Scott Shepherd is a financial advisor at NWF Advisory Services Inc with 16 years of industry experience. He previously worked at Edward Jones for 15 years and has been associated with The Ameriflex Group and OSAIC since 2024. Shepherd also operates an independent advisory business under the name Shepherd Legacy Financial and holds a license as an insurance agent. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting as well as trust and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture wealth management platform that combines advisor-managed portfolios, third-party model portfolios, and SMA/UMA solutions with strategic long-term and tactical investment approaches.

Jesse Shepherd is a financial advisor at NWF Advisory Services Inc with five years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and The Ameriflex Group. In addition to his advisory role, he is involved in a fixed insurance business and operates Shepherd Legacy Financial as a DBA. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients. The firm offers a range of investment programs through an open-architecture Wealth Management Platform that emphasizes strategic long-term investing alongside tactical strategies.