Jeffrey Dannelly is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 26 years of industry experience. He has worked with Cetera and its affiliated entities since 2022 and has also served with Hancock Bank and Hancock Investment Services since 2013. In addition to his advisory role, he works as a private banker for Hancock Whitney. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services supported by multiple program structures and affiliations.

Ronald Hawley is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, he was employed at Manpower of Central KY and AECOM. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, supported by a large nationwide network of advisors and branch offices.

Jonathan Tallman is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SagePoint Financial for 12 years. He is also the owner of The Tallman Group, LLC, an insurance sales and service business he has operated since 2010. OSAIC serves a wide range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of advisors and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may contain diverse investment types across discretionary and non-discretionary accounts.

Steve Pennington is a Series 66 licensed financial advisor with Edward Jones in Navarre, Florida, where he has worked since 2019. He has six years of industry experience and previously spent 22 years at Anheuser-Busch. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and offers various discretionary and non-discretionary investment strategies under a fiduciary standard.