Zachary Daly

Amy De Haai is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. Her prior experience includes roles at U.S. Bancorp Investments, Inc. and LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting using a combination of passive and active investment strategies guided by an internal Investment Committee.

Deborah Jackson is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. She has been associated with Royal Alliance Associates since 2016. Outside of her advisory role, she is involved with the Lutheran Women Mission League, serving in leadership roles to coordinate fundraising and community support activities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with an emphasis on diversified portfolio construction using a range of investment vehicles and supports both discretionary and non-discretionary account management.

Mitch Seiberling is a financial advisor at Edward Jones with six years of industry experience, including seven years at Edward Jones and nine years at Estes Express Lines. He holds a Series 66 designation. Outside of his advisory role, he is involved in managing and auditing the books for Seiberling Real Estate Group LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a focus on providing a range of advisory services through a large network of financial advisors and branch offices nationwide.

Kevin Fitzpatrick is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has four years of industry experience. Prior to joining Raymond James, he spent nine years at Championship Productions. Fitzpatrick is also associated with Fitzpatrick Financial Services, Inc., where he serves as an associate and financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

George Wells is a financial advisor with Charles Schwab who holds Series 63 and Series 65 licenses and has nine years of industry experience. He previously worked at USAA Financial Planning Services, USAA Financial Advisors Inc, and USAA Investment Management Company before joining Charles Schwab in 2020. Outside of his advisory role, he creates and posts videos on TikTok focusing on religious and political topics, unrelated to finance or investments. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, using multi-asset model portfolios and due diligence on alternative investments, supported by a large-scale, integrated operational structure.

Jesse Mason is a financial advisor at Edward Jones with two years of industry experience. He previously worked for S. Josephs & Sons for 15 years. Outside of his advisory role, Jesse is a part owner of an in-home daycare business operated by his wife. 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 a large national network of advisors and branch offices.