Benjamin Otte is a financial advisor at Commonwealth Financial Network with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Commonwealth Financial Network since 2015, with additional experience at Kestra Financial, Inc. and Reliant Missions. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, supported by operations, technology, and compliance resources.

Elizabeth Gamez is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and 28 years of industry experience. She previously worked at Securities America Advisors, Inc. from 2010 to 2024. Outside of her advisory role, she is president of Dream Force Investments, Inc., an S Corporation established for tax purposes. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process incorporating risk tolerance assessments, asset allocation software, and portfolio optimization, offering both discretionary and non-discretionary account management across a wide range of investment products.

Yerel Morales is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017. Outside of his advisory role, he is an owner and partner of North Star Procurement Group, LLC, a small business specializing in government procurement. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a combination of advisory and brokerage capabilities.