Michelle Kowal is a financial advisor at UBS Financial Services with 28 years of industry experience. She has worked at UBS since 1999 and also maintains a role at Mertins Investment & Insurance Services since 1998. Kowal holds the Series 63 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Joseph Trocchio is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has previously worked at Merrill and Bank of America. Outside of his advisory work, he serves as a minister performing wedding ceremonies through the Universal Life Church Monastery Storehouse. UBS Financial Services, Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and employs proprietary research and model-based asset allocations to tailor client plans.

Tosha Firestone is a financial advisor with Primerica Advisors, holding a Series 65 designation and beginning her advisory career in 2025. She has prior experience with PFS Investments Inc. and has been associated with Primerica Financial Services since 1999. Outside of her advisory work, she has been a homemaker since 2012. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program using model strategies developed by unaffiliated asset managers, supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

Paul Schmitz is a financial advisor at Ameriprise with 39 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Raymond James Financial Services and Wells Fargo Advisors Financial Network. Schmitz is also owner of The #1 Financial Solution Group, L.L.C., an advisory business he manages alongside his role at Ameriprise. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm delivers these services through a centralized team and integrates advisory, brokerage, and insurance solutions typical of a large institutional firm.

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.

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.