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.

Larry Coyle is a financial advisor with BFC Planning, Inc. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. His prior roles include positions at SANDLAPPER Securities, Buffalo Trace Financial Group, and Vsr Advisory Services. Outside of his advisory work, he serves on several community boards in Liberty, Indiana, including as Finance Committee Chairperson for the Community Foundation and as a youth basketball coach. BFC Planning, Inc. serves a diverse client base, including individuals, corporations, pension plans, trusts, and estates, through a network of approximately 200 investment adviser representatives. The firm offers financial planning, portfolio management, and access to multiple advisory platforms, with portfolios typically composed of stocks, bonds, mutual funds, and ETFs.

Ryan Szymanski is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at JPMorgan Securities LLC and Fifth Third Securities. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients, managing approximately $6.3 billion in assets. The firm offers an open-architecture, model-driven platform with various specialized program options and overlay services, and is affiliated with a regional bank holding company and Private Bank.

William Schafer is a financial advisor with Eagle Strategies (NY Life) based in Oxford, OH, holding a Series 63 designation and over 36 years of industry experience. He has been affiliated with NYLIFE Securities LLC since 1992 and New York Life Insurance Company since 1991. Outside of his advisory work, Schafer is a musician who performs guitar in a 20-piece band. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life with approximately $25.4 billion in regulatory assets under management.

Michael Rudolph is a financial advisor with Eagle Strategies (NY Life) based in Oxford, Ohio, holding a Series 63 designation and over 42 years of industry experience. He has been affiliated with New York Life and its related entities since 1997 and previously worked with Bailey & Associates, Inc. for 25 years. Outside of his advisory work, Rudolph serves as president and board member of the Kiwanis Club of Oxford, Ohio, and holds leadership roles in several local and regional nonprofit organizations. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, delivering services through a network of over 2,000 investment adviser representatives.

Gena Hartman is a Series 66 licensed financial advisor with Edward Jones in Connersville, IN, where she has worked since 2013, accumulating 12 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Shellie Baugh is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds Series 63 and Series 65 designations and has worked at various J.P. Morgan entities since 2004, including roles at Fifth Third Securities and Fifth Third Bank in 2020. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

Phillip Abshire is a financial advisor at Edward Jones with 30 years of industry experience. He has been with Edward Jones since 1995 and holds a Series 63 designation. Outside of his advisory role, he serves as a director on 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 serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard while maintaining a large national network of advisors and branches.

Andrew Van Erp is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 28 years of industry experience and has been with Cambridge since 2016. Outside of his advisory role, he is involved in benefits counseling and consulting for insurance and human resources through separate business entities. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory through a network of independent professionals using various account platforms and model-based investment approaches.

Michael Henry is a financial advisor with Edward Jones in Liberty, IN, holding a Series 63 credential and 23 years of industry experience. Prior to joining Edward Jones in 2022, he worked at Money Concepts Capital Corp and The Peoples Bank Co from 2015 to 2022, and was associated with Bohman Trucking, Inc. from 1997 to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies under a fiduciary standard.

Roger Ames is a CFP® with 44 years of industry experience, currently affiliated with LPL Financial since 2003. He holds a Series 63 license and operates in Oxford, OH. In addition to his advisory role, he provides tax preparation and accounting services as a CPA. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its investment advice with an in-house research team and delivers a variety of financial planning and portfolio management options through a large network of investment adviser representatives.

Devin Hornsby is a financial advisor with Edward Jones in Connersville, Indiana, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016 and previously worked for Fayette County School Corporation from 2012 to 2016. Additionally, Hornsby serves as a Merit Board Member for the Fayette County Sheriff's Department. 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 under management through a nationwide network of financial advisors, offering a range of advisory strategies and affiliated investment products.

Derek Davis is a financial advisor with Edward Jones in Cambridge City, IN, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at The Barking Cow and Dougherty Orchards. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets with a network of approximately 23,700 advisors, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Aaron Ames is a financial advisor at LPL Financial with 24 years of industry experience. He has been with LPL Financial since 2006 and holds the Series 63 designation. Outside of his advisory role, he is also a commissioned notary. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and combines advisory operations with additional financial products such as insurance and lending services.

Alex Riebsomer is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2023. Prior to his current role, he was employed at HyFlex Corporation and TMC Transportation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.