Richard Miller is a financial advisor with Richard Miller Financial Services, LLC in Zanesville, Ohio. He holds the ChFC® designation and Series 66 license and has 25 years of industry experience. Since founding his firm in 2011, he has been the sole advisor. Outside of finance, he is co-owner of a small beef cattle farm established in 1988. Richard Miller Financial Services provides discretionary investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, and corporate clients. The firm customizes investment decisions primarily using mutual funds and ETFs, supplemented by individual stocks and bonds, and incorporates both long-term and active management strategies.

Thomas Lear is a CFA® charterholder with 26 years of industry experience. He has been with Alliant Capital Management LLC since 2007 and holds a Series 63 license. The firm provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, trusts, pension plans, and institutional entities. Alliant Capital Management builds customized portfolios using fundamental analysis and a range of securities, tailoring strategies to client goals with both long- and short-term holdings.

Karl Saunders is the sole advisor at Saunix Investment Management, LLC in Zanesville, Ohio, holding a Series 65 credential with five years of industry experience. He has been president of Saunix Management, Ltd. since 1996, a management consulting firm offering services including strategic planning, private security, martial arts, self-defense, and fitness training. Prior to his advisory role, he worked for 40 years at Orthopaedic Associates of Zanesville, Inc. Saunix Investment Management is an independent advisory firm serving mid- to high-net-worth individuals as well as organizational clients such as foundations, non-profits, and specialty occupational groups including military, law enforcement, private security, and health-care professionals. The firm provides personalized investment advisory and portfolio management services, using a range of securities and a combination of fundamental and technical analysis focused on low turnover and cost efficiency.

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.

Chad Tom is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and bringing 24 years of industry experience. He previously worked at Stratos Wealth Partners, LTD and LPL Financial, LLC. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, pooled vehicles, charities, and estates. The firm utilizes a network of over 200 advisors and employs a combination of model portfolios, sub-advisors, and technology platforms to deliver asset management and financial planning services.

Benjamin Forgrave is a financial advisor at Creative Financial Designs, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial, LLC and Alpha Financial Planning, Inc. Outside of his advisory role, he serves as an associate pastor at Rooted Bible Fellowship in Newark, Ohio. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers strategies including passive ETFs, tactical management, and Biblical Responsible Investing.

David Weinberg is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 19 years of industry experience. His prior experience includes roles at Bank of America and Merrill. He is also involved with ATTAIN WEALTH PARTNERS, where he provides holistic financial planning, and he owns W.K.T.B. LLC, a wealth advisory entity. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory services, including discretionary and non-discretionary accounts, financial planning, and access to both in-house and third-party managed solutions.

Travis Dragan is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He is currently with Mission Wealth Management, LP and has previously worked at Sequoia Financial Group, Lineweaver Wealth Advisors, PNC Asset Management, and Boyd Watterson Asset Management. Mission Wealth Management, LP serves high-net-worth individuals, families, nonprofit organizations, and institutional clients, offering customized wealth management and financial planning services. The firm manages approximately $10 billion in assets and provides a range of investment solutions with a long-term orientation.

Stephen Matson Sr. is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Creative Financial Designs since 2006 and also owns and operates Matson Insurance Agency, Inc., where he sells and services life and health insurance as well as fixed annuities. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and financial planning. The firm’s approach includes asset-class model allocations informed by third-party research and offers a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Nicholas Weiner is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to his advisory role, he worked in various positions including insurance sales and training agents at Bankers Life & Casualty, Inc. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and integrates fundamental, technical, and cyclical analysis in their investment approach.

Andrew Wills is a CFP® and Series 66-registered financial advisor with eight years of industry experience. He has worked at The Huntington Investment Company since 2018 and previously held positions at Edward Jones, Buckin Burger Food Group LLC, Keating Wealth Management LLC, and Moore, Riley & Wills. Outside of advisory work, he is a partner in Lake Point LLC, which operates an Airbnb rental property. The Huntington Investment Company serves individual, charitable, corporate, and retirement clients through advisory and wrap-fee programs. The firm uses an open-architecture, model-driven platform combining third-party sub-managers and proprietary models, and it offers specialized services including Private Wealth Consulting and tax-management overlays.

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.

Marcus Carpenter is a financial advisor with LPL Financial in Zanesville, Ohio, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at LPL Financial since 2017 and previously at Investment Professionals Inc from 2012 to 2017. Outside of his advisory role, Carpenter serves as a board member for the Franklin Local School District. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a range of investment solutions supported by an in-house research team and combines advisory operations with non-advisory product offerings such as insurance and lending services.

Riley Weber is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Williams and held positions at Blue Racer Midstream and DCP Midstream. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of advisory and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Ryan Moyer is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations primarily through non-discretionary advisory relationships and also serves municipal clients with public-financing and investment banking capabilities.

John Wood Jr. is a financial advisor at Stifel with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2020. Prior to that, he was employed by Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2020. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Michael Connell is a financial advisor at Cetera with 41 years of industry experience. He holds the ChFC® and Series 63 designations. His prior work includes over three decades at Foresters Financial and Foresters Advisory Services LLC before joining Cetera in 2019. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party managed solutions.

Beau Moyer is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and supports municipal clients with public-financing and investment banking capabilities.

Daniel Kaufman is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2018, with prior experience at ARES GEAR, INC. from 2015 to 2018. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Michelle Brown is a financial advisor at Raymond James & Associates with 22 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining Raymond James in 2024, she worked at State Farm Investment Management and managed her own insurance agency. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports municipal clients with specialized public finance and institutional consulting capabilities.

Steven Moyer is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America prior to joining his current firm. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and municipal finance services.

Matthew Harper is a financial advisor at Edward Jones in Zanesville, OH, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2016, he worked at John Hinderer Honda from 2011 to 2016. Harper serves as a board member of the Muskingum County Historical Society. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a network of over 23,700 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Gavin Supplee is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked at BBI Logistics, Prime Solutions LLC, and was self-employed for four years. 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 large nationwide network of financial advisors and branch offices.

Thane Blosser is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with LPL Financial and The Community Bank-Ohio, having previously worked at firms including Manning & Napier Advisors, U.S. Bancorp Investments, and Raymond James Financial Services. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households, offering a range of financial planning and investment management solutions supported by an in-house research team and a broad platform of advisory and brokerage options.

Alicia Dassylva is a financial advisor at Merrill with 12 years of industry experience and holds the Series 66 designation. She has worked at Merrill since 2013 and is also affiliated with Bank of America, N.A. since 2020. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients through managed account programs, discretionary portfolio management, and brokerage services. The firm offers multiple investment program strategies with advisor or client discretion, supported by a platform that integrates closely with Bank of America’s broader banking and capital-markets services.

Seth Conley is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in wealth management and financial education. Since joining Merrill in 2011, he has worked alongside a team of professionals to help clients live their best lives by providing goal-based retirement planning, investment management, and financial guidance tailored to their needs. His expertise includes areas such as divorce transition planning, employee benefits planning, employee financial health, legacy planning, and personal retirement planning. 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), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In addition to his financial advisory role, he teaches finance and economics at Mount Vernon Nazarene University. Seth serves on the Licking Memorial Development Council and is involved with MCBI Zanesville. He also coaches youth football and baseball and serves as a deacon at Licking Valley Church of Christ. Seth resides in Nashport, Ohio, with his wife and three children. His personal interests include boxing, football, gardening, ice hockey, reading, swimming, and traveling. He is focused on delivering professional financial advice and supporting clients across central and southeastern Ohio.

Ronald Davis Jr. is a financial advisor with LPL Financial in Newark, Ohio, holding a Series 63 designation and 32 years of industry experience. He has been with LPL Financial since 1998. Outside of his advisory role, he is involved in a non-investment-related real estate rental business. 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 wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Christopher Clewell is a Series 66-licensed financial advisor with LPL Financial, based in New Concord, Ohio. He has 21 years of industry experience and has been with LPL Financial and its predecessor since 2007. Outside of his advisory role, he is involved in financial institution duties at The Community Bank in Zanesville, Ohio. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, institutions, and charities. The firm offers a wide range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Christa Ziegler is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 16 years of industry experience. She previously worked at Merrill Lynch for 15 years before joining Raymond James in 2022. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and maintains capabilities in public finance and municipal services.

Scott Barr is a financial advisor at Edward Jones with 26 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 1999. Outside of his advisory role, Barr serves as an adjunct instructor at Zane State College, teaching business and finance courses. 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 nationwide network of financial advisors and branch offices.

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.

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."

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.

Mark Moyer is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and Bank of America. Outside of his advisory role, he serves on the advisory board of Friends of Secrest, a nonprofit organization focused on enhancing the Secrest Auditorium in his community. Raymond James & Associates offers financial planning and investment consulting to a diverse client base including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

Danielle Knox is a financial advisor at Raymond James & Associates with nine years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Terillium. She serves on the finance and investment committee of the Zanesville Museum of Art, advising on the selection of their outside investment manager. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations supported by proprietary research and serves both retail and institutional clients.

Adam Garber is a financial advisor with Raymond James & Associates in Zanesville, Ohio, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Bank of America, Merrill, Southern New Hampshire University, and Century National Bank. He serves as a committee member for the Genesis Foundation Pro-AM, a charitable organization that raises funds through an annual golf tournament to support a local health initiative. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and has capabilities in public finance and institutional consulting.

Joanne Bills is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 23 years of industry experience. She worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 22 years before joining Raymond James in 2022. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides both non-discretionary advisory services and institutional consulting, with a notable focus on public finance and municipal work.

Marcus Farley is a financial advisor with Edward Jones in Zanesville, OH, holding a Series 66 designation and five years of industry experience. He 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, participating in school business decisions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, supported by a large nationwide network of advisors and branch offices. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Erica Holt is a financial advisor at Edward Jones in Zanesville, Ohio, holding a Series 66 designation with five years of industry experience. She has been with Edward Jones since 2017, with earlier work experience at the Zanesville Country Club. Holt is a co-owner of Freddie Sasha LLC, a real estate LLC involved in holding property for a new office. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jessica Bloebaum is a financial advisor at Raymond James & Associates with one year of industry experience. She holds a Series 66 designation and has a background that includes roles at OhioHealth Riverside Methodist Hospital and the University of Cincinnati Medical Center. Bloebaum serves as a finance and investment committee member for the Downtown Newark Association, a nonprofit organization. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs, with additional capabilities in public finance and municipal services.

Marissa Ward is a Senior Financial Advisor with Merrill Lynch Wealth Management, joining the firm in 2018. Prior to her current role, she was a partner at a regional CPA firm in southeast Ohio for 13 years, where she worked with business owners, physicians, executives, and families. This background provides her with a distinctive perspective on wealth management, particularly in understanding the tax implications of financial decisions. Marissa is a member of the Conley, Maxwell, Ludburgh & Ward team based in Zanesville, Ohio, a group recognized on the Forbes "Best-in-State Wealth Management Teams" list for 2023, 2024, and 2025. Her expertise includes wealth management, debt management, investment management, business succession strategies, and retirement planning. Marissa serves a diverse client base with a focus on education planning, family wealth management strategies, philanthropic planning, and specialized services for endowments, foundations, and non-profits. She holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Capital University. Marissa is active in her community, contributing as a board member for Big Brothers Big Sisters of Licking and Perry Counties and serving as an assistant girls’ basketball coach at New Lexington High School. She participates in several organizations, including Bishop Rosecrans High School, New Lexington High School, and St. Rose Church. Outside of her professional and community activities, she enjoys basketball, camping, golfing, music, reading, movies, and spending time with her husband and two daughters.

Matthew Madden is a financial advisor at Edward Jones with a Series 66 designation. He began his advisory career at Edward Jones in 2025. Prior to entering financial services, Madden worked in healthcare and pharmacy-related roles from 2013 to 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a comprehensive range of advisory services, including discretionary and non-discretionary investment strategies, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors.

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.

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.

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.

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.

Edward Leedom is a CFP® professional with 32 years of industry experience. He has worked at LPL Financial since 2020 and previously spent 18 years with Harbor Funds Distributors, Inc. and Harbor Capital Advisors, Inc. He also serves as a co-trustee for a family trust. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.