Eric Sparling

Martin Stansbery is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. He has 14 years of industry experience, including roles at Baker Financial Services and New York Life. Outside of his advisory work, he serves as Board President of the Upper Sandusky Rotary Club and volunteers on the advisory council for United Way of Wyandot County. Eagle Strategies serves individual clients, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Chad Baker is a financial advisor with Eagle Strategies (NY Life) based in Upper Sandusky, Ohio, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He has been involved with New York Life Insurance Company and Nylife Securities Inc. since 1999 and operates Baker Financial Services, LLC under the Baker Moyer Financial Group and Baker Financial Group names. Outside of his advisory work, he is a member of an LLC that owns a hunting camp with other partners. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, offering services through a large network of advisors and programs tailored for various client needs.

Emily Wurm is a financial advisor at Eagle Strategies (NY Life) with three years of industry experience. She holds the Series 66 designation and has previously worked at NYLIFE Securities LLC, Baker Financial Group, Century 21 Bolte Real Estate, Nationwide Insurance, Eagle Engineered Solutions, and Mt Vernon Nazarene University. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a large network of investment adviser representatives. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, managing approximately $25.4 billion in regulatory assets as of the end of 2024.

Brent Barchent is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Cetera and its related entities since 2012 and has also been affiliated with First Citizens National Bank of Upper Sandusky since 2003. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan and fiduciary solutions, and access to third-party money managers, supported by a mix of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.

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.

Daniel Beach is a CFP® professional with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.