Mark Oteri

David Markle is a CFP® and PFS™ with three years of experience as a financial advisor at Markle Wealth Management, an independent firm he has owned since 2014. He also owns a CPA tax practice that prepares individual tax returns. Markle Wealth Management provides financial planning, investment consultation, and non-discretionary asset management to individuals, estates, trusts, and charitable organizations. The firm follows a long-term, disciplined investment approach emphasizing tax efficiency, cash-flow, and sustainable withdrawal planning, while integrating the principal’s ongoing CPA and tax services with advisory offerings.

Kevin Kenny is a financial advisor at 3Edge Asset Management, LP with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked previously at Northern Lights Distributors, LLC and Toews Corporation. He is also registered with Vigilant Distributors, LLC, an unaffiliated broker-dealer. 3Edge Asset Management serves a range of clients including individuals, high-net-worth clients, family offices, endowments, foundations, private retirement plans, and corporations. The firm employs a global, multi-asset, top-down allocation approach, primarily implementing strategies through index ETFs and offering ESG-focused investment options.

Thomas Hock is a CFP® with 45 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2015. He has also been affiliated with StoneX Securities Inc. since 2014. Outside of his advisory role, he operates a DBA, Affiliated Financial Planners, and is a producer for Penn Mutual insurance. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services. The firm utilizes a combination of independent advisors, proprietary models, and third-party managers to implement strategies across multiple account structures.

Harold Knight is a financial advisor with Cape Investment Advisory, Inc. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. He currently serves as Compliance Director at AMGlobe Consulting, LLC, a regulatory compliance consulting firm. Cape Investment Advisory provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm manages approximately $402 million in assets and supports about 1,624 clients through a multi-office network of around 40 advisors who tailor portfolios using fundamental, technical, and macroeconomic analysis.

Russell Stellfox is a CFP® with 20 years of industry experience, currently affiliated with IAMS Wealth Management, LLC. His career includes roles at Ameritas Advisory Services, Seasons Change Financial, and Calton & Associates. Outside of advisory work, he owns Seasons Change Financial, where he is licensed as an independent insurance agent selling fixed insurance products. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management tailored to client objectives, utilizing proprietary and third-party model portfolios with a diverse asset-allocation approach.

Matthew Thomas is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with Mutual of Omaha Investment Services since 2016 and also works with Mutual of Omaha Insurance Company, where he is an insurance agent specializing in life and health insurance and annuities. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, operating primarily through its network of Investment Advisor Representatives who utilize model portfolios and approved third-party managers.