Kristina Elgee is a financial advisor at Cetera with 19 years of industry experience. She holds the Series 66 designation and previously worked at MassMutual Investors Services and Massachusetts Mutual Life Insurance Company. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with a range of program options, oversight structures, and affiliations supporting more than 10,000 advisors and over $256 billion in assets under management.

Jesse Belville is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been part of the financial services industry since 2007 and joined Merrill Lynch in 2010. In his current role, Jesse leads the team's investment risk-management approach through Merrill's Wealth Outlook tool, which provides risk analytics, predictive stress testing, wealth forecasting, goals-based analyses, and asset allocation. He also oversees the team's alternative investment research and allocation policy, focusing on hedge funds, private equity, managed futures, and non-traditional funds. Jesse holds a Bachelor of Arts degree in political science from Cameron University and a Master of Business Administration from the Michael F. Price College of Business at the University of Oklahoma. He holds the Personal Investment Advisor (PIA) designation and is fluent in English and German. Jesse emphasizes developing personalized financial strategies that align with clients’ long-term goals and is involved in community volunteer activities following Merrill's tradition of community participation.

Thomas Fautrel is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. He holds a Series 66 credential and has worked at Wells Fargo Advisors since 2016, following prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Fautrel is also involved in several private investment-related ventures, including significant ownership in multiple wealth management and holding companies. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with banking, lending, trustee services, and affiliated fund strategies.

Matthew Wyatt is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Dynamic Pain & Wellness PLLC and Head and Neck Associates. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including wrap fee strategies, separately managed accounts, and tax-efficient investment solutions.

William Murphy is a CFP® with 20 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he is a co-owner of a beach house rental in Santa Rosa Beach, FL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Collin Soule is a financial advisor with Ameriprise in Inlet Beach, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he is president and CEO of Envision Abundance LLC, a practice management business. Ameriprise provides retirement-income planning services primarily to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations in partnership with its financial advisors.

James Breen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, Breen serves as president of the Stephen Breen Memorial Foundation, organizing annual events for the nonprofit, and participates on the finance committee of St. Patrick Cathedral Church in Fort Worth, TX. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Will Lukow is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2009, progressing through roles including Regional Planning Consultant and Financial Consultant. Prior to joining Fidelity, Will worked as a Personal Financial Consultant at Allstate Financial Services and as a Financial Advisor at Smith Barney. Will holds insurance licenses in Arkansas and California. His professional approach focuses on understanding his clients' unique stories to provide tailored financial planning. Outside of work, he enjoys board games, concerts, golf, caring for pets, soccer, and traveling.

Whitney Streck is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 17 years of industry experience. Prior to joining Ameriprise, Whitney worked at Amegy Bank and LPL Financial. Outside of advising, Whitney owns Streck Enterprises, managing his Ameriprise business operations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that delivers tailored retirement planning through written recommendations and ongoing advice focused on income stability and tax-aware withdrawals.

Artiom Calmis is a CFP®-credentialed financial advisor with Edward Jones, based in Santa Rosa Beach, FL, and has six years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Bank, as well as positions in the hospitality sector. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Michael Olmsted is a financial advisor at UBS Financial Services with 33 years of industry experience. He has been with UBS since 2015 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he is also active as a musician and singer-songwriter. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and provides a range of fiduciary and capital markets solutions.

Tammra Crossett is a financial advisor at Primerica Advisors with three years of industry experience. She holds Series 63 and Series 65 licenses and previously served 20 years in the U.S. Air Force. Crossett has worked at PFS Investments Inc. and Primerica Financial Services. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets through a large network of advisors and employs model-driven investment strategies supported by third-party asset managers.

Khiem Truong Von Garvisch is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at Bank of America, Merrill, Cetera, Fidelity, Charles Schwab, and other firms. Outside of finance, he is the owner of KTV Builders, a business based in Panama City Beach, FL. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated financial services.

Philip Cunningham III is a financial advisor with OSAIC who holds a Series 66 credential and has 10 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously spent two years at SII. Cunningham is also involved with Aspire Financial Partners Inc., where he engages in the sales and marketing of fixed insurance products, securities, and investment advisory services. OSAIC serves a diverse client base including retail and institutional investors by providing brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs various asset-allocation tools and offers portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments, managed on discretionary or non-discretionary bases.

Shelley Albarado is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Debra Grill is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 65 designations and bringing 29 years of industry experience. She has worked at Robert W. Baird since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing a range of traditional and alternative investment strategies tailored to client goals and risk tolerances.

Joseph Altic is a CFP®-designated financial advisor with LPL Financial, where he has worked for 28 years. He has a total of 32 years of industry experience and is currently based in Inlet Beach, FL. Prior to his tenure at LPL, he has been associated with Community Bank Of Trenton since 2022. 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 a range of advisory and brokerage services, including financial planning and access to third-party asset management, implemented through customizable strategies and supported by various operational and research tools.

Benjamin Dukes is a Series 66-registered financial advisor at UBS Financial Services with 16 years of industry experience. He has been with UBS since 2012 and previously worked at the Georgia Institute of Technology from 2018 to 2021. He serves as an executor of an estate, which is noted as part of his other professional activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and supports its advisors with proprietary research and model-based asset allocations.

John Churchill is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience with Woodbury Financial Services Inc., Churchill Wealth Management, Inc., and SII Investments, Inc. Outside of advising, he is an insurance agent and owns a property management business. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services supported by advanced portfolio construction tools and multiple advisory platforms.

William Parker is a financial advisor with Wells Fargo Advisors and holds a Series 66 designation. He has experience working at LPL Financial and has a diverse background that includes time at Tombigbee Log Homes and teaching at Auburn University and Pickens Academy. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and tools, delivering these through meetings and written summaries.