Jennifer Macedo is a CFP® and holds a Series 65 license, with five years of industry experience. She has worked at Front Street Financial since 2021 and previously spent nine years at Equity Advisors of Kentucky. Macedo serves on the board of the Guilliom Family Foundation, a family-owned nonprofit. Front Street Financial is an independent, fee-only advisory firm that primarily serves individual clients as well as charitable organizations, corporations, and other businesses. The firm provides customized investment management and financial planning services, emphasizing non-discretionary portfolios guided by client objectives, risk tolerance, and tax considerations.

Albert Bender III is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining Benjamin F. Edwards in 2026, he spent ten years with Stifel Independent Advisors, LLC. Benjamin F. Edwards & Company provides investment advice and related services to individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a combination of model-based and customized investment strategies across various asset classes and conducts ongoing portfolio due diligence and rebalancing.

Richard Jones is a financial advisor at Benjamin F. Edwards & Company, Inc. with 53 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment strategies that include firm-developed and third-party models with ongoing oversight by an Investment Strategy Committee.

John Kevan is a financial advisor with NewEdge Advisors, holding a Series 65 credential and 12 years of industry experience. Prior to joining NewEdge Advisors in 2025, he worked at Mission Trails Financial for 10 years and has been involved with Pohaku Kai Consulting LLC since 2008. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program, utilizing a variety of investment approaches and regular portfolio reviews.

Boyd Moffett is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to joining Edward Jones, he was involved with Food Pantry Ltd for six years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 advisors and offers a range of advisory programs with both discretionary and non-discretionary strategies.

John Van Steen is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides personalized wealth management strategies that are designed to align with clients’ individual financial goals and the evolving conditions of today’s markets. Leveraging the investment insights of Merrill Lynch Wealth Management alongside the banking and lending solutions from Bank of America, he addresses the diverse aspects of clients’ financial lives. John brings a comprehensive approach to wealth management that begins with listening closely to client needs and ensuring every strategy is grounded in an understanding of their objectives. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He holds a High School Diploma from Sleepy Hollow High School, a Bachelor’s Degree and a Master’s Degree from Pace University, as well as an Accredited Certificate from the State University of New York System. John participates in community service in line with Merrill’s tradition of involvement in the communities it serves, dedicating time to volunteering with local organizations. His professional philosophy emphasizes working one-on-one with clients to develop strategies tailored to pursuing their long-term financial goals.

Ramona Haswell is a financial advisor at Edward Jones with the Series 66 designation and over eight years of experience in financial services, including prior roles at Ginger Sandell Financial Services, LLC and Maui International Entertainment LLC. She is based in Lahaina, HI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of investment strategies and affiliated capabilities, supported by a network of approximately 23,701 financial advisors nationwide.

Mark Shaber is a financial advisor with Fisher Investments, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Fisher Investments since 2012. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management across equity, fixed-income, and blended mandates, utilizing a centralized investment process that combines quantitative and qualitative research with tax-aware strategies and risk management techniques.

William Sullivan is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and having 58 years of industry experience. He has been with UBS since 2008. Outside of his advisory work, he oversees agricultural operations through Double S Ranch and Orchards LLC and Creekside Farm in Arizona. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and a range of capital markets services.

Edward Hogan is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he focuses on developing personalized financial strategies that align with clients' individual goals and adapting to changing market conditions. He provides clients with access to Merrill’s investment insights as well as Bank of America's banking and lending solutions. Edward’s areas of expertise include college education planning, retirement income, personal retirement planning, investment consulting for defined contribution and benefit plans, liquidity management, portfolio management, tax minimization, and managing new wealth for both individuals and corporations. He holds the Personal Investment Advisor (PIA) designation. Edward earned a Bachelor's Degree from the University of Southern California and holds two Master’s Degrees from Indiana University and the University of Michigan. He is active in his community, volunteering with local organizations in line with Merrill’s tradition of community involvement. Outside of his professional life, Edward enjoys baseball, basketball, biking, football, golfing, hiking, music, photography, traveling, and watching movies.