Zachary Falbo is a financial advisor at Mount Vernon Financial, LLC with eight years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley, E*TRADE Capital Management, TD Ameritrade Investment Management, Scottrade, and Regions Bank. Outside of his advisory role, he manages rental properties in Pensacola, Florida. Mount Vernon Financial, LLC is a fee-only investment adviser serving individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a combination of fundamental analysis and Modern Portfolio Theory to construct asset-allocation portfolios using both passive and active investment vehicles.

Robert Chester is the principal of Chester Financial Services LLC, an independent advisory firm based in Fredericktown, Ohio. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. Since 2012, he has also worked as an independent insurance agent, providing insurance sales and service outside of his advisory role. Chester Financial Services offers fee-only investment portfolio advisory and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plan sponsors. The firm provides customized portfolio management and ERISA retirement plan consulting, utilizing a combination of Modern Portfolio Theory and fundamental, technical, and cyclical analysis in its investment approach.

Stephen Dennis is a financial advisor with Lincoln Douglas Investments, LLC in Mt. Vernon, Ohio. He holds a Series 63 designation and has 24 years of industry experience. Dennis has been with Lincoln Douglas Investments since 2011, working as part of an eight-advisor team. Lincoln Douglas Investments provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, and small business entities. The firm uses a combination of technical charting, fundamental analysis, and cyclical approaches to build client portfolios across various asset classes.

Brandon Bullock is a financial advisor at Lincoln Douglas Investments, LLC with 21 years of industry experience. He has been with Lincoln Douglas Investments since 2010. In addition to his advisory role, he is a licensed property and casualty, life, and health insurance sales agent. Lincoln Douglas Investments provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, and small business entities. The firm employs a mix of technical charting, fundamental analysis, and cyclical approaches to build portfolios tailored to client risk profiles.

Terry Hill is a financial advisor at Lincoln Douglas Investments, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lincoln Douglas since 2014. Outside of his advisory role, he is involved in selling life, medical, and Medicare supplemental insurance as an insurance agent. Lincoln Douglas Investments provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm employs a variety of investment strategies based on client risk profiles, using technical charting, fundamental analysis, and cyclical approaches.

Joshua Strouse is an investment advisor representative at Signature Equity Partners, LLC with 19 years of industry experience. He previously worked at Cambridge Investment Research Advisors Inc. and Osaic Wealth, Inc. Strouse is a minority owner in an accounting firm and also serves as a notary public. Signature Equity Partners, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, and consulting services through a network of independent advisory affiliates using various model portfolio solutions.

Kenneth Dennis is a financial advisor at Lincoln Douglas Investments, LLC with 31 years of industry experience. He holds a Series 66 designation and has been with Lincoln Douglas Investments since 2010. Additionally, he is president and a stockholder of Dennis & Schisler, Inc., a CPA firm, where he has worked since 1980, focusing on tax return preparation and tax research. Lincoln Douglas Investments provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm uses a combination of technical charting, fundamental analysis, and cyclical approaches to build client portfolios, offering both discretionary and non-discretionary account management.

Zachary Dennis is a financial advisor at Lincoln Douglas Investments, LLC with 10 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Douglas Investments since 2013. Outside of his advisory role, he is involved with Madison Collins Stevens Insurance and works as a driver for Lyft. Lincoln Douglas Investments provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm uses a combination of technical, fundamental, and cyclical analysis to build portfolios tailored to client risk profiles.

Nick Burson is a CFP®-certified financial advisor with 15 years of industry experience. He has been with Lincoln Douglas Investments, LLC since 2011. Outside of his advisory role, he serves as the unpaid treasurer for the AM Spirit Chapter, a professional networking group. Lincoln Douglas Investments provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm uses a combination of technical charting, fundamental analysis, and cyclical approaches to build and manage client portfolios.

Nathaniel Fowler is a financial advisor at Lincoln Douglas Investments, LLC with five years of industry experience. He holds a Series 66 designation and has worked at Lincoln Douglas Investments since 2020. Outside of his advisory role, he is involved in cryptoeconomic research as an independent contractor and operates an online package and shipping retail business. Lincoln Douglas Investments provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm uses a combination of technical charting, fundamental analysis, and cyclical approaches to build diversified portfolios and offers programmatic management through an advisory program where it acts as broker-dealer.

Tenesha Hartgrove is a CFP® professional with seven years of experience, currently with Lincoln Douglas Investments, LLC. Her background includes roles at Intuit and Ron Lykins CPAs, and she is involved in accounting and consulting through her work with Ncrease Financial Services and YLDJ Consulting. Lincoln Douglas Investments provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, and small business entities. The firm utilizes a combination of technical, fundamental, and cyclical analysis to construct portfolios tailored to client risk profiles.

Kevin Spearman is a financial advisor with ValMark Advisers, Inc. in Mt. Vernon, Ohio, holding a Series 63 designation and 29 years of industry experience. He has been with Valmark Securities, Inc. since 2005. Outside of his advisory role, he is president of Greenwave Racing, LLC, involved in standardbred horse ownership and racing. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment platforms.

Lauren Cooper is a financial advisor at CoreCap Advisors with 11 years of industry experience. She holds a Series 65 designation and has worked at CoreCap Advisors since 2014. In addition to her advisory role, Cooper is a partner at an elder law firm, COOPER, ADEL, VU, and ASSOCIATIES, LPA, where she manages a flexible schedule to accommodate her responsibilities at both entities. CoreCap Advisors offers discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm uses a relationship-oriented approach with a long-term investment horizon, utilizing mutual funds, ETFs, individual equities, and fixed income, and employs sub-advisors and third-party asset managers to support its services.

Ryan Fischer is a financial advisor at CoreCap Advisors with one year of industry experience. He holds the Series 66 designation and has worked at several firms including CoreCap Investments, FundThatFlip.com, and Wayne Savings Bank. Outside of his advisory role, he serves as a financial assistant at Cooper, Adel, Vu & Associates. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm takes a relationship-oriented, individualized approach with a long-term investment horizon, utilizing a range of investment vehicles and employing sub-advisors and third-party asset managers.

Daniel Weingartner is a CFP® professional with 16 years of industry experience, currently serving at CoreCap Advisors since 2021. His prior experience includes roles at NYLIFE Securities, New York Life Insurance Co, Prudential Insurance Company of America, and TD Ameritrade. He is also an IRS Enrolled Agent and supports a tax team during tax season by reviewing clients' final tax returns and assisting with payment collection. CoreCap Advisors provides discretionary investment and portfolio management, as well as standalone financial planning, to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon and utilizes mutual funds, ETFs, equities, fixed income, and options after client discussion.

Adrian Karas is a CFP® with 18 years of industry experience, currently serving as a financial advisor at CoreCap Advisors. His prior experience includes roles at Charles Schwab and TD Ameritrade. Outside of finance, he is involved in music production, performance, and promotion through Get Huge Entertainment, LLC. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing a range of investment vehicles and third-party asset managers.

Kenton Mickley is a financial advisor with ValMark Advisers, Inc. He holds the Series 66 designation and has five years of industry experience. Prior to joining ValMark Advisers and ValMark Securities in 2020, he worked at First Knox National Bank and People's Bank of Gambier. Outside of his advisory role, Mickley serves on the Knox County Career Center Advisory Board and volunteers with local business networking and his church’s finance committee. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services through a network of approximately 280 representatives. The firm offers diversified, goal-based portfolios primarily implemented with mutual funds, ETFs, and third-party managers, supported by proprietary platforms and third-party programs.

Aaron Ward is a financial advisor at Secure Asset Management, L.L.C. in Utica, Ohio, holding a Series 65 designation with over 20 years of combined experience in law enforcement and financial services. Prior to joining Secure Asset Management, he served with the City of Columbus Ohio Police Department for 22 years and has operated AWard And Associates Company since 2016. Secure Asset Management primarily serves individual clients, including both non-high-net-worth and high-net-worth households, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a variety of analytical approaches and utilizes third-party managers and platforms to manage client portfolios.

Olivia Groves is a CFP®-certified financial advisor with ValMark Advisers, Inc., bringing five years of industry experience. She has worked at Valmark Securities, Inc. and Spearman Financial Services since 2021 and has a background that includes roles at the University of Notre Dame and Novogradac and Co. Outside of her advisory work, she is involved in cosmetic sales as a Mary Kay consultant, hosting makeup parties. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutions through a network of approximately 280 advisors. The firm employs diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment platforms and services.

J. Howard is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and 23 years of industry experience. His career includes roles at LifePro Asset Management, Kestra Financial Services, Goldberg, Clouse & Edgell, and Merit Advisors, LLC, where he is also an owner involved in financial strategy and insurance sales. Outside of his advisory work, he serves as a board member for the Fellowship of Christian Athletes’ Whole in One Ministry, participating in monthly meetings and fundraiser planning. 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 offers a broad platform of services such as model portfolio solutions, discretionary asset management, financial planning, ERISA plan services, and self-directed brokerage support.

David Kuhn is a Series 66-licensed financial advisor with The Huntington Investment Company, where he has worked since 2012. He has 15 years of industry experience. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm uses an open-architecture, model-driven platform that combines third-party sub-managers, proprietary models, and specialized overlay services, managing approximately $6.3 billion in assets across nearly 400 advisors.

Morgan Zolman is a financial advisor at The Huntington Investment Company with two years of industry experience. He holds a Series 66 designation and previously worked at The Huntington National Bank and JBH-R/W, LLC. Outside of finance, he has experience working in the hospitality sector, including at Bad Apple Pub and Panera Bread. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm manages approximately $6.3 billion in assets across nearly 400 advisors and offers an open-architecture, model-driven platform combining third-party and proprietary investment models.

Jacob Bresnahan is a CFP® and holds a Series 66 license with eight years of industry experience. He has been with Edward Jones since 2017. Prior to his financial advisory career, he worked at Longhorn Steakhouse for three years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Daniel Wehner is a financial advisor with LPL Financial in Mount Vernon, Ohio, holding a Series 63 designation and 28 years of industry experience. He has worked at LPL Financial since 2018 and has been associated with INVEST Financial Corp. since 2008. Outside of his advisory work, Wehner is involved in a shrimp farming business in Mount Vernon. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team that develops strategic and tactical model portfolios.

Allen Jacobson is a Series 66 licensed financial advisor with Edward Jones in Mt Vernon, Ohio. He has two years of industry experience and has held roles at Mount Vernon Nazarene University and small business ventures including Carefree Cleaning Company and Jacobson's Property Service. 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 programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Nicki Pifer is a financial advisor at Edward Jones in Mt Vernon, OH, holding a Series 66 license with two years of industry experience. Prior to joining Edward Jones, she was involved with A Place For Me LLC for ten years. She also teaches meditation classes in Fredericktown, OH. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

Susan Sukys is a CFP® professional with 20 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2018. Prior to this, she worked for Money Concepts Capital Corp. for 13 years. Outside of her advisory work, she is active in the National Federation of Independent Business as a Leadership Council member and Knox County Area Activity Council Chair. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and both discretionary and non-discretionary management approaches.

Joshua Lambert is a financial advisor with LPL Financial, holding a Series 66 designation and over 21 years of industry experience. He worked at Ameriprise Financial Services from 2005 to 2019 before joining LPL Financial in 2019. Lambert is also licensed as a non-variable insurance agent. 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 a range of solutions from financial planning and model-portfolio advisory programs to third-party asset management and participant-directed retirement advice, supported by an in-house research team and a large network of investment adviser representatives.

Sara Mankins is a Series 66-licensed financial advisor with Edward Jones in Mt Vernon, Ohio, where she has worked since 2012. She has 13 years of industry experience. Outside of her advisory role, she is involved as a distributor in a vitamins and health supplements business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm operates under a fiduciary standard and supports its services with a large network of financial advisors and branch offices.

Alexander Bullock is a CFP® and Series 66-licensed financial advisor with Edward Jones in Mt Vernon, OH, bringing seven years of industry experience. He has worked at Edward Jones since 2017 with a brief period at Postmates and multiple roles at Washington University in St. Louis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated funds, supported by a nationwide network of more than 23,700 financial advisors.

Jason Spray is a financial advisor with LPL Financial in Mount Vernon, Ohio, holding a Series 66 designation and four years of industry experience. Prior to his advisory role, he served 17 years in the United States Navy and at the Defense Finance and Accounting Service. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team that develops diversified and alternative investment strategies.

Jennifer Hamilton is a Series 66-licensed financial advisor with LPL Financial, based in Utica, OH, and has two years of industry experience. Prior to joining LPL Financial in 2025, she worked at Grove Point Investments LLC and has been involved with Legend Financial Services since 2022. Outside of her advisory role, she is employed at Nationwide Children's Hospital. 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 a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Lewis Cropper is a financial advisor at Edward Jones with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Charles Schwab and Edward Jones, as well as various positions outside the financial industry, including engagements with Kenyon College, the Aberdeen Ironbirds, and the Jewish Community Center. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and has a large national network of advisors and branches.

Brian Van Winkle is a financial advisor with Edward Jones in Mt Vernon, OH, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he owns and manages several commercial rental properties in the Mount Vernon and Bladensburg areas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Gregory Coffing is a CFP® professional with 26 years of industry experience, currently affiliated with Edward Jones since 1999. He holds the Series 63 designation and is based in Mount Vernon, Ohio. Outside of his advisory role, he serves as a board member helping maintain the Kokosing Gap Trail in Gambier, 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 and investment options, supported by a nationwide network of more than 23,700 financial advisors.

David Winand is a financial advisor at Edward Jones in Mount Gilead, OH, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, he worked at NetJets Inc. for 15 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 programs and investment options, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.