Johnny Berry is a financial advisor with Adaptation Financial Advisors Inc. in Westerville, OH, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Morgan Stanley, Bank of America, Merrill, and Cambridge Investment Research. Outside his advisory role, Berry is the sole member of 5 Star Capital LLC. Adaptation Financial Advisors provides discretionary and non-discretionary portfolio and wealth management, financial planning, and retirement plan consulting services to individuals, families, high-net-worth clients, trusts, and employee benefit plans. The firm utilizes a variety of investment strategies and tools, including third-party managers and non-standard investments, and conducts seminars and workshops for clients and the public.

Ashton Niemann is a financial advisor with Adaptation Financial Advisors Inc. in Oklahoma City, holding a Series 66 designation and three years of industry experience. His prior roles include positions at MDK Financial Group Inc. and Cambridge Investment Research, Inc. He is also an independent insurance agent for various companies. Adaptation Financial Advisors provides portfolio and wealth management, financial planning, and retirement plan consulting services to individuals, families, high-net-worth clients, trusts, and employee benefit plans, utilizing a holistic assessment process and a range of investment strategies and tools.

Alan Niemann is a ChFC® with 42 years of industry experience, currently serving at Adaptation Financial Advisors Inc. since 2020. His previous roles include positions at Cambridge Investment Research Advisors, Royal Alliance Associates, and Signator Investors. Outside of financial advising, he is involved in agricultural ventures such as horse and cattle breeding, and he holds leadership roles in several family and commercial business entities. Adaptation Financial Advisors provides portfolio and wealth management, financial planning, and retirement plan consulting to individuals, families, high-net-worth clients, trusts, and employee benefit plans. The firm uses a comprehensive approach with various investment strategies and offers tailored management across multiple account types, incorporating third-party managers and proprietary platforms when appropriate.

Shanon Mc Cune is a financial advisor at Adaptation Financial Advisors Inc. with four years of industry experience. Mc Cune holds Series 63 and Series 65 designations and has worked with Cambridge Investment Research since 2020. Outside of advisory work, Mc Cune is also a commissioned notary. Adaptation Financial Advisors provides portfolio and wealth management, financial planning, and retirement plan consulting services to individuals, families, high-net-worth clients, trusts, and employee benefit plans. The firm uses a holistic financial assessment process and a range of investment strategies, including non-standard investments and third-party manager solutions, to tailor its services.