John Kalfayan is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Primerica Advisors since 2010 and has also worked with Primerica Financial Services and as a self-employed advisor since 2008. In addition to his advisory role, he is involved in sales of home security and automation products through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Traci Foss is a financial advisor at Edward Jones with three years of industry experience. She holds Series 63 and Series 66 designations and previously worked at BMO Bank/LPL Financial for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Jesse Seymour is a financial advisor with Primerica Advisors based in Madison, WI. He holds Series 63 and Series 65 licenses and has recently transitioned into advisory roles after several years with CoVantage Credit Union and Forest County Potawatomi. His activities include sales of investment-related products and referrals for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and selective separately managed accounts for individual and high-net-worth clients, operating primarily on a tiered wrap-fee basis.

Matthew Suarez is a financial advisor with Cetera, holding the ChFC® designation and a Series 66 license, and has nine years of industry experience. He is the owner of Skylark Consulting LLC and serves as a financial professional at North Star Resource Group. He is also a member of the advisory board for the Notre Dame Club of Madison, where he assists with volunteer and event planning activities. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager platform serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and advisory services through a nationwide network of over 10,000 independent advisors.