William Schafer

Donald Felty is the principal of Donald Felty, LLC and holds the ChFC® designation along with a Series 63 license. He has 26 years of industry experience and has been associated with Transamerica Life Services since 1986. Donald Felty, LLC provides discretionary asset management primarily for individuals, including high-net-worth clients, as well as trusts and business entities. The firm combines technical analysis, fundamental analysis, and Modern Portfolio Theory to construct tailored portfolios across various asset classes and manages approximately $10.7 million across about 40 client accounts.

Eric Hamberg is a CFP® with 18 years of experience in financial advising. He is associated with Rik Saylor Financial, Inc., where he has worked since 2012, and previously worked at Triad Advisors and LPL Financial LLC. Outside of his advisory work, Hamberg serves as board chair and treasurer for Sweet Cheeks Diaper Bank, a nonprofit charity supporting underprivileged babies. Rik Saylor Financial serves individuals, trusts, retirement plans, and institutional clients, offering tailored portfolio management and financial planning. The firm employs a diversified investment approach that includes ETFs, equities, debt instruments, options, and alternative investments, supported by third-party risk assessment and tax-planning tools.

Nathanial Parker is a financial advisor with Rik Saylor Financial, Inc., holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Triad Advisors, LPL Financial LLC, National Planning Corporation, and Ameriprise Financial Services, Inc. He is also a notary public. Rik Saylor Financial serves individuals, trusts, employer-sponsored retirement plans, and other institutional clients, offering discretionary portfolio management, financial planning, and consulting services. The firm customizes portfolios using a range of investment vehicles and employs third-party platforms for risk assessment, account monitoring, and estate document facilitation.

Rik Saylor is the principal of Rik Saylor Financial, Inc. in Fairfield, Ohio, with 30 years of industry experience. He has held roles at Triad Advisors and LPL Financial, and has led his firm since 1998. Outside of financial advising, he owns a business consulting firm specializing in business evaluation and exit planning. Rik Saylor Financial serves individuals, trusts, retirement plans, and institutional clients with discretionary portfolio management and financial planning. The firm customizes portfolios using a range of investment vehicles and employs third-party tools for risk assessment, tax planning, and estate document facilitation.

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.