2018 Wealth Management Forum

• Moderator: Jason O. Jackman, CFA, President and Chief Investment Officer

2018 Economic & Market Discussion

• Dale H. Coates, CFA, Vice President & Portfolio Manager
• Chad R. Maggard, CFA, Portfolio Manager
• Charles E. Rinehart, CFA, CAIA, Portfolio Manager
• Brandon A. Zureick, CFA, Portfolio Manager and Strategist

2018 Tax Planning Discussion

• Mary P. Burns, Esq., Trust Counsel
• Jason M. Farler, CFA, Portfolio Manager
• Scott Wyckoff, CFA, CFP®, Portfolio Manager