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. in Alva, FL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been affiliated with Parsonex Securities Inc. since 2011 and has operated A&P Business Services, Inc. since 2004. Outside of advisory work, he engages in tax preparation services from January to April and holds insurance agent responsibilities related to non-investment products. Parsonex Advisory Services provides financial planning and portfolio management to individuals, high-net-worth clients, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager, value-oriented investment approach with discretionary authority and sponsors a pooled vehicle, the Sterling Fund, which emphasizes conservative, long-term stock selection.

Carole Perchal is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Mutual of Omaha Insurance Company since 2016. Outside of her advisory role, she occasionally sells items on Poshmark. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions through a platform relationship with Envestnet and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Steven Cook is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has worked with Lincoln Investment Planning Inc. since 2010 and has longstanding roles in the insurance sector, including positions at Great American Reserve Insurance Company and Northwestern National Life Insurance Company. Additionally, he is involved in teaching and serves as a department chair at Allen Park Public Schools. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base that includes individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and employs third-party managers.

Susan Kleczkowski is a financial advisor with Principal Financial Services in Alva, Florida. She holds Series 63 and Series 65 licenses and has 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 and trust officer at Principal Bank and Principal Trust Company, supporting retirement plan account management. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm provides direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Ronald Teller Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at National Planning Corporation, M&T Securities, Inc., and Uvest Financial Services Group, Inc. He also serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions supported by advisor-facing technology and oversees over $819 billion in discretionary assets across more than 22,800 advisors.

Jamie Tischner is a financial advisor at Cetera with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Newport Group Securities, CUNA Brokerage Services, Suncoast Credit Union, and Wells Fargo Clearing. Tischner is based in Lehigh Acres, Florida. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across a range of program structures and custodial relationships.

Timothy Betts is a financial advisor at Cetera with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Bank of America, Merrill, LPL Financial, and Lincoln Investment. Outside of his advisory role, he owns Moon Financial Group, which provides marketing lead generation services for final expense insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. It offers portfolio management, financial planning, and access to a range of third-party money managers through a multi-manager platform with discretionary and non-discretionary program options.

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 in Alva, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 1995 and also operates Steve Ruhmel Photography, a business he has maintained since 1985. Additionally, he is an independent insurance agent specializing in fixed products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced operational tools and a broad non-advisory financial services platform.

Steven Spence is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Invest Financial Corporation for eight years before joining LPL Financial in 2018. Outside of his financial advisory work, Spence owns a cattle farm and practices law as an attorney. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Shirley Willis is a Series 66-licensed financial advisor with LPL Financial, bringing nine years of industry experience. She previously worked at Edward Jones for nine years before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, utilizing various investment approaches and advisor support tools.

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 at Primerica Advisors with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pfs Investments Inc. and Primerica Financial Services since 2009. Outside of advisory work, he owns FAIRKOR, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, employing model-delivery strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Jessica Hart Howard is a financial advisor at Edward Jones with 13 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2013. Outside of her advisory work, she manages Heartland Property Doctors LLC, a consulting business focused on website design, corporate filings, marketing, and construction management, and serves as a consulting associate for Bayhead Enterprises LLC, providing licensing and permitting consultation. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering a wide range of investment strategies and affiliated products. The firm maintains a large network of financial advisors and branches and provides both discretionary and non-discretionary advisory services under a fiduciary standard.