Athena Webster is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. She has nine years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Co. since 2017. Webster operates under the DBA SierraEdge Strategic Wealth and Insurance Solutions, focusing on brokering non-registered insurance products alongside New York Life offerings. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and uses third-party managers and model portfolios, managing approximately $25.4 billion in regulatory assets as of the end of 2024.

Jessie Queniart Ingram is a financial advisor at LPL Financial with nine years of industry experience. She holds the Series 66 designation and has worked at several firms including Quell Financial Group and Waddell & Reed Inc. Outside of her advisory role, she has experience as a life coach and is a certified Holy Fire Reiki III Level I & II practitioner. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Michael Steinbach is a CFP® professional with 22 years of industry experience, currently serving at Edward Jones since 2003. He holds Series 63 and Series 66 licenses and is based in Pollock Pines, California. Edward Jones is a full-service wealth management firm servicing over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Paul Price is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Woodbury Financial Services and Questar Asset Management. Outside of advising, he is an author and has worked as a life insurance agent. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process integrating risk tolerance assessments, asset allocation software, and portfolio optimization, offering a wide range of investment solutions through a large network of advisors.