Theron Morgan is a financial advisor at Avidity Capital with seven years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Morgan Wealth Management prior to joining Avidity Capital. Morgan is planning to establish an LLC to provide consulting services to other investment advisory firms. Avidity Capital offers portfolio management and financial planning services primarily to individual clients, as well as corporate and business clients undergoing transitions such as company or agricultural land sales. The firm’s investment approach integrates written Investment Policy Statements with cyclical and fundamental analysis, modern portfolio theory, and quantitative methods, and it provides a subscription-based planning product and public educational workshops.

Heather Bitner is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked within the Navy Federal organization since 2014, including roles at Navy Federal Credit Union and Navy Federal Financial Group. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm uses third-party portfolio managers on platforms such as Envestnet and provides ongoing account monitoring, rebalancing, and optional tax and impact overlay services.

Rebecca Jones is a financial advisor with First Command Advisory Services, holding a Series 66 designation and six years of industry experience. She has been with First Command and its affiliated entities since 2020. Prior to her financial services career, she worked in retail and veterinary clinic roles. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, and insurance products. The firm emphasizes advisor-led planning relationships and offers structured, ongoing financial coaching through its Tailored Professional Services and Asset Management Solutions programs.

Jerry Hallberg is a financial advisor at Citigroup Global Markets with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and futures commission merchant activities.

Therese Tamagni is a Series 66-licensed financial advisor with 11 years of industry experience, currently with UBS Financial Services since 2014. She is based in Amona, CA. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, delivering advice supported by proprietary research and model-based asset allocations.