John Cioffi is a financial advisor at Vertice Capital Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Cullen Cioffi Capital Management and Vertice Capital Advisors, LLC. Outside of his advisory role, he serves as Vice President of the Sutherland Community Home Owners Association and owns an LLC with interests in various restaurant franchises. Vertice Capital Partners provides discretionary portfolio management and investment advice primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs an investment approach that includes ETFs, options strategies, and quantitative methods, managing accounts generally on a discretionary basis aligned with client objectives and risk tolerances.

John Wernke is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. He holds a Series 63 designation and has seven years of industry experience. Prior to joining Berthel Fisher in 2020, he worked at Primerica Advisors and Primerica Financial Services from 2017 to 2020, and he has extensive experience from his work at Wernkesteel from 1987 to 2020. Outside of his advisory role, he serves as Treasurer for the Harrison Kiwanis, a nonprofit focused on raising funds and awareness for children. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and institutional clients. The firm offers a range of asset management platforms and portfolio construction options through approximately 100 independent investment adviser representatives.

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.

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.

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.

Brad Tebbe is a financial advisor with StoneX Advisors Inc. and holds a Series 63 designation. He has 28 years of industry experience and has been with StoneX Advisors since 2015. Outside of his advisory role, Tebbe is involved in several business ventures including ownership and management of a liquor store and a CPA firm, serves as a director of a community bank, and holds executive roles in retail pharmacy and liquor businesses. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and related services. The firm uses a variety of investment strategies implemented through advisor-managed portfolios, proprietary models, and third-party managers, supported by platforms such as Envestnet and Advyzon.

Katharine Burger is a financial advisor at StoneX Advisors Inc. with nine years of industry experience. She holds the Series 66 designation and previously worked at Farm Credit Mid-America for three years. Outside of her advisory role, she serves on the Nominating Committee for Farm Credit Mid-America. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm combines independent advisors and an in-house Private Client Group to deliver customized investment strategies through various platforms and third-party managers.

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.

Rebecca Mc Lean is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 credentials and 36 years of industry experience. She previously worked at Fifth Third Securities for six years before joining Huntington in 2022. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm operates an open-architecture, model-driven platform combining third-party and proprietary investment models, overseeing approximately $6.3 billion in assets across nearly 400 advisors.