Gregory Bishop is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. He holds a Series 66 designation and has worked previously at Equitable Advisors and Axa Advisors, LLC. Outside of his advisory role, Bishop is the founder of Public Employee Resource Center, where he is involved as an author, educator, podcast host, and speaker. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering services such as financial planning, investment management, and retirement plan advisory. The firm delivers tailored investment strategies through a large network of independent Financial Professionals and provides access to proprietary and third-party model strategies across various custody platforms.

Sheldon Reed Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining LPL Financial in 2025, he worked at CUSO Financial Services, Wescom Financial Services, Invest Financial Corporation, Logix Federal Credit Union, and JPMorgan Securities LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technology-driven portfolio solutions.

Joseph Gertie is a CFP® with 40 years of industry experience, currently affiliated with Cetera since 2023. His prior roles include positions at Epic Estate Plans and Girard Securities Inc. He is involved in estate planning education and also operates a solar referral business. Cetera Investment Advisers LLC is a nationwide firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform that includes affiliated and third-party managers, accommodating various investment program structures and client needs.

Darren Norton is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and eight years of industry experience. He has been with Thrivent and its affiliated entities since 2017. Outside of his advisory role, he consults in the optical disc and record label industry, assisting labels with transitions to new production facilities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across a range of areas, combining planning with managed-account services under a consolidated billing arrangement called “WealthPlan.”

Lisa Fourr is a CFP® professional with 30 years of industry experience. She is currently with Osaic Wealth, Inc., where she has worked since 2023, following a 14-year tenure at SagePoint Financial, Inc. Lisa also holds a notary public role and owns a sole proprietorship offering fixed insurance products. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm integrates brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Pandelis Chryssostomides is a financial advisor at LPL Financial with 40 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Ameriprise and FSC Securities Corporation prior to joining LPL Financial. His professional background includes operating a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, and retirement consulting with a range of discretionary and non-discretionary management options supported by internal and third-party research.

Michael Gibbons is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior work includes positions at U.S. Bancorp Investments, JP Morgan Chase Bank, J.P. Morgan Securities, and Wm Financial Services. He is currently affiliated with Logix Federal Credit Union as well. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various investment technologies.

Anallely Madrigal Morfin is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2019. Prior to that, she worked at JPMorgan Chase Bank, N.A. and Fast Auto Loans. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services on a non-discretionary basis, combining large institutional advisory operations with brokerage and investment management capabilities.

Steven Angebrandt is a financial advisor with Edward Jones in Lancaster, CA, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gisselle Swanson is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing. Outside of her advisory role, she is the sole proprietor of Blomst&co., a floral and event design business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across various mutual funds, ETFs, and ETPs.

Daniel Rice is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Cetera Wealth Services and Westlake Coach Company, as well as over two decades with CE Enterprises Inc. Rice is also involved in tax preparation through Antelope Tax Service and holds a position as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Oscar Nevarez is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering its services on a non-discretionary basis.