Todd Buck is a Series 66-credentialed financial advisor with four years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes roles in education with Springfield City Schools and Port Clinton City Schools. Outside of his advisory work, he owns and consults for Compelled Organizational Consulting. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of proprietary and third-party investment strategies delivered across multiple platform arrangements.

Alexander Bullock is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones in Mt Vernon, OH since 2018. His prior work includes roles at Postmates, Washington University in St. Louis, and Dakota Grizzly. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Hogan is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Nationwide Securities, LLC and Nationwide. Outside of his advisory role, he serves as chairman of the board for Lower Lights Ministries in Columbus, OH. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals, utilizing a variety of portfolio management strategies across multiple custody platforms.

Jason Spray is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to his advisory role, he served 17 years in the United States Navy and the Defense Finance and Accounting Service. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, supporting both discretionary and non-discretionary management with access to model portfolios and research.

Rebecca Stewart is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. She previously worked at Nationwide Financial and Nationwide Securities before joining Cambridge in 2018. Stewart also maintains independent insurance agency activities and owns Covenant Financial Advisors, specializing in insurance, benefits, and human resources. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform options.

Adam Beveridge is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Invicta Capital, TRUSTMONT FINANCIAL GROUP, ESB Wealth Management, NeoVenture, and his own firm, E.S. Beveridge & Associates. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a broad network of independent professionals and employs a variety of portfolio management strategies across multiple platform arrangements.

Lewis Cropper is a financial advisor at Edward Jones with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Charles Schwab and Edward Jones, as well as various positions outside the financial industry, including engagements with Kenyon College, the Aberdeen Ironbirds, and the Jewish Community Center. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and has a large national network of advisors and branches.

Brian Van Winkle is a financial advisor with Edward Jones in Mt Vernon, OH, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he owns and manages several commercial rental properties in the Mount Vernon and Bladensburg areas. 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 nationwide network of more than 23,700 financial advisors.

Michael Sima is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Prudential Insurance Company of America, Pruco Securities, Meeder Investment Management, and Eagle Strategies. In addition to his advisory role, he is involved as an agent in insurance and benefits through Covenant Financial Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing proprietary and third-party model strategies with both discretionary and non-discretionary portfolio management options.

Cade Leach is a financial advisor at Edward Jones in Mount Vernon, OH. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior roles include positions at W&S Brokerage Services, Western & Southern Life, and West Point Financial Group. 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 and investment solutions supported by a large nationwide network of advisors and branch offices.

Gregory Coffing is a CFP® professional with 27 years of experience in the financial services industry, all with Edward Jones. He holds a Series 63 license and is based in Mount Vernon, Ohio. Outside of his advisory role, he serves on the board of Kokosing Gap Trail, contributing to the maintenance and development of the local bike trail. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Winand is a financial advisor at Edward Jones in Mount Gilead, OH, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, he worked at NetJets Inc. for 15 years. 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 and investment options, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.