Jeffrey Haskell is a financial advisor with The Wealth Consulting Group who holds Series 63 and Series 65 credentials and has 34 years of industry experience. His prior work includes roles at National Planning Corporation and LPL Financial. Outside of his advisory work, he is the managing partner of Romeo X-Ray, LLC, a business involved in piloting and equipment rental and leasing. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to individuals, corporate clients, charities, trusts, and estates. The firm employs a tailored investment process that integrates fundamental, technical, macroeconomic, and quantitative analysis, and supports clients through multiple custodial platforms and sponsored programs.

Randall Vantassell is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 26 years of industry experience. His career includes roles at Avantax Insurance Services, Fiduciary Trust, and his own firm, Van Tassell Services. Outside of advising, he serves as president of the nonprofit Pioneer Home Health Care and is involved in local community organizations, including the Rotary Club of Bishop and the Sierra Highlands Community Services District. Cetera Investment Advisers supports a diverse client base through a large network of independent advisors, offering discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions. The firm combines retirement and fiduciary capabilities with a broad institutional platform and employs a variety of advisor-managed and third-party managed investment solutions.

Donald Matthewson is a financial advisor with Ameriprise in Williamsburg, VA, holding Series 63 and Series 65 credentials and bringing 52 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. He has been with Ameriprise since 2019. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice through a centralized consulting team.

Lindsey Sherer is a CFP®-credentialed financial advisor with 18 years of industry experience, currently with Mass Mutual Investors Services since 2018. She has also worked at MassMutual Financial Group and MassMutual Life Insurance Company. Outside of financial advising, she serves as CFO for Blizzard Fire Protection LLC, overseeing the company’s financial operations. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved analytical tools and educational seminars.

Joshua Beck is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2018, following an 11-year tenure at Ameriprise Financial Services. J.P. Morgan Securities LLC 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 select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.