Peter Williams is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones in various capacities since 2016. Outside of his advisory role, he has experience as a sales associate in retail and as a driver for a transportation service. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and has a nationwide network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Guy Charles is a financial advisor at OSAIC with four years of industry experience. He holds the Series 66 designation and has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of his advisory role, he is involved with Teleios Financial LLC, where he manages client relations, document management, social media, and radio show editing. OSAIC serves a diverse client base including individual, high-net-worth, pension, and institutional investors through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing tools such as asset-allocation models and risk tolerance assessments to construct portfolios across various asset classes.

David Edman is a Series 65 licensed financial advisor and principal of Edman Global Investment Management LLC, with 15 years of industry experience. Since 2010, he has operated as a self-employed independent contractor. Outside of his advisory work, he conducts educational seminars internationally on topics including free enterprise, entrepreneurship, investing, and economics, having taught in universities and schools in Russia, Indonesia, and Brazil. Edman Global Investment Management LLC provides investment advisory and portfolio management services to a small number of individual clients, managing approximately $5.7 million in assets. The firm emphasizes direct advisor involvement through a high advisor-to-client ratio and exercises investment discretion with ongoing account oversight.