Jennifer Rose

James Curry is a CFP® with 39 years of experience in financial services. He is affiliated with Consolidated Financial and has held roles at Lincoln Investment, Great American Advisors, Inc., and The Wiseman Agency. Outside of advising, he acts as an insurance agent and consultant primarily in group benefits and individual life insurance. Consolidated Financial Management Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio management, financial planning, consulting, and pension/401(k) plan services, utilizing a mix of discretionary and non-discretionary mandates and incorporating third-party research in portfolio construction.

Richard Mcdaniel is a financial advisor at Creative Financial Designs, Inc. with 19 years of industry experience. He holds a Series 66 designation and has been with Creative Financial Designs since 2013. In addition to his advisory role, Mcdaniel owns and operates Rick McDaniel Income Tax Service, which he has managed since 1980. Creative Financial Designs serves a diverse client base, including individuals, charitable organizations, corporate clients, and retirement plans, offering investment management and financial planning through both model portfolios and adviser-directed strategies. The firm employs a research-driven, asset-class allocation approach and provides a range of investment options, including Biblical Responsible Investing strategies.

Ashley Rowell is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and 13 years of industry experience. Prior to joining Steward Partners, Rowell worked at Cetera and Securian Financial Services. Outside of advisory work, Rowell is involved in managing residential real estate rental properties in Point Pleasant, WV. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in regulatory assets and serves a diverse client base, including individuals, charitable and corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management using proprietary and third-party strategies across various asset classes, with solutions tailored to client objectives.

Jaime Traywick is a financial advisor with LPL Financial in Gallipolis, Ohio, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with LPL Financial and Stratos Wealth Partners since 2016 and previously worked at WesBanco Bank and WesBanco Securities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team and a broad network of investment adviser representatives.

Mark Smith is a financial advisor with Robert Baird & Co. in Gallipolis, Ohio. He holds Series 63 and Series 66 licenses and has 44 years of industry experience. Prior to joining Robert Baird & Co. in 2019, he worked at Hilliard Lyons starting in 2005. Robert Baird & Co.’s DDK Group, where Mark Smith is a team member, advises individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Nicholas Smith is a financial advisor with Robert Baird & Co. in Gallipolis, Ohio, holding a Series 66 designation and six years of industry experience. He has been with Robert Baird & Co. and J.J.B. Hilliard W.L. Lyons, LLC since 2019 and previously worked at Mountwest Community & Technical College for ten years. Outside of his advisory role, he is a co-founder of Vivid Anatomy, Inc., a company that produces smoked hot pepper powders, and serves as a board member of the Gallia County Port Authority. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services combining in-house and third-party managers across a range of traditional and non-traditional strategies.