Ellen Weed is a CERTIFIED FINANCIAL PLANNER™ with 22 years of industry experience. She has been with Summit Financial Advisors, Inc. since 2007. Outside of her advisory role, she is a co-owner of a long-term care insurance agency, Financial Security Solutions, LLC, in Middletown, Ohio. Summit Financial Advisors, Inc. provides customized investment management primarily to high-net-worth individuals and related entities. The firm employs a fundamental analysis approach overseen by a multi-person Investment Committee and offers growth, balanced, and conservative strategy options.

Matthew Weed is a CFP® and CFA® with 18 years of industry experience. He has been with Summit Financial Advisors, Inc. since 2015, working as part of a four-advisor team. Summit Financial Advisors, Inc. provides customized investment management primarily to high-net-worth individuals and related trusts, estates, pension, and profit-sharing plans. The firm employs a fundamental analysis-driven investment process overseen by a multi-person Investment Committee, offering growth, balanced, and conservative strategies with portfolios typically constructed for multi-year horizons.

Randall Shoker is a financial advisor at Shoker Investments in Oxford, OH, with 33 years of industry experience. He holds Series 63 and Series 65 designations and has led Shoker Investment Counsel Inc. since 2003. Shoker Investments provides discretionary portfolio management and integrated financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and government clients. The firm employs a strategic asset-allocation framework combining individual stocks, low-cost index funds, and selected fixed-income securities, managing portfolios on a discretionary basis with attention to after-tax efficiency and the use of leverage or equity option strategies when authorized.

Kevin Rybka is a financial advisor at Shoker Investments in Oxford, OH, holding a Series 65 designation. He joined Shoker Investment Counsel, Inc. in 2024 and has prior experience at TFO Wealth Partners and Vested Risk Strategies, along with periods as a full-time student. Before entering the financial industry, he worked at Jimmy's Lawn Service for three years. Shoker Investments provides discretionary portfolio management and integrated financial planning to a range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and government entities. The firm employs a strategic asset-allocation approach combining individual stocks, low-cost index funds, and selected fixed-income securities, managing portfolios on a discretionary basis with attention to after-tax efficiency and the option to use leverage or equity option strategies.

Gavin Dues is a financial advisor with Harbour Investments, Inc. in Eaton, OH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been involved with Harbour Investments since 2012 and also operates Dues Wealth Management LLC and Dues & Dues Partnership. Outside of his advisory roles, he is an independent insurance agent and is involved with Dues Law, LLC. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to create customized investment strategies and offers a range of portfolio management options, including model-based solutions through a subscription platform.

Vivian Brooks is a Series 63-licensed financial advisor with Money Concepts Capital Corp in Middletown, Ohio. She has 42 years of industry experience and has been with Money Concepts since 2009. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and portfolio strategies, combining fundamental and technical analysis with modern portfolio theory.

Ryan Szymanski is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at JPMorgan Securities LLC and Fifth Third Securities. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients, managing approximately $6.3 billion in assets. The firm offers an open-architecture, model-driven platform with various specialized program options and overlay services, and is affiliated with a regional bank holding company and Private Bank.

William Schafer is a financial advisor with Eagle Strategies (NY Life) based in Oxford, OH, holding a Series 63 designation and over 36 years of industry experience. He has been affiliated with NYLIFE Securities LLC since 1992 and New York Life Insurance Company since 1991. Outside of his advisory work, Schafer is a musician who performs guitar in a 20-piece band. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life with approximately $25.4 billion in regulatory assets under management.

Michael Rudolph is a financial advisor with Eagle Strategies (NY Life) based in Oxford, Ohio, holding a Series 63 designation and over 42 years of industry experience. He has been affiliated with New York Life and its related entities since 1997 and previously worked with Bailey & Associates, Inc. for 25 years. Outside of his advisory work, Rudolph serves as president and board member of the Kiwanis Club of Oxford, Ohio, and holds leadership roles in several local and regional nonprofit organizations. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, delivering services through a network of over 2,000 investment adviser representatives.

Patrick Mullen is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 credentials and four years of industry experience. He has been with Fifth Third Securities since 2021 and also has experience at Fifth Third Bank beginning in 2019. Prior to his financial services career, he worked at Kona Grill from 2016 to 2019. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, and operates as a subsidiary of Fifth Third Bank with a focus on integrating bank and advisory services.

Robert Sells is a financial advisor with Edward Jones in New Lebanon, OH, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and has prior experience in the automotive and information services sectors, including roles at Jeff Wyler Springfield Automall and LexisNexis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shellie Baugh is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds Series 63 and Series 65 designations and has worked at various J.P. Morgan entities since 2004, including roles at Fifth Third Securities and Fifth Third Bank in 2020. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

Dwight Mayo is a financial advisor at Edward Jones in Middletown, OH, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Stryker and Worldpay by FIS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large retail advisor and branch network supported by approximately $1.01 trillion in assets under management.

Andrew Davis is a Planning Consultant at Fidelity Investments, where he partners with financial consultants to help clients create financial plans. He focuses on assisting clients in working towards their individual financial goals. He has been with Fidelity Investments since 2019, initially serving as a Relationship Manager before becoming a Planning Consultant in 2022. Prior to that, Andrew held positions at Chase Bank as a Private Client Banker from 2017 to 2019 and as a Relationship Banker from 2014 to 2017. His earlier experience includes roles as a Client Service Specialist at Compass Financial Group from 2012 to 2014 and as an Agent at Primerica Financial Services from 2005 to 2010. Andrew holds a California Insurance License.

Phillip Abshire is a financial advisor at Edward Jones with 30 years of industry experience. He has been with Edward Jones since 1995 and holds a Series 63 designation. Outside of his advisory role, he serves as a director on the Oxford Chamber of Commerce and is a member of the Investment Advisory Board for the Oxford Community Foundation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard while maintaining a large national network of advisors and branches.

Nathan Shoup is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and has worked with Raymond James Financial Services Advisors, Inc. since 2016. Outside of his advisory role, Shoup works part-time as a food truck chef. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through comprehensive client assessments and supported by a broad affiliate network.

Garry Rutledge Jr. is a financial advisor with Ameriprise, holding a Series 63 designation and 37 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. for 17 years before joining Ameriprise in 2023. Outside of his advisory role, he is involved in real estate development through Saxon Reality LLC, focusing on financing and administration for local homebuilding projects. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement, combining research-driven strategies and tax-efficient withdrawal plans. The firm serves clients with substantial investable assets and provides a broad range of advisory, brokerage, and insurance solutions.

Andrew Van Erp is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 28 years of industry experience and has been with Cambridge since 2016. Outside of his advisory role, he is involved in benefits counseling and consulting for insurance and human resources through separate business entities. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory through a network of independent professionals using various account platforms and model-based investment approaches.

Darrel Cottle is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2017. He has nine years of industry experience, including seven years at Valued Relationships Inc. Outside of advising, he manages several rental properties in Camden, Ohio. Edward Jones serves more than four million individual and institutional clients, offering a wide range of wealth management services through a large network of financial advisors and branch offices across the United States.

Mark Howard is a financial advisor with Edward Jones in Eaton, OH, holding a Series 63 designation and 32 years of industry experience. He has worked at Edward Jones since 2000 and is also associated with Westminster Financial Securities, Wright State University, and Day Air Credit Union, all since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Roger Ames is a CFP® with 44 years of industry experience, currently affiliated with LPL Financial since 2003. He holds a Series 63 license and operates in Oxford, OH. In addition to his advisory role, he provides tax preparation and accounting services as a CPA. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its investment advice with an in-house research team and delivers a variety of financial planning and portfolio management options through a large network of investment adviser representatives.

Sydney Dulle is a financial advisor at Edward Jones with three years of industry experience. Before joining Edward Jones, Sydney worked at Investment Distributors, Inc., Protective Life Insurance Company, and Concourse Financial Group Securities Inc. Outside of finance, Sydney has experience working at Aston Oaks Golf Club and Sam’s Club. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment options supported by a nationwide network of advisors and branch offices.

Aaron Ames is a financial advisor at LPL Financial with 24 years of industry experience. He has been with LPL Financial since 2006 and holds the Series 63 designation. Outside of his advisory role, he is also a commissioned notary. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and combines advisory operations with additional financial products such as insurance and lending services.

Todd Darr is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Eaton, Ohio. He has 19 years of industry experience and has been with Edward Jones since 2006. Outside of his advisory role, he manages rental properties in Eaton, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and maintains affiliated capabilities such as mutual funds and a trust company, supported by a nationwide network of more than 23,700 financial advisors.