John Lee Smith

Matthew Monroe is a financial advisor at 55 Wealth with nine years of industry experience. He holds a Series 66 designation and previously worked at Robert Baird & Co. for seven years and JJB Hilliard WL Lyons LLC for two years. Monroe is also a licensed insurance agent, dedicating up to 30% of his time to insurance sales. 55 Wealth is a state-registered investment adviser providing discretionary and non-discretionary managed accounts and financial planning services to individuals, high net worth individuals, and accredited investors. The firm employs a tailored investment approach that considers client objectives, time horizon, and risk tolerance, utilizing techniques such as asset allocation, dollar-cost averaging, and technical analysis.

Rachel Sterchi is a financial advisor at 55 Wealth with three years of industry experience. She holds a Series 66 designation and previously worked at R W Baird and First National Bank of Carmi. Outside of her advisory role, she owns an online store called Mimis Downloads. 55 Wealth is a state-registered investment adviser serving individuals, high-net-worth, and accredited investors with tailored investment advisory and financial planning services. The firm’s investment approach includes aligning asset allocation with clients’ time horizons and risk tolerances, using techniques such as dollar-cost averaging and technical analysis, and conducting regular due diligence and quarterly reviews.

Hunter Fuller is a financial advisor with Margin Advisory Group LLC, holding Series 65 and Series 63 licenses and having four years of industry experience. His work history includes roles at OneAmerica Securities, Inc. and American United Life. Outside of his advisory role, Fuller is a board member of the Mt. Carmel Aces Boosters and the Mt. Carmel Men's Club, and he owns Full Factor-Marketing. Margin Advisory Group LLC is a state-registered investment adviser that offers discretionary asset management, ERISA 3(21) retirement-plan advisory services, and financial planning for individuals, trusts, estates, and retirement plans. The firm tailors investment programs to client goals and risk tolerances and may utilize third-party money managers and the AssetMark platform.

Noah Thompson is a financial advisor with Margin Advisory Group LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at OneAmerica Securities, American United Life, and First National Bank of Carmi. He is also involved in non-variable insurance sales, including fixed life and fixed annuities. Margin Advisory Group LLC is a state-registered investment adviser offering discretionary asset management, retirement-plan advisory services, and financial planning. The firm serves individuals, trusts, estates, and retirement plans, tailoring investment programs to client goals and risk tolerances.

Alisha Goebel Warren is a financial advisor at Kingsview Wealth Management, LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones from 2014 to 2024. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment options through both discretionary and non-discretionary arrangements.

Joshua Farley is a financial advisor with Kingsview Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Edward Jones for 23 years before joining Kingsview in 2024. Farley serves as President-Elect of the Alton-Godfrey Rotary. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led financial planning combined with model-based and separately managed strategies.