Oliver Hohermuth is a financial advisor at Capview Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Rising Star Financial Advisers, LLC and International Union Bank, LLC. Hohermuth is involved in several investment-related business activities across the United States and Panama. Capview Advisors, LLC is a fee-only investment adviser serving high-net-worth individuals, trusts, estates, charitable organizations, and corporations. The firm employs fundamental analysis combined with strategic, tactical, and dynamic asset-allocation, managing portfolios through qualified custodians and offering both discretionary and non-discretionary asset management.

Andrew Allard is a financial advisor with Parsonex Advisory Services, Inc. He holds Series 63 and Series 65 credentials and has 17 years of industry experience. His work history includes time at Parsonex Securities Inc. since 2011 and A&P Business Services, Inc. since 2004. Outside of advising, he is involved in tax preparation and sells insurance products on a limited basis. Parsonex Advisory Services is an SEC-registered investment adviser serving individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager approach relying on third-party advisers, offering discretionary managed accounts with ongoing monitoring and client risk assessments.

Carole Perchal is a financial advisor with Mutual of Omaha Investor Services, Inc. She holds Series 63 and Series 65 licenses and has 28 years of industry experience. Her prior work includes roles at Securities America Advisors and Securities America Inc. Outside of her advisory work, she occasionally sells items on Poshmark. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, operating primarily through its network of Investment Advisor Representatives who utilize approved model portfolios and managers.

Susan Kleczkowski is a financial advisor with Principal Financial Services in Alva, Florida, holding Series 63 and Series 65 licenses and 22 years of industry experience. Her prior work includes roles at Principal Life Insurance Company, Principal Securities, Inc., Newport Group, and Securian Financial Services. She also serves as a bank officer supporting retirement plan account relationships across Principal’s insurance, broker-dealer, and bank/trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Ronald Teller Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He worked at National Planning Corporation for 11 years before joining LPL Financial in 2017. Outside of his advisory role, Teller is 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 wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Jamie Tischner is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Prior to joining Cetera in 2023, Tischner worked at Newport Group Securities, CUNA Brokerage Services, and Wells Fargo Advisors. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement capabilities with a broad trust and institutional network.

Timothy Betts is a financial professional with seven years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 designations and has worked at several firms including Lincoln Investment, LPL Financial, and Bank of America. Betts is also the owner of Moon Financial Group, which provides marketing lead generation services for final expense insurance. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by various advisory programs and affiliated trust capabilities.

Joseph Timm is a financial advisor with Edward Jones in La Belle, FL, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory work, he serves as an off-ice official for the East Coast Hockey League. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and maintains a large national presence with more than 23,000 advisors and 15,000 branch offices.

Stephen Ruhmel is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been affiliated with Linsco/Private Ledger Corp. since 1995 and operates an independent photography business, Steve Ruhmel Photography, since 1985. Ruhmel is also registered as an independent insurance agent specializing in fixed products. 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 investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory services such as insurance and annuity sales.

Steven Spence is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 38 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Invest Financial Corporation from 2009 to 2017. Outside of his advisory work, he is an attorney and owns a cattle farm in Labelle, Florida. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product offerings such as insurance and annuities.

Shirley Willis is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. She previously worked at Edward Jones for nine years. LPL Financial provides advisory and brokerage services to individual investors, retirement plan sponsors, and institutions through a nationwide network of investment adviser representatives, offering a range of programs including managed portfolio solutions, financial planning, and retirement plan consulting.

Cheryl Sylvester James is a Series 66-registered financial advisor at Edward Jones with experience beginning in 2025. Prior to joining Edward Jones, she worked for the Ministry of Finance and the Public Service from 1997 to 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Jeffrey Kline is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2004. Outside of his advisory role, he owns a commercial real estate business. 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 discretionary and non-discretionary investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

Dan Fairchild is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has been associated with PFS Investments Inc. since 2010 and Primerica Financial Services since 2009. Outside of advisory work, he is the owner of FAIRKOR, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.