Denise Barrows

Thomas Wade Jr. is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has previously worked at Wells Fargo Advisors and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, combining in-house and third-party managers to meet diverse client needs.

Jeffrey Mark is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and bringing 23 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he owns Jeffrey Mark Motorsports, an Indy race car ownership venture. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing Wells Fargo research and tools, with advisory services integrated alongside other financial products and referral channels.

Daniel Foutch is a financial advisor with Robert W. Baird & Co. who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has worked at Robert W. Baird & Co. since 2019 and was previously with J.J.B. Hilliard, W.L. Lyons, Inc. for 36 years. Outside of his advisory role, he is involved in managing a family farm through Foutch Farms, LLC. He is part of The DDK Group at Robert W. Baird & Co., which serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a mix of in-house and third-party managers, including traditional and complex investment strategies.

Joshua Bauer is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Cantrell Financial Services. Outside of his advisory work, he assists with administrative duties for Jennifer Bauer Gaited Horsemanship and serves as an assistant cross country coach and chaperone at Highland Rim Academy. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, firm-sponsored model portfolios, and third-party solutions.

Charles Sewell is a CFP® professional with 41 years of experience in financial advising. He is currently with OSAIC and has previously worked at Compass Advisory Partners, FSC Securities Corporation, and several Securities America entities. Outside of his advisory work, he operates a sole proprietorship offering various insurance products and serves as a business succession consultant. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base, including individual investors, retirement plans, corporations, and charitable organizations. The firm employs a comprehensive investment process that integrates risk tolerance assessments, asset allocation tools, and portfolio optimization, supporting thousands of advisors and managing approximately $200 billion in assets.

Aaron Mishoe is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and 83rd Street Wealth Management. Outside of advising, he operates a small IT support business providing after-hours assistance to past clients. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, supported by a large network of advisors and branch offices nationwide.