Michael Bauer is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Thrivent Financial and Thrivent Investment Management Inc. He is also involved with Sumner Insurance Services, LLC, where he sells life, health, and fixed annuity products. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, retirement plan consulting, and access to various third-party manager programs, employing a range of portfolio management techniques and custodial platforms.

Dennis Williams is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at OSAIC since 2025. He previously worked at Lincoln Financial Advisors Corporation for 26 years. Outside of advising, Williams owns and operates Culture Brewing Co., a brewery based in Solana Beach, CA, and is involved in farming activities through Alpha Acres LLC. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that provides advisory and brokerage services through a large network of financial advisers. The firm serves a diverse client base including individuals, pension plans, corporations, and nonprofits, offering a range of investment programs and tools designed to support both discretionary and non-discretionary portfolio management.

Richelle Caswell is a Series 66 licensed financial advisor with Edward Jones in Warsaw, MO, with 19 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she owns a commercial real estate business focused on property management and maintenance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, investment options, and services through a nationwide network of more than 23,700 financial advisors.