James William Siders Jr.

Eric Womeldorf is a financial advisor with CreativeOne Wealth, LLC and holds Series 63 and Series 65 licenses. He has three years of industry experience and has also worked with Loves Legacy Financial and Risk Management, LLC, as well as Garner Insurance and Garner Financial Solutions. Womeldorf provides investment advice and insurance services including life and annuity products. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages discretionary accounts using a combination of proprietary models and third-party managers, employing various investment strategies and a range of ETFs, mutual funds, and alternative investments.

Blake Moore is a financial advisor with AE Wealth Management, LLC in Jackson, OH, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has worked with multiple firms including Regal Investment Advisors and Mutual of Omaha Investor Services. Moore is also owner and advisor at Prosperity Wealth Group, LLC, where he engages in insurance sales and services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm uses a model portfolio and direct asset management approach, emphasizing discretionary model portfolios and offering specialized ERISA services.

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.