Blake Thomas Moore

Eric Womeldorf is a financial advisor at CreativeOne Wealth, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Loves Legacy Financial and Risk Management, LLC, Campbell Insurance Group, and Garner Financial Solutions, where he has provided insurance sales and advisory services. Outside of his advisor role, he owns and operates an investment advisory business and sells various insurance policies. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement consulting to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing strategies that include ETFs, mutual funds, and options alongside private investments.

James Siders Jr. is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with VOYA since 2014. Outside of his advisory role, he is involved as a partner in financial services entities including J3, LLC and Ascent Financial Partners, and has long-standing experience as an independent insurance agent. VOYA Financial Advisors serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers various financial planning and portfolio management services, utilizing multiple program structures with a focus on recommendation-based, non-discretionary client relationships.

Bradley Wilson is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked for twelve years at Lendmark Financial Services. Outside of his advisory role, he serves as an unpaid assistant golf coach for Jackson City Schools, assisting with practices and matches. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Tiffany Daniels is a financial advisor at Edward Jones with 12 years of experience in the industry. She holds the Series 66 designation and has been with Edward Jones since 2014. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Ty Broermann is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. He has previously worked at Compass, Aramark, Vinton County National Bank, and has been involved with organizations such as the Jackson Area YMCA and OHSAA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Tracy Osborne is a Benefits & Planning Consultant with Executive Services at Fidelity Investments, a position she has held since 2024. In this role, she focuses on helping clients utilize Fidelity resources to better understand their benefits and assist with wealth planning. Prior to this, she worked as an Investment Management Consultant at Fidelity Investments from 2021 to 2024. Before joining Fidelity, she served as a Financial Advisor at Huntington Investment Company from 2018 to 2021. The information provided does not include details about her education, credentials, personal interests, or community involvement.