Jeremy Louis Otte

Blake Rockey, CFP® is a Certified Financial Planner® and fee-based fiduciary advisor registered through Cambridge Investment Research Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm offering services through a network of independent professionals. The independent professionals serve a diverse client base, including individuals, pension plans, charitable organizations, and trusts- using a range of portfolio management and model-based solutions. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services. through a network of independent professionals.

David Smith is the sole advisor at Impassioned Wealth Management Ltd in Napoleon, OH. He holds Series 63 and 65 licenses and has 19 years of industry experience. Prior to founding his firm, he worked at Rooted Advisors from 2019 to 2021. Impassioned Wealth Management Ltd serves individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, charitable institutions, and foundations. The firm employs a plan-driven, behaviorally focused investment approach that emphasizes long-term equity exposure with disciplined rebalancing and incorporates direct-indexing strategies alongside physical bullion holdings.

Demland Wealth is a flat-fee, fee-only fiduciary firm helping Christians retire well and give generously. We serve Christian households who are retired or within five years of retirement — typically with $1 million or more in investable assets — combining retirement income planning, proactive year-round tax strategy, charitable giving, and Biblically Responsible Investing into one comprehensive plan. Our team holds the CFP®, Certified Kingdom Advisor® (CKA®), and Enrolled Agent (EA) credentials, so tax planning is a core competency, not an afterthought. Clients pay one transparent flat annual fee that doesn't increase as their portfolio grows — no commissions, no product sales, no conflicts of interest. Based in Defiance, Ohio, we work virtually with families across the country. A lot of advisors try to be all things to all people — we don't. Our expertise is helping Christian families make the most of what God has entrusted to them, before and during retirement.

Noah Buttermore is a financial advisor at Demland Wealth LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments. He is also involved with Demland Tax, LLC, an affiliated tax-preparation business. Demland Wealth LLC is a state-registered advisory firm serving individuals, high-net-worth clients, charitable organizations, and businesses with discretionary investment management and financial planning. The firm emphasizes strategic asset allocation with tactical overlays and incorporates Biblically Responsible Investing screens by default.

Kyler Baird is a financial advisor at Northfort Financial, LLC with a Series 65 credential and one year of industry experience. Prior to joining Northfort, he held roles at firms including Manz Accounting and Insurance and Briskey Financial Services, LLC. Outside of financial advising, he owns and operates Baird’s Local Honey, an agricultural business focused on beekeeping and honey products. Northfort Financial, LLC is an SEC-registered investment adviser serving retail investors with fiduciary portfolio management and advisory services. The firm manages accounts on a discretionary basis and advises on a wide range of investments while maintaining regular client contact and portfolio monitoring.

Earl Oberlin III is a CFP® and PFS™ credentialed advisor with 48 years of industry experience. He is the sole advisor at Oberlin Wealth Partners, LLC, and has been involved with several related entities including Oberlin Financial International and Oberlin - Turnbull, Inc., where he serves as chairman of a funeral home business. Outside of advisory services, he is active in insurance sales and commercial property management. Oberlin Wealth Partners operates as a single-advisor practice providing discretionary investment management, financial planning, and institutional consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and insurance-company clients. The firm uses fundamental analysis and a long-term investment approach, offering customized portfolios and specialty services such as retirement-plan fiduciary oversight and family office coordination.