John Coffman II

Carly Wayne is a financial advisor at Wayne Financial LLC in North Bend, Ohio, holding a Series 65 designation with one year of experience at the firm. Prior to founding Wayne Financial, she worked six years at SocialCoaster Inc. d/b/a BVIRAL and held roles in the restaurant industry from 2015 to 2019. Wayne Financial LLC is an independent SEC-registered investment adviser managing approximately $16 million for a small client base. The firm offers discretionary portfolio management and financial planning, primarily recommending equities and ETFs using a variety of analytical methods within long-term strategies.

Garrett Wayne is a financial advisor at Wayne Financial LLC with six years of industry experience. He holds a Series 65 designation and previously worked at The Randolph Company and the University of Cincinnati. Wayne Financial LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a multi-method investment approach with a focus on long-term trading and offers client risk tolerance documentation, monthly account reviews, and custodial reporting through Schwab Institutional.

I started my career at Fidelity Investments before transitioning to Merrill Lynch to join a wealth management team managing $2.2 billion in assets. In January 2020, I broke away from Merrill Lynch to found Incline Wealth Advisors, an independent, fiduciary, wealth management firm. I had to persevere a very tough start when the Covid pandemic broke out in early 2020, but was able to make it through the tough times with my business. I have since grown tremendously since then and have brought on two employees. Through my business I work closely with business owners to provide advice on retirement planning, investment and risk management, cash flow and debt management, estate planning, tax strategies, business exits, acquisitions and succession planning. In 2022, I acquired a local business called GameMaster Athletic. In addition to being an owner in the business I sit on our Board of Directors and oversee some operations with our current CEO. I am married and have 5 children. Certifications: • CERTIFIED FINANCIAL PLANNER Community Work: • Elder High School Investment Committee • Western Economic Counsel: Board Member & Treasurer • Former: Make-A-Wish Foundation: Emerging Leader Advisory Board Member • Former: Thomas More Alumni Association: Board Member • Future Our Lady of Visitation Basketball Coordinator

John Wernke is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. He holds a Series 63 designation and has seven years of industry experience. Prior to joining Berthel Fisher in 2020, he worked at Primerica Advisors and Primerica Financial Services from 2017 to 2020, and he has extensive experience from his work at Wernkesteel from 1987 to 2020. Outside of his advisory role, he serves as Treasurer for the Harrison Kiwanis, a nonprofit focused on raising funds and awareness for children. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and institutional clients. The firm offers a range of asset management platforms and portfolio construction options through approximately 100 independent investment adviser representatives.

Richard Johnson is a financial advisor with Berthel Fisher & Company Financial Services, Inc. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, including 16 years at Berthel Fisher. Outside of his advisory role, he manages RL Johnson Investments LLC and oversees related entities including RL Johnson Tax Services. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and institutional clients. The firm offers a variety of asset management platforms and portfolio options through approximately 100 investment adviser representatives.

Robert Johnson is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has been with Berthel Fisher since 2010. Outside of his advisory role, he is involved in tax preparation and accounting services for small businesses through RL Johnson Tax Services and serves as president of RL Johnson Investments, which sells life insurance. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm offers a range of asset management options and allows advisors to construct portfolios using various securities and strategies.