Monty Coen

Michael Beard is a financial advisor at Prospera Financial Services, Inc. with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 11 years before joining Prospera in 2023. Outside of his advisory role, Beard manages a commercial rental property through an LLC. Prospera Financial Services is an enterprise-scale advisory and broker-dealer firm serving a diverse client base, including individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through 207 advisors across 140 offices, offering a range of investment advisory and financial planning services delivered via multiple platforms and customizable portfolio strategies.

Melissa Bower is a CFP® credentialed financial advisor with 12 years of industry experience. She has worked at Edward Jones since 2019 and previously held positions with PRUCO Securities, LLC and Prudential Insurance Company of America. Outside of finance, she owns a natural body products business and serves as a part-time business professor at Morgan Community College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by one of the largest networks of financial advisors and branch offices in the industry.

Brenna Chenoweth is a financial advisor at OSAIC with 11 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Signator Investors, Inc. and Transamerica Financial Advisors, Inc., as well as operating her own advisory business under Core Financial. She is involved in insurance and Medicare consulting through Core Financial Advisors, Inc., which she owns. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse range of clients including individuals, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers various programs and access to multiple custodial platforms, supporting thousands of advisors and managing approximately $200 billion in assets.

Zebadiah Harvey is a Series 66-licensed financial advisor with Osaic Wealth, Inc., bringing one year of industry experience. His prior roles include positions at McClave State Bank, American Ag Credit, and Legacy Bank. Outside of his advisory work, he volunteers as a high school wrestling coach and teaches a business class at Lamar Community College. Osaic Wealth, Inc. is a large SEC-registered investment adviser and FINRA broker-dealer serving a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers access to a wide range of investment products and third-party managers.