Evan Kellenberger is a financial advisor with CS Planning Corp, holding Series 63 and Series 65 designations and 16 years of industry experience. He previously worked for Focuspoint Solutions, Inc. for 15 years before joining Wealth Enhancement Group and Advisory Solutions Group. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, consulting, and financial planning services to a diverse client base, including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model with broadly diversified portfolios tailored to clients’ risk tolerance and monitored on an ongoing basis.

Kristian Annunziata is a financial advisor with United Planners' Financial Services of America and holds a Series 65 designation. Annunziata has zero years of industry experience but previously worked at Skadden, Arps, Slate, Meagher & Flom and served seven years in the United States Air Force. United Planners Financial Services is a national wealth-management enterprise with approximately $12.77 billion in assets under management and about 359 advisors. The firm serves a broad client base including individuals, retirement plans, corporations, and institutional clients, offering advisory and brokerage services primarily through independent Investment Adviser Representatives.

Clare Schwemlein Brownfield is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. She holds a Series 66 designation and has worked with Janney Montgomery Scott since 2007. 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 clientele including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Mark Frazier is a financial advisor at Money Concepts Capital Corp with 24 years of industry experience. He holds a Series 63 designation and has been with Money Concepts since 2001. In addition to his advisory role, he is the president and managing partner of Mark A. Frazier CPA & Associates, a CPA office he has operated since 1992. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs using a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, employing fundamental and technical analysis alongside modern portfolio theory.

William Barber is a Series 66-licensed financial advisor with seven years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. He has worked at United Planners since 2018 and previously at Justice Financial Services Inc. from 2018 to 2022. Outside of his advisory role, he is a co-owner of Barber & Annunziata Wealth Management LLC, a pass-through LLC for tax purposes. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform using multiple custodians and third-party money managers and is notable for its largely non-discretionary asset mix and limited partnership ownership structure.

Cody Stapleton is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Cambridge Investment Research Inc. Outside the advisory field, he is involved in a family business, Ollies Burgers & Barbeque. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base that includes individual investors, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary portfolio management programs supported by third-party managers and technology platforms.

Joseph Lafreniere is a financial advisor at Janney Montgomery Scott with a Series 66 designation and one year of industry experience. Prior to joining Janney, he worked at Vinton County National Bank for three years and was previously employed by McDonald's for five years. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.

Tyler Trimble is a financial advisor with Fifth Third Securities, Inc. in Chillicothe, Ohio. He holds the Series 63 and Series 65 designations and has experience at Fifth Third Bank and Parsifal Corporation. He has been with Fifth Third Securities since 2026. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, which includes advisor-directed models, SMA strategies, and tax-optimization features.

Seth Ash is a financial advisor with Janney Montgomery Scott who holds a Series 66 designation and has nine years of industry experience. He has been with Janney Montgomery Scott since 2016 and previously worked at Kroger. Outside of his advisory role, he serves on multiple local boards in Chillicothe, Ohio, including the Main Street Program, Build Chillicothe, and Jaycee Public Golf Course. 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 and provides investment advice through in-house portfolio management, third-party managers, and multiple wrap/advisory programs.

Tammy Ashworth is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Janney Montgomery Scott since 2008. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad range of clients including individuals, families, trusts, corporate and retirement plans, charitable organizations, and municipalities, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Levi Gerber is a financial advisor with Cambridge Investment Research Advisors in Chillicothe, Ohio. He holds a Series 66 designation and has one year of industry experience, including prior roles at Park Avenue Securities and Guardian Life Insurance Company. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services delivered through a network of independent Financial Professionals using proprietary and third-party strategies.

Olivia Dresbach is a Series 66-licensed financial advisor with Edward Jones in Chillicothe, Ohio, where she has worked since 2017. She has nine years of industry experience, including two years at the University of the Incarnate Word School of Physical Therapy prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies supported by a large network of financial advisors and branch offices nationwide.

Laura Baker is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has previously worked at Roosters and served at the Pickaway County Family YMCA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and supports its clients through a large nationwide network of financial advisors and branch offices.

William Willis is a financial advisor with Primerica Advisors in Chillicothe, OH, holding a Series 63 designation and 24 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2001. Outside of investment advisory, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating a percentage-based wrap fee structure and maintaining authority over its investment models.

Edward Roberts is a financial advisor with LPL Financial, holding the Series 63 designation and bringing 26 years of industry experience. He has been with LPL Financial since 2000 and concurrently with Homeland Credit Union since 2011. Roberts is also the owner of Dogwood Hills Golf Course, a local business in Chillicothe, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other 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 investment adviser representatives.

Kevin Norman Jr. is a CFP® with 19 years of industry experience, currently affiliated with Raymond James Financial. He previously worked at Wells Fargo Advisors for eight years before joining his current firm in 2023. Outside his advisory role, he operates an independent investment practice and is involved in business management activities including budgeting and forecasting for a local enterprise. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele, including individuals, corporations, and institutional clients. The firm uses analytical tools for tailored, non-discretionary planning and supports its advisory network with specialized programs in municipal finance and employer retirement plans.

Matthew Edler is a financial advisor at Edward Jones in Chillicothe, Ohio, holding a Series 63 designation with 23 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, Edler is involved in agriculture as a landowner of a family farm in Frankfort, Ohio. 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 and investment options, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Matthew Dresbach is a financial advisor with Edward Jones in Chillicothe, Ohio, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of sectors. The firm manages approximately $1.01 trillion in assets and delivers both discretionary and non-discretionary investment strategies through a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Benjamin Karst is a Series 66-credentialed financial advisor with five years of industry experience. He has worked at Edward Jones since 2021 and has prior experience in educational roles at multiple school districts. 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 with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Joseph Uhrig is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and over 23 years of industry experience. He has been with Cambridge since 2012 and operates UHRIG Financial, where he provides tax preparation and insurance services. Uhrig serves on the board of directors for Kingston National Bank and is an Income Grant Committee member for the United Way of Ross County. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party model strategies across multiple platform arrangements.

Nicholas Arnold is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 credentials and has been associated with various Fidelity entities since 2014, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI in research.

Arthur Dossman is a financial advisor with Edward Jones in Chillicothe, OH. He holds a Series 66 designation and has 14 years of industry experience, all with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Tristan Chrisman is a financial advisor with Cambridge Investment Research Advisors in Chillicothe, Ohio, holding 19 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2021 and previously spent 14 years with Money Concepts Capital Corp. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, providing customized strategies across multiple platforms with access to both proprietary and third-party investment models.

James Schafer is a CFP® and Series 63 registered financial advisor with Cambridge Investment Research Advisors, where he has worked since 2014. He has 36 years of industry experience and has also been associated with Cambridge Investment Research, Inc. since 2010. Outside of advising, Schafer serves as secretary for a local Masonic Lodge and is an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of investment platforms and proprietary as well as third-party strategies.

William Betson Jr. is a financial advisor with Edward Jones in Chillicothe, OH, holding a Series 66 designation and bringing nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Sprint PCS for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory strategies under a fiduciary standard and is notable for its large retail advisor network and affiliated capabilities beyond advisory services.

Matthew Crace is a financial advisor at LPL Financial in Chillicothe, Ohio, holding a Series 63 designation with nine years of industry experience. His prior work includes roles at W&S Brokerage Services and Western Southern Life. He serves as a board member of the Eddie Robbins Memorial Scholarship Fund in Piketon, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, and access to third-party asset management across a range of investment strategies.

Natalie Dulaney is a financial advisor with LPL Financial based in Chillicothe, Ohio, holding a Series 66 credential and four years of industry experience. Her prior work includes roles at Wells Fargo Advisors 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 other institutions, offering a range of financial planning and asset management services through a large network of advisors.

Zachary Holbert is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has previously worked at Cadaret, Grant & Co., Inc. and BHM CPA Group, Inc. Holbert is also involved with Rathkamp Financial, Inc., where he engages in tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across a broad platform.

Mark Justice is a CFP® with 40 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2024. He has held roles at United Planners Financial Services and operates Justice Financial Services, Inc. Outside of his advisory work, Justice serves as a church elder with Open Door Ministries. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base through a network of independent Financial Professionals, offering a range of portfolio management strategies across multiple custody platforms.

William Rathkamp is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 17 years of industry experience. His career includes prior roles at Cadaret, Grant & Co., Inc. and VOYA Financial Advisors. He also operates Rathkamp Financial Inc., which provides tax preparation and accounting services in addition to investment-related activities. 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 wide range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced advisor tools.

Jarrell Witty is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at LPL Financial and Securities America, with additional experience running a photography and video business, Creative Visuals LLC. He also serves as CEO of a securities-related DBA, 2020 Wealth Advisors LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to various portfolio management options ranging from model portfolios to bespoke strategies.

Adam Halm is a CFP® with 20 years of industry experience, currently serving as a financial advisor at LPL Financial since 2020. Prior to joining LPL, he worked at VOYA Financial Advisors for six years. He also operates Adam Halm Tax Service, a tax preparation business he has owned since 2013, and has been involved with Lansing Insurance Agency since 2006, where he sells various insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across diverse asset classes.