Jennifer Smith is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. Her career includes roles at Traverse Partners, Greerwalker Wealth, and Thrivent Financial. Outside of her advisory work, she serves as a council member for Restoring Hope Foursquare Church. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based financial analyses and planning without discretionary trading authority, focusing on topics such as retirement, tax, estate, and special needs planning.

Avtandil Surmava is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked exclusively within JP Morgan entities since 2015. Outside of his advisory role, he is an owner and partner of a real estate business, Naz Properties LLC, which serves as his primary residence. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, combining large institutional advisory operations with affiliated brokerage and investment management capabilities. The firm delivers non-discretionary asset allocation advice and customized reporting through a centralized due-diligence framework.

Trevor Gebhart is a financial advisor with Edward Jones, holding a Series 66 designation and over seven years of professional experience. His prior roles include positions at PepsiCo, Europa Sports Products, and Crisp, as well as entrepreneurial activities with his own venture, Hut Appeal. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Daniel Szudzik is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for five years before joining LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Riley Zayicek is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at GreerWalker Wealth, NYLIFE Securities, and New York Life Insurance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based, holistic analyses and planning without discretionary trading authority.

Steven Studebaker is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked for IC Advisory Services Inc. and The Investment Center Inc. for 15 years each. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management supported by research and model portfolios.