Caleb Frederick Kidd

Donald Mcneill is a financial advisor at On Investment Management Company with over 26 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior work includes roles at The O.N. Equity Sales Company, Ohio National Financial Services, and Foresters Equity Services, Inc. Outside of his advisory work, he owns McNeill Financial Services, LLC, where he is involved in fixed life and annuity sales. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plans. The firm offers a range of fee-based financial planning and managed account options, combining third-party discretionary programs with adviser-directed portfolios that include individual securities and funds.

Chad Fowers is a financial advisor with Planmember Securities Corporation, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked with Planmember since 2005 and has been the president of Creekside Investment & Insurance Services since 1996, where he focuses on fixed insurance sales and investments. Planmember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education, support, and personalized retirement planning services.

William Rogers is a financial advisor at Ameriprise with 33 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, Rogers provides pro bono financial planning to military families through the Homes for Our Troops program and is working on authoring a book about improving financial life by integrating financial concepts with emotional and psychological aspects. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Ryan Cobo is a financial advisor with Edward Jones based in Thomson, GA. He holds a Series 66 designation and has six years of industry experience. Prior to joining Edward Jones in 2020, he worked at MSC Industrial Supply, Star Granite Interiors, and Star Granite and Bronze. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.