Lisa Wagner is a financial advisor with Edward Jones in Ft Thomas, KY, holding Series 66 and Series 63 designations and bringing 12 years of industry experience. She previously worked at Concourse Financial Group Securities and Protective Life. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Nicholas Rice is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at various Fidelity entities since 2013. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from a broad range of mutual funds, ETFs, and ETPs.

Brian Cobb is a Wealth Management Planning Consultant at Fidelity's Private Wealth Management. In this role, he collaborates with four different practices across the New York, New Jersey, and Philadelphia area to develop customized investment plans tailored to clients' goals while ensuring a high level of customer service. Brian has been with Fidelity Investments since 2011, holding several positions including Director - Relationship Officer from 2011 to 2015, Vice President - Executive Planning Consultant from 2015 to 2016, and Wealth Management Relationship Manager from 2017 to the present. His experience spans various facets of wealth management and client relationship management. Outside of his professional work, Brian's personal interests include cars, concerts, fitness, golf, hiking, and traveling.

Vincent Meiman is an Executive Planning Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2013, progressing through various roles including Benefits and Planning Consultant, Workplace Planning & Guidance Consultant II, Workplace Planning and Guidance Consultant I, and Financial Associate II. In his professional approach, Vincent emphasizes listening closely to clients to understand their individual goals and maintain an open mind about new possibilities. He focuses on aiding clients with their financial planning needs through a detail-oriented and team-oriented method. Outside of his professional work, Vincent's personal interests include camping, football, hiking, music, and outdoor adventures.

John Meyer is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Meyer Capital Management LLC since 2014. Meyer Capital Management provides portfolio management and investment advisory services primarily to individual and high-net-worth clients, as well as various institutional entities including sovereign wealth funds and state and municipal governments. The firm is notable for its small advisory team combined with a diverse institutional client base and emphasizes confidentiality, ethical standards, and security in its operations.

Timothy Meyer is a financial advisor at Meyer Capital Management LLC in Cincinnati, OH, holding a Series 65 designation with 26 years of industry experience. He has been with Meyer Capital Management, Inc. since 1996. Outside of his advisory role, Meyer is a partner in Athanatos, Ltd., a real estate development and leasing business. Meyer Capital Management provides portfolio management and investment advisory services primarily to individual and high-net-worth clients, as well as institutional entities including sovereign wealth funds and state and municipal governments. The firm is noted for its small advisory team serving a diverse range of institutional clients and its emphasis on confidentiality, ethical standards, and security controls.