George Grow is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and over 45 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, for more than two decades. Outside of advising, he is involved in an outside insurance brokerage business. Equitable Advisors serves a broad client base, including individual and institutional investors, offering financial planning, retirement plan consulting, and asset management programs. The firm delivers services through a network of Investment Adviser Representatives and partners with third-party asset managers and advisory programs to meet client needs.

Craig Carcuffe Sr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He worked at Pruco Securities, LLC for 35 years before joining LPL Enterprise in 2024. He is also licensed as an agent for property and casualty insurance with Liberty Mutual and Plymouth Rock. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a network of investment adviser representatives. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

John Milacki is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes 30 years at Metlife Securities Inc. before joining Mass Mutual in 2016. Outside of his advisory role, he is a partner at Optimum Financial Group LLC and part owner of a retail business in Southport, NC, where he handles payroll bookkeeping. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services, with financial planning structured as an annual, collaborative process using firm-approved analytical tools.

Julianne Gallina is a financial advisor with Primerica Advisors in Lebanon, NJ, holding Series 63 and Series 65 licenses and with one year of industry experience. She has worked at Primerica Advisors since 2025 and previously at Michael Gallina in 2024. Outside of advising, she has been involved in non-investment business activities related to home security and automation product referrals. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, with a focus on model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with over 3,600 financial advisors and approximately $15.5 billion in assets under management.

Dustyn Seifert is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Reed Technology/LexisNexis for nine years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors.