Joseph Richard Timm

Oliver Hohermuth is a financial advisor at Capview Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Rising Star Financial Advisers, LLC and International Union Bank, LLC. Hohermuth is involved in several investment-related business activities across the United States and Panama. Capview Advisors, LLC is a fee-only investment adviser serving high-net-worth individuals, trusts, estates, charitable organizations, and corporations. The firm employs fundamental analysis combined with strategic, tactical, and dynamic asset-allocation, managing portfolios through qualified custodians and offering both discretionary and non-discretionary asset management.

Andrew Allard is a financial advisor with Parsonex Advisory Services, Inc. in Alva, FL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been affiliated with Parsonex Securities Inc. since 2011 and has operated A&P Business Services, Inc. since 2004. Outside of advisory work, he engages in tax preparation services from January to April and holds insurance agent responsibilities related to non-investment products. Parsonex Advisory Services provides financial planning and portfolio management to individuals, high-net-worth clients, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager, value-oriented investment approach with discretionary authority and sponsors a pooled vehicle, the Sterling Fund, which emphasizes conservative, long-term stock selection.

Shannon Yarbrough is a financial advisor at Paragon Capital Management LLC with 14 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining Paragon in 2020, she spent six years at Frontier Wealth Management LLC. Paragon Capital Management serves individual and high-net-worth clients, as well as foundations, trusts, and estates, providing discretionary portfolio management alongside integrated financial planning, retirement strategy, asset allocation, and estate-planning support. The firm emphasizes fundamental analysis and employs a diversified investment approach that includes equities, ETFs, fixed income, structured products, and alternative strategies.

Carole Perchal is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Mutual of Omaha Insurance Company since 2016. Outside of her advisory role, she occasionally sells items on Poshmark. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions through a platform relationship with Envestnet and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Steven Cook is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has worked with Lincoln Investment Planning Inc. since 2010 and has longstanding roles in the insurance sector, including positions at Great American Reserve Insurance Company and Northwestern National Life Insurance Company. Additionally, he is involved in teaching and serves as a department chair at Allen Park Public Schools. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base that includes individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and employs third-party managers.

William Mcdowell is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 designation and 12 years of industry experience. He has been with T. Rowe Price since 2014. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service, which serves individual investors and households focused on retirement goals. The firm combines nondiscretionary financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs, supported by an online planning tool and telephone access to advisors.