John Wernke is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. He holds a Series 63 designation and has seven years of industry experience. Prior to joining Berthel Fisher in 2020, he worked at Primerica Advisors and Primerica Financial Services from 2017 to 2020, and he has extensive experience from his work at Wernkesteel from 1987 to 2020. Outside of his advisory role, he serves as Treasurer for the Harrison Kiwanis, a nonprofit focused on raising funds and awareness for children. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and institutional clients. The firm offers a range of asset management platforms and portfolio construction options through approximately 100 independent investment adviser representatives.

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.

Richard Johnson is a financial advisor with Berthel Fisher & Company Financial Services, Inc. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, including 16 years at Berthel Fisher. Outside of his advisory role, he manages RL Johnson Investments LLC and oversees related entities including RL Johnson Tax Services. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and institutional clients. The firm offers a variety of asset management platforms and portfolio options through approximately 100 investment adviser representatives.

Robert Johnson is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has been with Berthel Fisher since 2010. Outside of his advisory role, he is involved in tax preparation and accounting services for small businesses through RL Johnson Tax Services and serves as president of RL Johnson Investments, which sells life insurance. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm offers a range of asset management options and allows advisors to construct portfolios using various securities and strategies.

Brad Tebbe is a financial advisor with StoneX Advisors Inc. and holds a Series 63 designation. He has 28 years of industry experience and has been with StoneX Advisors since 2015. Outside of his advisory role, Tebbe is involved in several business ventures including ownership and management of a liquor store and a CPA firm, serves as a director of a community bank, and holds executive roles in retail pharmacy and liquor businesses. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and related services. The firm uses a variety of investment strategies implemented through advisor-managed portfolios, proprietary models, and third-party managers, supported by platforms such as Envestnet and Advyzon.

Katharine Burger is a financial advisor at StoneX Advisors Inc. with nine years of industry experience. She holds the Series 66 designation and previously worked at Farm Credit Mid-America for three years. Outside of her advisory role, she serves on the Nominating Committee for Farm Credit Mid-America. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm combines independent advisors and an in-house Private Client Group to deliver customized investment strategies through various platforms and third-party managers.

Darci Metcalf is a financial advisor at Fifth Third Securities, Inc. with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fifth Third Securities since 2011. Outside of her advisory role, she is a property owner in Metamora, Indiana. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a wide range of clients, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account options and is notable for its municipal-advisor registration combined with its affiliation with Fifth Third Bank.

Adam Hackney is a financial advisor with Fifth Third Securities, Inc. in St. Bernard, OH, holding Series 63 and Series 65 registrations and possessing 10 years of industry experience. He has been with Fifth Third Securities since 2015 and with Fifth Third Bank since 2014. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank with integrated relationships among the bank, platform sponsor, and clearing firm.

Steve Tuchfarber is a financial advisor with Fifth Third Securities, Inc. in Harrison, Ohio. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Tuchfarber has been with Fifth Third Securities since 2009 and with Fifth Third since 2003. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Erica Parsons is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. She holds Series 63 and Series 65 designations and has worked at Fifth Third Securities and Fifth Third Bank. Prior to her financial services career, her work history includes roles at Amazon and Express Employment. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

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.

Caleb La Course is a financial advisor with Fifth Third Securities, Inc. in Cincinnati, OH, holding a Series 66 designation and 21 years of industry experience. He has been with Fifth Third Securities since 2010. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third 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.

Adam Norman is a financial advisor at AE Wealth Management, LLC with Series 65 credentials and approximately two years of experience in the industry. His work history includes roles at Conservative Financial Solutions and educational positions at Indiana Wesleyan University and Milan Community School. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charities, and businesses. The firm utilizes a platform-centered approach that combines multiple model portfolio options and offers services such as discretionary asset management, financial planning, and ERISA plan support.

Lisa Losievsky is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. She partners with clients to provide comprehensive and holistic financial planning tailored to their unique needs, with a focus on incorporating Executive Benefits into their strategies. Since joining Fidelity Investments in 2015, Lisa has held several roles, including Retirement Solutions Representative, Senior SPS Executive Services Specialist, and Workplace Planning Consultant II. Her experience spans various aspects of financial planning and executive benefits, reflecting her progression and expertise within the company. Outside of her professional work, Lisa enjoys camping, cooking and baking, kayaking, spending time with pets, and reading.

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.

Robert Von Gerds is a financial advisor at Equitable Advisors with 27 years of industry experience. He has held Series 63 and Series 65 credentials and has been with Equitable Advisors since 2003, having previously worked at AXA Advisors, LLC. Outside of advising, he contributes as a freelance writer for Cincinnati Magazine and is a partner at Triplecrown Wealth Management, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.

Tyler Oda is a financial advisor with Edward Jones in Batesville, IN, holding CFP®, ChFC®, and Series 66 designations with 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Oda serves on the board of ArtsView Children's Theatre in Longview, TX, contributing to marketing and fundraising efforts. 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, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and notable for its extensive advisor network and affiliated capabilities.

Henry Hampton is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Thrivent since 2016. Hampton serves as a board member of Reach Out Pregnancy Center, a nonprofit organization supporting women and families through pregnancy and family development. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive goal-based analyses across various financial planning areas without portfolio management for institutional clients.

John Coffman II is a financial advisor at OSAIC with 13 years of industry experience. He previously worked at SagePoint Financial for 11 years and has been a math teacher in the Southwest Local Schools district since 2004. Outside of his advisory role, he also serves as a high school game scorekeeper and timer and owns Forever One LLC, which assists with payroll and taxes. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charities. The firm offers a range of advisory and brokerage services with an investment process that incorporates risk tolerance assessments, asset allocation tools, and portfolio optimization, supporting thousands of advisors and managing approximately $200 billion in assets.

Gregory Berkemeier is a financial advisor at Edward Jones in Batesville, IN, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2001. Outside of his advisory role, he serves as Secretary of Decatur County REMC and owns and manages agricultural and rental property businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Sandra Davis Skeen is a financial advisor with LPL Financial in Harrison, OH, holding a Series 66 credential and having seven years of industry experience. She has been with LPL Financial since 2018 and also operates Capital Concepts INC and works as a realtor with Coldwell Banker West Shell. Additionally, she owns and operates a tax preparation and accounting business. 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 investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

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.

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.

Lisa Murray is a financial advisor with Osaic, holding Series 63 and Series 66 credentials and 22 years of industry experience. Her prior roles include positions at LPL Financial and Fifth Third Securities. Outside of her advisory work, she serves as CEO of Healing Art & Soul, a nonprofit organization. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process utilizing risk-tolerance assessments, asset-allocation software, and portfolio optimization tools, offering a range of investment options and advisory programs through a large network of financial advisors.

Jordan Mock is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he held roles at Empire Logistics, DHL, and Horan Associates. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and long-term asset allocation benchmarks.

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.

Michael Reed is a financial advisor at Fidelity with 24 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Ameriprise Financial Services, Inc. from 2009 to 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including charitable funds and registered investment companies, and employs systematic methodologies alongside oversight of sub-advisers and share-class evaluations.

Lonny Barnett is a CFP® and Series 66-registered financial advisor with Edward Jones, where he has worked since 2018. He has eight years of experience in the financial industry and previously spent 18 years at Procter & Gamble. Barnett is active in several community and veteran organizations, including leadership roles with The American Legion and service on the Indiana War Memorials Commission. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a broad range of advisory programs and affiliated financial products. The firm supports its clients with a large network of advisors and branch offices, offering discretionary and non-discretionary investment solutions under a fiduciary standard.

Laura Harris is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked with Fidelity Investments and its affiliates since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, utilizing systematic methodologies and long-term asset allocation benchmarks.

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.