Sarah Ralstin is a financial advisor with Money Concepts Capital Corp in Portsmouth, OH, holding 12 years of industry experience. She has been with Money Concepts Capital Corp since 2008 and also has 20 years of experience working in education. 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 manages approximately $3.33 billion across about 14,700 clients through a variety of managed programs and account structures.

Steven Conley is a financial advisor with Money Concepts Capital Corp in Portsmouth, OH, holding a Series 63 designation and over 30 years of industry experience. He has been with Money Concepts since 1995 and also has a longstanding role at American Savings Bank dating back to 1990. Outside of his advisory work, he serves on the Board of Directors for Southern Ohio Medical Center and owns Conley Consulting. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory in managing assets.

Nicholas Doerr is a financial advisor at SPC with three years of industry experience. He holds a Series 66 designation and previously worked at Money Concepts, Glockner Auto Sales, and Sandy Sinclair Real Estate. He is also involved in the sale of non-variable insurance products. SPC serves individual clients, charitable organizations, corporations, and retirement plans through a network of over 460 advisors managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies based on client suitability with both discretionary and nondiscretionary management options.

Erica Mccain is a financial advisor at AE Wealth Management, LLC with 22 years of industry experience. She holds a Series 63 designation and has worked at AE Wealth Management since 2020, following roles at Fusion Capital Management and Questar Asset Management. Outside of her advisory work, she is the author of the publication "Ladies with Loot," for which she collects royalties. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm uses a platform-centered approach combining internally managed and third-party models, offering services such as portfolio management, financial planning, and plan consulting.

Ray Mc Ginnis is a financial advisor with PlanMember Securities Corporation, holding a Series 63 license and bringing 33 years of industry experience. His prior roles include positions at MassMutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities. Outside of his advisory work, he serves as a board member for 8th St. Wesleyan Chapel and the charity organization Mylee's Missions. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering a range of risk-based mutual fund portfolios. The firm emphasizes a top-down strategic asset allocation approach combined with participant education and support services.

Bradley Wilson is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked for twelve years at Lendmark Financial Services. Outside of his advisory role, he serves as an unpaid assistant golf coach for Jackson City Schools, assisting with practices and matches. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Barry Rodbell is a financial advisor at Edward Jones with 23 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. 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 strategies, tax-efficient services, and affiliated investment products.

Valerie Enz is a financial advisor at Raymond James Financial with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Raymond James since 2009. In addition to her advisory role, she serves as the Clerk of Otway, Ohio. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, and institutions, offering tailored, non-discretionary advice supported by analytical tools and specialized programs.

Breydan Tilley is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked for one year. He has five years of experience at Cambridge Investment Research, Inc., and prior to that was employed at Shawnee State University and Glockner. His additional activities include work as an insurance agent and solicitor with Frazier Wealth Management. 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 through a large network of independent Financial Professionals, utilizing a range of portfolio management strategies and custody platforms.

Ty Broermann is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. He has previously worked at Compass, Aramark, Vinton County National Bank, and has been involved with organizations such as the Jackson Area YMCA and OHSAA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Gregory Gulker is a financial advisor at Edward Jones with a Series 66 credential and four years of industry experience. His work history includes roles at Edward Jones since 2022, as well as prior positions in automotive sales and community health. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,700 financial advisors.

Benjamin Vannatta is a financial advisor at Ameriprise Financial Services with four years of industry experience and holds a Series 66 designation. His work history includes various roles at Shawnee State University and Ameriprise, among others. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

Jodi High is a financial advisor with Edward Jones in Portsmouth, Ohio, holding a Series 63 designation and 32 years of industry experience. She has been with Edward Jones since 1999 and concurrently involved with Oak Hill Banks since 1998. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 financial advisors.

Trevor High is a CERTIFIED FINANCIAL PLANNER™ at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2018, following roles at Enterprise Rent-A-Car and AXA Advisors. 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 and provides a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jeremy Frazie is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 17 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2014. Outside of his advisory role, he is involved in financial education as a member and instructor with the American Financial Education Alliance, where he also participates as an author, educator, podcaster, and speaker. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and both proprietary and third-party investment approaches.

Elijah Duduit is a financial advisor with Ameriprise in Portsmouth, OH, holding a Series 66 designation and nine years of industry experience. He previously worked at Morgan Stanley for five years and has experience in various roles including data analytics. Outside of his advisory work, he performs analytics contracting focused on data cleaning and analysis on an occasional basis outside of investment-related activities. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides customized retirement planning and ongoing advice based on proprietary research and algorithmic tools.

Darius Jordan is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining Cambridge, he worked at Frazie Wealth Management for four years and has experience in education roles at the University of Rio Grande, Marshall University, and Minford High School. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a variety of portfolio management approaches and custody arrangements tailored to client objectives.

Debbie Kratzenberg is a financial advisor with Ameriprise in Minford, Ohio, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 1999. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations, supported by a centralized consulting team and algorithmic tools.

Nathaniel Frazie is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. He holds the Series 66 designation and previously worked for Minford Telephone Company for 11 years. Frazie also operates a wealth management practice under the trade name Frazie Wealth Management. 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 plan advisory services through a network of independent Financial Professionals, employing a range of portfolio management strategies across multiple platforms.

Chad Knittel is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked at Atomic Credit Union and One Main Financial. Outside of his advisory role, he serves as a board member for Christ Church of Jackson and volunteers as a basketball coach for Jackson City Schools. He also teaches a Bible study through LifeWise Academy and is involved with The Hypomone Project, a faith-based charitable organization. Edward Jones is a full-service wealth management firm serving a broad range of clients, including individuals, institutions, and charitable organizations. The firm offers a variety of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Crystal Carmon is a financial advisor with Edward Jones in Wheelersburg, Ohio, holding a Series 66 designation and 19 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory work, she is involved in a snap jewelry business called Magnolia and Vine for personal and family use. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm has a large national network of advisors and branch offices and offers additional services such as tax-efficient strategies and securities-based lending.

James Daehler Jr. is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual Investment Services LLC. Outside of his advisory role, he is the CEO and owner of Capital Wealth Partners, a support company based in Portsmouth, Ohio. 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, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through its unique municipal advisor affiliation.

Marc Cottle is a financial advisor with Ameriprise in Portsmouth, Ohio, holding a Series 63 designation and 33 years of industry experience. He has worked with Ameriprise and its affiliates since 2005. Outside of advising, he serves on the board of Sole Choice Inc., a shoe care products company, and is involved with a restaurant business in Jackson, Ohio, as well as participating on an investment provider monitoring committee at Shawnee State University. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, using a centralized consulting team to deliver tailored, research-driven recommendations that include tax-efficient withdrawal strategies and Social Security options.

Cecil Mc Graw is a Series 66-credentialed financial advisor with Cambridge Investment Research Advisors, based in Portsmouth, OH. He has two years of industry experience and previously worked for Minford Local Schools for eleven years. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering services such as financial planning, investment management, and retirement plan advisory. The firm employs a variety of investment approaches, including proprietary model strategies and access to third-party managers, tailored to client objectives through multiple platform options.

Asa Jewett is a financial advisor with Edward Jones in Portsmouth, OH, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with Edward Jones since 2003. Jewett serves as a board member of the Southern Ohio Museum and is president of the Washington Nile Local School District board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets with a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Furbee is a financial advisor with Edward Jones in Jackson, Ohio, holding a Series 63 designation and bringing 35 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1995. Furbee serves as chairman of the Board of Trustees and chair of the Investment Committee at Shawnee State University and teaches an investment class there as an unpaid adjunct professor. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and managed solutions. The firm manages approximately $1.01 trillion in assets and supports its services through a nationwide network of financial advisors and branch offices.

Clay Cottle is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. He has worked at Ameriprise since 2023. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, focusing on clients with Ameriprise-managed accounts and employing algorithmic automation to support its advice process.

John Rahal is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes positions at BOKF, NA, CliftonLarsonAllen LLP, and roles in education and camp administration. 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, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Christopher Mauk is a financial advisor with Edward Jones in Portsmouth, Ohio, holding a Series 66 designation and nine years of industry experience. Before joining Edward Jones in 2017, he worked at ECLI Products LLC from 2013 to 2017. Mauk serves on the board of trustees for Notre Dame School, focusing on maintaining Catholic and academically rigorous education. 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 provides a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of more than 23,000 financial advisors.

Dawn Joyce is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. She has been with Edward Jones since 2002. 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 nationwide network of financial advisors and offers a range of advisory programs and affiliated investment products.

Jeffrey Vannatta is a financial advisor with Ameriprise in Lucasville, Ohio, holding a Series 63 designation and 15 years of industry experience. He has been with Ameriprise since 2010, including six years in his current role. Outside of his advisory work, he is a co-owner of Paradise in the Pass LLC, a real estate business. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to develop customized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.