Shari Leigh Wyse

Blake Rockey is a CFP®-certified financial advisor with Cambridge Investment Research Advisors, bringing four years of industry experience. He previously worked at Premiere Group and Bryan City Schools/FCCC. Outside of his advisory role, he owns and operates an ice cream truck business called Pink Penguin Ice Cream. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals using a range of portfolio management and model-based solutions.

David Smith is the sole advisor at Impassioned Wealth Management Ltd in Napoleon, OH. He holds Series 63 and 65 licenses and has 19 years of industry experience. Prior to founding his firm, he worked at Rooted Advisors from 2019 to 2021. Impassioned Wealth Management Ltd serves individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, charitable institutions, and foundations. The firm employs a plan-driven, behaviorally focused investment approach that emphasizes long-term equity exposure with disciplined rebalancing and incorporates direct-indexing strategies alongside physical bullion holdings.

Ned Wyse is a financial advisor with Childs Investment Group, Inc. in Archbold, OH, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has worked with firms including 724 Capital, LLC and National Planning Corporation. Outside of advising, he owns and operates Wyse Refrigeration and Appliance Services, a part-time repair service business. Childs Investment Group provides financial planning and advisory services to families, high-net-worth individuals, and various entities. The firm develops tailored financial plans without managing client securities or exercising investment discretion, coordinating with clients’ chosen broker-dealers or third-party advisers for implementation.

Earl Oberlin III is a CFP® and PFS™ credentialed advisor with 48 years of industry experience. He is the principal of Oberlin Wealth Partners, LLC in Bryan, Ohio, where he has served since 2012. Mr. Oberlin has an extensive career that includes founding and leading several related entities, including Oberlin Holding Corp. and Oberlin Investments, LLC. Outside of his advisory work, he is chairman of Oberlin - Turnbull, Inc., a funeral home business. Oberlin Wealth Partners provides discretionary investment management, financial planning, retirement plan advisory, family office, and institutional consulting services primarily to individuals, high-net-worth clients, trusts, estates, insurance companies, charitable organizations, and retirement plans. The firm emphasizes fundamental analysis and long-term portfolio management tailored to clients’ risk tolerance and objectives, operating as a single-advisor practice with a focus on customized solutions.

Kirk Weldy is a financial advisor with 16 years of industry experience, currently affiliated with 724 Capital, LLC. He holds the Series 66 designation and has worked at firms including ProEquities, Inc. and Childs Investment Group. Outside of his advisory roles, he serves as an officer and board member of the Archbold Rotary Club and is the head junior varsity baseball coach at his local high school. 724 Capital serves individual and high-net-worth clients, corporations, and employee benefit plans, offering portfolio management, financial planning, and pension consulting. The firm employs a blend of analytic approaches and investment strategies, including long-term trading, margin, and options, with regular account reviews and a requirement that clients use Fidelity Brokerage Services LLC as custodian.

Michael Childs is a financial advisor with 34 years of industry experience, currently serving at 724 Capital, LLC. He holds Series 63 and Series 66 designations and has prior experience with firms including National Planning Corporation and Independent Financial Group. Childs is also a member of the Taylor University Board of Visitors and serves in governance roles for nonprofit organizations focused on charitable giving. 724 Capital, LLC serves individual and high-net-worth clients, corporations, and employee benefit plans by providing portfolio management, financial planning, and pension consulting. The firm employs a range of analytic approaches and investment strategies, including discretionary management and allocation to third-party money managers, with regular account reviews and reporting.