William Baker Barber

Evan Kellenberger is a financial advisor with CS Planning Corp, holding Series 63 and Series 65 designations and 16 years of industry experience. He previously worked for Focuspoint Solutions, Inc. for 15 years before joining Wealth Enhancement Group and Advisory Solutions Group. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, consulting, and financial planning services to a diverse client base, including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model with broadly diversified portfolios tailored to clients’ risk tolerance and monitored on an ongoing basis.

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 21 years of industry experience. She holds a Series 66 designation and has worked 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 clientele including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

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.

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.

Joseph Lafreniere is a financial advisor at Janney Montgomery Scott with a Series 66 designation and one year of industry experience. Prior to joining Janney, he worked at Vinton County National Bank for three years and was previously employed by McDonald's for five years. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.