TRUEBLOOD WEALTH MANAGEMENT GROUP - Key Persons

Job Titles:

• Senior Registered Client Service Associate

Brenda began her financial services career in 1988. Her organizational and communication skills, positive attitude, work ethic, professionalism, and willingness to go above and beyond expectations make her a valued member of the Trueblood Wealth Management Group. She is responsible for managing all client service matters as well as the day-to-day operations of the team. Her support role is vital to deliver clients with the personal attention they deserve. She holds Series 7, 9 & 10, 63, and 66 securities licenses. Brenda and her husband, Randy, live in Kalida, Ohio, and have two children. She enjoys spending time with family and friends, traveling, and reading.

Job Titles:

• Senior Vice President / Investments

Ward began his career as a trainee in 1975 at Merrill Lynch in Toledo, Ohio. He moved to Findlay, Ohio, in 1979 to join Bache, Halsey, Stuart and Shields, which converted into several different names after being acquired by Prudential Securities in 1981. In 1985, he joined A.G. Edwards (now Wells Fargo Advisors). He joined Stifel in 2019, excited to join old friends from A.G. Edwards as a member of the Trueblood Wealth Management Group.

Job Titles:

• Registered Client Service Associate

Nancy began her career working in the banking industry from 1985 to 1996. She continued serving clients in the healthcare and insurance fields before re-entering the financial services industry in 2005. Nancy's organizational and communication skills, positive attitude, work ethic, professionalism, and willingness to go above and beyond expectations make her a valued member of the Trueblood Wealth Management Group team. Her support role is vital to providing top-tier service to the team's clients. She holds Series 7 and 66 securities licenses as well as life, health, and variable insurance licenses. Nancy and her husband, Pete, live in Fort Jennings, Ohio, and have two children. Outside the office, she enjoys spending time with family and friends, traveling, and reading.

Job Titles:

• Vice President / Investments

Phillip became a Financial Advisor in 2007, joining his father to form the Trueblood Wealth Management Group. He seeks to provide personalized financial guidance and high-caliber service to his clients through a comprehensive wealth management approach. Building long-term relationships based on mutual trust and respect is paramount to his practice. Phillip earned a B.B.A. and MBA from The University of Toledo. During college, he was a member of the men's golf team. He holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities). He has also attained the Chartered Retirement Planning Counselor SM designation. Active in his community, Phillip is a board member and past president of Downtown Lima, Inc., past president of The Lima Young Professionals, member of the United Way of Greater Lima Fund Distribution Committee, and is a graduate of the Allen Lima Leadership Program. Phillip lives in Lima with his wife, Brandi, and their four children.

Job Titles:

• First Vice President / Investments Branch Manager

Phil began his career at Thomson McKinnon in 1967 and became a Branch Manager in 1974. His experience throughout major shifts in the markets enables him to help his clients structure portfolios to address their specific financial goals. Phil earned a B.A. in Psychology from Wabash College and holds Series 1, 4, 12, 40, 63, and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities). Active in a number of community organizations, Phil is a trustee, member, and treasurer of The Lima Convalescent Home Foundation and trustee of the Northeast Ohio Medical University. He is also a council member of St. Luke's Lutheran Church and member of the Greater Lima Region, Inc., Lima Rotary Club, and investment committee member of the Lima Family YMCA. Phil and his wife, Mary, live in Lima and have three children and nine grandchildren.