Anthony Leo is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior work includes roles at Uvest Financial Services Group, Inc. and Northwest Bank. Outside of his advisory work, he is a minority investor in OhLeo Enterprises LLC, a startup focused on women's high fashion shoes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing a combination of proprietary model portfolios, third-party subadvisors, and customized strategies.

Thomas Huebsch Jr. is a financial advisor at Primerica Advisors with 18 years of industry experience. He holds a Series 63 designation and has worked with Primerica Financial Services and PFS Investments Inc. since 2006 and 2007, respectively. Outside of finance, he is involved with the Major Arena Soccer League since 2025. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and selectively managed account options under a wrap-fee structure. The firm utilizes third-party asset managers and implements models via BNY Mellon Advisors, focusing on percentage-based fees and ongoing oversight.

Tyler Diebold is a CFP® professional with five years of industry experience, currently affiliated with Mass Mutual Investors Services. His work history includes roles at Northwestern Mutual Wealth Management Company and Primacy Financial. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning, asset management, and educational seminars. The firm emphasizes collaborative annual planning relationships using firm-approved analytical tools, recommending investment strategies without discretionary authority.

Craig Mellenthine is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and over 31 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has prior experience at MetLife Securities Inc., New England Securities, and New England Financial. In addition to his advisory work, he owns and operates a tax preparation business. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative annual planning engagements using firm-approved analytical tools.