Jordan Moore is a financial advisor with LPL Financial based in Genoa, Ohio, holding the ChFC® and Series 66 credentials and bringing nine years of industry experience. Prior to his advisory career, he managed Moore Orchards for nine years. Moore serves as an elected trustee for Carroll Township, a political office he has held since 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, financial institutions, and charitable organizations, through a nationwide network of investment adviser representatives. The firm offers diversified advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Heather Stansfield is a financial advisor with LPL Financial in Genoa, Ohio, holding Series 66 and Series 63 licenses and 13 years of industry experience. She previously worked at Vault Investment Partners and Fifth Third Securities. In addition to her advisory role, she is a licensed notary. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside research-supported and model portfolio strategies.