Springfield, OH Office

Trent Schuler is a CFP® with 31 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2017. Prior to this, he worked at National Planning Corporation for six years. Outside of finance, he is the CEO and owner of Schuler's Bakery, a family business he has managed for over two decades. GWN Securities is an SEC-registered investment adviser and broker-dealer that provides discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm supports its network of approximately 423 advisors through a variety of managed-account programs and model portfolios on the Fidelity-supported FMAX platform.

Stephen Valley is a financial advisor with GWN Securities Inc. holding Series 63 and Series 65 credentials and three years of industry experience. Before joining GWN Securities in 2023, he worked at Paychex Inc. for two years and spent six years with Optavise. He previously sold supplemental health and life insurance products and currently receives residual income from that work. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning offerings. The firm employs a mix of affiliated and unaffiliated sub-advisers and utilizes market-timing and momentum-based strategies in certain legacy programs.