Robert Adams Jr.

Kaylee Wallentine is a financial advisor at Actuarial Direct LLC with a Series 65 credential and two years of industry experience. She has worked at the Institute of Applied Actuarial Science since 2022 and previously at Actuarial Management Corporation from 2020 to 2022. Actuarial Direct LLC provides discretionary portfolio management and investment advice to individuals and institutions, using quantitative methods such as mean-variance optimization and the Black–Litterman model. The firm manages approximately $7 million in assets and primarily utilizes ETFs in its model-driven portfolio construction.

Donald Hejmanowski is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and 16 years of industry experience. He previously operated as a self-employed advisor for 11 years before joining Empower Financial Services and later Empower Advisory Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services connected to Empower’s recordkeeping platforms, with an emphasis on long-term portfolio returns and annual rebalancing.

Jeffrey Dye is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, he held positions at Amica Insurance Company, Laquinta Inn and Suites, Hallmark Automotive, and Clean Quick Carpets. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Douglas Nelson is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at M Stevens Wealth Advisors, Chalice Capital Partners, and Waddell & Reed Inc. He also owns a business entity called On Target Planning, which is unrelated to investment activities. 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 financial planning and asset management solutions supported by an in-house research team and a broad network of investment adviser representatives.