James Battistoni is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 20 years of industry experience. He has been affiliated with Cetera Advisors LLC since 2017 and worked at Invest Financial Corporation from 2011 to 2017. Outside of his advisory work, he volunteers with the O'Dea High School Father's Club, assisting at football games and fundraising events. Cetera is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, providing access to both affiliated and third-party managers across various program structures.

Lance Wieland is a financial advisor with Edward Jones in Issaquah, WA, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory work, he serves as an advocate for Selkirk Sports, a pickleball business based in Hayden, ID. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Dino Guzzetti is a financial advisor with Edward Jones in Issaquah, WA, holding Series 63 and Series 65 designations and 36 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and maintains affiliated capabilities such as a trust company and proprietary mutual funds, managing approximately $1.01 trillion in assets.

Lance Best is a financial advisor at XYPN Sapphire with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked for NYLIFE Securities LLC and New York Life Insurance Co. for 10 years. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm emphasizes a long-term, risk-based investment approach using diversified portfolios and offers both discretionary and non-discretionary management alongside digital-asset management services.