Preston White is a financial advisor at Osaic with a Series 66 designation and no prior industry experience. His previous roles include positions at Clean Harbors, Entrusted Restoration LLC, Trustmark Bank, the San Francisco Giants, The Master's University, and Birmingham-Southern College. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party money managers to construct diversified portfolios tailored to clients’ risk tolerance and investment preferences.

Joe Chen is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and is based in Houston, TX. Chen has been with Fidelity since 2000. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative and algorithmic methods and serves as an advisor to multiple registered investment companies.

Francis Coker is a financial advisor with Beaumont Asset Management, LLC in Katy, TX, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. He has been with Beaumont Asset Management since 2009. Beaumont Asset Management advises individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities, providing discretionary portfolio management, financial planning, and pension consulting. The firm employs a fundamental analysis investment process with both long- and short-term strategies, tailoring portfolios to client objectives and risk tolerance, and manages approximately $365 million in discretionary assets.

Marco Rimassa is a CFP®, CFA®, and holds a Series 65 license with seven years of industry experience. He has worked at Beaumont Asset Management, LLC since 2024 and has prior experience with Cfe Financial LLC, Investors Trust, Inc, The PAW Group, and Service Corporation International. Beaumont Asset Management serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management and pension consulting, tailoring portfolios through fundamental analysis and a mix of long- and short-term strategies aligned with client objectives and risk tolerance.