Mark Joseph Oteri

David Markle is a CFP® and PFS™ with three years of experience as a financial advisor at Markle Wealth Management, an independent firm he has owned since 2014. He also owns a CPA tax practice that prepares individual tax returns. Markle Wealth Management provides financial planning, investment consultation, and non-discretionary asset management to individuals, estates, trusts, and charitable organizations. The firm follows a long-term, disciplined investment approach emphasizing tax efficiency, cash-flow, and sustainable withdrawal planning, while integrating the principal’s ongoing CPA and tax services with advisory offerings.

Kevin Kenny is a financial advisor at 3Edge Asset Management, LP with 19 years of industry experience. He holds the Series 66, Series 65, and Series 63 designations. His prior roles include positions at Northern Lights Distributors, LLC and Toews Corporation. 3Edge Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other investment advisers, and managing ETFs and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation strategy that integrates quantitative research with investment committee judgment and ongoing stress testing.

Harold Knight is a financial advisor at Cape Investment Advisory, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Raymond James Financial Services and Erie Insurance. Knight also serves as Compliance Director for AMGlobe Consulting, LLC, a regulatory compliance consulting firm. Cape Investment Advisory, Inc. serves individuals, businesses, qualified pension and profit-sharing plans, IRAs, trusts, and other entities. The firm offers portfolio management, financial planning, and access to third-party and affiliated asset managers, using a process based on clients’ financial profiles and asset allocation models.

Russell Stellfox is a CFP®-certified financial advisor with 20 years of industry experience. He is currently associated with IAMS Wealth Management, LLC, and has held roles at Stellfox Financial, Senior Planning Group, Calton & Associates, Ameritas Advisory Services, LLC, and Ameritas Investment Corp. Stellfox is also licensed as an independent insurance agent and engages in the sale of fixed insurance products through his ownership of Seasons Change Financial and Senior Planning Group. IAMS Wealth Management, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, retirement plans, and trusts. The firm manages accounts primarily on a discretionary basis using proprietary and third-party model portfolios and offers a broad range of investment instruments along with integrated financial planning and consulting services.

Matthew Thomas is a financial advisor at Mutual of Omaha Investor Services, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mutual of Omaha Investment Services since 2016. In addition to his advisory role, he is an insurance agent specializing in life and health insurance, including annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individual, corporate, and qualified retirement plan clients, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through platform relationships with Envestnet and Pershing, serving a broad range of clients including both non-high-net-worth and high-net-worth individuals.

John Schick is a financial advisor at UMB Financial Services, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Ameriprise Financial Services, Inc., Investment Professionals Inc., and Capstone Asset Management, LLC. Schick is involved in business ownership through Psalm 92 LLC and provides investment advice to community banks. UMB Financial Services, Inc. offers advisory and brokerage services to a diverse client base that includes individuals, trusts, retirement plans, institutions, and municipal entities. The firm employs a documented suitability review and risk-tolerance process to place clients into model-based strategies, and it operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor with several managed account options.