Justin Bowersock is a CFA charterholder and holds a Series 66 license, with 10 years of industry experience. He has worked at Rockhill Advisors LLC since 2017 and previously at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2017. Rockhill Advisors LLC provides wealth management, investment management, financial planning, and retirement plan advisory services primarily to high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a goal-based, long-term passive investment approach with diversified portfolios mainly composed of low-cost mutual funds and ETFs, managing client accounts on a discretionary basis.

Mark Banner is a CFP® and ChFC® with 34 years of experience in the financial industry. He is currently affiliated with Cetera and has held roles at Murdock Financial Group and Cetera Advisors LLC. Outside of financial advising, Banner is involved in bee pollination and honey production through a partnership in Cache Mountain Honey, LLC. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary services, combining discretionary and non-discretionary solutions with access to third-party money managers and multiple program structures.

Barry Gangwer is a financial advisor with Stifel, holding Series 63 and Series 65 designations and bringing 49 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2008. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology through its Investment Strategy Group to provide forward-looking capital market analysis and asset allocation guidance.

D Manning is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated broker-dealer since 2007. Outside of advising, he has served as a voting board member for the Honey Creek Vigo Conservancy District. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing model portfolios, third-party strategists, and multiple account platforms.

Robin Sanchez is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 16 years of industry experience. Prior to joining LPL Financial in 2024, Sanchez worked at Alpha Capital Management Group, Legg Mason Investor Services, Legg Mason & Co, and AllianceBernstein Investments. Outside of his advisory work, he is the owner of Vino Tinto Sommeliers LLC, a wine tasting business based in Denver, CO. LPL Financial provides advisory and brokerage services to individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions, including financial planning, model-portfolio advisory programs, third-party asset management, and participant-directed retirement advice, supported by an in-house research team and a large network of investment adviser representatives.