Teresa Mattson

Rajan Gupta is a financial advisor at Holocron Holdings with a Series 65 designation and one year of industry experience. Prior to joining Holocron Holdings, he worked at the University of New Hampshire and Preparatory Owl Academy. Holocron Holdings is an independent investment adviser that provides discretionary portfolio management and investment advice to individuals, high-net-worth clients, trusts, retirement accounts, and business entities. The firm employs proprietary quantitative and algorithmic strategies supported by macroeconomic and geopolitical research to guide active trading and risk management.

Kaylee Wallentine is a financial advisor at Actuarial Direct LLC with a Series 65 designation and three years of industry experience. She previously worked at the Institute of Applied Actuarial Science and Actuarial Management Corporation. Actuarial Direct LLC provides discretionary portfolio management primarily using ETFs for individual and institutional clients. The firm employs quantitative techniques such as mean-variance optimization and the Black–Litterman model, managing all assets in-house and conducting weekly account reviews.

Robert Adams Jr. is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he held various roles in the mortgage industry between 2014 and 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and services under a fiduciary standard.

Jeffrey Dye is a financial advisor with Edward Jones, holding a Series 66 designation and six years of industry experience. Before joining Edward Jones in 2020, he worked at Amica Insurance Company from 2017 to 2020 and held roles at Laquinta Inn and Suites and Hallmark Automotive. 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 under management and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Douglas Nelson is a Series 66-licensed financial advisor with 23 years of industry experience. He is currently with LPL Financial and has previously worked at firms including M Stevens Wealth Advisors, Chalice Capital Partners, and Waddell & Reed. Nelson also owns a business called On Target Planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with a broad platform that includes model portfolios, third-party asset management, and institutional programs.