Laura Harris

Donald Felty is the principal of Donald Felty, LLC and holds the ChFC® designation along with a Series 63 license. He has 26 years of industry experience and has been associated with Transamerica Life Services since 1986. Donald Felty, LLC provides discretionary asset management primarily for individuals, including high-net-worth clients, as well as trusts and business entities. The firm combines technical analysis, fundamental analysis, and Modern Portfolio Theory to construct tailored portfolios across various asset classes and manages approximately $10.7 million across about 40 client accounts.

Eric Hamberg is a CFP® with 18 years of experience in financial advising. He is associated with Rik Saylor Financial, Inc., where he has worked since 2012, and previously worked at Triad Advisors and LPL Financial LLC. Outside of his advisory work, Hamberg serves as board chair and treasurer for Sweet Cheeks Diaper Bank, a nonprofit charity supporting underprivileged babies. Rik Saylor Financial serves individuals, trusts, retirement plans, and institutional clients, offering tailored portfolio management and financial planning. The firm employs a diversified investment approach that includes ETFs, equities, debt instruments, options, and alternative investments, supported by third-party risk assessment and tax-planning tools.

Nathanial Parker is a financial advisor with Rik Saylor Financial, Inc., holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Triad Advisors, LPL Financial LLC, National Planning Corporation, and Ameriprise Financial Services, Inc. He is also a notary public. Rik Saylor Financial serves individuals, trusts, employer-sponsored retirement plans, and other institutional clients, offering discretionary portfolio management, financial planning, and consulting services. The firm customizes portfolios using a range of investment vehicles and employs third-party platforms for risk assessment, account monitoring, and estate document facilitation.

Rik Saylor is the principal of Rik Saylor Financial, Inc. in Fairfield, Ohio, with 30 years of industry experience. He has held roles at Triad Advisors and LPL Financial, and has led his firm since 1998. Outside of financial advising, he owns a business consulting firm specializing in business evaluation and exit planning. Rik Saylor Financial serves individuals, trusts, retirement plans, and institutional clients with discretionary portfolio management and financial planning. The firm customizes portfolios using a range of investment vehicles and employs third-party tools for risk assessment, tax planning, and estate document facilitation.

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.

Daniel Rinck is a financial advisor at HCM Wealth Advisors in Cincinnati, OH, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Northwestern Mutual and several independent advisory practices prior to joining HCM Wealth Advisors in 2017. HCM Wealth Advisors serves individual clients, trusts, retirement plans, charitable organizations, and businesses with discretionary portfolio management based on model-driven asset allocation and third-party manager selection. The firm utilizes a combination of fundamental, technical, quantitative, and qualitative analysis along with options strategies and separately managed accounts, managing over $1.23 billion in client assets.