Trisha Fountain is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for seven years. Outside of her advisory role, she participates in a family-owned food vending business selling funnel cakes at seasonal events. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services through its Rockefeller Global Family Office platform and offers access to alternative and private investments.

Gary Gray is a financial advisor at TLG Advisors, Inc. with 42 years of industry experience. He holds a Series 66 designation and has worked at Nationwide Securities, LLC and Nationwide Insurance Company for a combined 40 years. Gray also operates Gray Consulting Services, where he provides financial services consulting. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services including investment supervisory and portfolio management, financial and estate planning, and ERISA fiduciary services, with a distinctive mix of institutional and nontraditional client relationships.

James Oneill is a financial advisor with LPL Financial, holding a Series 65 designation and four years of industry experience. His prior roles include positions at Fifth Third Bank and Arthur Lea Investments. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Erica Corbin is a financial advisor at Cetera with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including NYLIFE Securities LLC and New York Life Insurance Co. Outside of her advisory roles, she has experience with Vipkid HK Limited and the Center for Sight. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing both advisor-managed accounts and model portfolios, and combines retirement and fiduciary capabilities with a broad institutional network.

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.

Gregory Vonderhaar serves as a Senior Resident Director in the financial services industry, bringing over 30 years of experience to his role. He specializes in client-focused wealth management, employing a disciplined investment process supported by research and technology from Merrill. Gregory works closely with clients to establish objectives, develop and implement customized financial strategies, and regularly review progress to align with their goals. His expertise includes college education planning, executive and equity compensation, family wealth management, personal retirement planning, tax minimization, and estate planning services. Gregory holds a Bachelor of Arts degree from Miami University and a Master’s degree from Xavier University. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). In addition to his advisory role, he is actively involved in the community as a member of the Tocqueville Society and the Alliance for Catholic Urban Education, reflecting his commitment to civic engagement. Gregory balances his professional life with personal interests such as running, traveling, and spending time with his wife and three children.

Lucas Barton is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at CVS Health and Cawood Funeral Home. Edward Jones is a wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Zacherly Sheets is a financial advisor at OSAIC with 14 years of industry experience. He held a position at Edward Jones from 2011 to 2025 before joining OSAIC. Sheets is a Series 66 credential holder and serves as president of the Habitat for Humanity Campbell County board of directors, chairman of the Campbell Enhancement Fund board, and assistant district governor for Rotary International. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and investment programs, employing technology-driven asset allocation and portfolio management tools across various investment vehicles.