Jeffry Hamilton is a CFP® with 23 years of experience in the financial industry. He has been the sole advisor at Roscoe Financial since 1997. Roscoe Financial serves mainly individual investors, including retirees, professionals, and those managing inheritances or retirement distributions, as well as charitable organizations and fiduciaries for impaired persons. The firm emphasizes client-focused strategic asset allocation using low-cost index and index-like funds, with tailored portfolios governed by written investment policy statements and regular monitoring.

Joshua Fisher is a financial advisor at Plan A Wealth, LLC with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Hummel Wealth Management. Fisher jointly owns an office building leased to Plan A Wealth Management in Coshocton, Ohio. Plan A Wealth advises individuals, charitable organizations, and employer-sponsored retirement plans, offering discretionary asset management, comprehensive portfolio management, standalone financial planning, and a subscription ETF service for smaller household accounts. The firm tailors portfolios to client objectives and uses a range of investment instruments, with a business model that includes brokerage and referral relationships.

Nicholas Schmitt is a ChFC® with 28 years of industry experience, currently affiliated with OSAIC Institutions, Inc. He has previous experience at The Home Loan Savings Bank, Infinex Investments, Inc., and Uvest Financial Services Group, Inc. Outside of financial advising, he is active as a songwriter and musician under the name Nick Barrett. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a focus on both discretionary and non-discretionary accounts.

H Thompson is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His prior work includes roles at LPL Financial and Creative Financial Designs, Inc. He is also the managing partner of the Muskingum Valley Rod & Gun Club in Coshocton County, Ohio. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm utilizes a network of advisory representatives who deliver portfolio management through various strategies and technology platforms, operating under a governance and referral model distinct from many other large firms.

Kaden Smith is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and two years of industry experience. Prior to his advisory roles, he worked in various service positions, including at DoorDash and The Ohio State University Faculty Club. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, offering asset management, financial planning, and retirement plan consulting. The firm employs a network model with advisory representatives operating under independent DBAs and integrates multiple portfolio management strategies and technology platforms.

Charity Lower is a Series 66-credentialed financial advisor at The Huntington Investment Company with 17 years of industry experience. She has worked at Huntington and its affiliated entities since 2008. Outside of her advisory role, she is involved in managing her family's dairy farm, where she contributes monthly to the operation. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and corporations. The firm offers multiple wrap-fee programs using an open-architecture model combining third-party and proprietary strategies, with discretionary or model-based account management.

Victor Reidenbach is a financial advisor with Equity Services, Inc., holding a Series 63 designation and 27 years of industry experience. He has worked at Ameritas Investment Corp since 2001 and has been involved with Grange Mutual, Dome Financial, and Albertson Lawrence Insurance Agency since 1986. Outside of his advisory role, he is also active as an insurance agent at Dome Financial Services and Albertson-Lawrence Insurance Agency. Equity Services, Inc. (ESI Financial Advisors) provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, including third-party asset managers and model portfolios, combining long-term and shorter-term investment strategies, with a mix of discretionary and non-discretionary client programs.

Deborah Meitzler is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. Her prior experience includes roles at Morgan Stanley and 3 Sixty LLC before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice. The firm’s approach incorporates proprietary research and third-party data, emphasizing tax-aware withdrawal strategies and requires clients to meet specific asset minimums for participation.

Nathaniel Conidi is a Series 66-credentialed financial advisor with two years of industry experience. He is currently affiliated with Cetera and its related entities, including Bradford Financial Group, where he serves as an Investment Advisor Representative. Prior to his advisory roles, he worked in the banking sector at The Home Loan Savings Bank and Hometown Bank. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large national network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, overseeing more than $256 billion in assets.

Shane Pyle is a financial advisor with Raymond James Financial in Coshocton, Ohio, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has worked with Raymond James Financial and its affiliates since 1999 and led Pyle Financial, Inc. for 11 years. Outside of his advisory work, he is involved with Airmid Place, a nonprofit providing care for injured and orphaned Ohio wildlife, and serves as a committee member for the Coshocton Civil Service Commission. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides non-discretionary planning and consulting tailored to client goals, utilizing risk profiling and modeling tools, and supports a broad network of advisors with specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jason Hammond is a CFP® with 10 years of industry experience, all of which he has spent at Edward Jones since 2016. He holds a Series 66 license and is based in Coshocton, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

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.

Arthur Saylor is a Series 66-licensed financial advisor with 22 years of industry experience, currently with Cambridge Investment Research Advisors since 2016. His previous roles include positions at Hummel Wealth Management, THE O.N. Equity Sales Company, Home Loan Financial Services, and Ohio National Financial Services. He serves on the investment committee for the Coshocton Foundation and participates in local youth financial support and career center advisory committees. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Daniel Croy is a financial advisor with Cetera, holding a Series 66 designation and 15 years of industry experience. He has been with Cetera Wealth Services since 2014 and the broader Cetera firm since 2023. Outside of his advisory role, he is also involved in insurance sales, including life, health, annuities, and long-term care products, and works as an investment advisor representative with Bradford Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers and various program structures.

Douglas Speicher is a Series 66-credentialed financial advisor with Edward Jones, based in Coshocton, Ohio. He has 16 years of industry experience and has been with Edward Jones since 2009. Speicher serves as a trustee for the Kiwanis Foundation and is involved in audio/video production services for various entities. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Owen Smith is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 10 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., with prior experience at The Huntington Investment Company and The Huntington National Bank. J.P. Morgan Securities 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 multiple market-facing registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Jason Bradford is a financial advisor with Cetera, holding 26 years of industry experience. He has operated his own CPA practice since 1998, providing tax preparation and financial statement services for individuals and businesses. In addition to his advisory role, Bradford is involved in insurance and financial services through Bradford Financial Group and serves as a registered representative in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with various investment solutions including model portfolios, third-party managers, and customized strategies, managing over $256 billion in assets across more than 10,000 advisors.

Daniel Duren is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and has 40 years of industry experience. His career includes over four decades at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved as an insurance advisor in non-variable insurance services in Coshocton, Ohio. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a network of investment adviser representatives. The firm utilizes model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.