Phillip Sorum

Frederick Scheeler is a CFP® and ChFC® with 22 years of experience in financial services. He is the principal of Scheeler Financial Group in West Chester, OH, and has worked at Northwestern Mutual and Private Advisor Group, LLC. His career includes roles in wealth management and investment services spanning over two decades. Scheeler Financial Group provides discretionary portfolio management and standalone financial planning to individuals, high-net-worth clients, and business entities. The firm employs a range of analytical approaches for asset allocation and security selection, managing accounts with strategies including long- and short-term trading, margin, options, ETFs, and fixed income.

John VanWeelden, MBA, CAP, AIF, and Principal at VanWeelden Wealth Management, LLC with 26 years of industry experience. He previously worked at SIGMA Financial Corporation and SPC for ten years each before founding his current firm in 2017. Outside of his advisory role, he is the owner of an educational book on retirement titled The Real Deal on Retirement. VanWeelden Wealth Management, LLC provides discretionary investment management and financial planning services to individuals, trusts, and estates, including high-net-worth clients. The firm employs a long-term investment strategy with tactical adjustments, using a three-pronged portfolio framework and may incorporate third-party defensive strategies as appropriate.

Matthew Will is a CFP® professional with 17 years of experience in financial advising. He is currently the sole advisor at Wealth Accel, an independent firm where he has worked since 2015, including a four-year period at Birchcreek Wealth Management. Wealth Accel provides comprehensive wealth management services to individuals, high-net-worth clients, and small businesses, integrating investment management with personalized financial planning. The firm uses an evidence-based, rules-based investment approach that emphasizes diversification, cost and tax awareness, and systematic rebalancing, with portfolios that may include ETFs, mutual funds, individual securities, alternative investments, and private opportunities.

Mark Redmond is a financial advisor at The Investment Engineer with 16 years of industry experience. He holds a Series 65 designation and has been the owner of Hendon & Redmond, Inc., an engineering and architectural firm, since 2000. The Investment Engineer provides investment supervisory services and portfolio management, focusing on asset allocation and long-term trading strategies primarily using ETFs. The firm serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations, and manages portfolios with discretionary trading authority.

Jing Chen is a financial advisor at UIS Investment Management LLC with six years of industry experience. She holds a Series 65 designation and has worked at UIS Investment Management since 2015. Prior to her advisory career, she was retired from 2006 to 2020. UIS Investment Management LLC provides discretionary asset management services tailored to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and sentiment analysis to manage accounts without imposing a minimum balance requirement.

James Connell II is a Series 65-licensed financial advisor with seven years of industry experience. He is the principal of Retirement Planning Group, LLC and previously worked at VanWeelden Wealth Management, LLC and WKRC-TV. Connell is also a licensed insurance agent involved in the sale of various insurance products. Retirement Planning Group, LLC provides discretionary investment management and financial planning services to individual, high-net-worth, pooled, and institutional clients. The firm employs diversified asset-allocation strategies tailored to clients’ time horizons and risk tolerances and often delegates portfolio management to third-party sub-advisors under its supervision.