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.

Demland Wealth is a flat-fee, fee-only fiduciary firm helping Christians retire well and give generously. We serve Christian households who are retired or within five years of retirement — typically with $1 million or more in investable assets — combining retirement income planning, proactive year-round tax strategy, charitable giving, and Biblically Responsible Investing into one comprehensive plan. Our team holds the CFP®, Certified Kingdom Advisor® (CKA®), and Enrolled Agent (EA) credentials, so tax planning is a core competency, not an afterthought. Clients pay one transparent flat annual fee that doesn't increase as their portfolio grows — no commissions, no product sales, no conflicts of interest. Based in Defiance, Ohio, we work virtually with families across the country. A lot of advisors try to be all things to all people — we don't. Our expertise is helping Christian families make the most of what God has entrusted to them, before and during retirement.

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.

Noah Buttermore is a financial advisor at Demland Wealth LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments. He is also involved with Demland Tax, LLC, an affiliated tax-preparation business. Demland Wealth LLC is a state-registered advisory firm serving individuals, high-net-worth clients, charitable organizations, and businesses with discretionary investment management and financial planning. The firm emphasizes strategic asset allocation with tactical overlays and incorporates Biblically Responsible Investing screens by default.

Earl Oberlin III is a CFP® and PFS™ credentialed advisor with 48 years of industry experience. He is the sole advisor at Oberlin Wealth Partners, LLC, and has been involved with several related entities including Oberlin Financial International and Oberlin - Turnbull, Inc., where he serves as chairman of a funeral home business. Outside of advisory services, he is active in insurance sales and commercial property management. Oberlin Wealth Partners operates as a single-advisor practice providing discretionary investment management, financial planning, and institutional consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and insurance-company clients. The firm uses fundamental analysis and a long-term investment approach, offering customized portfolios and specialty services such as retirement-plan fiduciary oversight and family office coordination.

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.

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.

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.

Bill Mann is a financial advisor with SPC in Bryan, Ohio, holding a Series 63 designation and 29 years of industry experience. He has worked at Parkland Securities, LLC since 2014. Outside of his advisory role, Mann is the owner of Mann's Investment Group, LLC, which sells life, health, and disability insurance, and he serves as Chief Administrative Officer and Director of the American Legion Riders. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors and manages approximately $5.66 billion in assets.

Zachary Miller is a financial advisor with Fifth Third Securities, Inc. in Defiance, Ohio, holding Series 65 and Series 63 credentials and 17 years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2018, and previously spent nine years with The Huntington Investment Company and eight years with Huntington National Bank. Outside of his advisory role, Miller serves as a baseball coach at Elida High School. Fifth Third Securities serves individual and institutional clients through a range of investment advisory and brokerage programs, including the Passageway Managed Account Program, offering diversified portfolio management options and tax-efficient strategies.

Shari Wyse is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Money Concepts Capital Corp since 2007. She previously worked at First Federal Bank of Defiance for 14 years. Wyse is also the owner of Wyse Financial Group LLC. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies and operates with a dual adviser and broker-dealer structure that includes specialized services such as variable annuity management.

Douglas Bernath is a financial advisor with LPL Financial, holding a Series 63 license and 37 years of industry experience. He has worked at LPL Financial since 2008 and previously at Raymond James Financial Services from 2005 to 2008. Outside of his advisory role, Bernath is involved in an insurance agency focused on life, long-term care, disability, and fixed annuities. 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 financial planning and investment management services through a large network of advisors and combines advisory platforms with various non-advisory financial activities.

Michael Johnson is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Sagepoint Financial, Inc. and American General Securities Incorporated. Outside of advising, Johnson owns Johnson Financial Group, an insurance agency, and serves on the board of the Bryan Rotary Club as well as the Bryan Area Foundation. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and recent consolidation activity.

Andrew Bentley is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and one year of industry experience. Prior to joining Raymond James, he worked at MWA Financial Services Inc., Modern Woodmen of America, and NYLIFE Securities LLC. Outside of financial advising, he is an independent sales representative for Three Cord, LLC, a local screen print and embroidery company serving teams and groups. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its recommendations through various advisory programs.

Ryan Bethel is a CFP® professional at Edward Jones with eight years of industry experience. Prior to joining Edward Jones in 2018, he spent six years at FALER CONSTRUCTION. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of managed solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Tina Nofzinger is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. Her career includes multiple roles at LPL Financial since 2011 and prior positions at Cambridge Investment Research and NRP Advisors. Outside of her advisory work, she also works part-time as a bartender at Sauder Village in Archbold, Ohio. 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 portfolio programs, and institutional platforms, supporting its large network of over 22,800 advisors.

Jill Powers is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® designation and Series 63 and 65 licenses. She has 33 years of industry experience, including prior roles with NRP Advisors, Inc. and NRP Financial, Inc. In addition to her advisory work, she serves as president of Trilogy Wealth Advisors and acts as a volleyball official under a 1099 contract. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of Financial Professionals and features proprietary model strategies alongside access to unaffiliated third-party advisers.

Stephen Hess is a Certified Financial Planner® with 28 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010, following prior roles at NRP Advisors and NRP Financial. Hess serves as Board Chairman of the Bryan Area Foundation and participates in local church committee activities. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and multiple platform options.

Jeremy Otte is a financial advisor at Edward Jones in Defiance, OH, holding a Series 66 credential with nine years of industry experience. He previously worked at The RIDGE Project from 2014 to 2017 before joining Edward Jones in 2017. 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 and investment strategies, operating under a fiduciary standard with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices.

Thomas Hofbauer is a financial advisor with Cambridge Investment Research Advisors in Bryan, Ohio, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2010, with prior roles at NRP Advisors, Inc. and NRP Financial, Inc. Hofbauer is also involved as a shareholder in HPH Financial Corp and has served as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Kenneth Boroff is a CFP® professional with 25 years of experience, currently serving at Cetera since 2001. He is also a partner at Steyer & Co., a CPA firm where he has worked since 1991. Boroff is a trustee for ProMedica Defiance Regional Hospital and manages an online retail and vacation property rental business through 2KB LLC. Cetera Investment Advisers LLC operates as a multi-manager platform providing services to individual clients, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services, with over 10,000 advisors and $256 billion in assets under management.

Gregory Gendron is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has previously worked at Pacific Financial Partners, Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors. Outside of his advisory work, he serves as an industry arbitrator for FINRA dispute resolution and is president of the Knights of Columbus Chapter 1915 in Bryan, Ohio. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services with an investment approach focused on model-based asset allocation, portfolio optimization, and a multi-advisor platform.

Amanda Wheeler is a financial advisor at Cetera with 17 years of industry experience. She holds the Series 66 designation and has worked at firms including Summit Financial Group and Baumgartner Financial Services, where she is also president and owner. Wheeler operates her own investment and retirement planning business alongside her role at Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services using a multi-manager platform that includes affiliated and third-party managers.

Craig Bavin is a financial advisor with Cambridge Investment Research Advisors, holding over 30 years of industry experience. He has worked with Cambridge Investment Research, Inc. since 2010 and Trilogy Wealth Advisors since 2007. Outside of his advisory roles, he serves as co-coordinator of concession stands for Hilltop High School Athletic Boosters and is a commissioned notary in Ohio. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, ongoing investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, proprietary model strategies, and third-party advisers.

April Witte is a financial advisor at Edward Jones in Bryan, Ohio, holding a Series 66 designation with one year of industry experience. Her prior work includes a long tenure at The Farmers & Merchants State Bank from 2005 to 2023, as well as positions at Lewis James Professional and a brief period of unemployment before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, managing over $1 trillion in assets through a nationwide network of more than 23,000 advisors.

Emily Altaffer is a financial advisor at Cambridge Investment Research Advisors with 16 years of industry experience. She holds Series 65, Series 66, and Series 63 licenses and previously worked at Briskey Financial Services LLC for 10 years before joining Cambridge in 2018. Outside of her advisory role, she is an independent insurance agent serving various companies. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary investment model strategies.

Melissa Stockman is a ChFC® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she is listed as the owner of an LLC established for personal financial planning purposes. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

Thomas Flegal is a financial advisor with OSAIC in Edgerton, Ohio, holding Series 63 and Series 65 registrations and 16 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc. and LPL Financial. Outside of his advisory work, he is a partner in Yarger Flegal Inc. and owner of Thomas D Flegal LLC. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach features model-based asset allocation, portfolio optimization, and a range of discretionary and third-party managed strategies.