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.

Ellen Weed is a Certified Financial Planner (CFP®) with 23 years of industry experience. She has been with Summit Financial Advisors, Inc. since 2007 and previously worked at IPFP, Inc. from 2003 to 2007. She is also a co-owner of Financial Security Solutions, LLC, an insurance agency focused primarily on long-term care insurance. Summit Financial Advisors, Inc. provides customized investment management mainly to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and other legal entities. The firm employs a fundamental analysis approach through an internal Investment Committee and offers portfolios tailored to growth, balanced, or conservative strategies.

Chelsea Vitale is a Series 65-credentialed advisor at Shoker Investments with two years of industry experience. Prior to joining Shoker Investments in 2024, she worked at Covermymeds and Randstad Technologies, totaling ten years of professional experience outside of financial advising. Shoker Investment Counsel, Inc. provides discretionary portfolio management and integrated financial planning to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation with a long-term investment approach using individual stocks, low-cost index funds, and bonds, alongside comprehensive client communications and specialized services such as leverage and equity options for qualified clients.

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.

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.

Larry Coyle is a financial advisor with BFC Planning, Inc. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Prior to joining BFC Planning, he worked at Sandlapper Securities, LLC and Buffalo Trace Financial Group. Outside of his advisory role, he is involved in community activities including serving as a youth basketball coach and holding board positions related to local finance, redevelopment, and parks and recreation in Liberty, Indiana. BFC Planning, Inc. offers financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports a large network of independent advisory representatives who use a variety of investment strategies and platforms tailored to client needs.

Bryan Clifton is a financial advisor at Equity Services, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including National Life Group, MWA Financial Services Inc, and Merrill. Outside his advisory role, Clifton serves as Chief Executive Officer of Black Bull Capital Partners LLC, an insurance-related business. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm delivers advisory programs through a network of representatives, utilizing multiple platforms and third-party asset managers with a combination of long-term and short-term investment strategies.

William Schafer is a financial advisor with Eagle Strategies (NY Life) based in Oxford, Ohio, holding Series 63 credentials and with 37 years of industry experience. He has worked with NYLIFE Securities LLC since 1992 and New York Life Insurance Company since 1991. Outside of his advisory role, he is also a guitarist in a 20-piece band. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types focused on tailored recommendations and primarily manages assets on a non-discretionary basis.

Michael Rudolph is a financial advisor with Eagle Strategies (NY Life) in Oxford, Ohio, holding a Series 63 designation and possessing 42 years of industry experience. He has been affiliated with New York Life Insurance Company and NYLife Securities LLC since 1997 and was previously associated with Bailey & Associates, Inc. He serves as president and board member of the Kiwanis Club of Oxford, Ohio, and holds leadership roles with local community organizations including a homeowners association and a Presbyterian church session. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored solutions across various program types, with the majority of its assets managed on a non-discretionary basis and a focus on fiduciary responsibilities for retirement investors.

Patrick Mullen is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 credentials and has four years of industry experience. Prior to joining Fifth Third Securities in 2021, he worked at Fifth Third Bank and previously at Kona Grill. Fifth Third Securities, Inc. serves individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers a variety of investment programs, including mutual fund and ETF models, SMA strategies, and direct indexing, operating as a wholly owned subsidiary of Fifth Third Bank.

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.

Jess Bennett is a CFP® professional with 24 years of experience in financial advising. She is affiliated with Cetera and has worked with Artisan Square Financial Group and Ridge Haven Wealth Planning. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple program structures and third-party money managers.

Jacob Ford is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His background includes military service in the U.S. Air Force and work with Customs and Border Protection. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Shellie Baugh is a financial advisor with J.P. Morgan Securities in Oxford, OH, holding Series 63 and Series 65 designations and having 22 years of industry experience. She has worked with J.P. Morgan entities since 2004, including multiple roles at J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative research supported by a centralized manager solutions team and includes capabilities in derivatives and commodities through affiliated entities.

Andrew Davis is an Investment Consultant at Fidelity Investments, where he has been employed since 2026. In his role, he partners with clients to create financial plans tailored to their individual goals. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2022 to 2026, and as a Relationship Manager at the same firm from 2019 to 2022. Andrew's professional experience includes positions at Chase Bank as a Private Client Banker from 2017 to 2019 and a Relationship Banker from 2014 to 2017. He also worked 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. He holds a California Insurance License. Outside of his professional career, Andrew enjoys family activities, golf, outdoor adventures, running, and traveling.

Phillip Abshire is a financial advisor with Edward Jones in Oxford, Ohio, holding a Series 63 designation and with 31 years of industry experience. He has been with Edward Jones since 1995. In addition to his advisory role, Abshire serves on the board of directors for 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 that serves more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Nathan Shoup is a financial advisor with Raymond James Financial, holding a Series 66 designation and 10 years of industry experience. He has worked with Raymond James Financial Services Advisors, Inc. since 2016. Outside of his advisory work, he also works part-time as a food truck chef. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Garry Rutledge Jr. is a financial advisor with Ameriprise in Middletown, OH, holding a Series 63 designation and 38 years of industry experience. He previously worked for Cambridge Investment Research Advisors, INC from 2006 to 2023. Outside of his advisory role, Rutledge is involved in real estate development and insurance brokering, including business ownership related to home building and property management. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and annual advice focused on income sources and tax-aware withdrawal strategies.

Andrew Van Erp is a financial advisor with Cambridge Investment Research Advisors and holds the Series 63 and Series 65 designations. He has 28 years of industry experience, including prior roles at Ameritas Investment Company and Carillon Investments. Outside of his advisory work, he is involved in independent insurance sales and provides consulting services in insurance and benefits through several business entities. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages assets across multiple platforms and custodians, supports discretionary and non-discretionary management, and develops proprietary model strategies under the Founders Gate Capital brand.

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.

Ryan Szymanski is a financial advisor at Ameriprise with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at The Huntington Investment Company, Fifth Third Bank, and JPMorgan Securities LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael Henry is a financial advisor with Edward Jones in Liberty, IN, holding a Series 63 credential and 23 years of industry experience. Prior to joining Edward Jones in 2022, he worked at Money Concepts Capital Corp and The Peoples Bank Co from 2015 to 2022, and was associated with Bohman Trucking, Inc. from 1997 to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies under a fiduciary standard.

Roger Ames is a CFP® professional with 44 years of experience in the financial industry. He has been with LPL Financial since 2003 and holds a Series 63 license. Outside of his advisory role, Ames also operates a CPA practice focused on tax preparation and accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a range of financial planning and investment management services. The firm offers access to model portfolios, third-party asset managers, and institutional platforms, supported by extensive technology and a broad suite of financial products.

Sydney Dulle is a financial advisor at Edward Jones with four years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at Protective Life Insurance Company and Concourse Financial Group Securities Inc. Outside of finance, she has experience working at Aston Oaks Golf Club and the University of Cincinnati. Edward Jones is a wealth management firm serving individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Aaron Ames is a financial advisor with LPL Financial, holding a Series 63 designation and 25 years of industry experience. He has been with LPL Financial since 2006. Ames also serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.

Todd Darr is a CFP® professional with 20 years of experience in the financial services industry, currently serving at Edward Jones since 2006. He holds the Series 66 designation and is based in Eaton, Ohio. Outside of his advisory role, he manages rental properties in his local area. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.