Aric Gattie is a Series 66-licensed financial advisor at Edward Jones with six years of industry experience. Prior to joining Edward Jones, he held positions at The Vanguard Group and Merrill. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, tax-efficient strategies, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Carey Reddick II is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked at Edelman Financial Engines and held roles at PennyMac, Homepoint, Diamond Resorts, and Wyndham Vacation Ownership. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including 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 and investment solutions through a nationwide network of financial advisors and branch offices.

Ryon Frisch is a financial advisor with LPL Financial who holds a Series 66 designation and has 20 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., Wells Fargo Clearing, UBS Financial Services, and Raymond J. Lucia Companies. Frisch is also involved with RF Wealth Management, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning and asset management solutions.

Timothy Jernigan is a financial advisor with Morgan Stanley in Kihei, HI, holding a Series 66 designation and possessing 26 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as a manager for Jernigan Family Holdings LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Lisbeth Arcienega is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 63 licenses and four years of industry experience. She has worked at Mass Mutual Investors Services since 2021 and has prior experience with Accessories Wizz LLC and Sol Connection. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software for goal analysis and delivers written recommendations, offering a range of programs including estate settlement and employer-sponsored planning.