James Frederick Schafer

Evan Kellenberger is a financial advisor with CS Planning Corp, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked previously at Focuspoint Solutions, Inc. for 15 years and has more recently been associated with Wealth Enhancement Group and Advisory Solutions Group. CS Planning Corp, operating as Vertical Ascent Wealth Management, serves a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model to deliver investment supervisory, portfolio management, consulting, and financial planning services, utilizing broadly diversified portfolios with a systematic strategy tailored to clients’ risk tolerance and goals.

Kristian Annunziata is a financial advisor with United Planners' Financial Services of America and holds a Series 65 designation. Annunziata has zero years of industry experience but previously worked at Skadden, Arps, Slate, Meagher & Flom and served seven years in the United States Air Force. United Planners Financial Services is a national wealth-management enterprise with approximately $12.77 billion in assets under management and about 359 advisors. The firm serves a broad client base including individuals, retirement plans, corporations, and institutional clients, offering advisory and brokerage services primarily through independent Investment Adviser Representatives.

Clare Schwemlein Brownfield is a financial advisor at Janney Montgomery Scott with 20 years of industry experience. She holds the Series 66 designation and has been with Janney Montgomery Scott since 2007. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs.

Mark Frazier is a financial advisor at Money Concepts Capital Corp with 24 years of industry experience. He holds a Series 63 designation and has been with Money Concepts since 2001. In addition to his advisory role, he is the president and managing partner of Mark A. Frazier CPA & Associates, a CPA office he has operated since 1992. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs using a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, employing fundamental and technical analysis alongside modern portfolio theory.

William Barber is a Series 66-licensed financial advisor with seven years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. He has worked at United Planners since 2018 and previously at Justice Financial Services Inc. from 2018 to 2022. Outside of his advisory role, he is a co-owner of Barber & Annunziata Wealth Management LLC, a pass-through LLC for tax purposes. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform using multiple custodians and third-party money managers and is notable for its largely non-discretionary asset mix and limited partnership ownership structure.

Cody Stapleton is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Cambridge Investment Research Inc. Outside the advisory field, he is involved in a family business, Ollies Burgers & Barbeque. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base that includes individual investors, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary portfolio management programs supported by third-party managers and technology platforms.