David O'neil Jr.

Lisa Stanford is a Series 66-licensed financial advisor with Money Concepts Capital Corp, bringing 17 years of industry experience. She has been with Money Concepts since 2006. Outside of her advisory role, Lisa is involved as a board member and secretary of the Boonville Area Chamber of Commerce, works with Flack Broadcasting, and owns a DJ business called DJ Unicorn Chaos. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a combination of model portfolios, IAR-designed portfolios, and third-party sub-advisers, using fundamental and technical analysis alongside modern portfolio theory to manage assets and rebalance accounts.

Melissa O'Brien is a financial advisor at Key Investment Services LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Key Investment Services since 2012. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm primarily delivers non-discretionary, model-based wrap programs supported by third-party managers and operates within a bank-affiliated group that provides specialized model suites and oversight.

Timothy Fraser is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 39 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2018 and previously with Cetera ADVISORS LLC. Outside of his advisory role, Fraser coaches others in motorcycle riding through his involvement with Go Motorcycling Inc. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers financial planning, portfolio management, and retirement plan advisory services delivered through a large network of independent financial professionals using various account platforms and third-party strategists.