Andrew Bower

Jacob May is a CFP® and holds a Series 65 license, currently serving as a financial advisor at AWM Capital, LLC. He has three years of industry experience with previous roles at BIP Wealth, United Midwest Savings Bank, Budros, Ruhlin & Roe Inc., and Live Oak Bank. Prior to his financial services career, he worked for the Chicago White Sox from 2013 to 2018. AWM Capital is a multi-team registered investment adviser managing approximately $1.15 billion for high- and ultra-high-net-worth individuals and families. The firm offers financial planning, retirement advice, business consulting, and asset management, with a focus on liability-driven investing and diversified portfolio construction using mutual funds, ETFs, equities, bonds, and private placements.

Danielle Landon is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 17 years of industry experience. She has worked with Commonwealth since 2016 and previously with Cetera Advisor Networks LLC and Scharer Investment Consultants. Outside of her advisory role, she serves as a cheer coach at Eglin Middle School in Marion, Ohio. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operations, technology, investment management, and compliance support while offering advisors access to discretionary model portfolios and customized investment programs.

Thomas Savage Sr. is a financial advisor with Commonwealth Financial Network in Westerville, OH, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He previously worked at Nationwide Investment Services for 21 years and is a co-owner of Whetstone Financial, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operational, trading, technology, investment management, compliance, and practice-management support.

Michael Skaggs is a financial advisor at Edward Jones in Marion, Ohio, holding a Series 66 registration with one year of industry experience. He previously worked for Kokosing, Inc. for ten years. Outside of advising, he is the sole proprietor of a family farm in Bucyrus, Ohio. 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, including managed solutions and separately managed accounts, supported by a large nationwide network of financial advisors and branch offices.

Daniel Wigton is a financial advisor at Stifel with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2009, with prior experience at UBS Financial Services and Mcdonald Investments Inc. He serves on The Ohio State University at Marion Alumni Advisory Board. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

Justin Parisi is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has spent 17 years assisting clients in defining and pursuing their financial goals, working with a range of clients including families, non-profits, endowments, and corporations. His professional experience includes roles such as Senior Financial Consultant for High Net Worth Families and Endowments at Manning & Napier Advisors from 2020 to 2022, Senior Financial Consultant at TD Ameritrade from 2014 to 2020, and Regional Internal Consultant for Retirement Plans at Mutual Of Omaha and Nationwide Financial between 2008 and 2014. Justin's background supports his approach to addressing complex financial situations with customized strategies. Outside of his professional career, Justin enjoys boating, camping, classic cars, comedy, family activities, and volunteering. He is also pursuing his Private Pilot's license.