Daniel Cornwell is an investment advisor at Kestra Advisory with over 30 years of industry experience. He previously worked at AXA Advisors for 25 years and has been affiliated with Cambridge Financial Services since 1992. Cornwell serves on the board of the Children's Hospital of Michigan Foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers fiduciary consulting, plan design, benchmarking, employee education, and access to multiple management platforms and third-party solutions.

Courtney Shrewsberry is a financial advisor at Steward Partners Investment Advisory, LLC with 15 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Her prior work includes roles at Bank of America and Merrill. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Curtis Cook is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and bringing 10 years of industry experience. He has also worked with PFS Wealth Management Group and Madison Avenue Securities, LLC. Outside of his advisory work, Curtis serves as a pastor at Ever Church, where he leads and teaches home church and small groups. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, and charitable organizations. The firm offers model portfolio solutions, discretionary asset management, financial planning, and consulting services through a platform that combines in-house, third-party, and advisor-managed models.

Ozro Brown is a CFP® professional with 11 years of industry experience. He is currently with Creative Planning, where he has worked since 2023, and has prior experience at CTB Financial Services, Ltd. He is also the majority shareholder and managing partner of Caldwell, Taylor and Brown, Ltd., a traditional CPA firm. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a broad range of affiliated businesses such as a law firm and trust company.

Jacqueline Klauberg is a CFP® with nine years of industry experience, currently serving as a financial advisor at Farther. She previously worked at Morgan Stanley in various roles between 2016 and 2024. Farther provides discretionary investment management and advisory services mainly to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm applies Modern Portfolio Theory using proprietary model portfolios and algorithmic rebalancing, incorporating a range of investment vehicles and AI tools to support advisor decision-making.

Karen Barnes is a financial advisor at &Partners with 19 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Barnes is also a partner in JBK Jackson LLC, a closely held business in Jackson, Michigan. &Partners serves a diverse clientele including high-net-worth individuals and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm utilizes a combination of fundamental, technical, and quantitative analysis through discretionary and non-discretionary strategies supported by proprietary and third-party models.

John Pappas is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and bringing 23 years of industry experience. He previously worked at Merrill and Raymond James Financial Services and has been affiliated with multiple Steward Partners entities since 2014. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Melanie Migneault is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and nine years of industry experience. Her prior roles include over a decade at Commonwealth Financial Network and positions with Raymond James Financial Services. She previously operated Migneault Wealth Management, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms.

Jeffrey Rode is a CFA® charterholder with 12 years of industry experience and holds a Series 63 license. He is currently with Corient, where he has worked since 2023, and previously spent 24 years at Segall Bryant & Hamill. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and employs risk management tools and stress testing to align portfolios with client objectives.

Brian Fischer is a financial advisor at Mariner with nine years of industry experience. He holds the CFP®, CFA®, and Series 65 designations. Prior to joining Mariner in 2023, he worked at Evensky & Katz/Foldes Financial Wealth Management from 2015 to 2023. Mariner serves a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and tax services, employing customized discretionary portfolios supported by both internal research and third-party managers.

Clifford Heroth is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. He has been with Fifth Third Securities since 2022 and has worked with Fifth Third Bank since 2017. Prior to his financial services career, he was employed at Darden Inc/Longhorn Steakhouse for five years. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a broad client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing a multi-layered platform that includes discretionary managed accounts, direct indexing, and tax-overlay services.

Richard Ellis III is a financial advisor at Transamerica Retirement Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Transamerica, he worked at Charles Schwab and Empower Financial Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education that emphasize asset allocation, contribution rates, and retirement age guidance. The firm relies on Morningstar Investment Management for portfolio construction and oversight and operates at scale with a large client base focused on non-discretionary assets.

David Duchesneau is a CFP® with 32 years of industry experience and has been with Hightower Advisors since 2020. He previously spent 28 years at Argent Wealth Management, Inc., followed by six years at Argent Wealth Management, LLC. Outside of his financial advisory work, he is a member of the law firm Duchesneau & Kahn LLP, where he provides limited legal services. Hightower Advisors serves a broad range of individual and institutional clients, offering investment advisory and planning services through a multi-manager approach that includes proprietary research and a variety of portfolio construction options. The firm’s model incorporates discretionary and non-discretionary management, retirement plan consulting, and access to pooled vehicles and private funds.

Biagio Delboccio is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and two years of industry experience. Prior to joining Rockefeller Financial in 2026, he worked at Morgan Stanley and Jeffrey Bogan: Allstate Insurance. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating as both an investment adviser and a registered broker-dealer with capabilities in securities transactions, variable insurance products, and placement and investment banking services.

Zachary Oyer is a financial advisor at Mariner Wealth Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Deloitte for eight years before joining Mariner in 2021. Outside of his advisory role, he is also involved with MSEC, LLC. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal investment team and integrates tax and accounting services alongside traditional portfolio management.

Jon Price is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and bringing 43 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Morgan Stanley, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He is based in Naples, Florida. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management consulting, brokerage services, insurance products, and certain M&A advisory services.

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 17 years of industry experience. He currently works at Rockefeller Financial LLC and has held prior roles at Morgan Stanley Private Bank, N.A. 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 portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services under a Private Advisor model with an integrated investment platform.

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.