Bendigo Agnew is a CFP®-certified financial advisor with 17 years of industry experience, currently serving clients at Charles Schwab since 2020. Prior to joining Schwab, he worked at USAA Investment Management Company and Merrill. Outside of his advisory role, he has experience managing rental properties. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through a range of advisory, brokerage, and custody services, combining non-discretionary client guidance with access to affiliated discretionary managed accounts and alternative investments.

Steven Olson is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services through its Financial Advisors and Estate Planning Strategies Group.

John Valencia is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He previously worked at Edward Jones for five years and has experience in mortgage and logistics firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and corporations. The firm offers various advisory programs, financial planning, and retirement consulting, supported by research and model portfolios.

Jamie Juncosa is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at various Morgan Stanley entities since 2013, including the Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Its planning process uses firm-approved tools and modeling techniques to assist clients, who are responsible for implementing and updating their plans.

Anthony Walsh is a financial advisor at Ameriprise with 15 years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2010. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations through a centralized consulting team.

Nathaniel Goldenberg is a CERTIFIED FINANCIAL PLANNER™ professional with 21 years of industry experience. He is currently the sole advisor at Nextwave Advisors, an independent firm he has been with since 2019. Prior to that, he worked at Rockport Global Advisors from 2013 to 2020. Nextwave Advisors is an independent firm based in Lithia, FL.

Anthony Geraci is a financial advisor with Barlas O'Reilly Wealth Management, LLC and holds Series 63 and Series 65 licenses. He has 17 years of industry experience, including ten years at TAG Investment Advisors, LLC, and over two decades as owner and president of Suncoast Tax Advisory Group, a tax advisory firm. Geraci also serves as managing general partner for G&E Private Capital, LLLP, and president of G&E Storage Inc., which operates storage facilities, as well as president of a condominium association. Barlas O'Reilly Wealth Management, LLC provides investment advisory and portfolio management services to individual and high-net-worth clients through a four-advisor team. The firm offers discretionary portfolio management and financial planning, sponsors a wrap fee program, and coordinates insurance and other services as part of its holistic client approach.