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.

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.

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.

Taylor Rose is a CFP®-designated financial advisor with Edward Jones in Jackson, OH, having 12 years of industry experience and 13 years with his current firm. He has maintained several inactive business interests, including a horse training LLC and an antique restoration venture. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory and investment solutions supported by a large national network of advisors and branch offices.

John Lewis is a financial advisor with Edward Jones in Jackson, Ohio, holding a Series 63 designation and 21 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he serves as a junior high soccer coach for Jackson City Schools, attending and supervising all team functions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.