Blake Rockey, CFP® is a Certified Financial Planner® and fee-based fiduciary advisor registered through Cambridge Investment Research Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm offering services through a network of independent professionals. The independent professionals serve a diverse client base, including individuals, pension plans, charitable organizations, and trusts- using a range of portfolio management and model-based solutions. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services. through a network of independent professionals.

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 Childs Investment Group, Inc. He holds Series 63 and Series 66 credentials and has 35 years of industry experience. He serves on the Board of Visitors at Taylor University and holds officer positions in multiple business ventures, including charitable consulting and governance roles with nonprofit organizations. Childs Investment Group provides financial planning and advisory services to families, high-net-worth individuals, and various entities such as trusts, estates, and charitable organizations. The firm develops tailored financial plans without exercising investment discretion and coordinates implementation through clients’ chosen brokers or third-party advisers.

Andres Peterson is a financial advisor with 23 years of industry experience, currently serving at 724 Capital, LLC. He holds the Series 63 designation and has worked at several firms including F3 Logic, Independent Financial Group, and National Planning Corporation. In addition to his advisory role, Peterson is involved in term life insurance sales. 724 Capital, LLC manages approximately $259 million for individuals, corporations, and retirement plans, offering portfolio management, pension consulting, and financial planning. The firm combines various analytical methods and employs diversified investment strategies while preparing tailored Investment Policy Statements for each client.

Alan Wyse is a financial advisor with 26 years of industry experience, currently at 724 Capital, LLC. He holds Series 63 and Series 66 licenses and has worked at firms including CIG Financial Services, Inc. and National Planning Corporation. Wyse serves as a board member for Goodville Mutual Casualty Company, a property and casualty insurance company. 724 Capital, LLC manages approximately $259 million for individuals, businesses, and retirement plans, offering portfolio management, pension consulting, and financial planning. The firm integrates various analytical methods and typically operates with discretionary trading authority, utilizing a broad range of investment vehicles.

Hudson Childs is a financial advisor with 724 Capital, LLC and holds a Series 65 designation. He has one year of industry experience and previously worked at Sauder Manufacturing and Systech Handling. 724 Capital, LLC manages approximately $259 million and provides portfolio management, pension consulting, and financial planning services to individuals, corporations, and retirement plans. The firm uses a combination of model allocations and customized plans, employing various analytical methods and conducting monthly account reviews.

Trevor Rupp is a financial advisor with 3 years of industry experience, currently affiliated with 724 Capital, LLC. He holds a Series 66 designation and has worked at firms including Independent Financial Group, LLC and Thrivent Financial. Outside of his advisory work, he has experience managing operations at a local public golf course. 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 variety of analytic approaches and may use higher-risk instruments and third-party managers, providing tailored investment solutions with ongoing monitoring and reporting.

Stefan Faerber is a financial advisor at ON Investment Management CO with seven years of industry experience. He holds a Series 63 designation and has worked with The O.N. Equity Sales Company since 2019. Outside of advising, he co-owns The Remade House, LLC, where he and his spouse engage in residential house flipping as a hobby. ON Investment Management CO is a subsidiary of The O.N. Equity Sales Company that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm offers a mix of discretionary and non-discretionary asset management through third-party programs and maintains a dual-registration model involving broker-dealer activities.

Laura Stover is a financial advisor at Virtue Capital Management, LLC with 18 years of industry experience. She holds a Series 63 designation and has previously worked at Optivise Advisory Services, PanthRex Asset Management, and Brookstone Capital Management, among others. In addition to her advisory role, she owns LS Tax LLC, which utilizes CPAs for client tax returns and second opinion analyses, and also acts as an insurance agent. Ms. Stover may offer physical gold and silver to clients and receive commissions on these transactions. Virtue Capital Management, LLC is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm employs a multi-team model, offering discretionary and non-discretionary portfolio management, financial planning, and consulting while customizing portfolios using tactical, strategic, and dynamic approaches.

Bradley Meister is a financial advisor with Kovack Advisors, Inc., holding CFP® and ChFC® designations and over 42 years of industry experience. He has been with Kovack Advisors since 2008, having previously worked at Cambridge Investment Research Advisors and Thrivent Investment Management. Outside of his advisory role, he serves on the Washington Township Zoning Board in Liberty Center, Ohio. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, using a combination of internally created models and third-party managers to manage portfolios across multiple custodians.

Evan Allen is a Series 65-licensed advisor at Gibbs Wealth Management, LLC with one year of industry experience. He previously worked at Senior Planning Estate Services, where he served as an insurance advisor. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and a mix of analytical approaches to guide allocations.

Jacob Spieth is a financial advisor at Kovack Advisors, Inc. with a Series 66 designation and one year of industry experience. His work history includes roles at Kovack Securities, Meister & Associates, Northwestern Mutual, and several other organizations. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, providing portfolio management, financial planning, and access to sub-advisory programs using Envestnet-supported workflows and a combination of internal and third-party investment models.

Lawrence Vocke is a financial advisor with Kovack Advisors, Inc., holding a Series 66 designation and 14 years of industry experience. He has been with Kovack Securities, Inc. since 2012. Outside of his advisory role, he serves on the Board of Trustees for the Napoleon Public Library and is a member of the City of Napoleon Planning Commission. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, pension plans, charitable organizations, banks, and government entities, using a combination of internally created models and third-party managers through an Envestnet-supported workflow.

Steven Small is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked with LPL Financial for over two decades and has been with Independent Advisor Alliance since 2018. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm utilizes a network model with independent advisory representatives and combines discretionary and non-discretionary portfolio management through various analytical techniques and technology platforms.

Ryan Mc Cracken is a financial advisor at &Partners with two years of industry experience. He holds the Series 66 designation and previously worked at One Resource Group and Lee Kinstle Sale & Service. He serves as a board member for the Van Wert YMCA, where he is involved in supporting youth programs and overseeing the organization's financial standing. &Partners serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and ERISA consulting, employing a range of analytical strategies and a combination of proprietary and third-party portfolio management.

Gabriel Pollock is a financial advisor with \u0026Partners, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He previously worked at Edward Jones for 13 years and held roles at FSC and OSAIC before joining \u0026Partners. Outside of his advisory work, he serves on the parish council board of St. Augustine Catholic Church, is a board member of the Napoleon City Preservation Committee, and is the treasurer for the Liberty Center Education Foundation. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a mix of fundamental, technical, and quantitative analysis through discretionary and non-discretionary portfolio management, utilizing both proprietary and third-party strategies.

James Reeves is a financial advisor with Eagle Strategies (NY Life) in Wauseon, Ohio, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. He has been with Eagle Strategies since 2017 and maintains associations with related entities including Mahoney Financial Organization, LLC and Agua Fria Financial Group. Outside of his advisory role, Reeves volunteers on the Wauseon School District Finance Committee and participates in fundraising activities with West Valley Mavericks, a charitable organization. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered primarily on a non-discretionary basis through a variety of program types and operates within the integrated New York Life affiliate structure.