Mark Cotter is a financial advisor with Caitlin John, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at Caitlin John, LLC, Imagine Advisors, Imagine Financial Group, IPS Global Security Services, the USPS, and Capital Management Consultants, LLC. He also provides insurance sales and coverage advice through Imagine Financial Group. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and other institutions, offering investment management, financial planning, consulting, and qualified retirement plan services. The firm employs a team-based approach with personalized investment programs that may include active and passive strategies, third-party managers, and a variety of instruments, along with consulting on non-traditional and private investments.

Carol Hack is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 22 years of industry experience. She has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2004. Outside of her advisory role, she serves on the boards of multiple Lutheran organizations, including the Community Outreach Ministry Endeavor in San Jose and the Lutheran Church-Missouri Synod Board of National Mission, and she is a board member of Agnus Dei Lutheran Classical Academy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across broad financial topics without discretionary portfolio management or implementation services.