Tyler Parker is a financial advisor at Cetera with four years of industry experience and holds a Series 66 designation. His prior roles include positions at Minnesota Life Insurance, Securian Financial Services, and North Star Resource Group. Outside of advisory work, he is involved as an agent/broker offering fixed insurance and group benefits through North Star Consultants and North Star Brokerage Group. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a multi-manager platform with various program structures and access to third-party money managers.

Henry Newton is a financial advisor at Edward Jones with 27 years of industry experience. He has held roles at Edward Jones since 1998, with a two-year period at Wells Fargo Clearing from 2018 to 2020. Newton holds the CFP® designation as well as Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds.

Christopher Cracchiolo is a financial advisor with LPL Financial in Franklinton, NC, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He worked at Edward Jones for two years before joining LPL Financial in 2009. Outside of his advisory role, he serves as a high school assistant baseball coach at East Wake Academy. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of financial planning and investment solutions to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm combines a large advisor network with diverse advisory platforms and non-advisory financial services.

Willard Causey Jr. is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds the Series 63 and Series 66 credentials and previously spent 20 years with Edward Jones. Causey is also CEO of Causey Financial Group LLC, a financial services organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm focuses on tailored, non-discretionary planning using risk profiling and modeling tools and offers specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.