Joseph 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. He holds Series 63 and Series 65 credentials and has 17 years of industry experience. His work history includes time at Parsonex Securities Inc. since 2011 and A&P Business Services, Inc. since 2004. Outside of advising, he is involved in tax preparation and sells insurance products on a limited basis. Parsonex Advisory Services is an SEC-registered investment adviser serving individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager approach relying on third-party advisers, offering discretionary managed accounts with ongoing monitoring and client risk assessments.

Shannon Yarbrough is a financial advisor at Paragon Capital Management LLC with 14 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has worked at Paragon since 2020, following six years at Frontier Wealth Management LLC. Paragon Capital Management LLC provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, foundations, trusts, and estates. The firm manages approximately $633 million across about 321 clients, emphasizing fundamental analysis, continuous account supervision, and customized portfolios tailored to client goals and risk tolerance.

Carole Perchal is a financial advisor with Mutual of Omaha Investor Services, Inc. She holds Series 63 and Series 65 licenses and has 28 years of industry experience. Her prior work includes roles at Securities America Advisors and Securities America Inc. Outside of her advisory work, she occasionally sells items on Poshmark. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, operating primarily through its network of Investment Advisor Representatives who utilize approved model portfolios and managers.

Susan Kleczkowski is a financial advisor with Principal Financial Services in Alva, Florida, holding Series 63 and Series 65 licenses and 22 years of industry experience. Her prior work includes roles at Principal Life Insurance Company, Principal Securities, Inc., Newport Group, and Securian Financial Services. She also serves as a bank officer supporting retirement plan account relationships across Principal’s insurance, broker-dealer, and bank/trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Vincent Perfetto Jr. is a financial advisor at LPL Financial in Fort Myers, FL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Suncoast Credit Union, Bonterra, and O'Brien Law Firm. Outside of financial services, he spent four years solo traveling the world. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a range of investment solutions supported by an in-house research team and offers both advisory and brokerage services through a large network of investment adviser representatives.