John Lewis

Eric Womeldorf is a financial advisor at CreativeOne Wealth, LLC with three 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 Insurance and Garner Financial Solutions. Outside of his advisory role, he provides investment advice through his ownership of Loves Legacy Financial and Risk Management, LLC, and is involved in insurance sales and service with multiple firms. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individual, corporate, charitable, and RIA clients. The firm employs a range of investment strategies, including proprietary ETF-based models, third-party managers, and option-based approaches, supported by a platform that facilitates tailored client solutions and sub-advisory services.

James Siders Jr. is a financial advisor with VOYA Financial Advisors, Inc. in Jackson, OH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he is a partner in several financial services entities, including J3, LLC and Ascent Financial Partners, and operates as an independent insurance agent selling fixed insurance products. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, and corporations. The firm offers a range of model portfolios and manager-driven investment programs, combining advisory services with an active broker-dealer distribution model and a broad affiliate ecosystem.

Bradley Wilson is a financial advisor at Edward Jones in Jackson, OH, holding a Series 66 designation with over a year of industry experience. Prior to joining Edward Jones, he worked for Lendmark Financial Services for 12 years. Outside of his advisory role, he serves as an unpaid assistant golf coach for Jackson City Schools. 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 through a large network of financial advisors and branch offices, offering a range of advisory programs and affiliated financial products.

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 at Edward Jones with a Series 66 credential and approximately one year of industry experience. His prior roles include positions at Compass, Aramark, Vinton County National Bank, and involvement with the Jackson Area YMCA, OHSAA, and Miami University. 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, including discretionary and non-discretionary strategies, access to separately managed accounts, affiliated mutual funds, and tax-efficient services, supported by a nationwide network of over 23,700 financial advisors.

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.