Sarah Hannibal is a CFA® charterholder based in Beachwood, Ohio, with 21 years of industry experience. She is currently an advisor at Wealthspire Advisors and previously worked at Walden Wealth Partners, LLC for nine years and GEM Asset Management, LLC for eleven years. Outside of financial advisory, she is a managing partner at Mendoza Partners, LLC, a wine-producing business. Wealthspire Advisors LLC is an SEC-registered firm managing approximately $34.3 billion in assets, serving individuals, corporate and pension plans, nonprofits, and foundations with a wealth management approach modeled on institutional asset allocation frameworks and supported by an active investment committee.

Madeline Rowe is a CFP® professional with four years of experience at Walden Wealth Partners, now operating as Wealthspire Advisors. She has two years of industry experience and previously worked at John Carroll University and Mercer Area High School. Wealthspire Advisors manages approximately $34.3 billion in assets and serves nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation framework and offers a range of services such as wealth management, financial planning, retirement-plan consulting, and trustee services.

Brenna Paananen is a CFP® professional with Wealthspire Advisors, bringing two years of industry experience. She has been with the firm, including its previous iteration as Walden Wealth Partners, since 2019. Prior to her advisory work, she worked at the University of Akron for three years. Wealthspire Advisors LLC manages approximately $34.3 billion in assets and serves individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation approach implemented through mutual funds, ETFs, private investments, and separate account managers, offering a range of services including wealth management, financial planning, and retirement-plan consulting.