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Eric S

Series 66

Upper Sandusky, OH

Wesbanco Securities, Inc.

Eric Sparling is a financial advisor at WesBanco Securities, Inc. with 31 years of industry experience. He holds the Series 66 designation and has previously worked at Premier Bank, LPL Financial, Money Concepts Capital Corp., and Investment Professionals, Inc. WesBanco Securities, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm emphasizes tailored investment strategies based on client objectives, risk tolerance, and time horizon, utilizing various analytical methods and a range of managed account options.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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Martin S

Series 63, Series 65

Upper Sandusky, OH

Eagle Strategies (NY Life)

Martin Stansbery is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 65 credentials and has 15 years of industry experience. He has been associated with New York Life and related entities since 2010 and also operates Baker Financial Services, LLC d.b.a. Baker Financial Group. Outside of his advisory work, Stansbery serves as president of the Upper Sandusky Rotary Club and volunteers with the United Way of Wyandot County. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice and delivers solutions across multiple program types, including fee-based hourly advice, retirement plan consulting, and co-advisory relationships with third-party managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Chad B

Series 63, Series 65

Upper Sandusky, OH

Eagle Strategies (NY Life)

Chad Baker is a financial advisor with Eagle Strategies (NY Life) based in Upper Sandusky, Ohio, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been associated with New York Life Insurance Company and Nylife Securities Inc. since 1999 and operates under Baker Financial Services, LLC, doing business as Baker Moyer Financial Group. Outside of advising, he is a member of Woodcock Woods, LLC, an ownership group for a hunting camp. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs tailored to client objectives and maintains a predominantly non-discretionary asset management approach within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Emily W

Series 66

Upper Sandusky, OH

Eagle Strategies (NY Life)

Emily Wurm is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and four years of industry experience. Her prior work includes roles at NYLIFE Securities LLC, Baker Financial Group, and Nationwide Insurance. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm focuses on tailored advice and offers multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities to retirement investors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Brent B

Series 63, Series 65

Upper Sandusky, OH

Cetera

Brent Barchent is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Cetera since 2012 and has also worked at First Citizens National Bank of Upper Sandusky since 2003. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers and multiple program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Hilary O

Series 66

Carey, OH

Edward Jones

Hilary Orians is a financial advisor with Edward Jones in Carey, OH, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, Orians worked for nine years at City Apparel, Inc. as part of the apparel and promotional sales sector. Outside of financial advising, Orians maintains a contract role with City Apparel on a limited, weekend basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a broad network of advisors and provides a range of investment advisory solutions, operating under a fiduciary standard.

Retirement income strategy Retirement withdrawal strategies Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Daniel B

CFP®, Series 66

Carey, OH

Edward Jones

Daniel Beach is a CFP® and holds a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Heather S

Series 66

Upper Sandusky, OH

Edward Jones

Heather Skaggs is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, she worked at The First Citizens National Bank and Peoples Savings and Loan Company. She is a partner in a family meat processing business and also serves as an office administrator for the family farm. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services, supported by a large national network of advisors and branch offices.

Retirement income strategy Government Employee
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Kurtis M

Series 63, Series 66

Upper Sandusky, OH

Cetera

Kurtis Miller is a financial advisor at Cetera with two years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Western & Southern, ZF Active Safety US Inc., the City of Canton, US Bank, and Panther Premium. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates as a multi-manager platform with over $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Christopher D

Series 66

Upper Sandusky, OH

Edward Jones

Christopher Daris is a Series 66-licensed financial advisor with Edward Jones in Upper Sandusky, OH, where he has worked since 2007, accumulating 19 years of industry experience. Outside of his advisory role, he owns a finance-related rental property in Upper Sandusky. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Heather B

Series 66

Morral, OH

Cambridge Investment Research Advisors

Heather Bussey is a Series 66-licensed financial advisor with 15 years of industry experience. She is currently affiliated with Cambridge Investment Research Advisors and has worked with Cambridge Investment Research, Inc. and Preferred Planning Associates. Outside of her advisory roles, she serves as an independent insurance agent for various independent insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing both proprietary and third-party model strategies with flexible custodial arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Tristan J

CFP®, Series 66

Upper Sandusky, OH

Edward Jones

Tristan Joy is a CFP® and holds a Series 66 license, currently serving as a financial advisor with Edward Jones in Upper Sandusky, Ohio. He has 12 years of industry experience, all of which have been with Edward Jones since 2014. Outside of his advisory role, he is associated with MA Minerals LLC in Minerva, Ohio. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of investment advisory programs and maintains one of the largest networks of financial advisors and branch offices in the country.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Kyle J

Series 63

Kenton, OH

Edward Jones

Kyle Johnston is a financial advisor with Edward Jones in Kenton, Ohio, holding a Series 63 designation and bringing 27 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory work, Johnston is associated with Johnston Farms, an agricultural business in Kenton. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Business ownership considerations General estate planning guidance Founder/Business Owner
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