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Richard M

ChFC®, Series 66

Zanesville, OH

Richard Miller Financial Services, LLC

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.

Concentrated stock management Options & derivatives strategies Active portfolio management
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Jeffry H

CFP®

Coshocton, OH

Roscoe Financial

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.

General retirement planning Tax-loss harvesting College savings (529s, UTMA, etc.) Cash flow / budgeting Retired
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Renee' S

CFA®

Zanesville, OH

Hendley & Co. Inc.

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.

Active portfolio management
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Michael S

Zanesville, OH

Hendley & Co. Inc.

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.

Active portfolio management
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Joshua F

Series 66

Coshocton, OH

Plan A Wealth, LLC

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.

Charitable giving & philanthropy
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Ross W

Series 66

Zanesville, OH

Kestra Private Wealth Services, LLC

Ross Weinberg is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and six years of industry experience. He previously worked at Bank of America and Merrill from 2019 to 2024. Outside of his advisory role, Weinberg serves on the steering committee for Muskingum County Emerging Leaders and owns a real estate business focused on property rehabilitation and management. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers a range of investment products and platforms with discretionary and non-discretionary arrangements, serving both individual and institutional clients.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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David W

Series 66

Zanesville, OH

Kestra Private Wealth Services, LLC

David Weinberg is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and bringing 19 years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill. Outside of his advisory work, he owns W.K.T.B. LLC and is involved with Attain Wealth Partners, where he provides holistic financial planning services. Kestra Private Wealth Services offers investment advisory through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients with a broad range of investment products and specialized services.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Chad T

Series 66

Zanesville, OH

Independent Advisor Alliance, LLC

Chad Tom is a financial advisor at Independent Advisor Alliance, LLC with 24 years of industry experience. He holds a Series 66 designation and previously worked at Stratos Wealth Partners, LTD and LPL Financial, LLC. Independent Advisor Alliance serves a diverse range of clients including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement plan consulting. The firm employs a network model with several hundred advisory representatives and integrates technology platforms to provide portfolio management and estate-planning solutions.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Retired
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Wayne W

Zanesville, OH

Independent Advisor Alliance, LLC

Wayne Wycoff is a financial advisor with Independent Advisor Alliance, LLC, holding 11 years of industry experience. He previously worked at Stratos Wealth Partners, Ltd for nine years. Wycoff also has ownership interests in several entities, including Modern Gentleman, LLC, although these are not active business ventures. Independent Advisor Alliance serves a diverse range of clients, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm utilizes a network model with numerous advisory representatives and integrates technology platforms to support portfolio management and estate planning.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Retired
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Nicholas S

ChFC®, Series 63, Series 66

Coshocton, OH

OSAIC Institutions, INC.

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.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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H T

Series 63, Series 66

Coshocton, OH

Independent Advisor Alliance, LLC

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.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Retired
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Nicholas W

Series 65, Series 63

Zanesville, OH

Bankers Life Advisory Services, Inc.

Nicholas Weiner is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 63 licenses and six years of industry experience. His prior work includes roles at Bankers Life Securities, Inc. and Gabe's. In addition to advising, he serves as a Unit Field Trainer at Bankers Life & Casualty, recruiting and training insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management and consulting. The firm employs fundamental, technical, and cyclical analysis methods to create tailored asset allocations and ongoing portfolio management aligned with clients’ goals and risk tolerances.

Wealth management Retired
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Kaden S

Series 66

Coshocton, OH

Independent Advisor Alliance, LLC

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.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Retired
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Andrew W

CFP®, Series 66

Zanesville, OH

The huntington Investment company

Andrew Wills is a Certified Financial Planner (CFP®) with eight years of industry experience, currently serving as an advisor at The Huntington Investment Company since 2018. His prior work includes roles at Ameriprise Financial Services and Edward Jones, as well as a position with Buckin Burger Food Group LLC. Outside of financial advising, he is a partner in an AirBnB rental property business. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm offers multiple wrap-fee programs on the Envestnet MAS platform, combining third-party sub-managers with proprietary Private Bank models under an open-architecture approach.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Victor R

Series 63

Coshocton, OH

Equity Services, inc.

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.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
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Hanna L

Series 66

Zanesville, OH

Merrill

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.

College savings (529s, UTMA, etc.) Divorce financial planning Family Business General retirement planning Wealth management Women Professionals Women's Finance Young Families Married/Couples/Partners
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Riley W

Series 66

Zanesville, OH

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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John W

Series 63, Series 66

Zanesville, OH

STIFEL

John Wood Jr. is a financial advisor with Stifel who holds Series 63 and Series 66 designations and has 27 years of industry experience. He joined Stifel in 2020 after working at Wells Fargo Clearing from 2016 to 2020 and Wells Fargo Advisors LLC from 2009 to 2016. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, offering analyses and guidance for asset allocation, retirement, insurance, and estate planning.

General retirement planning Income planning
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Daniel K

Series 66

Zanesville, OH

J.P. Morgan Securities

Daniel Kaufman is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018. Prior to joining J.P. Morgan, he was employed at ARES GEAR, INC. from 2015 to 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Nathaniel C

Series 66

Coshocton, OH

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Matthew H

Series 66

Zanesville, OH

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Gavin S

Series 66

Zanesville, OH

Edward Jones

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.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Shane P

Series 63, Series 65

Coshocton, OH

Raymond James Financial

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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Thane B

Series 66

Zanesville, OH

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jason H

CFP®, Series 66

Coshocton, OH

Edward Jones

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.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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James M

Dresden, OH

Cambridge Investment Research 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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Stephen M

Series 65, Series 63

Zanesville, OH

Ameriprise

Stephen Mcelroy is a financial advisor with Ameriprise Financial Services who holds Series 65 and Series 63 licenses and has 33 years of industry experience. He previously worked at Alpha Financial Planning, Inc. for seven years before joining Ameriprise in 2020. Outside of his advisory role, he is involved in managing a cattle farm and serves as president of the Quarry Place Owners Association board. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Seth C

Series 63, Series 65

Zanesville, OH

Merrill

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.

General retirement planning Retirement income strategy Wealth management
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Ronald D

Series 63

Zanesville, OH

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Christopher C

Series 66

Zanesville, OH

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Scott B

Series 63

Zanesville, OH

Edward Jones

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.

General retirement planning Retired Founder/Business Owner Executive
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Ericka G

Series 63, Series 66

Zanesville, OH

J.P. Morgan Securities

Ericka Groves is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She has worked at JPMorgan Securities LLC since 2017 and previously spent 12 years with U.S. Bancorp Investments, Inc. J.P. Morgan Securities LLC 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 delivers advisory services alongside brokerage, distribution, and investment management capabilities, operating with a centralized due-diligence framework and a non-discretionary program approach.

Wealth management Executive Founder/Business Owner
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Arthur S

Series 66

Coshocton, OH

Cambridge Investment Research Advisors

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Amanda M

Series 66

Nashport, OH

Thrivent Investment Management

Amanda Moerch is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise from 2020 to 2023 and in the automotive industry prior to that. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning without discretionary trading authority, combining planning with managed-account programs under a consolidated billing option called "WealthPlan."

Business ownership considerations
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Daniel C

Series 66

Coshocton, OH

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Daniel M

Series 66

Zanesville, OH

Merrill

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.

Wealth management Retirement income strategy Debt management College savings (529s, UTMA, etc.) General estate planning guidance Young Families
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Douglas S

Series 66

Coshocton, OH

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Marcus F

Series 66

Zanesville, OH

Edward Jones

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.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Erica H

Series 66

Zanesville, OH

Edward Jones

Erica Holt is a Series 66 licensed financial advisor with Edward Jones, based in Zanesville, Ohio. She has six years of industry experience, all with Edward Jones, where she has worked since 2017. Outside of her advisory role, she is a co-owner of Freddie Sasha LLC, a real estate company involved with holding property for a new office. 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 advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Marissa W

Series 66

Zanesville, OH

Merrill

Marissa Ward is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Zanesville, Ohio. She joined Merrill in October 2018, bringing extensive experience from her previous role as a partner at a regional CPA firm in southeast Ohio where she worked for 13 years. Marissa is part of the Conley, Maxwell, Luburgh & Ward team which combines nearly 50 years of experience to serve clients with a range of wealth management services. Her background as a CPA allows her to bring a unique perspective on the tax implications of financial decisions, and she specializes in wealth management, debt management, investment management, business succession strategies, and retirement planning. Marissa's client focus includes education planning, family wealth management strategies, services for endowments, foundations and non-profits, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, and women and wealth. She holds a Personal Investment Advisor (PIA) designation and earned her bachelor's degree from Capital University. In addition to her professional pursuits, Marissa is actively involved in her community, serving as a board member of Big Brothers Big Sisters of Licking and Perry Counties, participating in the Bishop Rosecrans High School auction committee, and assisting as a girls' high school basketball coach at New Lexington High School. She resides in New Lexington with her husband and two daughters and participates in various activities such as golf, basketball, camping, music, reading, and spending time with her family.

Wealth management Debt management Business succession planning Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Executive Founder/Business Owner Approaching retirement Parents Women Professionals
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Owen S

Series 63, Series 65

Coshocton, OH

J.P. Morgan Securities

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.

Wealth management Executive Founder/Business Owner
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Jason B

Coshocton, OH

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Matthew M

Series 66

Zanesville, OH

Edward Jones

Matthew Madden is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked in healthcare and pharmacy roles at Genesis Healthcare System, Rite-Aid Pharmacy, Dayton Children's Hospital, Waynesville Pharmacy, and Clark's Pharmacy. 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 solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance General retirement planning Founder/Business Owner Doctor or Medical Professional
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Gavin M

Series 66

Zanesville, OH

Edward Jones

Gavin Mawhorr is a financial advisor with Edward Jones in Zanesville, OH, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is involved in local real estate activities through ownership and partnership in several LLCs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies. The firm is known for its large network of financial advisors and branch offices, offering both discretionary and non-discretionary services under a fiduciary standard.

Charitable giving & philanthropy Divorce financial planning Business ownership considerations General estate planning guidance General retirement planning Founder/Business Owner
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Edward H

Series 63

Zanesville, OH

Primerica Advisors

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.

ESG / Sustainable investing Tax-loss harvesting Income planning
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John B

Series 66

Zanesville, OH

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Layke F

Series 66

Zanesville, OH

Edward Jones

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.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management General retirement planning Founder/Business Owner Doctor or Medical Professional Real Estate Professional
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Edward L

CFP®, Series 63

Zanesville, OH

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Daniel D

Series 63, Series 65

Coshocton, OH

LPL Enterprise

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.

Tax-loss harvesting
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