Raegen Richard is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Equitable Advisors and has previously worked at Ameriprise and Edward Jones. Outside of his advisory career, he was involved with Droneprep LLC for nine years. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through multiple third-party programs. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

James Owens is a financial advisor with LPL Financial holding a Series 66 designation and two years of industry experience. His prior work includes roles at Lincoln Financial Advisors Corporation and several companies outside the financial sector, including College Hunks Hauling Junk & Moving, Kohls Corporation, and CVS Health. 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 provides a variety of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, third-party research, and multiple management options.

David Debreceni Sr. is a CFP® and ChFC® with nine years of industry experience. He has worked at Edward Jones since 2020 and spent six years at Wellington Management prior to that. Outside of his advisory role, he is involved in coaching education for youth soccer, teaching classes on how to run soccer practices. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering a variety of advisory programs and affiliated investment products.

Gabrielle Hornak is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Wells Fargo Bank, Amazon, Shoprite, and Ewing High School. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, utilizing an investment policy statement-driven process grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary services, including investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products among its investment options.

Shane Asman is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 designation. Outside of financial advising, he works as a server at Cider Belly Hard Cider and delivers flowers for Ambler Flower Shop. 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 offers a combination of non-discretionary and discretionary investment management supported by centralized operational and custody services.

Marc Pelerin is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He has worked at LPL Financial since 2025 and serves concurrently as a public school teacher at Cinnaminson Middle School. Outside of finance, he operates Train with Marc, LLC, providing online running coaching and writing training plans for distance runners. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, supported by research and multiple portfolio management strategies.

Daniel Delaney Jr. is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at SESAC and was involved with Music City Media. Outside of finance, he performs as a musician, playing saxophone and other instruments in local bands and has been part of a Bruce Springsteen tribute band. Ameriprise Financial Services is a large firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing tax-aware withdrawal strategies. The firm’s approach integrates proprietary research and third-party data, providing clients with customized advice within a structured investment framework.

Xinyan Yi is a financial advisor at New Green Capital, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked as a full-time controller for ASPIRA Inc. of Pennsylvania since 2016. She also has prior experience with CrestalGene LLC from 2015 to 2021. New Green Capital provides fee-for-service asset management and financial planning to private individuals, high-net-worth clients, companies, and non-profit organizations. The firm manages discretionary accounts, primarily using stocks, ETFs, and mutual funds, and emphasizes asset-class analysis and international securities, serving a limited and partly non-U.S. client base.