Robert Von Gerds

Mark Schmerge is the president of Schmerge Executive Planning Services, Inc. in Cincinnati, OH, holding the ChFC® designation and Series 63 license with 44 years of industry experience. He has been with Fortune Financial Services, Inc. since 2012 and has led his own firm since 1989. Schmerge is also an independent insurance agent. Schmerge Executive Planning Services provides wealth management and financial planning for individuals, families, trusts, corporations, and company retirement plans. The firm employs model-driven investment strategies sourced from third-party research and manages portfolios on a discretionary basis with an emphasis on downside risk control.

Darin Schmidt is a financial advisor with Schmidt Wealth Management, L.L.C. in Lawrenceburg, IN, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Silver Oak Securities, Inc. and Ausdal Financial Partners, INC. Outside of investment advisory, he provides tax preparation and planning services, as well as insurance products including life, disability, long-term care, health, and fixed annuities. Schmidt Wealth Management, L.L.C. offers portfolio management and financial planning services to individuals, high-net-worth clients, and certain corporate and retirement-plan clients. The firm employs a combination of fundamental, quantitative, and technical analyses, managing accounts on a discretionary basis with investment strategies ranging from long-term asset allocation to alternative investments such as private placements and venture capital funds.

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.

Carly Wayne is a financial advisor at Wayne Financial LLC in North Bend, Ohio, holding a Series 65 designation with one year of experience at the firm. Prior to founding Wayne Financial, she worked six years at SocialCoaster Inc. d/b/a BVIRAL and held roles in the restaurant industry from 2015 to 2019. Wayne Financial LLC is an independent SEC-registered investment adviser managing approximately $16 million for a small client base. The firm offers discretionary portfolio management and financial planning, primarily recommending equities and ETFs using a variety of analytical methods within long-term strategies.

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.