Dawn Wilson is a financial advisor with Athens Impact Socially Responsible Investments in Athens, OH. She holds Series 63 and Series 66 licenses and has 12 years of industry experience. Her prior work includes roles at Cambridge Investment Research and Lincoln Financial Securities Corporation. Athens Impact provides individualized investment management, financial planning, and coaching for individuals, corporate clients, charitable organizations, and institutional retirement plans. The firm primarily uses passive investment strategies with ESG and impact screening integrated into portfolio construction, and it offers services including employee benefit plan advisory, investor education, and institutional education programs.

Michael Carpenter is a CFP® with 32 years of industry experience, currently serving at LexAurum Advisors. He has worked at Brokers International Financial Services since 2018 and has been with LexAurum Advisors for the past 10 years. Carpenter is an adjunct instructor at Ohio University College of Business, teaching a senior-level financial planning class. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm operates with a multi-advisor team and applies diversified portfolios based on modern portfolio theory, offering both discretionary and non-discretionary engagements.

Travis Davidson is a financial advisor at Lexaurum Advisors in Athens, Ohio, holding a Series 66 designation and with over 12 years of experience. His background includes roles at Integrity Alliance, Carpenter and Associates, and academic positions at Ohio University and Università Politecnica delle Marche. Lexaurum Advisors serves individuals, families, businesses, and institutional clients with investment management, financial planning, and retirement-plan services. The firm manages approximately $1.27 billion for over 2,100 clients through a multi-advisor team, employing diversified portfolios based on modern portfolio theory and a standardized model allocation program typically implemented with low-cost ETFs.

Lisa Lidke is a financial advisor with Wells Fargo Advisors in Columbus, Ohio, holding a Series 66 designation and 25 years of industry experience. She has been with Wells Fargo Advisors since 2014. Additionally, she serves as co-trustee for Rivers Lidke Financial Group, LLC, a financial entity based in Columbus. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for clients.

Kyle Barnhouse is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and previously worked at OhioHealth for six years. Barnhouse is also an associate at Karageorge Wealth Management, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Drew Smart is a financial advisor at Edward Jones in Athens, OH, with 19 years of industry experience and a Series 66 designation. He previously worked at Ohio University Credit Union and Cuso Financial Services from 2014 to 2020 before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Daniel Stroh is a financial advisor with LPL Financial in Athens, Ohio, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Kestra Advisory and Kestra Investment Services, LLC. He also operates Dan Stroh LLC, a business entity for tax and investment purposes. 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 portfolio programs, and institutional platforms, supported by a large network of advisors and diverse investment options.

Holly Gibbs Engel is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2018. Prior to that, she worked at Innspire and Coldwell Banker Hubbell Briarwood. Outside of her advisory role, Engel is president of Ohana JBL Holdings LLC. 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 strategies supported by a large national network of financial advisors and branch offices.

Sheryl Hill is a financial advisor with Ameriprise in Athens, Ohio, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliate since 2012. Hill serves as president of the board of trustees for The Athens County Historical Society and Museum and is a board member of Habitat for Humanity of Southeast Ohio. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendations delivered through a centralized consulting team.

Romney Cox is a financial advisor at LPL Financial with 17 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Ohio University Credit Union, Cuso Financial Services, and Thrivent Financial for Lutherans. 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 financial planning and asset management services through a large network of advisors, utilizing diverse investment strategies and technology tools.

Andrew Mc Rill is a financial advisor with LPL Financial in Athens, Ohio, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2023, he worked at Kestra Investment Services and Huntington National Bank. He is also a notary and operates OUCU Investment Services, a DBA related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Jacob Haywood is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2024. Outside of his advisory role, he is also employed as a wealth advisor and investment manager at Cornerstone Retirement Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs a non-discretionary, client-tailored approach supported by analytical tools and also offers specialized services in municipal and public-finance advisory.

Jeffery Chaddock is a financial advisor with Ameriprise in Columbus, OH, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in nonprofit fundraising and is a trustee at Ohio University Athens. He is also an author working on a book about business marketing strategies. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling to provide tailored, tax-efficient withdrawal strategies. The firm serves a large client base with a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jacob Fraylick is a financial advisor with LPL Financial in Athens, Ohio. He holds a Series 66 credential and has one year of industry experience. Prior to joining LPL Financial, he has held roles at OUCU Financial and worked in various non-financial positions. Fraylick is also a notary affiliated with OUCU Financial. 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 offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with a platform supporting both discretionary and non-discretionary strategies.

Danette Carr is a Series 66-licensed financial advisor with LPL Financial, based in Athens, Ohio, and has six years of industry experience. She has worked extensively with Ohio University Credit Union and CUSO Financial Services, LP. In addition to her advisory role, she is involved in selling fixed annuities and serves as a notary. 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 offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

James Karageorge is a financial advisor with Raymond James Financial in Athens, Ohio, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. Prior to joining Raymond James in 2021, he worked for Wells Fargo Advisors Financial Network for 12 years. He is also the managing principal of Karageorge Financial Group, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors, using analytical tools to tailor recommendations to client goals.

Aaron Mc Allister is a financial advisor with Edward Jones, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones in Athens, OH since 2012. Outside of advising, he is a member of Roclet LLC, a commercial space entity in Athens, OH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.

Sandor Vegh is a financial advisor with Edward Jones in Athens, Ohio, holding the Series 66 designation and bringing 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and fiduciary services, supported by a large network of advisors and branch offices across the United States.

Mark Snider is a CFP® and ChFC® professional with 53 years of experience in the financial services industry. He currently works with LPL Financial and has held roles at Kestra Advisory and Kestra Investment Services, LLC. Snider has also managed his own practice, Southeast Planning Agencies Inc DBA Snider Fuller & Associates, since 1980. Outside of his advisory work, he serves as a notary in Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management options, utilizing both proprietary and third-party strategies, supported by advanced technological tools and a broad range of affiliated financial services.

Michael Chapman is a financial advisor with Raymond James Financial in Athens, OH, holding a Series 66 designation and four years of industry experience. His prior work includes roles at The Royal Group and Pawpurr's Bar. In addition to his advisory work, he is an associate at Karageorge Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, charitable organizations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Patrick Pepper is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. He has been with LPL Financial since 2010 and previously worked at Edward Jones and Morgan Stanley. Outside his advisory role, he assists with minor tax preparation and review as an independent contractor and is a commissioned notary for the state of Ohio. 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, asset management programs, and institutional platforms, with a focus on a variety of investment strategies and operational tools.