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.

Malena Farach is a Series 66 licensed financial advisor at Atlas with seven years of industry experience. Her prior experience includes roles at Ameriprise Financial Services and J.P. Morgan Securities, as well as JPMorgan Chase Bank. Outside of finance, she is affiliated with a travel agency as a part-time travel agent. Atlas is a wealth management firm serving individuals, families, trusts, estates, businesses, and pooled investment vehicles. The firm employs a long-term, index-based investment framework supplemented by internally managed strategies and offers both discretionary and non-discretionary services, including sponsorship of private investment funds.

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 credentials and 28 years of industry experience. She has worked 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 through various managed account programs and financial planning. The firm works primarily via a platform relationship with Envestnet and offers both discretionary and non-discretionary management options, serving a broad client base including non-high-net-worth and high-net-worth clients.

Steven Cook is a financial advisor with Lincoln Investment in Alva, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Lincoln Investment Planning Inc. since 2010 and has extensive experience in life insurance and annuity sales through various companies dating back to 1992. He is also involved in education as a teaching department chair at Allen Park Public Schools. Additionally, Steven partners in a web-based business offering fixed annuities targeting CD holders. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisor- and firm-managed investment programs, utilizing strategic and tactical investment approaches supported by quantitative and adaptive intelligence models.

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 designations and possessing 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, he also serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jamie Tischner is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 10 years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Suncoast Credit Union, and Newport Group Securities. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options, leveraging scale and a broad network of over 10,000 advisors.

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, Florida, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has worked with Linsco/Private Ledger Corp. since 1995. Outside of finance, he operates Steve Ruhmel Photography, a business he has run since 1985. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by model portfolios and research from multiple sources.

Steven Spence is a financial advisor with LPL Financial in Labelle, FL, holding Series 63 and Series 65 licenses and 38 years of industry experience. Before joining LPL Financial in 2018, he worked at Invest Financial Corporation for eight years. Outside of his advisory role, he owns and operates a cattle farm and practices law as an attorney. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party sources.

Shirley Willis is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. She previously worked at Edward Jones for 17 years before joining LPL Financial in 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from multiple sources.

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 65 and Series 63 licenses and 16 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2010 and 2009, respectively. Fairchild owns FAIRKOR, Inc., a legal entity formed for Primerica business purposes, and he also receives compensation related to mortgage and home service referrals. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services primarily through model-based strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.