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Richard M

ChFC®, Series 66

Zanesville, OH

Richard Miller Financial Services, LLC

Richard Miller is the sole advisor at Richard Miller Financial Services, LLC in Zanesville, OH, holding the ChFC® designation and Series 66 license with 25 years of industry experience. He has operated his firm since 2011. Outside of his financial advisory work, he is co-owner of a small beef cattle farming business established in 1988. Richard Miller Financial Services provides discretionary investment management and financial planning to individuals, high net worth clients, trusts and estates, pension and profit-sharing plans, and corporations. The firm manages approximately $8.38 million in discretionary assets, typically using mutual funds, ETFs, and individual securities, with a customized investment approach focused on fundamental analysis and both long-term and tactical strategies.

Concentrated stock management Options & derivatives strategies Active portfolio management
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Thomas L

CFA®, Series 63

Zanesville, OH

Alliant Capital Management LLC

Thomas Lear is a CFA® charterholder with 26 years of industry experience. He has been with Alliant Capital Management LLC since 2007 and holds a Series 63 license. The firm provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, trusts, pension plans, and institutional entities. Alliant Capital Management builds customized portfolios using fundamental analysis and a range of securities, tailoring strategies to client goals with both long- and short-term holdings.

Active portfolio management Options & derivatives strategies
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Karl S

Series 65

Zanesville, OH

Saunix Investment Management, LLC

Karl Saunders is the sole advisor at Saunix Investment Management, LLC in Zanesville, Ohio, holding a Series 65 credential with five years of industry experience. He has been president of Saunix Management, Ltd. since 1996, a management consulting firm offering services including strategic planning, private security, martial arts, self-defense, and fitness training. Prior to his advisory role, he worked for 40 years at Orthopaedic Associates of Zanesville, Inc. Saunix Investment Management is an independent advisory firm serving mid- to high-net-worth individuals as well as organizational clients such as foundations, non-profits, and specialty occupational groups including military, law enforcement, private security, and health-care professionals. The firm provides personalized investment advisory and portfolio management services, using a range of securities and a combination of fundamental and technical analysis focused on low turnover and cost efficiency.

Wealth management Real estate investing Doctor or Medical Professional Military & Veterans Mid-Career Professionals
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Renee' S

CFA®

Zanesville, OH

Hendley & Co. Inc.

Renee' Smith is a CFA® charterholder with 26 years of industry experience. She has been with Hendley & Company, Inc. since 1984. Hendley & Company provides discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional entities such as corporate pension and profit-sharing plans, foundations, and trusts. The firm uses fundamental, company-level analysis supplemented by external research and manages a sizable asset base with a small advisory team.

Active portfolio management
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Michael S

Zanesville, OH

Hendley & Co. Inc.

Michael Snode is a financial advisor at Hendley & Co. Inc. in Zanesville, OH, with 18 years of industry experience. He has been with Hendley & Company, Inc. since 2006. Hendley & Company provides discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional entities such as corporate pension and profit-sharing plans, foundations, and trusts. The firm uses fundamental, company-level analysis supplemented by external research and typically favors longer-term holdings while employing short-term trades when appropriate.

Active portfolio management
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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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Stephanie S

Zanesville, OH

Stratos Wealth Partners, Ltd

Stephanie Spillman is a financial advisor with Stratos Wealth Partners, Ltd., holding 17 years of industry experience. She has been with Stratos Wealth Partners and LPL Financial since 2015. Stephanie also provides administrative support within Stratos Wealth Partners. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm with around $18.6 billion in assets under management and approximately 366 advisors serving over 24,000 clients. The firm offers advisor-managed and model portfolios, third-party manager programs, and various financial planning services, utilizing an open-architecture approach that incorporates multiple external platforms and tools.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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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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Andrew W

CFP®, Series 66

Zanesville, OH

The huntington Investment company

Andrew Wills is a Certified Financial Planner (CFP®) with eight years of industry experience, currently serving as an advisor at The Huntington Investment Company since 2018. His prior work includes roles at Ameriprise Financial Services and Edward Jones, as well as a position with Buckin Burger Food Group LLC. Outside of financial advising, he is a partner in an AirBnB rental property business. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm offers multiple wrap-fee programs on the Envestnet MAS platform, combining third-party sub-managers with proprietary Private Bank models under an open-architecture approach.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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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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Hanna L

Series 66

Zanesville, OH

Merrill

Hanna Luburgh Agin is an Associate Resident Director at Merrill, where she joined in 2015. She works as a financial advisor on the Conley, Maxwell, Luburgh & Ward team based in Zanesville, Ohio. Alongside her colleagues, she provides a range of services including college education planning, divorce transition planning, family wealth management strategies, legacy planning, philanthropic planning, and portfolio management. She holds a Bachelor's Degree from The University of Akron and has earned the Personal Investment Advisor (PIA) designation. Hanna is involved in professional and community organizations such as the Genesis Hospital Foundation Board and previously served on the Muskingum Valley Park District and Salvation Army boards. In addition, she contributes to local activities as the Zanesville City Half Marathon Race Director. Hanna lives in Zanesville with her husband, Josh, their daughter, Alyxandra, and their two Siberian huskies. She participates in basketball, golfing, and running, and brings a focus on connecting all aspects of clients' financial lives to prioritize and pursue their goals.

College savings (529s, UTMA, etc.) Divorce financial planning Family Business General retirement planning Wealth management Women Professionals Women's Finance Young Families Married/Couples/Partners
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Riley W

Series 66

Zanesville, OH

Edward Jones

Riley Weber is a financial advisor at Edward Jones in Zanesville, Ohio, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Williams and Blue Racer Midstream. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a wide range of investment strategies and affiliated products supported by a large national network of advisors and branch offices.

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

Series 66

Zanesville, OH

Raymond James & Associates

Ryan Moyer is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. He previously worked at Bank of America and Merrill, where he spent over a decade in various roles. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning 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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Michael C

ChFC®, Series 63

Zanesville, OH

Cetera

Michael Connell is a financial advisor with Cetera, holding a ChFC® designation and a Series 63 license. He has 42 years of industry experience, including extensive tenure at Foresters Financial before joining Cetera in 2019. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers multiple investment management options through a large network of advisors and a variety of program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Beau M

Series 66

Zanesville, OH

Raymond James & Associates

Beau Moyer is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 13 years of industry experience. He has worked at Raymond James since 2022 and previously was with Bank of America and Merrill from 2014 to 2022. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning 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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