Eric Womeldorf is a financial advisor at CreativeOne Wealth, LLC with four 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 Financial Solutions, where he has provided insurance sales and advisory services. Outside of his advisor role, he owns and operates an investment advisory business and sells various insurance policies. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement consulting to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing strategies that include ETFs, mutual funds, and options alongside private investments.

Blake Moore is a financial advisor with AE Wealth Management, LLC in Jackson, OH, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has worked with multiple firms including Regal Investment Advisors and Mutual of Omaha Investor Services. Moore is also owner and advisor at Prosperity Wealth Group, LLC, where he engages in insurance sales and services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm uses a model portfolio and direct asset management approach, emphasizing discretionary model portfolios and offering specialized ERISA services.

James Siders Jr. is a financial advisor with VOYA Financial Advisors, Inc. in Jackson, Ohio, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Voya Financial entities since 2000. Outside of his advisory role, he is a partner in J3, LLC and Ascent Financial Partners and operates as an independent insurance agent selling fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm offering financial planning, portfolio management, and retirement-plan services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs both in-house and third-party strategists and utilizes technology-enabled tools to deliver primarily non-discretionary investment management.

Bradley Wilson is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked for twelve years at Lendmark Financial Services. Outside of his advisory role, he serves as an unpaid assistant golf coach for Jackson City Schools, assisting with practices and matches. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

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.

Ty Broermann is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. He has previously worked at Compass, Aramark, Vinton County National Bank, and has been involved with organizations such as the Jackson Area YMCA and OHSAA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

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 financial advisor with Edward Jones in Jackson, Ohio, holding the CFP® and Series 66 designations and has 13 years of industry experience, all with Edward Jones since 2013. Outside of his advisory role, he has ownership interests in LLCs related to antique restoration and a holding company, though these businesses are currently inactive. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Chad Knittel is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked at Atomic Credit Union and One Main Financial. Outside of his advisory role, he serves as a board member for Christ Church of Jackson and volunteers as a basketball coach for Jackson City Schools. He also teaches a Bible study through LifeWise Academy and is involved with The Hypomone Project, a faith-based charitable organization. Edward Jones is a full-service wealth management firm serving a broad range of clients, including individuals, institutions, and charitable organizations. The firm offers a variety of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

David Furbee is a financial advisor with Edward Jones in Jackson, Ohio, holding a Series 63 designation and bringing 35 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1995. Furbee serves as chairman of the Board of Trustees and chair of the Investment Committee at Shawnee State University and teaches an investment class there as an unpaid adjunct professor. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and managed solutions. The firm manages approximately $1.01 trillion in assets and supports its services through a nationwide network of financial 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.