Jessie Harris is a CFP®-certified financial advisor with 12 years of industry experience. She is currently affiliated with Commonwealth Financial Network and is co-owner of Cardinal Hill Wealth Management. Prior to her current roles, she worked at Edward Jones for eight years. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed account programs, third-party asset manager access, and custody/clearing services.

Robert Hill is a CFP® affiliated with Commonwealth Financial Network and has one year of industry experience. He is co-owner of Cardinal Hill Wealth Management, LLC, a private entity engaged in securities, advisory, and insurance business. Prior to his current roles, he worked at the University of North Carolina at Chapel Hill and Premier Inc. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides advisory programs, technology, and compliance support, offering a range of portfolio management options including discretionary model portfolios and personalized indexing strategies.