Trisha Fountain is a Series 66-licensed financial advisor with Rockefeller Financial LLC, bringing 19 years of industry experience. She previously worked at UBS Financial Services for seven years before joining Rockefeller Financial, where she has been employed since 2021. Outside of her advisory role, she participates in a family-run seasonal food vending business selling funnel cakes at events in Kentucky. Rockefeller Financial LLC serves 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 services, operating uniquely as both a registered broker-dealer and an investment advisor with an integrated approach that includes alternative investments and affiliated trust and insurance capabilities.

Gary Gray is a financial advisor at TLG Advisors, Inc. with 43 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes roles at Nationwide Securities, LLC, and Nationwide Insurance Company. Gray also operates Gray Consulting Services, providing financial services consulting. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services, portfolio management, and fiduciary services, utilizing fundamental analysis and Modern Portfolio Theory to construct diversified portfolios.

James Oneill is a Series 65-licensed financial advisor with LPL Financial, based in Caryville, TN, and has four years of industry experience. He previously worked at Great Valley, Arthur Lea Investments, and spent eleven years with Fifth Third Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of representatives. The firm offers a variety of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Erica Corbin is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at Cetera and Cetera Investment Services LLC since 2022 and previously held roles at New York Life Insurance Co and NYLIFE Securities LLC. Outside of financial services, she was employed at Vipkid HK Limited and the Center for Sight. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of advisors. The firm offers a range of portfolio management and financial planning services, with a multi-manager platform that includes affiliated and third-party model portfolios and program options from automated allocations to unified managed accounts.

Homer Braden is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and 25 years of industry experience. His previous roles include tenures at Woodbury Financial Services and First Allied Advisory Services. Outside of his advisory work, he serves as a poll worker for the City of Waterloo. OSAIC Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, and institutional clients, through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, using asset-allocation tools and third-party solutions to construct portfolios across various asset classes.

Michael Childress is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he operated Childress Appraisals, a real estate appraisal business in Knoxville, Tennessee, for sixteen years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Kevin Kruchko is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 15 years of industry experience. He previously worked at Charles Schwab & Co., Inc. for 12 years before joining LPL Financial in 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and asset management solutions.

Gregory Vonderhaar Jr. is the Senior Resident Director at Merrill and brings over 31 years of financial advisory experience. His professional focus includes college education planning, executive compensation, equity compensation services, family wealth management strategies, managing new wealth, personal retirement planning, individual and corporate investment strategy, tax minimization, and retirement income. He is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Gregory holds a Master's Degree from Xavier University and a Bachelor's Degree from Miami University. He applies a personalized, four-step process to address client objectives, including establishing goals, developing strategies, implementing customized solutions, and reviewing progress towards those goals. His team emphasizes working closely with a select group of families to create plans tailored to their specific situation. An active member of the community, Gregory is involved with the Alliance for Catholic Urban Education. Outside of his professional work, he enjoys running, traveling, and spending time with his wife Wendy and their three children, Madeleine, Olivia, and William.

Zacherly Sheets is a financial advisor with OSAIC, holding a Series 66 license and 14 years of industry experience, including 14 years at Edward Jones prior to joining OSAIC in 2025. He is involved in several community organizations, serving as President of the Habitat for Humanity Campbell County board, Chairman of the Campbell Enhancement Fund board, Secretary for Campbell County Little League Football, and Assistant District Governor for Rotary International. Sheets also participates as a Chapter Success Coach with Business Networking International in Knoxville. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs various asset-allocation tools and supports multiple investment platforms, including managed accounts and third-party solutions.