Margaret Collins is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with LPL Financial since 2009. Outside of her advisory role, she provides bookkeeping and tax preparation services primarily for family members. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports a variety of investment approaches through its extensive network of investment adviser representatives and an in-house research team that develops model portfolios and other strategic investment solutions.

Sam Vise is a financial advisor with Edward Jones, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.