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.

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.

John Wernke is a financial advisor with Berthel Fisher & Company Financial Services, Inc., holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Berthel Fisher since 2020 and previously held advisory roles at Primerica Advisors and Primerica Financial Services from 2017 to 2020. Outside of his advisory work, he serves as treasurer for the Harrison Kiwanis, a nonprofit organization focused on raising funds and awareness for helping children, and he also prepares tax filings through a local tax service. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in assets. The firm delivers investment advice through various platforms, including discretionary and non-discretionary management, employing tailored strategies based on client needs.

Brad Tebbe is a financial advisor with StoneX Advisors Inc. in Brookville, IN, holding a Series 63 credential and having 29 years of industry experience. Prior to joining StoneX Advisors in 2015, he worked at WRP Investments, Inc. and Fiducial Investment Advisors, Inc. Outside of financial services, he is involved in various business ventures including ownership and management roles in liquor stores, a CPA firm, and a retail pharmacy, as well as serving as a bank director and board member of a golf course. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm employs a combination of independent advisors and an in-house Private Client Group, offering diversified investment strategies through proprietary models and third-party money managers.

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.

Katharine Burger is a Series 66 licensed financial advisor with StoneX Advisors Inc., where she has worked since 2017. She has 10 years of industry experience and is based in Brookville, Indiana. Outside of her advisory role, she serves as a nominating committee member for Farm Credit Mid-America, participating in the identification of candidates for board positions. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm utilizes a combination of advisor-managed portfolios, proprietary models, and third-party money managers to implement strategies across various account structures.

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.

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.

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, 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.

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.

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 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.

Robert Von Gerds is a financial advisor with Equitable Advisors in Harrison, OH, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2003. Outside of his advisory work, he is a freelance writer for Cincinnati Magazine and a partner at Triplecrown Wealth Management, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm offers a range of advisory models implemented through third-party managers and focuses on matching clients to appropriate programs based on risk tolerance and plan information.

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 with Thrivent Investment Management in Cedar Grove, IN, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked at Thrivent Financial and its affiliated firms since 2016 and previously spent a year at Global Financial Private Capital, Inc. Hampton serves as a board member for Reach Out Pregnancy Center, a nonprofit organization assisting women and families with pregnancy and family development. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across various financial planning topics without discretionary trading authority. The firm’s approach allows clients to combine planning with managed-account services under a consolidated billing option while keeping these services separate.

Sandra Davis Skeen is a financial advisor with LPL Financial in Harrison, OH, holding a Series 66 designation and over seven years of industry experience. She has worked with LPL Financial since 2018 and is also involved with Capital Concepts INC and Coldwell Banker West Shell, where she has a background in real estate as a realtor. Additionally, she owns and operates a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing various portfolio strategies and technology tools to support its network of over 22,800 advisors.

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.

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.

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.

Lisa Murray is a financial advisor at Osaic with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at LPL Financial and Fifth Third Securities. Outside of her advisory role, she serves as CEO of a nonprofit organization focused on establishing operational procedures for its start-up phase. Osaic Wealth serves a broad mix of retail and institutional clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, with a range of programs including comprehensive financial planning and retirement plan consulting.

Brayden Rouse is a Series 66 licensed financial advisor with LPL Financial in Harrison, Ohio. He has professional experience beginning in 2025, with previous roles at Discount Den, Capital Concepts, and Pizza Uncommon. He is also affiliated with Purdue University. 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 and model portfolio programs, supported by advanced operational tools and a large network of over 22,800 advisors.

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.

Michael Reed is a financial advisor with Fidelity and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including 13 years at Ameriprise Financial Services and four years at Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary portfolios and model-based solutions.

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.

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.