Marva Britton is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 29 years of industry experience. She has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of her advisory role, she owns Marbrit Corp., a non-investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Mark Giordano is a financial advisor with Ameriprise in Fishkill, NY, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his primary role, he serves as an Associate Financial Advisor at VMCK Associates, Inc., providing client service. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which relies on a combination of proprietary research, third-party data, and algorithmic tools to create personalized recommendations.

Louis Algiere is a financial advisor with Equitable Advisors holding a Series 66 designation and one year of industry experience. He has worked at Equitable Advisors since 2024 and has prior experience in diverse roles including positions at Spectrum/Charter Communications and ESPN. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and institutional clients. The firm uses a variety of advisory models implemented through third-party managers and focuses on matching client needs to appropriate investment programs.