Joseph Keifer

Brian “ALF” O’Neill is a native of Overland Park, KS. After graduating from the Catholic University of America in Washington, D.C. with a BSE in computer engineering, he attended pilot training at Vance AFB then served F-16 assignments at Shaw AFB, Eglin AFB, Kunsan AB and Nellis AFB as an F-16 Weapons School instructor. He then transitioned to the F-35 in 2012, commanding an operational test squadron at Edwards AFB, CA. He earned three masters degrees through his military career and served as the military assistant to the Under Secretary of Defense for Policy before finishing his career as an F-35 group commander at Eglin AFB, Florida. Brian spent 23 years in the Air Force, much of it helping military families navigate personal finance challenges. He found his passion for personal finance as he facilitated Financial Peace University. He went on to complete his CFP requirements and started his own financial planning firm. Brian is married with two beautiful, talented daughters. He is an avid reader and triathlete and dreams of soon finding time to home brew again. Read Brian's blog here: https://www.wingedwealth.com/insights/

William Simon is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in addressing the financial and investment needs of high-net-worth individuals and small businesses. Since joining Merrill in 1996, he has developed expertise in areas such as divorce transition planning, education planning, family wealth management strategies, liquidity management, retirement income, and tax minimization. His approach balances a long-term investment philosophy with flexibility to accommodate clients who may prefer short-term speculative strategies. Mr. Simon holds Series 7 and 66 FINRA registrations as well as the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from Indiana University and an Associate's Degree from Mohawk Valley College. Committed to community involvement, he serves on the board of directors of the Scholarship Foundation of St. Joseph County and is a member of the Elkhart Noon Rotary. Originally from Lancaster, New York, William resides in Michiana with his wife, Ann, and they have three grown children.

Shane O’Dell is a Wealth Management Advisor with McGovern, O'Dell & Associates at Merrill Lynch Wealth Management. Since beginning his career in 2006, he has focused on strengthening client relationships, acquiring new clients, and providing expertise in corporate retirement income strategies and investment selection. Shane holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), Certified 401(k) Professional (C(k)P®), and Certified Plan Fiduciary Advisor® (CPFA®), among others. He earned a bachelor's degree in business management from Cazenovia College in Central New York. Shane has been recognized on the Forbes "Best-in-State Wealth Advisors" list for three consecutive years (2023, 2024, and 2025) and was also part of the McGovern, O’Dell & Associates team named to the Forbes "Best-in-State Wealth Management Teams" list during the same period. Earlier in his career, he received accolades on Forbes/SHOOK Research lists targeting next-generation wealth advisors. Beyond his professional role, Shane has served on the Board of Trustees for Cazenovia College from 2017 to 2023 and acted as the 190th Commencement Speaker for the college’s 2015 graduation ceremony. He also serves as president of the Dianne L. O'Dell Scholarship Foundation and participates actively in various civic organizations. Shane resides in Destin, Florida, with his wife, Briane, and their two children.