Hailey Garcia is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2021 and previously worked at Sam's Club and Walmart. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Philip Bailey is a financial advisor at Charles Schwab with 22 years of industry experience. He holds a Series 66 designation and has worked with firms including Pottle Financial Services, Securian Financial Services, and A. G. Edwards & Sons. In addition to his advisory role, he owns Tomwin Ventures LLC, a business involved in financial services. Charles Schwab & Co., Inc. serves a large client base of 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 guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

James Tucker is a CFP® professional with 25 years of industry experience, currently associated with Cetera. He has held roles at Commonwealth Financial Network and co-owns Tucker Bria Wealth Strategies, LLC. Outside of his advisory work, he is an author of a book titled *Family, Legacy, Wealth: How to Nurture and Grow your Family Orchard* and is involved as a deal finder for college athletes. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a broad range of portfolio management and financial planning services through a multi-manager platform with options spanning from automated allocations to bespoke strategies, supporting both discretionary and non-discretionary account management.

Nathan Cherry is a financial advisor with LPL Financial, holding a Series 66 license and 11 years of industry experience. He has previously worked at firms including Ameriprise Financial Services, WealthShield Partners, and Hicks & Associates WealthManagement. Outside of his advisory role, he writes a blog based in Carthage, North Carolina. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, and third-party asset management solutions delivered through a wide network of investment adviser representatives.

Justin Bradford is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 26 years of industry experience. His prior roles include positions at Prudential Securities, First Allied Advisory Services, and Sigma Financial Corporation. He is also involved in an investment-related business, Bradford Wealth Management, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Jonathan Collins is a Series 66 licensed financial advisor at Edward Jones with one year of industry experience. His background includes roles at the Army National Guard and Campbell Soup Company, among others. He also serves as Chief Financial Officer of Zero Drag LLC, a manufacturing business, providing financial insights without current compensation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated financial services, supported by a large network of advisors and branch offices nationwide.