John Lee Smith

Matthew Monroe is a financial advisor with 9 years of industry experience, currently working at 55 Wealth. 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. He is also a licensed insurance agent and dedicates part of his professional time to insurance sales. 55 Wealth provides investment advisory and financial planning services focused on managed portfolios and written strategies for individuals, high-net-worth, and accredited investors. The firm builds portfolios aligned with clients’ risk tolerance and time horizon, employing asset allocation, dollar-cost averaging, and technical analysis, and offers discretionary and non-discretionary management.

Rachel Sterchi is a financial advisor at 55 Wealth with a Series 66 designation and three years of industry experience. Her prior work includes roles at R W Baird and First National Bank of Carmi. Outside of financial advising, she owns an online store called Mimis Downloads. 55 Wealth provides investment advisory and financial planning services primarily to individuals, high-net-worth, and accredited investors. The firm focuses on portfolio construction aligned with client risk tolerance and time horizon, using a combination of asset allocation, dollar-cost averaging, and technical analysis.

Hunter Fuller is an advisor with Margin Advisory Group LLC and holds Series 63 and Series 65 credentials. He has four years of industry experience, including prior roles at OneAmerica Securities, Inc. Outside of advising, Fuller serves on the boards of the Mt. Carmel Aces Boosters and the Mt. Carmel Men's Club, and he owns a marketing business called Full Factor-Marketing. Margin Advisory Group LLC is a two-advisor firm founded in 2026 that provides discretionary asset management, ERISA 3(21) retirement-plan advisory services, and financial planning. The firm builds portfolios based on client goals, time horizons, and risk tolerance, utilizing a combination of fundamental and technical analysis alongside modern portfolio theory.

Noah Thompson is a financial advisor with Margin Advisory Group LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at OneAmerica Securities, Inc. and American United Life. Thompson is also involved in non-variable insurance sales, including fixed life and fixed annuities. Margin Advisory Group LLC is a two-advisor firm providing discretionary asset management, ERISA 3(21) retirement-plan advisory services, and financial planning. The firm structures portfolios based on client goals and risk tolerance, using fundamental and technical analysis alongside modern portfolio theory.

Alisha Goebel Warren is a Series 66-licensed advisor at Kingsview Wealth Management, LLC with four years of industry experience. She previously spent ten years at Edward Jones before joining Kingsview in 2024. Kingsview Wealth Management is an SEC-registered multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning and wealth management through a combination of internal portfolio strategies and third-party managers, including discretionary and non-discretionary advisory services.

Joshua Farley is a financial advisor at Kingsview Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones for 23 years. He is currently serving as President-Elect of the Alton-Godfrey Rotary. Kingsview Wealth Management is a multi-advisor firm that serves individuals, retirement plans, and institutional clients, providing financial planning and wealth management through both discretionary and non-discretionary services. The firm combines internal portfolio management with third-party managers and offers access to alternative investments, including its affiliation with Monarch ETFs.