Jon Price is a financial advisor at Benjamin F. Edwards & Company, Inc. with 42 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney prior to joining Benjamin F. Edwards in 2019. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, pension and profit-sharing plans, charitable organizations, corporations, and institutions. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management consulting, utilizing strategies managed internally and by third-party managers.

Michael Carlson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at LPL Financial, Triad Advisors, LLC, and Pinnacle Private Wealth, LLC. He serves as a board member for the Bellevue Golf Club and the Frank E Mahoney Jr Memorial Fund Inc., both nonprofit organizations. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and multiple program offerings such as financial planning, asset management, and specialized retirement consulting.

Ryan Sherman is a CFP® with 16 years of industry experience, currently affiliated with Rockefeller Financial LLC since 2026. He previously worked at Morgan Stanley in various capacities from 2009 through 2026, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Kenneth Thomalla is a CFP® with 28 years of industry experience, currently serving at MAI Capital Management, LLC since 2024. His prior roles include positions at WCG Wealth Advisors, LLC and MML Investors Services, Inc. Thomalla is also involved with Treloar & Heisel, LLC, a firm specializing in fixed insurance and property and casualty products, and holds board memberships at the American Academy of Pediatric Dentistry Foundation and Involta, LLC. MAI Capital Management provides investment management and wealth services to individuals, families, trusts, institutional clients, and sports professionals. The firm offers a range of portfolio strategies and integrates financial planning and tax services, managing over $72 billion in assets as of mid-2026.

Ashley Gegenwarth is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley for 10 years and Raymond James & Associates for three years. She is based in Naples, Florida. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, operating also as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and placement and investment banking services.

Christopher Fraga is a CFP® professional with 37 years of experience, currently serving at Commonwealth Financial Network since 1988. He also operates the Law Office of Christopher A. Fraga, providing estate planning and legal services. Fraga has been involved in fixed insurance sales under the name Fraga Wealth Management Group and acts as a trustee for various trusts. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and customizable investment solutions, while providing operational, compliance, and technology support to affiliated advisors.

Paul Colwell III is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Private Advisor Group since 2011 and has also been affiliated with LPL Financial since 2003. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services. The firm provides access to third-party asset managers, turnkey asset management platforms, and a firm-managed separately managed account program, supported by a network of investment adviser representatives and extensive strategic partnerships.

Armando Posada is a CFP® professional with five years of industry experience, currently serving at Cerity Partners LLC. He previously worked at Graypoint LLC and The Ayco Company L.P./Goldman Sachs & Co. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors, using tailored asset allocation and a combination of proprietary quantitative screens and third-party managers.

John Edwards is a financial advisor with Fifth Third Securities, Inc. in Naples, FL, holding Series 63, Series 65, and Series 66 licenses and bringing 34 years of industry experience. He has been with Fifth Third Securities since 1999. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration and corporate affiliation with Fifth Third Bank to provide a platform featuring discretionary managed-account programs, direct indexing, and tax-overlay services.

Patricia Gomes is a financial advisor at Fifth Third Securities, Inc. with seven years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Fifth Third Securities, Fifth Third Bank, and Cetera in various capacities. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a range of programs including mutual fund and ETF models, separately managed accounts, and direct indexing via the Passageway Managed Account Platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, and is a wholly owned subsidiary of Fifth Third Bank.

Thomas Liguzinski is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Commonwealth since 2008 and also works with Cornerstone Financial Group since 2011. In addition to his advisory work, he operates a CPA practice specializing in tax preparation and advice. 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 support services, including discretionary model portfolios and various customized investment solutions.

Thomas Lamacchio is a financial advisor at Mercer Global Advisors Inc. with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Family Wealth Planning Group LLC, Raymond James Financial Services Advisors Inc., and Family Wealth Tax Advisory LLC. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a variety of implementation options.

David Legus is a financial advisor at Cresset Asset Management, LLC with 15 years of industry experience. He holds Series 66 and Series 65 licenses and has previously worked at Meristem Family Wealth, LLC and U.S. Bancorp Investments, Inc. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, and retirement plans, employing a disciplined, risk-aware investment approach that integrates strategic asset allocation, manager selection, and both active and passive strategies across public and alternative asset classes.

John Dovich is a ChFC® credentialed financial advisor with 33 years of industry experience. He is currently Regional President at MAI Capital Management, LLC, overseeing the Cincinnati office since 2019. His prior experience includes roles at Integrity Alliance, LLC and Lion Street Financial, LLC, as well as running his own firm, John D. Dovich & Associates, LLC. Outside of his advisory work, he serves as a trustee at Xavier University and volunteers on the Cincinnati Zoo Foundation board. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, institutional clients, and sports professionals. The firm offers a range of customized portfolio strategies and integrates comprehensive financial planning, tax, and administrative services across its client relationships.

Brad Cherkin is a financial advisor at Truist Advisory Services with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked with various entities within the Truist organization since 2010, including BB&T Securities and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary approaches, supported by third-party platform agreements and an AI-enabled Equity Research team.

Robert Steingold is a financial advisor at Merrill with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bank of America and Merrill since 2012. Outside of his advisory role, he participates in his homeowners association committee in Bonita Springs, Florida. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Ashley Karstens is a Planning Consultant at Fidelity Investments. In this role, Ashley partners with clients and their families to co-create financial plans tailored to their unique goals, utilizing Fidelity's resources to support their financial decision-making process. Ashley has been with Fidelity Investments since 2020, progressing through roles as a Financial Representative and Relationship Manager before becoming a Planning Consultant. This experience has provided Ashley with a foundation in client relationship management and financial planning. Outside of work, Ashley's personal interests include spending time at the beach, gardening, kayaking, enjoying food, and engaging in puzzles.

Jenifer Williams is a financial advisor at Robert Baird & Co. with 28 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Robert Baird & Co. since 2019, following over two decades at J.J.B. Hilliard, W.L. Lyons, Inc. Outside of her advisory role, she is a co-owner of several auto parts businesses, though she does not have management responsibilities in these enterprises. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, employing both manager-traded and model-traded strategies, with investment advice supported by internal research and advanced tools.

David Betz is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with UBS since 2006. Outside of his advisory work, he is a partner in a residential construction capital firm. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor financial plans.

Stephen Dauer is a financial advisor at Morgan Stanley with 25 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Dauer holds a Series 66 designation. Outside of his advisory role, he is a member of an LLC involved in transferring ownership of a condominium unit. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.