Brendan Shea

Timothy Wright is a financial advisor at Creative Financial Designs, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Creative Financial Designs since 2008. Outside of his advisory work, he owns and operates Tim Wright II LLC, a business involved in RV transport from manufacturer to dealer. Creative Financial Designs serves individual clients, charitable organizations, corporate clients, and employer retirement plans 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.

Donald Lozier is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Ebner Financial Group for 10 years and at NSystems, LLC for 21 years. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs using a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis as well as modern portfolio theory to manage assets.

John Kuhn is a financial advisor with Money Concepts Capital Corp in Galloway, Ohio, holding a Series 63 license and 29 years of industry experience. He has worked at Money Concepts Capital Corp since 2002 and has owned Kuhn Accounting & Financial Services, providing tax return preparation and financial statement compilation, since 1987. Money Concepts Advisory Service offers portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. As an enterprise firm with approximately 431 advisors, it manages multiple programs using a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Zane Foucht is a CFP® professional at Edward Jones with six years of industry experience. Prior to joining Edward Jones in 2020, he held roles at KylesHill Financial Planning LLC and the Ohio University Finance Department. Outside of his advisory work, he is involved in managing a real estate holding company, ZARI Holdins LLC, based in London, OH. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with a broad range of advisory programs and a fiduciary standard of care. The firm is notable for its extensive retail advisor and branch network, as well as its affiliated trust and mutual fund services.

Teri Landrum is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 25 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and concurrently at JPMorgan Chase Bank, N.A. since 2009. 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. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Bruce Dye Jr. is a financial advisor with LPL Financial, holding the Series 66 designation and possessing 27 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining LPL Financial in 2019. Outside of his advisory role, he is the owner of American GBAC, a business unrelated to investment activities. 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 delivery options supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities.