble County and Guernsey County Sheriff's Offices. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Multi-generational wealth transfer Government Employee
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Jeffery W

Series 66

Cambridge, OH

Edward Jones

Jeffery Willard is a financial advisor with Edward Jones in Cambridge, OH, holding a Series 66 designation and bringing 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of nearly 24,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and proprietary funds, operating under a fiduciary standard.

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

Series 66

Cambridge, OH

Edward Jones

Robert Howell is a Series 66 credentialed financial advisor with Edward Jones in Cambridge, Ohio, with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

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

CFP®, Series 66

New Concord, OH

Edward Jones

Ryan Braglin is a CFP®-certified financial advisor at Edward Jones with six years of industry experience. Prior to joining Edward Jones in 2020, he held various roles in health services, counseling, and law enforcement. He is associated with Braglin Vocational Services LLC and occasionally assists with a holistic health business owned by his spouse. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large national network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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