Trent May is a financial advisor with Creative Financial Designs, Inc. He holds the ChFC® designation and has 19 years of industry experience. He has worked at Creative Financial Designs since 2009 and also maintains roles at CFD Investments, Inc. and May Financial. Outside of his advisory work, he serves on the Board of Directors for Nordecke and acts as Matchday Operations Director for Columbus Crew matches and related events. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with discretionary and non-discretionary investment management and financial planning. The firm employs an asset-class model allocation approach informed by third-party research and offers a range of strategies including Biblical Responsible Investing, with various fee structures and platform options.

Douglas Shields is a financial advisor with Creative Financial Designs, Inc., holding a Series 63 designation and bringing 33 years of industry experience. He has been with Creative Financial Designs since 2000 and is also affiliated with May Financial Group and CFD Investments, Inc. Outside of his advisory roles, he serves as vice president of CD Shields Farm. Creative Financial Designs serves individual and institutional clients with discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs asset-class model allocations informed by third-party research and offers a range of investment strategies, including Biblical Responsible Investing, with flexible billing options and a suite of affiliated financial and advisory services.

Terry May is a financial advisor with Creative Financial Designs, Inc. in Greenville, Ohio, holding the ChFC® designation and Series 63 license, with 39 years of industry experience. He has been with Creative Financial Designs since 2003 and also serves as president of May Financial Group Inc., an independent insurance sales business. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs 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.

Gary Cloyd is a financial advisor at Creative Financial Designs, Inc. with 32 years of industry experience. He holds the Series 63 designation and has worked in various capacities at Creative Financial Designs, May Financial Group, and other affiliated firms since 1992. Outside of advisory services, he is involved in independent insurance sales, including Medicare Supplement products. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs asset-class model allocations supported by third-party research and offers a range of strategies from passive ETFs to tactically managed portfolios, including Biblical Responsible Investing options.

Wayne Fourman is a financial advisor with Creative Financial Designs, Inc. in Greenville, Ohio, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with Creative Financial Designs since 2006 and is also involved with CFD Investments, Inc. Additionally, he serves as an officer and deacon at Faith Baptist Church. 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 a variety of strategies, including Biblical Responsible Investing, with both discretionary and non-discretionary options.

Wesley Wilt is a financial advisor at Calton & Associates, Inc. with 40 years of industry experience. He holds a Series 63 designation and has previously worked at Arbor Point Advisors and Securities America. Outside of his advisory role, he is also an agent for Wilt Insurance, focusing on the sales and service of life, health, annuities, and long-term care insurance. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both fee-based and commissionable products through its dual registration as an investment adviser and broker-dealer, with investment recommendations tailored to client goals and risk tolerance.

Stefan Biddinger is a financial advisor at Lincoln Investment with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including W&S Brokerage Services, Western & Southern Life, and Northwestern Mutual. Outside of his advisory role, he serves as a pastor at Xenia Nazarene Church and works as an agent for Midwest Employee Benefits Group, assisting school district employees with voluntary life and disability insurance benefits. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets with a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers, offering financial planning, custom and model portfolios, third-party manager access, and retirement plan advice through a combination of advisor consultation and programmatic management.

Jake Fashner is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior work includes roles at Mass Mutual Investors Services and Fifth Third Securities. Outside of his advisory role, he owns and operates farming and rental property businesses. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through both advisory and promoter arrangements.

Christian Stueve is a financial advisor with Edward Jones in Greenville, OH, holding a Series 66 designation and one year of industry experience. His prior roles include positions at IGS Energy, Scotts Miracle Gro, and Wright State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

John Barga is a CFP® with six years of industry experience, currently serving as a financial advisor at OSAIC since 2025. His prior experience includes roles at Edward Jones and various positions within State Farm, along with operating his own insurance agency. Outside of his advisory work, he is active in several local nonprofits, holding leadership positions with organizations such as the Darke County Foundation, Versailles Knights of Columbus, Versailles Lions Club, and VAPPA. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a broad range of advisory and brokerage services through its network of advisors.

Crysta Bloomingdale is a financial advisor with Osaic Wealth, Inc. She holds a Series 66 designation and has four years of industry experience. Her prior work includes roles at Royal Alliance Associates, Financial Achievement Services, Main Street Greenville, and Academic Research Resources. Bloomingdale serves on the boards of several nonprofit organizations, including the Garst Museum and the National Annie Oakley Center, Family Health Services, and the Greenville Public Library. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory and brokerage services using a combination of risk-tolerance assessments, asset allocation software, and portfolio optimization tools, supporting thousands of advisors and managing approximately $200 billion in assets.

Daniel Watren is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and 25 years of industry experience. He has worked at Osaic since 2018 and previously held positions at Signator Investors, Inc., Prenger Financial Services, and Transamerica Financial Advisors, Inc. Watren serves on the boards of Greenville National Bancorp and two local nonprofit organizations focused on community development and youth safety education. Osaic Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm utilizes technology-driven asset allocation and portfolio optimization tools and offers a range of investment programs and third-party manager access.

Brad Hare is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Greenville Federal Bank. Outside of his advisory role, he is involved in several real estate ventures with his wife, including ownership interests in RBH Kampground, LLC and Seabirds Properties, LLC. J.P. Morgan Securities 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 combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Claire Neiswander is a financial advisor at OSAIC with a Series 66 designation and two years of industry experience. She has worked at OSAIC and Financial Achievement Services, Inc. since 2023 and previously spent five years at Performance Academies. Her other business activities include serving as a registered client support specialist at Financial Achievement Services, Inc., where she handles administrative tasks such as preparing for meetings and answering phones. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a range of programs including wealth management, third-party manager access, retirement plan consulting, and lending solutions.

Mark Wright is a CFP® professional with over 31 years of experience in the financial industry. He has worked at OSAIC since 2018 and previously held roles at Signator Investors, Inc. and Transamerica Financial Advisors, Inc. Wright serves on the board of trustees for the Arcanum Public Library and is a board member of the Ansonia First Church of God. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and nonprofits. The firm employs a technology-driven investment process and offers a wide range of advisory and brokerage services through a large network of financial advisers.

Phillip Pierri is a CFP® with seven years of industry experience, currently serving at OSAIC in Greenville, Ohio. His prior work includes roles at Financial Achievement Services, Inc. and Signator Investors, Inc. Outside of his advisory duties, he is involved in several community organizations, including serving as a board member for the Darke County Chamber of Commerce and president of YOLO of Darke County, a nonprofit that organizes local events and community projects. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer supporting a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process combining risk assessment tools and portfolio optimization, offering a wide range of investment products and services through a large network of financial advisers.

Scott Garrison is a CFP® and Series 66-licensed financial advisor with 18 years of industry experience. He has worked at OSAIC since 2018, following roles at Signator Investors, Inc. and Transamerica Financial Advisors, Inc. Outside of advising, he founded and serves as president of TASKS, Inc., a 501(c)(3) nonprofit organization. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a structured investment process combining risk-tolerance assessments and portfolio optimization tools, and supports thousands of advisors managing approximately $200 billion in assets.

Nicholas Burns is a financial advisor with OSAIC in Greenville, Ohio, holding a Series 66 designation and eight years of industry experience. He has worked at OSAIC since 2018 and previously was with Sii for one year. Burns also serves as a financial advisor at Financial Achievement Services, Inc., where he has been involved since 2015. Outside of his advisory roles, he is active as a band parent representative for the Troy Music Boosters, a nonprofit supporting local school music programs. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that provides advisory and brokerage services through a large network of financial advisers. The firm serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering a range of investment programs and access to multiple custodial platforms.

Matthew Arnold is a CFP® professional with 39 years of industry experience, currently affiliated with OSAIC. His career includes roles at Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors. Outside of his advisory work, Arnold serves on several nonprofit boards, including the Greenville Municipal Park Band Board and the Brethren Retirement Community, and he is president of a private foundation established with his wife for charitable giving. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and nonprofits. The firm employs a comprehensive investment process that integrates risk tolerance assessments with portfolio optimization tools and offers access to a wide range of investment products and custodial platforms.

Zachary Bruening is a CFP® professional with nine years of industry experience, currently serving at Edward Jones since 2016. Prior to joining Edward Jones, he worked at Golf Galaxy in 2016. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products through a nationwide network of financial advisors and branch offices.

Melissa Bowman is a financial advisor with Primerica Advisors in Bradford, OH, holding a Series 63 designation and 15 years of industry experience. She has worked with PFS Investments Inc. since 2011 and Primerica Financial Services since 2009. Outside of her advisory role, Bowman owns Rainbow Accounting Services, a tax preparation and bookkeeping business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Todd Subler is a financial advisor with Edward Jones in Greenville, Ohio, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he maintains a vacation property in Thompsonville, Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Erin Sherry is a Series 66-licensed financial advisor with 12 years of industry experience. She has worked at Edward Jones for 11 years before joining Raymond James Financial and Raymond James Financial Services, Inc. in 2024. Erin is the branch owner of Sherry Wealth Management, operating her own office under the Raymond James Financial Services umbrella. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, often working in an advisory and implementation-support role rather than as a delegated manager.

Zachary Steinbrunner is a Series 66-licensed financial advisor at OSAIC with four years of industry experience. Prior to joining OSAIC in 2022, he worked at Royal Alliance Associates and Prenger Financial Services. He serves as secretary of the local Lions Club and is a board member of Poultry Days, a nonprofit festival organization in Versailles, Ohio. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a range of advisory programs, portfolio management options, and access to multiple custodial platforms.

Daniel Rench is a financial advisor with Ameriprise in Bradford, Ohio, holding a Series 63 designation and 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages Daniel Rench Consulting, LLC. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Gregory Beier is a Series 66-credentialed financial advisor with 13 years of industry experience, currently practicing at Edward Jones in Grafton, Ohio. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million 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 large network of advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.