Albert Francis Bender III

Jennifer Macedo is a CFP® certificant with six years of industry experience, currently serving as the sole advisor at Front Street Financial in Lahaina, HI. She previously worked at Equity Advisors of Kentucky for nine years before founding her firm in 2021. Macedo serves on the board of the Guilliom Family Foundation, a nonprofit organization, and owns a separate business, Jennifer Macedo LLC. Front Street Financial provides financial planning and investment management services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm emphasizes a long-term, asset-allocation approach using fundamental analysis and modern portfolio theory, primarily offering non-discretionary portfolio management and utilizing third-party tools for held-away accounts and specialized strategies.

Richard Jones is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 54 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is based in Lahaina, Hawaii. Benjamin F. Edwards & Company serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement consulting, and investment management solutions that combine proprietary and third-party strategies.

John Kevan is a financial advisor at NewEdge Advisors with 12 years of industry experience. He holds a Series 65 designation and has previously worked at Mission Trails Financial and Ashton Stewart & Co., Inc. In addition to his advisory role, he is a managing partner at Maui Paradise Properties, a real estate management LLC. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a wide range of services and utilizes multiple program structures, combining in-house manager selection with third-party model portfolios and advisor discretion.

Boyd Moffett is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to joining Edward Jones, he was involved with Food Pantry Ltd for six years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 advisors and offers a range of advisory programs with both discretionary and non-discretionary strategies.

John Van Steen is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides personalized wealth management strategies that are designed to align with clients’ individual financial goals and the evolving conditions of today’s markets. Leveraging the investment insights of Merrill Lynch Wealth Management alongside the banking and lending solutions from Bank of America, he addresses the diverse aspects of clients’ financial lives. John brings a comprehensive approach to wealth management that begins with listening closely to client needs and ensuring every strategy is grounded in an understanding of their objectives. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He holds a High School Diploma from Sleepy Hollow High School, a Bachelor’s Degree and a Master’s Degree from Pace University, as well as an Accredited Certificate from the State University of New York System. John participates in community service in line with Merrill’s tradition of involvement in the communities it serves, dedicating time to volunteering with local organizations. His professional philosophy emphasizes working one-on-one with clients to develop strategies tailored to pursuing their long-term financial goals.

Sarah Sullivan is a financial advisor at UBS Financial Services in Boston, MA, with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2008. Outside of her advisory work, she is involved in agricultural operations through Double S Ranch and Orchards, LLC, and Creekside Farm LLC, and serves as an officer for the Daniels Island Improvement Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research and model-based asset allocations to tailor investment plans. The firm operates across a broad range of services including wealth management, institutional trading, and capital markets activities.