Aaron Bitran is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at CUSO Financial Services, LP and Arrowhead Credit Union, where he has worked for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from various sources.

Richard Bourgouin is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and 24 years of industry experience. His prior experience includes roles at Bank of America, N.A. and Merrill, where he worked for nine years, and he currently provides investment services at Provident Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Cameron Lowe is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019, following three years at Esri. He is also an associate financial advisor with Mission Partnership Group LLC, an Ameriprise advisor-owned business. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals approaching or in retirement with significant investable assets. The firm combines research and modeling with tax-efficient strategies to deliver personalized, non-discretionary recommendations, supported by a large team and a wide range of advisory, brokerage, and insurance solutions.

Richard Nelson is a financial advisor at Stifel with 40 years of industry experience. He holds a Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm applies a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

Joshua Lindsey is a CFP® professional with 17 years of experience in the financial industry. He has been with Money Strategies, Inc. since 2020 and previously worked at Lindsey Financial Group and Lindsey Financial, Inc. Mr. Lindsey operates as the sole advisor at his firm. Money Strategies, Inc. is a small advisory firm focused on financial planning services rather than portfolio management or asset-based billing. The firm provides advice on an occasional or project basis and operates with a solo practitioner model.