Corey Degon is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at W.B. Mason for 13 years. Degon holds a Series 66 license. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various net worth levels, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, and it operates under a fiduciary standard.

Cody Wojdyla is a Series 66 licensed financial advisor with 21 years of industry experience, currently with LPL Financial since 2020. He previously worked at Cambridge Investment Research Advisors, Inc. and Equitable Advisors. Outside of his advisory role, he is involved with business entities held for tax and investment purposes. 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 advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using discretionary and non-discretionary strategies.

Robert Fretto is a financial advisor with Charles Schwab, holding a Series 66 designation and eight years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab & Co., TD Ameritrade, and AXA Advisors. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines a large client base with integrated brokerage, custody, and advisory functions, offering both non-discretionary guidance and access to discretionary separately managed accounts.