Trent May is a financial advisor with Creative Financial Designs, Inc. He holds the ChFC® designation and has 19 years of industry experience. He has worked at Creative Financial Designs since 2009 and also maintains roles at CFD Investments, Inc. and May Financial. Outside of his advisory work, he serves on the Board of Directors for Nordecke and acts as Matchday Operations Director for Columbus Crew matches and related events. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with discretionary and non-discretionary investment management and financial planning. The firm employs an asset-class model allocation approach informed by third-party research and offers a range of strategies including Biblical Responsible Investing, with various fee structures and platform options.

Douglas Shields is a financial advisor with Creative Financial Designs, Inc., holding a Series 63 designation and bringing 33 years of industry experience. He has been with Creative Financial Designs since 2000 and is also affiliated with May Financial Group and CFD Investments, Inc. Outside of his advisory roles, he serves as vice president of CD Shields Farm. Creative Financial Designs serves individual and institutional clients with discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs asset-class model allocations informed by third-party research and offers a range of investment strategies, including Biblical Responsible Investing, with flexible billing options and a suite of affiliated financial and advisory services.

Terry May is a financial advisor with Creative Financial Designs, Inc. in Greenville, Ohio, holding the ChFC® designation and Series 63 license, with 39 years of industry experience. He has been with Creative Financial Designs since 2003 and also serves as president of May Financial Group Inc., an independent insurance sales business. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Gary Cloyd is a financial advisor at Creative Financial Designs, Inc. with 32 years of industry experience. He holds the Series 63 designation and has worked in various capacities at Creative Financial Designs, May Financial Group, and other affiliated firms since 1992. Outside of advisory services, he is involved in independent insurance sales, including Medicare Supplement products. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs asset-class model allocations supported by third-party research and offers a range of strategies from passive ETFs to tactically managed portfolios, including Biblical Responsible Investing options.

Wayne Fourman is a financial advisor with Creative Financial Designs, Inc. in Greenville, Ohio, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with Creative Financial Designs since 2006 and is also involved with CFD Investments, Inc. Additionally, he serves as an officer and deacon at Faith Baptist Church. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers a variety of strategies, including Biblical Responsible Investing, with both discretionary and non-discretionary options.

Wesley Wilt is a financial advisor at Calton & Associates, Inc. with 40 years of industry experience. He holds a Series 63 designation and has previously worked at Arbor Point Advisors and Securities America. Outside of his advisory role, he is also an agent for Wilt Insurance, focusing on the sales and service of life, health, annuities, and long-term care insurance. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both fee-based and commissionable products through its dual registration as an investment adviser and broker-dealer, with investment recommendations tailored to client goals and risk tolerance.

Jake Fashner is a financial advisor with Principal Financial Services in Bradford, OH, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at firms including Mass Mutual Investors Services and Fifth Third Securities. Outside of financial advising, he is involved in farming and owns several business entities related to insurance, real estate rentals, and operations through LLCs. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Christian Stueve is a financial advisor with Edward Jones in Greenville, OH, holding a Series 66 designation and one year of industry experience. His prior roles include positions at IGS Energy, Scotts Miracle Gro, and Wright State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

John Barga is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at OSAIC since 2025. His prior roles include three years at Edward Jones and extensive experience in insurance and financial services roles. Outside of his advisory work, he holds several community positions including board member of the Darke County Foundation and leadership roles with local nonprofit organizations such as the Versailles Knights of Columbus and Versailles Lions Club. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a broad range of investment options and employs firm-provided asset-allocation tools and third-party services to manage portfolios on both discretionary and non-discretionary bases.

Crysta Bloomingdale is a financial advisor at OSAIC with a Series 66 designation and four years of industry experience. Her work history includes roles at Royal Alliance Associates, Inc., Financial Achievement Services, Main Street Greenville, and Academic Research Resources. She serves on the boards of the Garst Museum and the National Annie Oakley Center, Family Health Services, and the Greenville Public Library. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing for portfolio construction.

Lexi Damewood is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Daniel Watren is a financial advisor at Osaic with 26 years of industry experience. He holds a Series 66 designation and has worked at Osaic since 2018, following two years at Signator Investors, Inc. He is a member of the board of directors for Greenville National Bancorp and serves on the boards of two local nonprofit organizations focused on community development and youth safety education. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a broad network of affiliated advisers and platforms. The firm offers integrated brokerage and advisory services, utilizing various tools and third-party solutions to construct and manage portfolios across asset classes for individual and institutional investors.

Brad Hare is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Greenville Federal Bank. Outside of his advisory role, he is involved in several real estate ventures with his wife, including ownership interests in RBH Kampground, LLC and Seabirds Properties, LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Claire Neiswander is a financial advisor at OSAIC with two years of industry experience. She holds a Series 66 designation and has worked at OSAIC and Financial Achievement Services, Inc. since 2023, following five years at Performance Academies and one year at Greenville Federal Bank. Outside of advising, she has served as a registered client support specialist, handling administrative tasks and client meeting preparation. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports multiple advisory platforms, including those focused on managed accounts and alternative investments.

Mark Wright is a CFP® professional with 32 years of industry experience, currently affiliated with Osaic since 2018. He previously worked at Signator Investors, Inc. and has been involved with Financial Achievement Services since 1999. Wright serves as a board member of the Arcanum Public Library and the Ansonia First Church of God. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios managed on both discretionary and non-discretionary bases.

Zachary Rice is a financial advisor with Ameriprise based in Greenville, Ohio, holding a Series 66 designation and bringing 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he owns Stillwater Consulting, a business related to managing his Ameriprise practice. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice supported by algorithmic tools and a centralized consulting team.

Phillip Pierri is a CFP® professional with eight years of industry experience, currently serving at OSAIC. He has held roles at Financial Achievement Services Inc. and Signator Investors, Inc., and previously worked at Zechar Bailey Funeral Home for sixteen years. Pierri is active in his community as a board member of the Darke County Chamber of Commerce and president of YOLO of Darke County, a nonprofit organizing local events. OSAIC Wealth, Inc. serves a diverse client base, including individuals, institutions, and charitable organizations, providing integrated brokerage and advisory services. The firm employs a range of investment tools and third-party platforms to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Scott Garrison is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at OSAIC since 2018. Prior to joining OSAIC, he worked at Signator Investors, Inc. from 2016 to 2018. Outside of his advisory role, he is the president and founder of TASKS, Inc., a nonprofit organization involved in fundraising and board coordination. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services, utilizing asset-allocation tools and multiple platform solutions to manage portfolios across various asset classes.

Nicholas Burns is a financial advisor with OSAIC in Greenville, Ohio, holding a Series 66 designation and nine years of industry experience. He has worked at OSAIC since 2018 and previously at Sii. Burns is also involved with Financial Achievement Services, Inc. as a financial advisor, and he serves as a band parent representative for Troy Music Boosters, a nonprofit supporting local school music programs. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through numerous affiliated advisers and multiple advisory platforms. The firm uses asset-allocation tools and risk-tolerance assessments to create portfolios that include a range of investment vehicles, and it offers both discretionary and non-discretionary account management options.

Matthew Arnold is a CFP® professional with 40 years of experience in the financial industry. He is associated with OSAIC and has held positions at Royal Alliance Associates, Inc. and Signator Investors, Inc. Arnold serves on multiple nonprofit boards, including the Greenville Municipal Park Band and the Brethren Retirement Community, and is president of a private non-operating foundation established with his wife for charitable giving. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofit organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a focus on diversified portfolio construction, utilizing various asset classes and third-party solutions.

Zachary Bruening is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones in Greenville, OH since 2016. He holds the Series 66 designation and has spent his entire advisory career with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Melissa Bowman is a financial advisor at Primerica Advisors with 16 years of industry experience. She holds the Series 63 designation and has worked at PFS Investments Inc. and Primerica Financial Services since 2009 and 2011, respectively. Outside of advising, she owns Rainbow Accounting Services, where she provides tax preparation and bookkeeping services. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies created by unaffiliated asset managers and supports accounts with custody and trade execution services through Pershing.

Todd Subler is a financial advisor with Edward Jones in Greenville, Ohio, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he maintains a vacation property in Thompsonville, Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Erin Sherry is a financial advisor at Raymond James Financial with 12 years of industry experience. She previously worked at Edward Jones for 11 years before joining Raymond James in 2024. Erin is the branch owner of Sherry Wealth Management, operating under the Raymond James Financial Services umbrella in Greenville, Ohio. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and uses analytical tools to align recommendations with client goals, supporting implementation through its advisory programs and affiliates.

Zachary Steinbrunner is a financial advisor at OSAIC with five years of industry experience and holds a Series 66 designation. His prior work includes roles at Royal Alliance Associates and Prenger Financial Services. Outside of his advisory work, he serves as secretary of the local Lions Club and is a board member responsible for bulk orders at the annual Poultry Days festival in Versailles, Ohio. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage, investment advisory, and financial planning services. The firm uses a variety of tools to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Gregory Beier is a financial advisor with Edward Jones in Grafton, Ohio, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. 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. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies under a fiduciary standard.