Lisa Clark

Zachary Gordon is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fifth Third Securities since 2023 and Fifth Third Bank since 2022. Prior to his financial career, he was involved with Christmas Lake Golf Club for 17 years. Outside of his advisory role, he is a musician in the group Five Under in Jasper, Indiana. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs that combine third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features including direct indexing and a tax-overlay service.

Derek Budd is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at Commonwealth since 2016 and previously at MetLife Securities Inc. from 2014 to 2016. Outside of his advisory role, he is co-owner of Eagle Crest Financial Services Inc. and owner of Derek P. Budd, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support. The firm offers discretionary model portfolios and various program structures, supporting advisors with operations, technology, investment management, and compliance services.

Eric Kieffner is a financial advisor at Commonwealth Financial Network with 11 years of industry experience. He holds a Series 66 designation and has worked at Commonwealth since 2016, following two years at Metlife Securities. Outside of his advisory role, he is a co-owner of Eagle Crest Financial Services Inc. and owns Kieffner Advising, LLC, both of which support his work in securities and insurance. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, enabling advisors to offer customized portfolio solutions and access to managed model portfolios.

Allison Menke is a financial advisor at Robert Baird & Co. with four years of industry experience. She holds the Series 66 designation and has worked at Baird since 2021. Prior to joining Baird, she spent 13 years at OFS Brands Holdings Inc. Outside of her advisory role, Menke serves as Treasurer and Board Member of the Menke Charitable Foundation. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays tailored to client goals and risk tolerances.

Jeffrey Schneider is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2020, following a prior tenure at Raymond James Financial Services from 2008 to 2020. Outside of his advisory role, he is the owner and president of Three Thirty Corporation, an umbrella company, and is involved in independent insurance brokering and fixed annuity sales. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a wide range of advisory, brokerage, and insurance solutions through its affiliated companies.

Dillon Seiler is a CFP® with 11 years of experience, currently serving as a financial advisor at Edward Jones since 2015. He holds the Series 66 designation and is based in Jasper, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard.