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.

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.

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.

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.

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.

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.

Stephanie Spillman is a financial advisor with Stratos Wealth Partners, Ltd. She holds 17 years of industry experience and has worked at Stratos Wealth Partners and LPL Financial since 2015. Her career includes roles at these firms, and she provides administrative support to Stratos Wealth Partners. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients through independent adviser representatives who use an open-architecture platform combining multiple third-party managers and customized portfolio solutions.

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.

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.

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.

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.

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.

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.

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.

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.

Rory Stelzer is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to his advisory role, he worked at Southeastern Ohio Regional Medical Center for five years. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of investment strategies and affiliated services, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.

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.

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.

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.

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.

Michelle Brown is a ChFC® credentialed financial advisor with 23 years of industry experience. She is currently with Raymond James & Associates and has previously worked at State Farm Investment Management and operated the Michelle Brown Insurance Agency. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, charitable organizations, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services, employing a range of portfolio management strategies supported by firm research and affiliated sub-advisers.

Steven Moyer is a financial advisor with Raymond James & Associates in Zanesville, OH, holding a Series 66 designation and bringing 24 years of industry experience. His prior roles include positions at Bank of America, N.A., and Merrill, where he worked for 13 and 21 years, respectively. 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, institutional clients, pension plans, and charitable organizations, offering financial planning and consulting services that emphasize tailored, non-discretionary strategies supported by firm research and a range of portfolio management options.

Matthew Harper is a financial advisor at Edward Jones in Zanesville, OH, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he serves as a board member of the Muskingum County Historical Society. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, and operates under a fiduciary standard.

Gavin Supplee is a financial advisor with Edward Jones in Zanesville, OH. He holds a Series 66 designation and has two years of industry experience, including prior roles at BBI Logistics and Prime Solutions LLC. Before joining Edward Jones, he was self-employed for four years. 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 strategies and affiliated investment products, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Thane Blosser is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with LPL Financial and The Community Bank-Ohio, having previously worked at Manning & Napier Investment Services, U.S. Bancorp Investments, and Raymond James Financial Services. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors.

James Martin is a financial advisor with Cambridge Investment Research Advisors and holds 28 years of industry experience. He previously worked at Nationwide Securities, LLC for 10 years and has been involved with Martin Family Enterprises since 1999. Martin is also an independent insurance agent and serves on the board of LifeWise Academy-Tri-Valley. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals utilizing a range of portfolio management strategies and platform arrangements.

Seth Conley is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2011 and brings over 20 years of experience in wealth management and financial education. Seth works collaboratively with a team to help clients achieve their financial goals and improve their wealth. Seth holds a Master's degree from Ohio Dominican University and a Bachelor's degree from Ohio University. He is a CERTIFIED FINANCIAL PLANNER (CFP), a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is affiliated with the Certified Financial Planner Board of Standards, Inc. Outside of his professional work, Seth teaches finance and economics at Mount Vernon Nazarene University. He is involved in community service through the Licking Memorial Development Council and MCBI Zanesville. Seth and his wife Summer live in Nashport with their three children.

Ronald Davis Jr. is a financial advisor with LPL Financial in Zanesville, Ohio, holding a Series 63 designation and 33 years of industry experience. He has been with LPL Financial since 1998. Outside of his advisory work, he has involvement in a non-variable insurance business and operates a real estate rental venture. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a large network of investment adviser representatives and a variety of investment strategies.

Christopher Clewell is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He has been with LPL Financial since 2007 and previously worked at The Huntington Investment Company in 2006. Clewell is also involved with The Community Bank in Zanesville, Ohio, where he dedicates time to financial institution duties. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services supported by model portfolios, third-party asset management, and institutional platforms.

Christa Ziegler is a financial advisor with Raymond James & Associates, holding a Series 66 credential and 17 years of industry experience. She previously worked at Merrill Lynch for 15 years before joining Raymond James in 2022. 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 that includes individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Scott Barr is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward Jones since 1999 and holds a Series 63 designation. Outside of his advisory role, Barr serves as an adjunct instructor in the Business and Finance Department at Zane State College in Zanesville, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of investment advisory programs and services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Daniel Maxwell is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 2008, providing expertise in areas such as Retirement Plans, Wealth Management, Debt Management, and Investment Management. His client focus includes College Education Planning, Family Wealth Management Strategies, Legacy Planning, Personal Retirement Planning, Small Business Strategies, and Retirement Income. Daniel holds a Bachelor's Degree from the University of Dayton and carries the Professional Investment Advisor (PIA) designation. He resides in Zanesville with his wife, Marianne, and their four children. Outside of his professional work, Daniel is active in his church community and participates in various local youth sports programs. His personal interests include golfing, soccer, and spending time with his family.

Mark Moyer is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and over 39 years of industry experience. His prior roles include positions at Merrill and Bank of America. Outside of his advisory work, he serves on the advisory board of Friends of Secrest, a nonprofit organization focused on enhancing a historic community auditorium. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipalities. The firm offers financial planning, investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by extensive research and sub-advisers.

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.

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.

Danielle Knox is a financial advisor at Raymond James & Associates with nine years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill. She serves on the finance and investment committee of the Zanesville Museum of Art, advising the board on selecting their outside investment manager. 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 charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Adam Garber is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and Century National Bank. He serves as a committee member of the Genesis Foundation Pro-AM Committee, organizing a charitable golf tournament supporting a local health initiative in Zanesville, Ohio. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Joanne Bills is a financial advisor with Raymond James & Associates holding a Series 66 designation and 24 years of industry experience. She worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 22 years before joining Raymond James in 2022. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Marcus Farley is a financial advisor at Edward Jones in Zanesville, Ohio, with six years of industry experience. He holds a Series 66 designation and has previously worked at Mark Mckinniss Allstate, IGS Energy, and Nickles Bakery. Farley serves as a board member for the West Muskingum Local School District and the Mid East Career and Technology Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

Jessica Bloebaum is a financial advisor at Raymond James & Associates with two years of industry experience. She holds a Series 66 designation and has prior work experience in healthcare settings including OhioHealth Riverside Methodist Hospital and the University of Cincinnati Medical Center. Outside of her advisory role, she serves on the finance and investment committees for the Downtown Newark Association, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations with a broad range of advisory and consulting services, combining firm research, multiple portfolio management styles, and municipal advisory capabilities.

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.

Marissa Ward is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has served since October 2018. Prior to joining Merrill, she was a partner in a regional CPA firm in southeast Ohio for 13 years. This background enables her to provide comprehensive wealth management services, particularly to businesses and business owners, with a focus on wealth management, debt management, investment management, business succession strategies, and retirement plans. She is part of the Conley, Maxwell, Luburgh & Ward team based in Zanesville, Ohio, which combines nearly 50 years of experience. Marissa holds a bachelor's degree from Capital University and holds the designation of Personal Investment Advisor (PIA). She has been recognized as a member of the Forbes "Best-in-State Wealth Management Teams" list for four consecutive years from 2023 through 2026. Her client focus areas include education planning, family wealth management strategies, philanthropic planning, and services for endowments, foundations, and non-profits. Outside of her professional work, Marissa is active in her community through involvement with organizations such as Big Brothers Big Sisters of Licking and Perry Counties, Bishop Rosecrans High School, New Lexington High School, and St. Rose Church. She serves in roles including board member and assistant girls high school basketball coach. She resides in New Lexington with her husband and two daughters.

Edward Hickman is a financial advisor with Primerica Advisors in Cambridge, OH, holding a Series 63 license and 23 years of industry experience. He has worked with Primerica Financial Services since 2001 and was associated with Bushby Enterprise Inc. from 2016 to 2019. Outside of his advisory role, he owns Hickman & Associates, an independent representation connected to Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, emphasizing a tiered percentage-based fee model.

John Barr is a financial advisor at Edward Jones in Zanesville, OH, holding a Series 66 designation with one year of industry experience. His prior work experience includes roles at Absolute Security, Syxsense Inc, SMACT Works, MAPSYS Inc, Alpha EMC, and Linear Active LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and maintains affiliated services such as a trust company and securities-based lending.

Shad Tyson is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 23 years of industry experience. He previously worked for The Huntington Investment Company for 24 years before joining Ameriprise. Tyson is based in Zanesville, Ohio. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Layke Fletcher is a Series 66-credentialed financial advisor with four years of industry experience. He has worked at Edward Jones since 2023 and previously held roles at LPL Financial and Webb Financial Group. Outside of finance, his background includes positions in education and the construction and automotive sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charities. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

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.

Edward Leedom is a CFP® with 33 years of industry experience, currently affiliated with LPL Financial since 2020. His prior experience includes 18 years at Harbor Funds Distributors, Inc. and Harbor Capital Advisors, Inc. He serves as co-trustee of a family trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.

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.