Brendon Canavan is a CFP® and CFA® with eight years of industry experience. He currently works at Stifel and previously held positions at Columbia Management Investment Distributors, Eaton Vance Management, and Bates College. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

William Schaeneman Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 26 years of industry experience. Prior to joining Wells Fargo in 2018, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2012 to 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm uses an IPS-driven approach grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Albert Sampson is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley and Citigroup Global Markets. He is based in Portsmouth, NH. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Evan Miller is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes roles at Cambridge Investment Research, Cantella & Co., Inc., Northwestern Mutual, and Signator Investors. Miller is also an independent insurance agent affiliated with various agencies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension funds, and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.